Early access
Everything in Kyllo
Every feature is here from your first invoice. No tiers, and no limits on clients or invoices.
Getting paid
- Invoices
- Line items, discount lines and any tax label and rate — VAT, GST, IVA — with an optional legal note.
- Numbering
- Sequential numbers under your own prefix, continuing from wherever your old system stopped.
- Multi-currency
- Invoice in USD, EUR, CAD and GBP. Totals stay apart per currency, never blended into one number.
- PDF and client link
- Every invoice as a clean PDF and a link your client opens without an account.
- Payments
- Record full or partial payments and balances update themselves. Your bank details print on every invoice.
- Email templates
- Invoice and receipt emails with fill-in fields, adjustable per client.
- Smart billing
- Describe a recurring invoice in plain words and we draft it on schedule. You check it and send it.
- Dashboard
- What's outstanding, what came in this month and what's overdue, grouped by currency.
- Invoice history
- Who created, edited, issued, emailed or recorded a payment on each invoice, and when.
Northside BakeryOverdue€480.00
Hotel AlamedaDue 12 Oct€760.00
Café LumenPaid€215.00
- Created
- Issued
- Emailed to the client
- Payment of €480.00 recorded
Keeping track of people
- Client records
- One record per person or company, with your own words for client, source and team member.
- Stages
- Your own pipeline stages, in your order and your colours.
- Custom fields
- Add text, number, date, yes/no or amount fields, and show them as columns in your list.
- ID types
- The identifiers your paperwork uses — tax numbers, passports, anything — on each record.
- Documents
- Attach files to a client. Only your team can open them.
- Comments and timeline
- Notes, stage moves, assignments and documents on one timeline per client.
- Conversation summaries
- Paste a long chat and keep a short summary. The conversation itself is never stored.
- Appointments
- Schedule sessions, see them on an agenda, and close each one with a note.
- Lists
- Search, filter, sort and choose your columns; change a stage or an assignee right in the list.
- Tags
- Group clients and invoices by project or season, and see what each tag brought in.
| Client | Stage | Balance | Since |
|---|---|---|---|
| Hotel Alameda | Active client | €1,240.00 | Mar 2024 |
| Café Lumen | In collection | €3,610.50 | Jan 2023 |
| Northside Bakery | Closed | €0.00 | Sep 2025 |
Balance and Since are fields this business added itself.
Bringing leads in
- Partner forms
- Partners send leads straight in from their own websites, credited to them and marked for your review.
- Leads by email
- Give a source its own address; each email becomes a lead you confirm before it's filed.
- Spreadsheet import
- Bring contacts in from Excel, mapped column by column, with a preview before anything is saved.
Working as a team
- Roles
- Managers set things up; members do the work. Everyone signs in as themselves.
- Assignment
- Assign clients to people on your team and see who's looking after whom.
- Several businesses
- Belong to more than one business and switch between them. Each keeps its own books.
- Sign-in
- An email link or a passkey. No password to remember or leak.
- English and Ukrainian
- Sign-in, the dashboard and client records in English or Ukrainian; invoices are in English for now.
Works with your AI assistant
- Connect an assistant
- Connect Claude or another assistant and choose what it may do: read, draft, issue invoices, record payments.
- Business-wide limits
- Set the most any assistant may do for your business; every connection stays inside it.
- Assistant activity
- Each change an assistant makes is listed under its connection, and an invoice's history names the assistant that changed it.
Not yet
What we haven't built. If one of these matters to you, tell us — early access is how we decide what comes next.
- Online payments
- Clients can't pay by card through us yet. They pay the way they do today, and you mark it paid.
- Full data export
- PDFs of every invoice, yes; a complete export of your data, not yet.
- An iPhone app
- The site works in your phone's browser; an app of its own is on the way.
- Importing past invoices
- We bring in contacts today, not your invoice history.
Bring your spreadsheet. We'll take it from there.
Early access is open. Tell us how you work today and we'll set you up ourselves.
Request early access