Pick a date range, narrow it to a client or team member, and export to CSV.
What you've billed, what's outstanding, and what's overdue, by client and period.
Every payment received, how it was paid, and when, for cash-flow and bookkeeping.
Hours by person, client, and project, billable and non-billable, ready to share or bill.
Each person's recurring commitments against a weekly capacity. More on resource planning.
Spending by date range and team member, with each expense's client and project.
Estimates sent, accepted, and declined, so you can see what's in the pipeline.
Total and won lead value, win rate, and how long leads have been open.
Each client's retainer balance, with the deposits and draws behind it.
Every report exports to CSV for your accountant, your spreadsheets, or your own dashboards.
Roles decide who sees financial reports. Team members without that access see only their own time.
Connect Claude or ChatGPT and ask for the numbers you need, without opening a report.
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
Invoices, payments, timesheets, committed hours, expenses, estimates, leads, and retainers, each for any date range or fiscal year, filtered by client or team member where it applies.
Yes. Every report exports to CSV for your accountant or spreadsheet, and the API gives developers the same data.
Only if their role allows it. Team members without access to finances see just the timesheet and committed hours reports, limited to their own time.
Yes. Set the day your fiscal year starts in Settings, and reports use it for yearly periods.
Yes. Connect an AI assistant like Claude or ChatGPT and ask questions such as "How much did we invoice last quarter?"
Ready to see your business clearly?
See Pricing and SignupClientary is a comprehensive suite of tools for professional service businesses. Reports draw on online invoicing, time tracking, expense tracking, and retainers, all in one place.
We're a service that saves you time and improves your client relationships.
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