One workspace for your clients, projects, and finances.
Stay organized, serve clients better, and make room to grow. Vakara connects conversations, projects, billing, and financial insights, so relevant context is easier to find and Vakara Copilot can help keep work moving.
Connected client work
Follow the work from first message to final payment.
Clients
Bring Gmail, Zoom Phone SMS, and Twilio conversations into one inbox, then group related threads when a client's updates span channels.
Projects
Keep plans, tasks, notes, and decisions tied to the right work, so you can switch clients without reconstructing the story.
Finances
Create invoices, send payment reminders, accept payments through Stripe, and review business transactions and cash flow from the same workspace.
Tools that stay connected around the work.
Vakara Copilot
Get context-aware help from the workspace you are already using.
Use Vakara Copilot by text on every plan, with voice on Team and Scale
Ask questions using the current view and connected workspace records
With your approval, create or update tasks, notes, appointments, and invoice drafts
Return to saved text Copilot conversations across sessions
Unified inbox
Bring client email and SMS into one workspace without losing the source conversation.
Connect Gmail, Zoom Phone SMS, and Twilio
Group related threads across channels while preserving each source thread
Reply or schedule messages, attach files, and use reply all or forwarding for email
Search, filter, archive, and track unread conversations
Projects and notes
Keep plans, decisions, and reference material close to the work they support.
Plan work with projects, tasks, subtasks, priorities, and due dates
Capture decisions in rich, searchable notes and notebooks
Search across messages, notes, Google Calendar, and Drive
Manage availability, appointment defaults, and scheduling rules
Billing and finances
Follow the money from invoice to bank activity without losing client context.
Create and send invoices with hosted payment links, reminders, and email receipts
Track Stripe and offline payments against client work
Import bank activity, classify transactions, and reconcile accounts
Review cash flow, profit and loss, and spending trends
See what connected context makes possible.
Vakara Copilot works from the records and current view inside your workspace, so you can ask a natural question and get a useful answer or next step without rebuilding the context.
Prompt
Create a flow chart for the client onboarding process.
Result
A structured note with a rendered process diagram that stays editable in the notes workspace.
Choose the plan that fits your business.
Choose a single-owner workspace or add teammates, voice Copilot, custom MCP servers, and higher AI capacity as your needs grow.
Annual billing offers a lower monthly rate
Single operator
Starter
For one owner who needs a production workspace for client messages, contacts, invoices, payments, and core finance work.
$29
per workspace / month
Billed monthly
One owner workspace
Inbox, contacts, invoices, and payments
Core finance views and transaction review
1M shared workspace AI tokens per month
5 concurrent sessions per user
Text copilot only; no voice copilot
First-party Vakara MCP only; no custom MCP servers
Recommended
Team
For client-facing teams that need shared context, member access controls, billing, finance, notes, and AI-assisted workflows.
$79
per workspace / month
Billed monthly
1 owner/admin plus up to 4 additional users
Assignable data and feature access by workspace member
10M shared workspace AI tokens per month
5 concurrent sessions per user
Voice copilot included
Custom MCP servers included
Unified inbox, invoices, payments, and notes
Banking, reconciliation, and tax workflow support
Larger teams
Scale
For larger teams that need more seats, per-user AI capacity, voice copilot, custom MCP servers, and shared financial workflows.
$199
per workspace / month
Billed monthly
Up to 10 workspace users
Assignable data and feature access by workspace member
30M AI tokens per user per month
5 concurrent sessions per user
Voice copilot included
Custom MCP servers included
Expanded seat capacity for larger teams
Higher per-user AI token capacity
Workspace controls for larger teams
Get your client work organized and under control.
Spend less time reconstructing the story and more time serving clients. Bring the records, decisions, and money behind each engagement into one connected workspace.