Built into every plan, at no extra cost.
Card and bank details are collected and stored by Stripe, PayPal, or Authorize.Net, never on our servers. More on online payments.
Export everything as CSV or through the API, and close your account and delete its data yourself whenever you choose.
Read our privacy policy, data processing addendum, and California privacy notice.
Whether you're running a creative studio, a professional firm, or a one-person shop, Clientary adapts to how you work.
Freelancers, agencies, and firms run their client work on Clientary. Read their stories.
Rated excellent: See why users rave about us
Most of the time I'm paid within minutes of sending an invoice because it's so easy for someone to check that task off their list. Obviously I like this software, but most importantly to me - my clients like it.
Robin H.
Freelance Writer
With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.
Chris M.
Digital Marketer / Founder
When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."
Brian N.
Consultant / Executive Coach
Yes, for your team and your clients. Use an authenticator app or a passkey, with recovery codes as a backup. Administrators can make two-factor optional, prompt for it at every sign-in, or require it for every staff login.
Yes. Sign in with a passkey from your phone, computer, or security key, with no password to type or leak.
Yes. Seven roles, from admin to restricted, control who sees financials, settings, and reports. You can also restrict a client to just the staff who work with them.
Your payment processor. Card and bank details are collected and stored by Stripe, PayPal, or Authorize.Net, not on Clientary's servers.
Anytime. Export your data as CSV or through the API, and close your account and delete its data yourself from Settings. See our data processing addendum and privacy policy.
Clientary has served more than 10,000 service businesses since 2008. Some customers have run their business on it for a decade. Try it free for 14 days and judge for yourself.
Ready to run your business on something secure?
See Pricing and SignupClientary is a comprehensive suite of tools for professional service businesses. Security covers the client portal, contracts and e-signatures, online payments, and integrations.
We're a service that saves you time and improves your client relationships.
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