All-in-One Client Management Platform

Centralize client data, billing preferences, and transaction history in a single workspace. Automate client onboarding, track project milestones, and manage multi-currency invoicing while maintaining GDPR-compliant records. Strengthen relationships with real-time insights and customizable workflows.

Invoice Quote Credit Note Expense Tracking Project Tracking Chart of Accounts Bookkeeping Client Management Powerful Reports SMTP Support Staff Role and more...

Unified Client Dashboard: Track & Manage All Relationships

Access a searchable client directory with advanced filters (status, location, spend tier). Bulk-edit profiles, sync with CRM tools, and monitor client health scores. Export/import CSV data or integrate with Salesforce/Zapier for unified operations.

360° Client Insights: Profiles, Finances & Activity History

Instantly view key metrics: YTD spend, overdue invoices, project history, and communication logs. Track client-specific KPIs, document sharing activity, and preferred payment methods. Set custom alerts for contract renewals or budget thresholds.

Real-Time Transaction Monitoring & Financial Analytics

Track payments, invoices, and credits with drill-down filters (date, amount, currency). Auto-match transactions to projects, flag discrepancies, and generate client-specific financial summaries. Mobile-friendly view for on-the-go updates.

Flexible Client Profiling: Custom Fields, Tags & Segmentation

Build tailored profiles with custom attributes: industry verticals, client tiering, project tags, or SLA terms. Create dynamic client segments (e.g., 'High-Value EMEA Clients') for targeted communication and reporting.

Multi-Currency Client Billing with Auto FX Conversion

Invoice clients in 140+ currencies with auto-updated exchange rates. Set client-specific currency preferences, track FX gains/losses, and comply with international tax regulations. Reconcile multi-currency accounts in real time.

Bulk Client Data Import/Export with AI-Powered Mapping

Migrate client data from spreadsheets or legacy systems using smart field matching. Cleanse duplicates, validate addresses/VAT IDs, and auto-assign client categories during import. Schedule CSV syncing for recurring updates.

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