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Getting StartedQuick Start Guide

Quick Start Guide

Get up and running with Kiaro in 5 minutes.

1. Create your account

Head to kiaro.io/pricing  and pick a plan. Click Start Free Trial on Solo or Team to get a 30-day trial. No credit card required. Or sign up for Free at kiaro.io/register .

2. Land on your dashboard

After registration, Kiaro takes you straight to your dashboard. Until you add your first client, it shows three cards to get you started, led by Create your first invoice. Each card opens the right form, and Ask AI under a card asks the AI assistant to walk you through it instead (when AI is turned on for your workspace).

The quickest way to see Kiaro working is to invoice someone you’re already doing work for. Click Create your first invoice, type your client’s name in the client box, and add them as you go. You can skip straight to step 7 and come back to the rest later.

If you want to see Kiaro with realistic data first, visit kiaro.io/try  instead of signing up. It spins up a throwaway sandbox in seconds and leaves your real workspace untouched.

3. Set up your workspace

First, configure your workspace:

  1. Go to Settings → Invoices and add your business name, address, and tax details. This information appears on every invoice you send.
  2. Optionally, go to Settings → Dashboard Goals to set monthly revenue, weekly hours and utilization targets for your dashboard.

4. Add your first client

Go to Clients → New Client and fill in your client’s details. At minimum, add their name and email. You’ll need the email to send invoices and enable their client portal.

5. Create a project

Go to Projects → New Project, select the client, and set a budget and timeline. Projects hold your tasks, deliverables, and invoices.

6. Track your work

  • Tasks: Break projects into tasks. Press T (or fn+T on Mac) from any page to quick-add a task. Use the Kanban board or list view to track progress.
  • Time Tracking: Click the timer bar at the top of any page, search for a task, and press Enter to start tracking. Or use the weekly timesheet for bulk entry.
  • Meetings: Paste a transcript and AI extracts summaries, action items, and follow-ups. Convert action items to tasks with one click.
  • Deliverables: Upload files and track delivery status.
  • Knowledge Base: Document processes and project learnings.

7. Send your first invoice

Go to Invoices → New Invoice, select a client (or type a new client’s name to add them there), add line items, and click Send. Your client receives a PDF invoice by email with a payment link. To send it from your own email instead, click Finalize & download.

Next steps

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