Related Products
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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.
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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.
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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
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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
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Audience
Organizations searching for a solution to manage clients, invoices, projects, proposals, estimates, hours, and payments
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Audience
Companies seeking a solution to manage compliant tax invoices on autopilot
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$19 per month
Free Version
Supported
Free Trial
Supported
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Pricing
$1 per month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationClientary
United States
www.clientary.com
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Company InformationOctobat
Founded: 2014
France
www.octobat.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Google Cloud Platform
Supported
Integry
Supported
QuickBooks Online
Supported
Stripe
Supported
Zapier
Supported
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Integrations
Google Cloud Platform
Not Supported
Integry
Not Supported
QuickBooks Online
Not Supported
Stripe
Not Supported
Zapier
Not Supported
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