Overview
Executive Product Overview
What Kavanah is, the problem it solves, who it is for, how it differs from the tools it replaces, and what it costs — written for the executive sponsor and the procurement lead evaluating it.
Last updated: July 28, 2026
Kavanah is an AI-native work-management platform. It brings project and task management, team collaboration, client communication, time and billing, planning, reporting, and an AI agent that can act on the work into a single system — available as a web app, a native desktop app, and native mobile apps built from one codebase. This document is the executive summary. The companion documents linked throughout go deeper on the technical, security, and commercial detail.
The problem: the glue work
Most project-driven organizations do not have one problem with their tooling. They have four systems that each solve a quarter of it:
- Work management lives in a board or tracker.
- Client communication lives in email and shared documents.
- Delivery tracking lives in a spreadsheet, or in an engineering tool nobody outside engineering opens.
- Reporting lives in a deck that somebody rebuilds by hand every week.
None of those systems is wrong on its own. The cost is in the seams. Somebody has to copy the status from the tracker into the client update. Somebody has to reconcile the timesheet against the invoice. Somebody has to notice that a task has been sitting in review for nine days. That work is invisible on any roadmap, it is done by the most senior people available, and it scales linearly with headcount.
Adding another point tool adds another seam. The alternative most teams reach for — an AI chat assistant bolted onto the side of the existing stack — can describe the glue work, but it cannot do it, because it has no permission to write into any of those systems and no accountability if it does.
What Kavanah is
Kavanah is one workspace where the work, the client relationship, the delivery signal, and the reporting all live in the same data model — and where an AI agent operates on that data model directly, under the same permissions, audit trail, and approval rules as a human member of the team.
Concretely, a Kavanah workspace holds projects, tasks and sub-tasks, clients, discussions and chat, time entries, documents, planning horizons, requests from outside the company, and connected systems (mail, calendar, code, finance). The AI agent reaches all of it through roughly 896 registered tools — not a chat window that returns text, but an agent that creates the task, drafts and sends the update, reassigns the work, and records what it did.
Because every action — human or agent — passes through the same API, the same tenant boundary and the same audit log, the governance story does not change when you turn the AI on. See the Architecture Overview and Product Data Sheet for the structural detail.
Who it is for
| Segment | What they get out of it |
|---|---|
| Project-driven teams | A single board, timeline, and portfolio view over work that currently spans several trackers, plus reporting that assembles itself instead of being rebuilt by hand each week. |
| Agencies & professional-services firms | Client records, client-facing portals, time tracking and billing context in the same system as delivery — so the status a client sees and the status the team works from are the same record. |
| Internal delivery teams | Structured intake for requests from the rest of the business, capacity and assignment based on real skills and availability, and an engineering-delivery view that connects repositories, pull requests, and deploys back to the plan. |
| Leadership & operations | Portfolio, planning-horizon and goal views, scheduled reporting, and workspace usage analytics — without a separate BI project. |
Kavanah suits organizations that run identifiable projects for identifiable stakeholders. It is a weaker fit for pure always-on-operations teams with no project structure, and there is no self-hosted or on-premise deployment today — Kavanah is delivered as multi-tenant SaaS with production data processed in the United States.
Core use cases
| Use case | How Kavanah handles it |
|---|---|
| Plan and run projects | Projects, tasks and sub-tasks with status, assignee, dependencies, due dates, custom fields, and attachments, across board, list, and timeline views. |
| Keep clients informed | Client records with client-portal access for external stakeholders, so a client sees scoped, current status rather than a hand-written summary. |
| Capture and route incoming work | Tokenized public intake forms turn external requests into tasks; skill- and availability-aware routing recommends or assigns an owner. |
| Track time and bill it | Time entries logged against tasks and projects, reportable by client, project, or member, with finance-system integration. |
| Plan capacity and commitments | Portfolio and resourcing views, sprint planning, planning horizons, goals, and estimate calibration built from the workspace's own completion history. |
| Report without rebuilding decks | Dashboards plus recurring scheduled reports delivered to people or dynamic groups; executive-level rollups assembled from live workspace data. |
| Connect engineering delivery | Repositories, pull requests, deploys, incidents, and observability alerts alongside the plan they belong to. |
| Delegate work to AI | Named AI Employees with their own instructions, model, capability scopes, and member access controls — operating inside the workspace under governance. |
The full functional inventory is in the Capabilities Matrix and the Product Data Sheet.
What makes it different
AI that acts, under governance
The common pattern in this category is a chat sidebar: it can read your data and suggest text. Kavanah's agent is a governed tool-calling loop over the product's own API. It runs on Anthropic Claude models and reaches roughly 896 registered tools, each of which enforces the same permission and workspace-scoping checks as the user interface.
The controls around that are the point, not an afterthought. A safe mode strips write tools entirely. An action-policy engine can park risky actions for human approval before they execute. An action ledger records what the agent did, and an undo stackreverses it. Custom agent identities — what we call AI Employees— carry their own instructions, model, capability scopes, and member access control list, so “which AI can do what, for whom” is an administered decision rather than a prompt. Our data-use posture is documented on the AI Transparency page.
One codebase, every platform
Web, desktop (macOS, Windows, Linux) and mobile (iOS, Android with native push) are all shells over the same deployed application. Features and security fixes reach every platform at once; there is no stale mobile client running last quarter's permission model, and no separate mobile roadmap to wait on.
Clients are first-class, not an add-on
Client records and scoped client portals are part of the core data model. External stakeholders get visibility into their own work without being given a seat inside the workspace and without a parallel status document that drifts.
Open by API, not a walled garden
Everything the interface does, the API does: a documented HTTP API with an OpenAPI 3.1 specification covering 500+ endpoints, published at /openapi.yaml with a reference at /docs. Workspace API keys inherit the permissions of the user who minted them, so integration access cannot exceed human access.
Priced per seat, without the enterprise tax
Paid plans start at $3 per seat per month with uncapped seats. AI usage is metered in credits with an allowance included in every paid seat, so the cost of automation is visible and controllable rather than bundled into an opaque platform fee. See the pricing sheet.
What to expect
| Objective | The mechanism designed to produce it |
|---|---|
| Fewer systems to reconcile | Work, clients, time, delivery signal, and reporting share one data model, so status does not have to be copied between tools to stay current. |
| Less manual status assembly | Dashboards and scheduled reports are generated from live workspace data on a schedule, rather than rebuilt by a person each cycle. |
| Routine coordination handled by the agent | Agent tools cover the repetitive write work — creating and updating tasks, drafting and sending correspondence, routing and follow-up — inside the same permission model as a human member. |
| Delegation you can supervise | Safe mode, the action-policy approval step, the action ledger, and the undo stack are what make handing work to an agent a reviewable decision rather than a leap of faith. |
| Client visibility without extra effort | Client portals expose scoped, live project state, removing the separate status document that has to be maintained in parallel. |
| Predictable AI cost | AI consumption is metered in credits with a per-seat monthly allowance, so spend is attributable and capped by default rather than discovered on an invoice. |
| One rollout across devices | Because desktop and mobile shells load the deployed application, a capability or policy change lands everywhere at once instead of per-platform. |
If you need to establish these outcomes for your own organization before committing, the proof-of-concept process exists to measure them against your success criteria rather than ours.
Security, compliance & trust
Kavanah runs on Vercel with a managed Neon Postgres database, with production data processed in the United States. Data is encrypted in transit (TLS 1.2+ with HSTS) and at rest (AES-256), with an additional application-layer AES-256-GCM envelope over integration credentials, OAuth tokens, MFA secrets, and classified PII — keyed to per-workspace subkeys so no two tenants share an encryption key. Tenant isolation is enforced on every workspace-scoped table and checked by a continuous-integration linter that fails the build if a query is missing its tenant filter.
Identity supports SAML 2.0 and OIDC single sign-on, TOTP multi-factor authentication, OAuth sign-in, and SCIM directory sync. Audit logs are immutable, enforced by database triggers, with configurable retention (7+ years), legal hold, and eDiscovery export. GDPR and CCPA data-subject export and erasure are supported.
Certification status, stated plainly
- SOC 2 Type II— in its observation period, not yet certified.
- ISO/IEC 27001— planned, targeting Q4 2027.
- HIPAA BAA— available on Enterprise.
- Penetration testing — annual; summary available under NDA.
Full detail sits in the Security Overview, Technical Data Sheet, DPA, Sub-processors, Business Continuity, and the SLA. Security and procurement questions go to security@kavanah.ai.
Commercial summary
Kavanah is priced per seat, with AI usage metered separately in credits. Seats are uncapped on every paid plan — the plan sets the project, storage, and AI-credit allowances, not the size of your team.
| Edition | Price | Members | Projects | Storage | AI credits |
|---|---|---|---|---|---|
| Starter | Free | Up to 5 | 3 | 2 GB | 100 / month |
| Basic | $3 per seat/month ($2 billed yearly) | Unlimited | 10 | 5 GB | 100 per seat/month |
| Pro | $6 per seat/month ($4 billed yearly) | Unlimited | 50 | 25 GB | 250 per seat/month |
| Enterprise | Custom — contact sales | Unlimited | Custom | Custom | Custom |
- AI credits beyond the included allowance are purchased separately as credit packs, at roughly $0.01 per credit.
- Yearly billing is arranged through sales rather than self-serve checkout.
- Enterprise adds custom commercial terms; a HIPAA BAA is available on that edition.
Line-item detail, the credit model, and what a procurement team needs for a purchase order are in the Pricing Sheet. For a quote or a yearly agreement, use the contact form.
How to evaluate Kavanah
A typical enterprise evaluation runs in four stages. Each has a document behind it so your team is not waiting on a call to make progress.
| Stage | What happens | Where to start |
|---|---|---|
| 1. Functional fit | Confirm the product covers the workflows you actually run, and identify gaps early. | Capabilities Matrix · Product Data Sheet |
| 2. Security & technical review | Your security, IT, and legal teams review controls, architecture, sub-processors, and contract terms. | Trust & Compliance · Security · TDS · RFI/RFP pack |
| 3. Proof of concept | A scoped pilot in your own workspace against success criteria you define up front. | Proof-of-Concept program |
| 4. Rollout | Provisioning, SSO and SCIM configuration, data import, integration connection, and enablement. | Implementation Guide |
Next step
For a walkthrough, a quote, or a yearly agreement, reach our team through the contact form. Security and procurement questions can go directly to security@kavanah.ai, and existing users can reach support@kavanah.ai.
If you would rather read first: the Product Data Sheet is the one-page functional summary, and the proof-of-concept program is how most evaluations begin.
Questions from a security, privacy, or procurement team? Email security@kavanah.ai. For SOC 2, penetration-test, or questionnaire artifacts shared under NDA, use the request forms on the Trust & Compliance page.