Klexo is the operating system for professional-services firms. It runs your business from the first sales call all the way through to getting paid, paying your team, and books that close themselves — so you can stop juggling a CRM, a project tool, an invoicing app, and a spreadsheet (and stop paying for all of them). One platform. One clear picture of your firm. Far less time lost to admin.
Klexo is in private beta. Request access and we’ll be in touch about getting your firm on board.
Agencies. Software and dev studios. Consultancies. If your firm wins client work, delivers it, and has to bill and book it, you know the pain of running that on six tools that don’t talk to each other. Klexo replaces the whole patchwork — CRM, project tracking, invoicing, and accounting — with one platform built for exactly how a services firm makes money.
You win the deal in one app, run the project in another, chase the invoice in a third, and find out what you actually made when someone reconciles a spreadsheet weeks later. Every gap is time re-keying numbers, a detail that slips, or a client who’s waited too long to be billed. The business is connected — the tools aren’t. Klexo closes the loop, so nothing falls through the cracks.
Every client runs through Klexo as one continuous record, and each step sets up the next. That means your books aren’t a separate month-end project — they’re a by-product of the work you already did. No exporting, no reconciling, no accounting system to keep in sync.
Track every lead and quote in one pipeline — and the moment a client says yes, the project (and its first invoice) is set up for you. Nothing gets re-typed from sales into delivery.
Klexo turns your kickoff calls into a written proposal for you to review, and gets it signed by everyone in one clean flow — so you start the work faster and look sharp doing it.
Every project, task, and hour in one place, so nothing slips and you always know where the work stands — with AI quietly handling the busywork alongside your team.
Invoices raise themselves from the work you delivered, clients pay by card or ACH, and retainers bill on schedule — so you spend less time chasing money and more time with it in the bank.
Run payroll and time off in the same system as the work — and it posts to your books automatically, no double entry.
Your ledger keeps itself: bills, payments, banking, and payroll all land in the books on their own, tax-ready, with statements a click away. No month-end scramble, no separate bookkeeper to reconcile behind.
Six steps, one record — each handoff already done for you.
Six things every services business has to do well, all under one roof: win work, scope it, deliver it, get paid, keep the books, and take care of your people and clients. One login instead of six tools — and a bookkeeper’s worth of work handled for you.
See every deal and quote in one pipeline, so nothing goes cold and you always know what’s coming. Send a professional, priced proposal — and when the client accepts, the project spins up on its own, ready to start.
Klexo listens to your kickoff calls and drafts a clear proposal from them — so you go from “great call” to “signed” in a fraction of the usual time, and every client sees a polished, professional document. Signed by everyone in one simple flow.
Keep every project, deadline, and hour in one view, so work stays on time and on budget and you can see exactly where things stand at a glance. AI and automation quietly handle the repetitive parts, freeing your team for the work clients pay for.
Invoices raise themselves from the work you’ve already done, so billing stops being a chore you do late. Clients pay online by card or ACH, retainers bill automatically every month, and pass-through costs (like ad spend) get marked up and billed for you — the money side an agency actually lives on.
Real financial clarity, without a bookkeeper riding shotgun. Every bill, payment, and payroll run posts to your books on its own — so your ledger is always current, statements are a click away, and tax time isn’t a fire drill. Close the month, not a spreadsheet.
Give every client their own branded portal — a clean, professional window into their project, hours, billing, and documents to sign — so you look organized and buttoned-up at every touch. And run payroll and time off for your team in the same system, no separate app.
Klexo’s AI takes the tedious, time-eating tasks off your team’s plate and gives back the hours. Three of the big ones — and because this touches your clients and your books, a person always reviews the result before it goes anywhere.
It turns your discovery calls into a clear, professional proposal draft — so what used to take a strategist half a day is ready for a quick review in minutes.
Vendor bills land in your inbox and Klexo reads them straight into your accounting — no manual data entry, no shoebox of receipts at month-end.
Solutions, scopes, summaries, and recommendations come back as polished first drafts your team edits — never a blank page, never sent without a look.
Nothing goes to a client or into your books on its own. Every proposal, document, and entry is a draft your team reviews and approves first. The AI saves the hours — you keep the judgment, and the final say.
Each client logs into a co-branded portal that shows exactly their project — and nothing else. Scoped, at the data layer, to precisely what they’re allowed to see.
Klexo holds your money and your clients’ work, so keeping it safe and private isn’t an afterthought — it’s built into the foundation.
One client’s work can never spill into another’s, and your firm’s data is never mixed with anyone else’s. It’s kept separate at the deepest level — not just hidden on a screen — so you can promise clients their information is safe and mean it.
The money side of the business is yours. Your margins, rates, and costs aren’t visible to your whole team or ever to your clients — only the people who should see them do.
Set the right access for owners, managers, project leads, staff, and clients in a few clicks. Your delivery team gets the work without the dollar figures; clients get their own project and nothing else. No accidental oversharing.
Klexo is in private beta, onboarding a first group of professional-services firms. Request access and we’ll reach out to learn about your firm and walk you through getting started — no credit card, no commitment.