Steering & visibility

Operational financial steering

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

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  • Custom fields & categories
  • Built-in KPIs
  • Filters & grouping
  • Import & export
Klaro Cards — Operational financial steering

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.

The module at work

The screens of the week. Click to move from one to the next.

These screens exist on mobile too, offline included.

Operational financial steering — Payments due A real Klaro Cards screen

Sectors that use this module

The same module, set up differently depending on what you have to prove, and to whom.

Industry Risk assessment, maintenance, non-conformities, certifications: achieving compliance without the last-minute scramble. Services Property management, facility management, agencies: run your client files and contractors without piling up tools.

Price

This module costs

18–20 € / user / month

On its own, one module. The rate drops as soon as you add a second, and you can change formula at any time.

Book a call See every formula

No commitment · data hosted in Europe

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.

Book a 15-minute call