Retainer billing software

Track monthly retainers and bill clients without the end-of-month scramble.

Keito is built for the retainer billing model — monthly client engagements where hours need to be tracked against agreed scope, reviewed before invoicing, and presented to clients in a way that justifies the retainer fee.

$49
Flat team plan from
$0
Per-retainer fees
14 days
Trial workspace
app.keito.ai / retainers

Monthly close

Summit Strategy Group

Retainer billing

$38.5k

Active retainers

12

Hours reviewed

348h

Scope used

91%

Monthly hours captured

Strategy and advisory retainers

Live

Partner review complete

All retainer entries approved

Done

Monthly invoices ready

Per client with scope evidence

Next
01

Built around the work before the invoice

Retainer billing is a recurring discipline. Every month needs the same clean record: hours tracked, scope reviewed, invoice ready.

Capture the work while it is fresh

Record billable time by client, project, task, and person so the billing source of truth is created during delivery, not reconstructed at month end.

Review before anything reaches the client

Approve entries, expenses, and budget movement in one place so managers can catch missing context before finance creates the invoice.

Turn approved time into billing evidence

Use the same tracked data for invoices, client summaries, margin reviews, and internal capacity conversations.

02

Monthly retainer management

Give every retainer client a billing record that justifies the monthly fee

Retainer clients are the most valuable billing relationships — and the ones most likely to question the fee when billing evidence is thin. When a retainer client asks what the team delivered this month, the answer needs to come from a reviewed record, not a reconstructed summary. Keito gives agencies and consultants a live retainer billing view: every hour is tagged to the client and retainer scope, reviewed before the billing cycle closes, and presented in a summary the client recognises as fair evidence of the month's work.

Set monthly retainer budgets per client and track hours against scope in real time

Get early visibility when retainer hours are running high before the scope conversation becomes difficult

Produce monthly billing summaries that match the retainer language the client signed off on

Workflow fit

Retainer budget tracking

Keito keeps retainer billing software connected to client, project, billable status, approval, and invoice context before the work reaches finance.

Set monthly retainer budgets per client and track hours against scope in real time

Get early visibility when retainer hours are running high before the scope conversation becomes difficult

Produce monthly billing summaries that match the retainer language the client signed off on

03

What Keito adds to retainer billing software

Billing-ready time records

Keito keeps time, expenses, approvals, and client context together so the invoice is backed by the same record your team used to deliver the work.

  • Client and project tagging
  • Billable and non-billable separation
  • Approval status before invoice review

Flat pricing for growing teams

Invite the people who capture, review, and explain client work without turning each new contractor or reviewer into another per-seat charge.

  • Solo from $19/month
  • Flat-rate team plans from $49/month
  • Room for finance and delivery reviewers

Project visibility before the invoice

Spot budget drift, missed entries, and low-margin work before the month closes and the client conversation becomes harder.

  • Project budget views
  • Team utilization context
  • Exportable client summaries
04

Compare the workflow

The difference is not just recording time. It is whether the record can support billing, project decisions, and client conversations.

Area Keito Typical setup

Retainer budget tracking

Monthly retainer budgets per client with live hours-versus-scope visibility.

Generic time trackers show hours totals but not retainer consumption or headroom.

Scope conversation support

See when retainer hours are running high early enough to have a scope conversation before billing.

Teams discover scope overruns at the end of the month when the invoice is already overdue.

Billing evidence

Monthly summaries that match the retainer scope and deliverables the client agreed to.

Raw hour exports do not map to retainer scope language and require manual reformatting for every client.

05

Related solution pages

06

Useful reading

Frequently asked questions

What is retainer billing software?

Retainer billing software tracks the hours and work delivered within a monthly client retainer, monitors hours consumed against the agreed scope, supports the review and approval of work before invoicing, and produces billing summaries that justify the monthly retainer fee.

How do agencies manage retainer billing?

The most effective approach is a billing workspace where delivery teams log time against the specific retainer client and scope. Account managers or principals review hours monthly, compare them against the retainer budget, and prepare the invoice from reviewed records rather than from memory or manual consolidation.

How do I track hours against a client retainer budget?

Keito lets you set a monthly retainer budget for each client and track all hours against it in real time. The workspace shows retainer consumption as hours are logged — so you can have an informed scope conversation before the client receives the monthly invoice.

Can I manage multiple retainer clients in Keito?

Yes. Keito is designed for agencies and consultants with multiple concurrent retainer clients. Each client has its own billing workspace with a monthly retainer budget, and the team dashboard shows all active retainers, their consumption, and billing status in one view.

03

Start solo. Add people when you need them.

Solo is built for one human owner and unlimited AI agents. Pro adds human teammates. Business adds integrations, exports, and online invoice payments.

Solo

One human owner

For independent consultants, freelancers, and small studios running work with AI agents.

$19 /mo

Start Solo
1 human owner
Unlimited AI agents
API access and API keys
Time, expenses, projects, and invoices
Agent source tracking
AI agent work invoice grouping
Most popular

Pro

Team collaboration

For teams that need shared workspaces, approvals, and team-level project visibility.

$49 /mo

Start Pro
Unlimited human team members
Everything in Solo
Team management and invites
Timesheet and expense approvals
Team reports and utilization
Per-member billing rates

Business

Advanced operations

For organizations that need integrations, exports, online payments, and stronger controls.

$199 /mo

Start Business
Everything in Pro
Xero and QuickBooks
Stripe invoice payments
CSV and Excel data export
Custom roles and SSO
Priority support
Agents are included

AI agents do not count as human seats on any plan.

API on every paid plan

Solo, Pro, and Business can use API keys for agent workflows.

Business-only payments

Stripe payments, exports, Xero, and QuickBooks are on Business.

Build a cleaner billing record for agencies and consultants that bill clients on a monthly retainer basis and need a dedicated billing record for each engagement.

Start with Solo, add people on Pro when you need reviewers or collaborators, and see how Keito turns tracked effort into clearer reports.

Manage retainer billing in Keito