Steering & visibility

Operational financial steering

Project budgets, quote and order tracking — without an ERP.

What this module does

Project budgets, quotes and orders are tracked in spreadsheets that drift apart from reality. Klaro Cards links financial data to the operational cards that generate it — so the budget consumption updates as work progresses, not when someone remembers to update a cell. You see the margin in real time, without an ERP.

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Features you'll love

Custom fields & categories Define your own fields, categories and relationships. Every piece of information has a structure that matches your business, not a generic template.

Built-in KPIs Performance indicators that update continuously from live data. No more Monday morning consolidation spreadsheet.

Filters & grouping Instant filtering and grouping with your own categories. Find exactly what you need in seconds, from any angle.

Import & export Import from Excel or CSV to get started fast. Export any view at any time. Your data is never locked in.

Frequently asked questions

How quickly can we get started?

A first module is typically operational within a few days. There is no multi-month deployment project. Start with the module that addresses your most painful friction, measure the result, and expand from there.

Can it connect to the tools I already use?

Yes. Klaro Cards connects to your business tools and AI agents over its REST API and MCP protocol. The goal is not to replace your ERP or your mailbox, but to give them a shared reference source.

Do I need technical skills to use it?

No. Business rules are written in business language, not code. Your teams configure and adjust their own processes. IT only gets involved for integrations with your existing systems, if needed at all.

Ready for the next step?

Fifteen minutes to look at your operational friction with you, and see which modules answer it.