Proposals with pricing packages clients choose from, signed online.
Itemized quotes clients accept or decline online.
Contracts from templates that start the project and deposit invoice once signed.
Named signers on both sides, each with their own link, reminders, and a signed copy for everyone.
Forms that capture leads and onboard clients.
Projects with phases, tasks, budgets, and a client view.
Timers, timesheets, and eight ways to turn time into an invoice.
Committed hours against each person's capacity.
Expenses with receipts, rebilled at cost or with a markup.
Contractors track time in their own account, it lands in your project at your rate, and they invoice you.
Invoice, payment, timesheet, committed hours, expense, estimate, lead, and retainer reports, exportable to CSV.
A branded portal on your own domain.
Branded invoices with taxes, discounts, and multiple currencies.
Card, ACH, SEPA, and PayPal payments on invoices.
Recurring invoices that send, draft, or charge saved payment methods.
Automatic reminders, late fees, approvals, and statements.
Prepaid retainers that draw down and top up.
Run client work from Claude, ChatGPT, or Gemini.
Everything that runs on its own.
QuickBooks Online, Stripe, PayPal, Zapier, Gmail, and more.
Customers, invoices, and payments synced to QuickBooks Online.
iOS and Android apps.
Passkeys, two-factor authentication, and role-based access.
Automatic submission of invoices to the Spanish tax agency.
Plans from $19 a month, with a 14-day free trial.
How we compare with HoneyBook, Dubsado, Bonsai, FreshBooks, Harvest, and DocuSign.
Free proposal, contract, invoice, and estimate templates, shown in full.
Practical answers about invoicing and getting paid.
Freelancers, agencies, and firms run their client work on Clientary. Read their stories.
Rated excellent: See why users rave about us
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.
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.
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.
Consultant / Executive Coach