One platform, not five tools
CRM, engagements & CAB, finance and billing, intelligence, and ops automation, unified. Stop stitching together a stack and reconciling it by hand.
The platform
One codebase. Your entire operation.
Every part of running your practice, in a single versioned system that's deployed isolated and white-labeled to your firm.
Per-customer isolation
Each deployment is a dedicated instance with its own database. No shared tenant tables, no row-level guesswork, isolation as a sellable feature for security-minded firms.
Wita, the AI ops brain
An agentic layer that answers questions about your operation with citations and an honesty gate: when your records contain no evidence, it says so rather than implying the answer came from them. Built-in competitive intelligence keeps every account current.
Competitive intelligence
Continuous, evidence-backed company and market intelligence woven into every account and engagement, battlecards, ratings, and signals, not stale notes.
White-label, your domain
Your brand, your colors, your domain. The same versioned codebase runs your operation under your identity, multi-tenancy lives in the deploy pipeline, not the data model.
Connectors built in
Gmail, Google Calendar, Outlook, Outlook Calendar, Slack, Granola, and Mercury drain on a schedule today. Every signal that can reach a queue passes a declared gate, enforced by a check that fails our build on any ungated write. Noise stays searchable; only real work surfaces.
A relationship graph that admits what it doesn't know
Who actually knows whom, how strongly, how recently, and which way the relationship runs. Where the signal supports a direction, it is measured. Where it doesn't, the edge says unknown rather than inventing a plausible answer, because a confident guess about your network is worse than an honest gap.
It only asks what it can't work out itself
The review queue is meant for genuine ambiguity, not for work the platform could have done. Before it asks you whether a bare name is a real person, it checks the addresses it already holds and answers that itself. Your attention is the scarcest thing in the firm and it gets spent accordingly.
Why one platform
Replace the whole stack.
Most advisory firms run their operation across five-plus disconnected tools. YourKith is the single system that does the job of all of them, with the data joined up.
The stack it replaces
- A generic sales CRM that doesn't model engagements
- A separate project / engagement tracker
- Spreadsheets for billing, invoices, and margin
- Ad-hoc research docs for competitive intel
- A pile of point integrations stitched by hand
- Nothing that answers “what needs my attention?”
Five tools, five logins, five sources of truth, and the gaps between them.
YourKith
- CRM purpose-built around advisory engagements & CAB
- Engagement lifecycle: deal → contract → delivery
- Finance & billing with real margin, in the same data
- Competitive intelligence on every account, always fresh
- Connectors with relevance gates, not noise floods
- Wita answers “what needs my attention?” with citations
One platform, one login, one source of truth, joined up.