Run your entire practice
from one platform.
Kriya brings AI-automated workflows to financial advisors, CPAs, tax professionals, and attorneys — so you spend less time on admin and more time on the work that matters.
Free for solo practitioners · No credit card required
Earnings
$24,850
↑ 12% this month
Active Plans
47
Across 3 advisors
Plans by status
Built for the professionals who advise people
Whether you're a solo practitioner or a multi-advisor office, Kriya adapts to your workflow.
Financial Advisors
RIAs, CFPs & Wealth Managers
- Manage tax, estate, and retirement plans end-to-end
- Branded client portal — your logo, your colors
- AI drafts plan content from uploaded documents
- Collect fees and schedule review meetings in one flow
CPAs & Tax Professionals
Tax preparers, accounting firms
- Structured document collection from every client
- Checklist-driven intake — nothing gets missed
- AI processes source documents and prepopulates work
- Secure file exchange with audit trail
Attorneys
Estate planning, business & family law
- Matter intake and document request workflows
- Client pays retainer or flat fee before work begins
- Schedule consultations directly within the platform
- White-label for your firm's brand
From first contact to closed engagement
Every step of your client workflow — in a single, AI-accelerated platform.
Prospect & Invite
Send a branded invitation to a prospective client or household. They self-register and land inside your white-labeled portal.
Guided Intake
The client follows a structured checklist — uploading exactly the documents you need. No emails, no missing files.
AI Does the Heavy Lifting
Kriya's AI reads uploaded documents, drafts plan content, and prepopulates your deliverable — you review and refine.
Review & Finalize
You review the AI-generated work, make any edits, and finalize the plan. Critical decisions stay in your hands — always.
Collect Payment
The client pays your service fee securely through Stripe, directly inside the portal — before the meeting or at close.
Schedule & Close
The client books a meeting from your availability. You meet, deliver the final work, and mark the engagement complete.
Everything your practice needs
A complete stack — no duct tape between five different SaaS tools.
Office & Team Management
An office admin invites advisors, CPAs, or attorneys to the platform. Each member gets role-appropriate access — admin, provider, or client.
White-Label Branding
Upload your firm's logo and apply your office branding. Clients see your name, not ours — reinforcing the trust they have in you.
AI-Powered Content Generation
Configure your AI model and custom prompts per workspace type. Kriya reads uploaded documents and generates first-draft plan content for you to finalize.
Secure File Exchange
Clients upload sensitive documents — tax returns, financial statements, legal docs — through encrypted storage. You access them instantly, with a full audit trail.
Integrated Payments via Stripe
Set per-engagement fees or use your office defaults. Clients pay inside the portal before a meeting is booked — no invoicing back-and-forth.
Smart Meeting Scheduling
Set your availability once. After payment, clients self-schedule from your open slots — no back-and-forth emails to find a time.
Customizable Workspace Templates
Define workspace types — Tax Planning, Estate Planning, Legal Intake — with custom checklists, AI prompts, fee defaults, and output templates. Each office can override the defaults.
Automated Email Notifications
Configure your SMTP settings and Kriya sends status update emails automatically — when a plan is submitted, finalized, paid, or completed.
Your brand.
Your portal.
Your clients.
Office admins upload their logo and Kriya becomes invisible. Clients see your firm's name throughout — in invitations, in the portal, in every document. Build trust, not vendor lock-in.
- Upload office logo — replaces Kriya branding instantly
- Custom per-office workspace templates and AI prompts
- Each advisor can configure their own default fee and output template
- Individual or office-level invitation flows
Johnson & Davis LLP
Estate Planning Office
Jennifer Davis, CFP
Office Admin
Mark Johnson, JD
Provider
Sarah Chen, CPA
Provider
Simple, transparent pricing
Start free. Scale as your practice grows. No hidden fees.
Free
Perfect for solo practitioners getting started.
- Up to 5 active clients
- 1 workspace type
- Document collection & checklist
- Basic AI content generation
- Secure file exchange
- Email support
Professional
For individual practitioners with a growing client base.
- Unlimited active clients
- Unlimited workspace types
- Full AI workflow automation
- Stripe payment collection
- Meeting scheduling
- Custom AI prompts & output templates
- White-label office branding
- SMTP email notifications
- Priority support
Office
For multi-advisor firms managing a shared client base.
- Everything in Advisor
- Unlimited team members
- Office admin role with full control
- Per-advisor template & fee overrides
- Shared client & household management
- Office-level analytics & reporting
- Custom onboarding & setup
- Dedicated account support
All prices in USD. Annual billing available at a discount. Need something custom? Contact us.
Ready to put your practice on autopilot?
Join professionals who have replaced email chaos with a structured, AI-powered client workflow. Free to start, no credit card required.