AI Invoicing & Proposals
Send professional proposals, get digital signatures, and collect payments — all from one client management platform.
Clientary is an all-in-one client management platform for freelancers, agencies, and small businesses. Build proposals with multiple pricing tiers that clients can select, collect digital signatures directly in the browser, generate invoices from tracked billable hours with one click, set up recurring billing for retainer clients, and accept payments via Stripe (credit card and ACH). Includes a branded client portal where clients can view project status, historical invoices, and account balances. CRM tracks leads and measures conversion rates. Time tracking ensures every billable minute is captured. Integrates with QuickBooks, Zapier, and Stripe.
Proposals sent, contracts signed digitally, invoices generated from billable hours, and payments collected — the entire client billing lifecycle managed from one platform.
Freelancers, consultants, agencies, and small service businesses who need to manage the full client lifecycle — from proposal to payment — without switching between multiple tools.
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The one-click invoice generation from billable hours is the highest-leverage feature — it eliminates the manual work of calculating and formatting invoices at the end of each project. Set up recurring billing for all retainer clients immediately. Use the branded client portal to reduce back-and-forth emails about invoice status. The digital signature feature on proposals removes the friction of PDF-sign-scan-email workflows. Stripe integration handles payments directly, no separate payment processor setup required.
Operator notes document what it actually takes to get results, constraints, setup requirements, failure modes, and realistic expectations. This is the part most tool reviews skip.
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