Frequently Asked Questions
Getting Started
To create your account, click the "Get started" button on our homepage. You'll need to choose a unique subdomain for your workspace and provide your email address and a secure password. Once registered, you can start using Kizani immediately.
A subdomain is a unique identifier for your workspace (e.g., "mycompany.kizani.app"). It allows you to have your own dedicated workspace that's separate from other users. You can choose any available subdomain during registration.
Subdomain changes are available for Enterprise tier subscribers. If you need to change your subdomain, please contact our support team for assistance.
Pricing & Plans
All plans have full feature parity. Boutique ($49/month) supports up to 5 seats for small agencies. Scaling ($199/month) supports up to 20 seats and replaces a Harvest/Jira stack. Enterprise ($499/month) offers unlimited seats for large firms.
Yes! You can upgrade or downgrade your plan at any time from your account settings. Changes take effect immediately, and we'll prorate any charges or credits.
If active users exceed your tier limit, you won't be able to invite new users until you upgrade. We'll prompt you to upgrade when you hit the limit.
No. Online payments collected through the Client Portal (Stripe or PayPal) are included in your subscription. Manually recorded payments — check, wire, ACH logged by your team — are also free.
These are infrastructure guardrails, not billing meters. They keep the platform fast and reliable for everyone. All plans share the same per-workspace limits:
- REST API: 120 requests per minute
- Inbound webhooks: 60 requests per minute
- Automations: up to 30 per project, 10 actions each
Need higher limits for a large integration? Contact us— Enterprise plans can accommodate larger workloads.
Each workspace includes 10 GB of file storage on all plans, with a 5 MB cap per upload. Contact support if you need additional capacity.
Harvest Flex bills monthly add-ons based on how many projects, clients, tasks, and dollars you invoice — which adds up fast if you keep a maintenance project per client. Kizani is flat-rate by team size with no usage meters, plus project management and a client portal included. Compare plans and use our pricing calculator.
Scoro is modular PSA software priced per user across eight apps, with a five-seat minimum and packages from about $17 to $57 per user. Kizani is flat-rate agency management with the full platform on every plan — CRM, delivery, time, invoicing, and a client portal — plus quote-to-project scaffolding from your WBS. Read the Scoro vs Kizani comparison.
Productive.io uses Essential (~$10–$12/user, three-seat minimum), Professional ($25/user annual or $29/user monthly — advanced reporting), and Ultimate / Enterprise (custom). Kizani is flat-rate by workspace with full features on every plan and text-to-WBS scaffolding instead of heavy booking-grid setup. Read the Productive.io vs Kizani comparison.
Features & Functionality
Kizani includes Kanban boards for task management, Gantt charts for timeline visualization, Work Breakdown Structures (WBS) for project planning, and milestone tracking. All features are designed to work seamlessly together.
On a project's Work Breakdown page, open the text import editor and paste a wireframe outline. Use phase titles on their own lines. Indent with leading dashes (-, --, ---). Optional parentheses: hours: number, team: staff name (comma-separated), depends: exact title of a prerequisite item. Import replaces the project WBS until you scaffold to the board; after scaffolding the text editor locks for planned vs. actual tracking.
- team: must match a staff user's display name in your workspace (case-insensitive), not a role label like "dev".
- depends: use the exact title of another line in the paste; omit it when there is no prerequisite.
- Parent hours auto-adjust upward if children's estimates sum higher.
Example paste:
Discovery & Setup - Environment setup & repository architecture (hours:6, team:Jamie, depends:) -- Git repo & staging server configuration -- Initial WP & WooCommerce core install - Architecture & database design (hours:8, team:Jamie, depends:Environment setup & repository architecture) Custom Theme Engineering - Core layout & Sass pipeline (hours:16, team:Sam, depends:Discovery & Setup) -- Base grid, typography, & variables setup -- Header, footer, & navigation components - WooCommerce template overrides (hours:20, team:Sam, depends:Core layout & Sass pipeline) -- Product archive & detail pages -- Cart & checkout customization Deployment & Handoff - QA & performance tuning (hours:10, team:Jamie, depends:Custom Theme Engineering) -- Lighthouse & Core Web Vitals optimization -- 301 redirect mapping & SSL verification
For a full walkthrough and interactive preview, see the WBS scaffolding overview. Step-by-step in your workspace: WBS wireframe to quote & project board. See also sales & quotes.
You can track time using our built-in timer, which links directly to projects and tasks. Time entries can be marked as billable or non-billable, and you can manually add time entries. All time data feeds into your invoicing and reporting.
Yes! You can generate invoices directly from time entries. Simply select the time entries you want to invoice, and Kizani will create a professional invoice with all the details. You can customize rates, add expenses, and apply discounts before sending.
Retainers are prepaid service agreements. You set a retainer amount with a client, and as you log billable time, the retainer balance decreases. Retainers can be set to auto-replenish when they reach a low threshold. All plans include full feature parity.
You can export payments and expenses to QuickBooks-compatible CSV from Reports → Financial Export on all plans. Import the file into QuickBooks manually.
Client Management
The Client Portal gives your clients a secure, branded workspace to view their projects, invoices, quotes, retainers, and payment history. They can download invoices, follow project progress on boards and timelines, submit change requests, and pay online when Stripe or PayPal is connected. The client portal is included on all plans.
Yes. Connect Stripe or PayPal in Settings → Payments to let clients pay online through the Client Portal. You can also record check, wire, ACH, and other offline payments manually on any invoice.
You can invite clients to the portal by sending them an email invitation. Each client gets their own login credentials and can only see their own projects and invoices. You control what information is visible in the portal.
Billing & Payments
All plans include recurring invoices. You can set up invoices to automatically generate on a schedule (monthly, quarterly, etc.) and send them to clients automatically. Perfect for retainer agreements and subscription services.
Yes! You can customize invoice templates with your logo, colors, and branding. You can also add custom fields and notes to match your business needs.
Kizani supports online client payments via Stripe (card and ACH) and PayPal when configured in Settings. You can also record any offline payment method manually — check, wire, cash, or ACH — and it applies to the correct invoice automatically.
Security & Privacy
Security is our top priority. We use enterprise-grade encryption, secure multi-tenant architecture, and regular security audits. Your data is stored securely and backed up regularly. We're GDPR compliant and follow industry best practices.
Yes, you can export your data at any time. Contact support if you need assistance with data export.
Your data is completely private to your workspace. We use a multi-tenant architecture that ensures complete data isolation between different workspaces. Only users you invite to your workspace can access your data.
Technical Support
All plans include email support. We also provide documentation, the API reference, and this help center. Enterprise customers can contact us for additional onboarding assistance.
Yes. New users can get started with our documentation and help center articles. Enterprise customers can contact us for dedicated onboarding assistance.
Kizani works best in modern browsers including Chrome, Firefox, Safari, and Edge. We recommend using the latest version of your preferred browser for the best experience.
Kizani is fully responsive and works great on mobile devices through your browser. Native mobile apps are coming soon.