One system for how your business actually runs.
Tasks, time, client email, team chat and client records — together in one place, built around the way your team works. Then add the modules your industry needs, or have us build something new.
Your team is good. Your tools are scattered.
Tasks in one tool, chat in another, time in a third — and nobody can see the whole picture.
Client emails sit unanswered because everyone assumes someone else has it.
Who works on which client, what is due, what is late — kept in files only one person understands.
The how-to lives in people's heads, so every new person slows down the team.
Kysara replaces the patchwork with one system your whole team works in — and grows with you one module at a time.
Everything your team needs, every day.
Every Kysara system starts with the Core — four sections your whole team uses from the first morning.
My Work
Everything on your plate, in one list.
- Task boards & recurring work
- "Due today" and overdue at a glance
- Built-in time clock
- Live team dashboard
Team
Who does what, and who is out.
- Org chart
- Time-off & holiday calendar
- Team calendar
- Kudos & badges
Communication
Conversations that turn into action.
- Team chat rooms & direct messages
- @mentions that stay flagged until answered
- Turn any message into a task
Clients
One page for every client.
- Client list & full profile
- Contacts
- Who works on which client
Your name, your logo, your team's roles — set up for you, not a template you have to wrestle with.
Add what you need. Skip what you don't.
Each module is a full section of tools that plugs into your Core. Start small and add more as you grow.
Client Inbox
AvailableA shared client inbox with assignments, team notes, saved replies, snooze and AI-suggested replies — plus a texts inbox and one-click client ratings.
Client Portal & Documents
AvailableA secure portal for your clients with documents and invoices, e-signatures on any PDF, and W-9 collection.
Sales & Onboarding
AvailableQuotes and proposals that become contracts, automatic follow-ups, onboarding checklists and referral tracking.
Client Success
AvailableA health score for every client, a quarterly check-in program and a log of what clients tell you.
Billing & Profitability
AvailableTurn logged time into QuickBooks invoices, check nothing was missed, and see profit by client.
Bookkeeping Automation
AvailableEmailed bills become QuickBooks bills, receipts are tracked, bank statements are collected and vendors reviewed for 1099s.
People & HR
AvailableEmployee records, hiring and offer letters, 90-day onboarding, time-off requests and an anonymous suggestion box.
Payroll Prep
AvailableBuild each pay run from logged hours, with pay changes applied on the right day and profit sharing worked out.
Training & SOPs
AvailableA searchable SOP library, an operations-manual builder and a training center with quizzes and sign-off.
Insights
AvailableA TV status wall for the office, workload by person, team time reports and client usage against their plan.
AI Assistant
AvailableMeeting transcripts become notes and assigned tasks, and routine items are categorized for you — always reviewed by a person.
Field Ops
In developmentJob dispatch and scheduling, photos and checklists from the job site, quote-to-deposit booking and inspection reports.
Reputation & Marketing
Partly availableNewsletters, mail merge and a social calendar today — automatic review requests after every job coming next.
Security & Compliance
Partly availableA password vault with its own sign-in and access log today — licence, insurance and certification expiry tracking coming next.
Packaged for the way you work.
Start from a pack made for businesses like yours. Every pack includes the Core.
Professional Firm
- Client Inbox
- Client Portal & Documents
- Sales & Onboarding
- Billing & Profitability
- Client Success
Home & Field Services
- Client Inbox
- Field Ops
- Reputation & Marketing
- Sales & Onboarding
- People & HR
Growing Team
- People & HR
- Payroll Prep
- Training & SOPs
- Insights
We build custom tools around the work only your business does — the report you rebuild by hand every month, the hand-off that keeps getting dropped, the filing that eats a week.
From first call to up and running.
Discovery
A conversation about how your team works today, where time goes and what keeps falling through the cracks.
Set-up
We configure your system with your name, roles, clients and workflows, and bring your existing data across.
Launch & training
Your team is walked through it, with SOPs and training built in so new people get up to speed on their own.
Support & growth
We stay on hand, keep it improving and add modules or custom tools as your business needs them.
Built by operators, for operators.
Your data is yours
Export everything whenever you like. If you ever leave, you take your data with you.
Secure by default
Every business gets its own separate system, with access controlled person by person.
Proven in real work
Built and used every day inside a working accounting firm before it was ever offered to anyone else.
Pay for what you use
Start with the Core and add modules only when they earn their place.
Book a 30-minute demo.
We'll walk you through a live system and talk through what yours would look like. No pressure, no obligation.
Email us to book