Upload the file, Katio processes it. Your clients see where they stand in real time without calling you every time
Clients, processing status and upcoming deadlines. No jumping between spreadsheets.
Clients
AddClients
24
active
Processed
18
this month
Deadlines
5
7 days
Documents
12
new
Client book
Mariana Restrepo
NIT 901.234.567
Comercial Vélez SAS
NIT 900.112.334
Jorge Toro
NIT 79.456.123
Andina Plásticos
NIT 830.998.221
Deadlines
ICA · Bimonthly 2
Andina Plásticos · 15 may
VAT · Bimonthly 2
Comercial Vélez · 20 may
Income tax · advance
Mariana Restrepo · 25 may
A manual spreadsheet per client, supporting documents lost in WhatsApp and deadlines that show up by surprise. Multiply that across your whole book.
Katio brings every client — and all their work — into a single panel.
10h+
per week you win back from manual spreadsheets and client messaging
1 panel
for unlimited clients, never mixing their information
Your clients, across the country · drag the globe to spin it.
Tap each card to see the detail.
Everything your firm needs to manage clients without spreadsheets, without WhatsApp and without errors.
Invite by national ID, organize by industry and work with everyone without ever mixing their information. Strict row-level security at the database layer.
Upload the .xlsx, .xls or .pdf of the general ledger and AI builds PUC accounts, debits, credits, balances and entries by counterparty. No re-typing.
Tax events (bimonthly VAT, ICA, withholding, income tax) generated automatically. Your clients see their own deadlines.
Your clients upload PDFs, invoices, receipts and tax registrations from their panel. You get notified; you download in one click.
Show your client their net worth, liabilities by category and tax burden in clear charts. Easier meetings.
Your clients ask the AI the basic questions before pinging you on chat. You handle the cases that actually deserve your time.
No complex migrations, no endless setup.
Look your client up by ID number, send the invitation, and they're linked to your firm as soon as they accept.
Drop in the client's monthly file (.xlsx, .xls or .pdf). AI processes it, validates PUC accounts and builds the trial balance plus entries.
Client and accountant get synchronized panels: deadlines, net worth, liabilities and general ledger.
You're responsible for many people's sensitive data. Katio is built with the same seriousness you bring to your clients.
What accountants ask us most before getting started.
You invite them by national ID from your panel. Once they accept, they're linked to your firm and you can start uploading their information right away.
No. Katio takes the ledger you already produce and makes it visual and shareable. Your software stays the source of truth; we put it within the client's reach.
Yes. A client can go independent and manage their own account, or link to your firm. You decide how you work with each one.
The .xlsx, .xls or .pdf of the general ledger. AI builds PUC accounts, debits, credits, balances and entries by counterparty, with no re-typing on your side.
Each client is isolated at the database level with Row Level Security. You only see the clients who invited you, and files live in private storage behind signed URLs.
You can create your accountant account for free and start inviting clients right away. No credit card to get going.
Start free. Invite your clients in minutes. Cancel whenever you want.