Everything Clientary does

One place to win work, deliver it, and get paid, for service businesses since 2008.

Win work

Proposals

Proposals with pricing packages clients choose from, signed online.

Estimates

Itemized quotes clients accept or decline online.

Contracts

Contracts from templates that start the project and deposit invoice once signed.

E-Signatures

Named signers on both sides, each with their own link, reminders, and a signed copy for everyone.

Lead Forms

Forms that capture leads and onboard clients.

Deliver

Project Management

Projects with phases, tasks, budgets, and a client view.

Time Tracking

Timers, timesheets, and eight ways to turn time into an invoice.

Resource Planning

Committed hours against each person's capacity.

Expense Tracking

Expenses with receipts, rebilled at cost or with a markup.

Subcontractors

Contractors track time in their own account, it lands in your project at your rate, and they invoice you.

Reporting

Invoice, payment, timesheet, committed hours, expense, estimate, lead, and retainer reports, exportable to CSV.

Client Portal

A branded portal on your own domain.

Get paid

Invoicing

Branded invoices with taxes, discounts, and multiple currencies.

Online Payments

Card, ACH, SEPA, and PayPal payments on invoices.

Recurring Billing & Autopay

Recurring invoices that send, draft, or charge saved payment methods.

Payment Reminders & Late Fees

Automatic reminders, late fees, approvals, and statements.

Retainer Management

Prepaid retainers that draw down and top up.

Automate and connect

AI Assistants

Run client work from Claude, ChatGPT, or Gemini.

Automations

Everything that runs on its own.

Integrations

QuickBooks Online, Stripe, PayPal, Zapier, Gmail, and more.

QuickBooks Online

Customers, invoices, and payments synced to QuickBooks Online.

Mobile Apps

iOS and Android apps.

Trust and compliance

Security

Passkeys, two-factor authentication, and role-based access.

VERI*FACTU (Spain, in Spanish)

Automatic submission of invoices to the Spanish tax agency.

Still deciding?

Pricing

Plans from $19 a month, with a 14-day free trial.

Compare Clientary

How we compare with HoneyBook, Dubsado, Bonsai, FreshBooks, Harvest, and DocuSign.

Templates

Free proposal, contract, invoice, and estimate templates, shown in full.

Guides

Practical answers about invoicing and getting paid.

Trusted by service businesses

Freelancers, agencies, and firms run their client work on Clientary. Read their stories.

10,000+Businesses served
14 daysFaster when clients pay online
Since 2008Built for service businesses
Try it free for 14 daysNo credit card, no setup fees. Setup takes minutes.
No per-invoice feesSimple monthly plans. Payments go straight to your own processor.
Leave anytimeMonth to month. Export your data as CSV or through the API whenever you like.
Secure by defaultPasskeys, two-factor, and role-based access. How we protect you.

Highly Rated, Low-Key Loved.

Rated excellent: See why users rave about us

Users love Clientary on G2

Most of the time I'm paid within minutes of sending an invoice because it's so easy for someone to check that task off their list. Obviously I like this software, but most importantly to me - my clients like it.

Robin H.

Robin H.

Freelance Writer

With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.

Chris M.

Chris M.

Digital Marketer / Founder

When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."

Brian N.

Brian N.

Consultant / Executive Coach