Ascend

Ascend

Optivation
+
+

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About

Ascend is one workspace for the five workflows agencies run every week: forms, databases, pages, time tracking, and invoicing. Instead of stitching together Notion, Tally, Calendly, Toggl, and FreshBooks, you run the whole client lifecycle in one system that shares the same data. A client intake form writes straight into your database. Every record opens into a full page with notes, files, sub-tasks, and a built-in timer. Tracked hours flow into an invoice generated from the same record. No CSV exports, no copy-paste between apps. Built for solo consultants and small agency studios billing hourly or on retainer. Free tier to start, Solo at $19/month, Studio at $49/month, with no per-seat fees. A 30-day free trial is available on paid plans, no credit card required.

About

SoloDesk is Swiss AI-native accounting software for businesses and fiduciaries. Upload a receipt, invoice or bank statement — SoloDesk posts the journal entries, tracks VAT in real time, and updates your dashboard. No accounting knowledge required. Key features: live dashboard (cash position, receivables and outstanding bills), QR-bill invoicing with quotes and credit notes, three-level payment reminders for overdue invoices, bank reconciliation (CAMT.053 or PDF), real-time VAT tracking, and live P&L and balance sheet. Available on desktop and mobile, in German, French, Italian and English. Plans: Free CHF 0 / Mid CHF 29 / Full CHF 59 per month. Start free today at solodesk.ch — no credit card required.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Solo consultants, freelancers, and small agency studios in design, marketing, and consulting that bill hourly or on retainer, have outgrown single-purpose freelancer tools, and find enterprise PSA platforms overkill.

Audience

Small Businesses, Mid Size Businesses, Freelance, Fiduciary, and Startups

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$19/month
Ascend uses flat pricing — no per-seat cost for solo operators.

Forms Free — $0
Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support.

Solo — $19/month ($190/year, two months free)
Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support.

Studio — $49/month ($490/year, two months free)
Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support.

Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio.
Free Version
Free Trial

Pricing

0 CHF
Plans: Free CHF 0 / Mid CHF 29 / Full CHF 59 per month.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Optivation
New Zealand
www.optivation.io

Company Information

SoloDesk
Founded: 2026
Switzerland
solodesk.ch

Alternatives

Alternatives

AgencyPitch

AgencyPitch

GrahAI Systems
Taddoo

Taddoo

Tattoomii GmbH

Categories

Categories

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Integrations

Gmail
Microsoft SMTP Service
Notion

Integrations

Gmail
Microsoft SMTP Service
Notion
Claim Ascend and update features and information
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