FreshBooks' Lite and Plus plans cap billable clients at 5 and 50. Clientary's Team and Agency plans have no client limit.
FreshBooks adds a monthly fee for each team member. Clientary's Team plan includes 3 users and Agency includes 5.
Proposals with packages clients choose from, contracts with multi-signer e-signatures, and lead forms, all before the first invoice.
FreshBooks' Claude connector is read-only. Clientary's lets Claude, ChatGPT, or Gemini draft invoices, log time, and update projects.
As listed on each company's website, October 2026.
| Clientary | FreshBooks | |
|---|---|---|
| Client limit | Unlimited on Team and Agency | 5 on Lite, 50 on Plus |
| Team members | 3 included on Team, 5 on Agency | Extra monthly fee per member |
| Proposals with client-selected packages | Yes | Proposals on Plus and above |
| Contracts with multiple signers | Yes | E-signature on Plus and above |
| Branded portal on your own domain | Team plan and above | Client portal |
| AI assistant connection | Read and write, Claude, ChatGPT, Gemini | Read-only Claude connector |
No tool is right for everyone. Here's where FreshBooks shines.
FreshBooks is full accounting software, with bookkeeping, bank feeds, and tax reports. Clientary leaves the books to QuickBooks Online and syncs to it.
If you're a solo business with a handful of clients and want accounting in the same app, FreshBooks may suit you better.
Export your contacts from FreshBooks as a CSV and import them into Clientary, with fields matched for you.
Add your services and rates, pick a document theme with your logo, and connect Stripe, PayPal, or Authorize.Net.
Connect Claude or ChatGPT and ask it to set up clients, projects, and retainers from what you exported.
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
For agencies and firms that have outgrown client caps or per-user fees, and need proposals, contracts, retainers, and a branded portal, yes. Keep your books in QuickBooks Online and Clientary syncs invoices and payments to it.
No. Clientary handles proposals, projects, time, invoicing, and payments, and syncs invoices, payments, and customers to QuickBooks Online for your accounting.
Export your clients as a CSV and import them into Clientary, set up your services, connect your payment processor, and connect QuickBooks Online if you use it. An AI assistant can help set up clients and projects.
Try Clientary free for 14 days. No credit card required.
See Pricing and SignupSources. FreshBooks details were checked on FreshBooks's website and the pages below in October 2026, and may have changed since: FreshBooks pricing, FreshBooks Claude connector announcement. FreshBooks is a trademark of its owner, who is not affiliated with Clientary.
Comparing other tools? See Clientary vs HoneyBook, Clientary vs Dubsado, Clientary vs Bonsai, Clientary vs Harvest, Clientary vs DocuSign, or all comparisons.
Copyright © 2026 Unbrew, Inc. All Rights Reserved.