Clientary

Clientary is a project and billing platform built to streamline the entire client lifecycle—from onboarding and quoting through invoicing, payments, and expense capture. It helps teams keep estimates, tasks, and billing records aligned so project work stays on track and financials stay accurate. With a focus on practical operations like repeatable templates and clean recordkeeping, it’s used by service businesses that need dependable automation for day-to-day project administration.

Connecting Clientary enables BOBs to keep your project setup, quotes, and billing workflow consistently up to date. BOBs can proactively create and organize the essentials—clients, tasks, estimates, invoices, and expenses—so your team doesn’t have to re-enter data across systems. As new work starts, BOBs can establish the right task structure and generate the correct billing documents from the latest project context, reducing missed details and keeping records consistent. Once events begin flowing, BOBs can listen for key moments like new estimates, invoices, payments, and expenses. That awareness lets them coordinate follow-up actions across your business tools—such as preparing next-step documents, notifying stakeholders, triggering internal approvals, updating project status, or aligning downstream reporting—so billing stays accurate even when activity changes quickly. Planned capabilities include creating: tasks, invoices, expenses, clients, and estimates—plus reacting to events including new expenses, estimates, clients/contacts, tasks, staff, projects, invoices, and payments.