What is Kato used for?

Kato is an AI workspace for client-service teams that links tasks, meetings, client records, retainers and invoices in one place. It is a good fit for agencies tracking client work and retainers, consultancies keeping meeting follow-ups in one place, and client-service teams monitoring account health.

Yes. Kato has a free plan, and paid plans start at $15 per seat per month. A free trial is also available.

No. Kato is proprietary (closed-source) software and can't be self-hosted. In the Project Management category, open-source options include Huly, Plane and WeKan.

What are some alternatives to Kato?

Kato competes with ClickUp, monday.com and Plutio.

Kato: features, pricing and alternatives

About Kato

Kato is a workspace built for teams that serve clients, such as agencies and consultancies. It connects tasks, meetings, client records, retainers and invoices, then uses AI to point out what changed and what the next action should be. The homepage presents it as a single place where client conversations and commitments stay in sync rather than spread across separate tools.

The product dashboard shows an inbox, tasks, a calendar, automations and a record view for companies, people and projects. Company records hold fields such as stage, owner, health score, renewal date and last interaction. An Ask Kato assistant answers questions across that data, and a command palette provides quick search. An iOS app is available.

Kato lists integrations with developer, analytics, calendar, finance and communication tools, including GitHub, Stripe, QuickBooks, Calendly, Cal.com, Google Analytics, Search Console, Supabase, Vercel and WhatsApp. It is a hosted product that is currently in private beta; teams apply for access or request a 20-minute walkthrough.

Key features

Unified client records for companies, people and projects
Inbox, tasks and calendar in one workspace
Ask Kato assistant that answers questions across data
Automations for repeating client work
Retainer and invoice tracking per client
Integrations such as GitHub, Stripe and QuickBooks
Mobile app for iOS

Good fit for

Agencies tracking client work and retainers
Consultancies keeping meeting follow-ups in one place
Client-service teams monitoring account health

Tags: ai-workspace; crm; project-management; client-management; agencies; retainers; automations

Kato: questions and answers

What is Kato used for?: Kato is an AI workspace for client-service teams that links tasks, meetings, client records, retainers and invoices in one place. It is a good fit for agencies tracking client work and retainers, consultancies keeping meeting follow-ups in one place, and client-service teams monitoring account health.
Is Kato free?: Yes. Kato has a free plan, and paid plans start at $15 per seat per month. A free trial is also available.
Is Kato open source?: No. Kato is proprietary (closed-source) software and can't be self-hosted. In the Project Management category, open-source options include Huly, Plane and WeKan.
What are some alternatives to Kato?: Kato competes with ClickUp, monday.com and Plutio.