$12/moStarting price
0Popularity
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About Kato

Kato is an AI-powered workspace designed for client-service teams such as agencies, studios, and consultants. It consolidates client records, tasks, meetings, emails, retainers, invoices, and activity into a single system, ensuring that all work and its context remain connected. The platform uses AI to surface relevant information, answer questions about clients or projects, and suggest next steps based on workspace data. Tasks can include owners, priorities, due dates, and linked client records, while meeting notes and follow-ups are automatically tied to the appropriate client context. Kato also supports time tracking, retainers, and invoicing, with integrations to tools like Google Calendar, GitHub, Vercel, and Railway to sync existing workflows. The system is structured around a flexible record-keeping model that adapts to different types of client work and team structures.

Key features

  • Client record management with linked tasks and communications
  • AI assistant for querying workspace data and generating follow-ups
  • Task management with owners, priorities, due dates, and statuses
  • Meeting notes and follow-ups automatically tied to client records
  • Time tracking and retainer management for billing
  • Invoicing with one-off and retainer options
  • Calendar and tool integrations (Google Calendar, GitHub, Vercel, etc.)
  • Custom workflows and automations for repeatable processes

Use cases

  • Agencies managing multiple client projects and deadlines
  • Consultants tracking retainers, invoices, and client communications
  • Teams coordinating tasks, meetings, and deliverables in one system

Pros

  • Centralizes client records, tasks, meetings, and communications in one workspace
  • AI assistant (Ask Kato) answers questions and provides context from workspace data
  • Supports time tracking, retainers, invoicing, and custom workflows
  • Integrates with tools like Google Calendar, GitHub, Vercel, and Railway
  • Offers both free and paid tiers with scalable features

Cons

  • Private beta access is rolling out in small batches
  • Free tier limited to one member and 200 records
  • Pro plan requires a subscription with no free tier beyond trial

Frequently asked questions about Kato

What is Kato?

Kato is an AI-powered workspace designed for client-service teams such as agencies, studios, and consultants. It consolidates client records, tasks, meetings, emails, retainers, invoices, and activity into a single system to keep work and its context connected.

Who is Kato built for?

Kato is built for agencies, studios, consultants, and other teams that deliver ongoing work for clients and require a unified place to track what happened, what is due, and what should happen next.

What can I ask Ask Kato?

You can ask about a client, overdue work, today's meetings, recent decisions, account activity, or the next follow-up. Ask Kato provides answers based on accessible workspace information and includes the context behind its responses.

How do tasks and client records work together in Kato?

Tasks in Kato can include owners, statuses, priorities, due dates, files, comments, and linked client records. This ensures the brief, conversation, and delivery history remain attached to the work rather than scattered across tools.

What happens to meeting notes and follow-ups in Kato?

Kato keeps meeting agendas, attendees, links, notes, and follow-up tasks connected to the relevant client record. Calendar meetings can sync into the workspace so decisions and action items are preserved after calls end.

Which tools can I connect to Kato?

Kato supports integrations with tools such as Google Calendar, GitHub, Vercel, Railway, Ahrefs, Stripe, QuickBooks, Calendly, Supabase, and others through its app directory to sync existing workflows.

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