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About

A full-suite platform to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff. The perfect solution to win clients and save time. Clientary is a professional services automation solution that covers your entire business. We've helped tens of thousands of freelancers, agencies and businesses manage client workflows. Stop wrestling with one-off doc files, templates, and disconnected apps. We help you streamline client lifecycles from proposals and estimates to time tracking, invoices, and payments so you and your team have everything you need in one place. Start your client relationship right with proposals and contracts. Gather signatures directly through clientary. Generate invoices automatically from billable work or estimates. Collect payments directly via credit card, ACH, or offline methods. Track time and staff tasks. Plan future hours. Manage projects with budgets, deadlines, and varying rates.

About

The most successful businesses use online solutions for accepting payments. Octobat brings automatic and compliant tax invoice generation for every type of online operation. SaaS, ecommerce stores and marketplaces must issue invoices respecting specific national and international rules. Octobat supports one-off invoicing and fully automates recurring billing workflows. Thanks to our direct integrations and API, plug Octobat to your payment service providers and comply automatically with international and specific country regulations - Octobat helps you keep control of your billing workflow, supporting both recurring payments as well as one-time charges. Octobat support both one time or recurring invoicing. Issue and deliver your invoices each time a renewal occurs - compliance made recurring. Decide when you wish to send or not to send invoices and credit notes automatically to your customers - avoid manual duties and focus on your business.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Organizations searching for a solution to manage clients, invoices, projects, proposals, estimates, hours, and payments

Audience

Companies seeking a solution to manage compliant tax invoices on autopilot

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$19 per month
Free Version Supported
Free Trial Supported

Pricing

$1 per month
Free Version Supported
Free Trial Not Supported

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

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Clientary
United States
www.clientary.com

Company Information

Octobat
Founded: 2014
France
www.octobat.com

Alternatives

Alternatives

Probill Plus

Probill Plus

Probill Software Services

Categories

Categories

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Not Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Not Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Integrations

Google Cloud Platform Supported
Integry Supported
QuickBooks Online Supported
Stripe Supported
Zapier Supported

Integrations

Google Cloud Platform Not Supported
Integry Not Supported
QuickBooks Online Not Supported
Stripe Not Supported
Zapier Not Supported
Claim Clientary and update features and information
Claim Clientary and update features and information
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Claim Octobat and update features and information