Trato.
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Get more clients, reduce on taxes and accounting, save time spent, and finally enable benefits & retirement as a solo freelancer.

Freelancer toolbox packaged to harness the power of Ai

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Get more clients

Public Profile & Custom Links

Initiate conversations with clients from your link where they can find your portfolio

Conversations

Communicate in realtime with our integrated multi-channel direct messaging

Portal

Give your clients a premium onboarding and offboarding service experience

Find by Phone

Wether adding Payment recepients or requests, starting Conversations, or onboaring clients to your Pipeline find Contacts by phone

Pipeline

Automate Responses & Scheduling

Client Ratings & Referrals

Send surveys, and automate referral rewards to grow your business.

Cut on taxes & accounting

#Payments

Receive international payments in one place no matter where your clients are with lightning international billing

#Goals
#Retirement
#Benefits

Easily allocate an amount or % contribution with any contract, subscription or of any billing income payouts toward a savings goal, retirement, and/or benefits.

Cut on the time spent

Pipeline

Keep track of leads as they become clients

Payment Portal

Local options for your clients to pay at OXXO or pay through WhatsApp links

Pipeline

Assign and use tags, silos, filters, sorts and views to keep tasks organized by client, service type, contract, or project

Bill Management

Pay your business's bills and expenses with Automation Rules, including tracking, categorization, and parameters for reminders

Get paid in USD and set rules to set money aside to save, invest, or receive benefits

International Payments

Collect payments in US Dollars from anywhere using our end to end integration with FedNow & USDC

Budgeting

Track your income and expenses with ease using our intuitive financial tracking tools.

Project Milestones

Automatically route money when a project milestone is met.

Financial Goals

Easily allocate an amount or % contribution from any contract, subscription or any billing income payouts towards Retirement, Emergency Fund and other financial goals

Local Benefits

Enroll in local benefits through our private marketplace, including medical/dental insurance, loan repayment plans, commute, food, entertainment, and wellness options. Connect with 3rd party apps like Netflix, AMC A-list, DoorDash Dashpass, and spas.

Investment Tracking

Monitor your investments and track their performance over time with our comprehensive tools.

Ai features, Asistants, Automatons and Integrations

Agentic Workflows & Automatons

Team of custom Ai assistants and Automated Workflows

Ai Actions via Text or WhatsApp

Instruct your team of Ai assistants to carry out account actions that can employ Agentic Workflows that access programmed interactions from Trato & Integrations via WhatsApp or SMS

Automated Reports
Scheduled Messages & Autmated Followups
Smart lists

Convert Clients into Community that you can measure over time by programatically sending scheduled messages based on context And/or set parameters that deliver through relevant channels (WhatsApp, SMS, Email, socials, in-app, or other) and with granular controls & #AutomatedReports

Pricing

Monthly

Base Core

$205.7 USD

  • ✅ Budgeting Suite & monthly Automated Reports
  • ✅ Benefits marketplace
  • ✅ Financial Automaton Rules: Rainy day, Emergency Fund, Savings
  • ✅ Basic client management tools
  • ✅ Realtime Payments with local options (USDC + FedNow)
  • ✅ Retirement contributions on autopilot
  • ✅ Client portals (limited to 2/mo)
Get Started
  • ✅ DarDen Local Card access
  • 🚫 no AI
  • 🚫 can buy vertical-specific modules as addons

Basic

$247 USD

(Save 10%)

  • All features included in Base Core plus:
  • ✅ Invoicing
  • ✅ Pay by WhatsApp link
  • ✅ Personalized links
  • ✅ Pipeline analytics
  • ✅ Calendar Integration
Get Started
  • ✅ DarDen Local Card access
  • 🚫 no AI
  • 🚫 can buy vertical-specific modules as addons

Full

$500 USD

(Save 16.67%)

  • All thats included Base Core and Basic have plus:
  • ✅ Unlimited Client Portals
  • ✅ Individual and Entity-specific Tax filings
  • ✅ Escrow / Retainer Account
  • ✅ Business Expensing tools
  • ✅ Accounting reconciliation +Ai
  • ✅ Advanced Client Management tools
  • ✅ Subcontracting and payment advancements features
  • ✅ Smart Lists
  • ✅ White-labeled options
  • ✅ In-network Marketplace access
  • ✅ Full integrations access:
    • Calendar integration
    • Email integration
    • + more
  • ✅ Financial Goals:
    • Flexible Benefits
    • Investments
    • In-house and Partnered Funds
    • Advanced rules
Get Started
  • ✅ DarDen Local Card access with Cash Back
  • ✅ Ai Assistant, reports, and automatons (metered)
  • ✅ can buy vertical-specific modules as addons
  • ✅ % ownership of the Freelancer Fund by DarDen per contract

3 week money-back guarantee