The client data tool for virtual assistants
Every week a client sends a new export and you spend an hour making it usable. Klerio does the cleaning, remembers your fixes, shows what changed since last week, and makes the report you send back, so you bill for the work that matters.
How it works
- Set up a list for each client, once.
- Upload their export, or send them a private upload link so it arrives by itself.
- Klerio cleans it, flags what needs a decision, and shows what changed.
- Send the client a report, or let a workflow email the clean file automatically.
Why Klerio
- One place per client: Each client's list, history, corrections and upload link together.
- Client upload links: Clients drop this week's file into a private link, checked against your rules on arrival.
- Workflows: Clean, check and send a file every week without you, with rows that break a rule listed separately.
- Your files stay yours: Spreadsheets are worked on in your browser wherever possible.
Common questions
How much is it?
£4.99 a month, with a free trial of 1 day.
Can my clients see Klerio?
Only what you send them: upload links, reports and shared summaries.
Is there a free option?
Yes: the free data cleaner, no account needed.