We cancelled our invoicing app in month two. The proposal, the retainer and the invoice now live in one thread instead of three tabs.
Priya RamanProRun your entire client business from one workspace, and keep every dollar you charge.
ClientDeck brings your proposals, projects, invoices, and client portals into one place, so freelancers and agencies can stop juggling five different tools. Collect payments through your own Stripe, PayPal, or Razorpay with 0% platform fees. Free to start.
0% platform feesStripe · PayPal · RazorpayFree forever planNo credit card
Dashboard
Search anything…
Monday, May 18
Welcome back, Alex
Outstanding
$1,250.00
1 overdue invoice
Collected
$84,200.00
All-time revenue
Cash flow · 6 mo
$84,200.00
DecJanFebMarAprMay
New Invoice
New Project
Log Time
Add Client
Today's Focus
5 items need your attention
Outstanding
$1,250.00
Brand system proposal · Northline Labs
Sent 3d ago · awaiting response
Homepage build review
Aether Studio · due May 21
#INV-114 · Lumen Co
4d overdue · $2,400.00
A
Aether Studio
Client portal
Action needed
Invoice #INV-114
Due May 22 · $2,400.00
View invoicePay now
Helping modern businesses streamline clients, projects, proposals, invoicing, portals & reporting.
Creative AgenciesMarketing TeamsConsultantsDesign StudiosService BusinessesFreelancersProduction TeamsGrowth AgenciesCreative AgenciesMarketing TeamsConsultantsDesign StudiosService BusinessesFreelancersProduction TeamsGrowth Agencies
Product tours
See ClientDeck in action, end to end.
Watch the full walkthrough from first proposal to final invoice — or jump straight to the client portal and workspace settings.
7:58
Start here
Full product walkthrough
The complete tour — dashboard, proposals, projects, time & expenses, invoicing, the client portal, and AI reporting, start to finish.
Start here
Full product walkthrough
The complete tour — dashboard, proposals, projects, time & expenses, invoicing, the client portal, and AI reporting, start to finish.
Jump to a chapter
All tours
Every tour opens in the same lightbox — the video only loads when clicked, so the page stays fast.
Client operations
Your work isn’t disorganized.
Your tools are.
It's 9am and a client is waiting on real work. But first you're chasing an unpaid invoice in your inbox, digging a signed proposal out of a shared drive, answering a "quick question" on WhatsApp, and updating a project board no one else opens. An hour later, you still haven't started.
That isn't a discipline problem. It's what happens when your whole business is spread across a stack of apps that were never built to talk to each other.
ClientDeck brings it back together. Proposals, projects, client portals, files, and invoices live in one connected workspace, so the work your clients pay for is what you actually spend your day doing.
💬WhatsApp & Email
📊Spreadsheets
📂Drives & Files
C
ClientDeckOne Connected Flow100%
Simplified workflows
Replace scattered tools with
one connected system.
Keep your team and clients aligned without jumping between disconnected apps.
Instead of
Use ClientDeck
WhatsApp threads
Centralized client communication
Shared drives
Organized file portals
Email approvals
Structured approvals
Spreadsheets
Project tracking
Separate billing tools
Invoicing & payments
Multiple client apps
One shared workspace
One place for your team. One experience for your clients.
The one thing no competitor can say
Most tools take a cut of your revenue.
ClientDeck doesn't.
You connect your own Stripe, PayPal, or Razorpay account and pay only your processor's standard rate. ClientDeck never adds a platform fee on top, unlike tools that tack a percentage onto every invoice you send.
On $5,000 billed / mo
$0
ClientDeck platform fee
On $50,000 billed / mo
$0
ClientDeck platform fee
On $500,000 billed / mo
$0
ClientDeck platform fee
You still pay your payment processor's standard rate. Whatever you bill, ClientDeck's platform fee is always the same: nothing.
What studios say
After the first ninety days.
Real workflows, described by the people running them — from Bengaluru to Berlin to Austin.
4.9 average · 180 reviews
Priya RamanProSent a proposal on Monday morning. By the afternoon the project board and the deposit request existed. Nothing to retype.
Marcus HalePlusThe client portal ended a two-year WhatsApp thread. Approvals finally have a timestamp and a name on them.
Sofia BrennerProStripe, PayPal and Razorpay all connect, and ClientDeck never takes a cut of it. My accountant noticed first.
Tomás OliveiraPlusMonthly client reports used to take most of a Friday. The AI draft takes twenty minutes to check and send.
Grace WongProI stopped paying per seat for tools my clients never logged into. Same work, smaller bill.
Daniel WhitfieldPlusWe moved 32 active clients across in a weekend. Nothing fell through — the portal did the hand-holding.
Camila DuarteProFive subscriptions became one. The invoice is the part my accountant noticed, the quiet Fridays are mine.
David ChenProHow it works
From proposal to payment, one connected system.
01Proposal workflows
Turn approved proposals into active client work.
Send proposals clients can review and approve inside their portal. Once accepted, instantly create the project workspace, invoice, and delivery pipeline — all from one connected system.
02Project execution
Manage live client work from one shared operational workspace.
Track tasks, milestones, approvals, deadlines, and deliverables through collaborative kanban workflows your team manages and clients can follow in real time through their portal.
03Invoicing & payments
Turn completed work into paid revenue.
Generate invoices from approved work or tracked time, collect payments through Stripe, PayPal, or Razorpay using your own API keys with 0% platform fees, automate recurring billing and reminders, and sync transactions with QuickBooks or Xero automatically.
04Client portal
Give clients a workspace, not another email thread.
Clients can track progress, review deliverables, approve work, and pay invoices through a branded portal connected to every stage of the project.
05Intelligence & automation
Reporting, reminders, and recurring workflows — automated.
AI reports, recurring invoices, and payment reminders run automatically across every stage of the client lifecycle.
Proposal pipeline
Updated 1m ago
Draft
12
Sent
7
Approved
4
Recent activity
Live
Northline viewed proposal
1mKickoff deliverables drafted
3mClient intake docs prepared
6mProposal
ApprovedGrowth Retainer Q3
Northline Labs
Project value
$18,400
Timeline
8 weeks
StatusReady for execution
Active project
Growth Retainer Q3
Northline Labs · 9 tasks · 3 collaborators
Progress
72%
Next milestoneFinal mockups ready for Northline by May 12On track
To Do
2Discovery synthesis
May 12
M
Brand audit deck
May 14
A
In Progress
2Hero illustration v2
May 8
M
Component library QA
May 9
J
In Review
2Landing copy revisions
May 10
A
Onboarding flow draft
May 7
M
Done
3Project kickoff doc
Apr 24
A
Wireframes v1
Apr 28
M
Stakeholder alignment
Apr 30
J
Invoice ledger
22 invoices · 13 overdue
Outstanding
$13,805
14 unpaid
Overdue
$13,705
13 past due
Pending
$2,100
1 awaiting
Collected
$48,520
All-time
Recent invoices
Live
INV-2026-042 · Northline Labs
PaidINV-2026-041 · Aether Studio
PendingINV-2026-038 · Helix Co.
OverdueInvoice · INV-2026-042
PaidGrowth Retainer Q3
Northline Labs · Paid on May 14
Discovery & strategy$4,200
Brand & design system$6,800
Production & QA$5,400
Project management retainer$2,000
Total collected$18,400
Connected GatewayStripe, PayPal, Razorpay
Payment received
$18,400 · Northline Labs
N
Northline LabsSecure Portal
Welcome, Reese.
Welcome to your Growth Retainer.
Glad to have you on board.
End-to-end encrypted
Private to Northline Labs
Your project
Where things stand.
Growth Retainer Q3
ActiveProgress72%
Project status
ActiveGrowth Retainer Q3
Northline Labs · Target Jun 12, 2026
Progress72%
Up next
Brand audit deck — review by May 20
Updates from Northline
Discovery synthesis complete — moving into design exploration this week.
May 13, 2026
Project value$18,400
Awaiting your approval
Brand audit deck v2.pdf
Recurring · Active
Growth Retainer Q3
Monthly · 1st of month · Northline Labs
Apr 1
May 1
Jun 1Generated
Next invoice$18,400
Payment reminders
✓Sent
✓Day 7
✓Day 14
Auto-pauses the moment payment lands.
AI Co-pilot
Monthly insight ready to publish.
Growth Retainer Q3 · Northline Labs · May 2026
Ready · Awaiting your review100%
Monthly Insights
Discovery synthesis closed with three product directions. Design exploration on track for May 22. Estimated delivery remains on plan.
+ 4 sections
Generated by ClientDeck AI · On-demand
All systems synced·
GatewaysQuickBooksCalendarDrive
How it works
From proposal to payment, one connected flow.
Business Intelligence
Financial Analytics engineered for agency scale.
Flawless precision across every collections ledger, client project value, and expense line. Calculates cash flow and profit margins with perfect accuracy.
Analytics
Live Supabase LedgerBusiness Intelligence
Financial Analytics
Strategic financial insight, top contribution metrics, and health audits
Gross Collected$
$248,500.00
📈 +17.6% MoM growth
Total Expenses↘
$112,000.00
3 categories logged
Net Profit📖
$136,500.00
Adjusted for expenses
Profit Margin%
54.9%
Cash collection efficiency
Profitability & Trend Analysis
Historical breakdown of monthly collected revenue and expenses
DecJanFebMarAprMay
Expenses
Revenue
AI Forecasting
Growth Outlook
3-Month Cash Flow Forecast
$380,400.00
Projected value based on MoM trajectory and active recurring subscription templates.
🏆
Excellent MoM performance! Profit margins are highly optimized for growth.
Revenue Contribution by Client
Top-earning client relationships based on collections
Acme Corp$142,000.00
Globex Co$78,000.00
Lumen Co$28,500.00
Expense Allocations
Where your money goes — category distribution ranking
Payroll & Contractors
60%$68,000.00
Software & Servers
21%$24,000.00
Marketing & Growth
19%$20,000.00
Stripe-Grade Financial Precision
Say goodbye to spreadsheets and manual calculations. ClientDeck calculates true Cash-basis collections, receivables, net profit, and profit margins entirely in integer minor units (cents) to eliminate any decimal rounding loss.
✓
Safe Math Architecture
Minor-unit integer storage handles currency additions and balances safely, complying with professional banking APIs.
✓
Live Supabase Ledgers
Instantly reflects completed invoice payments, custom expense logging, and project costs.
📥
Contextual CSV Data Exports
Bookkeeping supercharged across your workspace
Spreadsheet downloads are placed right next to your active tables and primary action buttons. The export button contextually updates based on what you are looking at.
Client NameProjects
Acme Corp4 active
Globex Co2 active
Clients view
Connected by default
Works with the tools your business already runs on.
Replace fragmented client operations without replacing the tools your business already depends on.
Slack
Project approved
Google Calendar
Milestone synced
QuickBooks
Invoice synced
Payment Gateways
0% platform fees
Google Drive
Deliverable uploaded
Xero
Transaction recorded
Who it's for
Built for every kind of client business.
Find the one closest to yours. Each card lists the features that kind of business uses most.
Freelancers
Send proposals, collect approvals, and invoice clients from one place.
ProposalsInvoicesClient portal
Consultants
Keep each engagement on track: scope, milestones, approvals, and invoices.
RetainersMilestonesApprovals
Design & branding studios
Share designs, collect feedback, and get every version approved with a timestamp.
FilesApprovalsDeliverables
Web & software shops
Manage sprints and milestones, share docs and staging links, and bill clients on a schedule.
Project boardMilestonesRecurring billing
Marketing & growth agencies
Run monthly retainers, get campaign approvals, and send client reports without building them by hand.
RetainersReportingAutomations
Video & content studios
Send cuts for review, collect sign-off, and get paid before the final files go out.
FilesApprovalsPayments
Ops & finance
See invoices, expenses, and payment status for every client, synced to QuickBooks or Xero.
InvoicingExpensesAccounting sync
Multi-team agencies
Give account, design, and finance teams the right access to one shared workspace.
RolesPermissionsTeam workspace
Not sure which one you are? Start free and set it up as you go.
Start free with ClientDeckWhy ClientDeck
Built for modern client businesses that need more than a CRM.
Every client project is its own commitment — a relationship, a deliverable, a deadline, an invoice. ClientDeck is the one place all of it lives.
Replaces a stack of
CRMProposal toolProject boardApprovalsInvoicingClient portalReporting
Inside the workspace
N
Northline Labs
Client portal
LiveR
Project status
Growth Retainer Q3
On track72%
Brand audit deck v2.pdf
Awaiting your approval
Proposal pipelineApproved
Growth Retainer Q3
Northline Labs · 6-month engagement
RAccepted by Reese
$18,400Invoice ledgerPaid
Invoice INV-0042
$18,400Growth Retainer Q3 · Northline Labs
Paid via Razorpay · 2 days ago
Security & trust
Built to protect your business and your clients' data.
Client work runs on trust. ClientDeck protects it at every layer — from encrypted connections to access-controlled portals.
AES-256 encryption
Connected-account tokens are encrypted at rest with AES-256-GCM.
OAuth 2.0 connections
Integrations authorize through OAuth — your passwords are never shared with us.
Access-controlled portals
Clients see only their own files, invoices, and updates — through private portals.
Secure payments
Payments are processed by Stripe, PayPal, and Razorpay — card details never touch our servers.
How we compare
The same jobs, without the fees or the per-seat math.
How ClientDeck lines up against HoneyBook and Bonsai on the things that decide your bill.
| Feature | ClientDeck | HoneyBook | Bonsai |
|---|---|---|---|
| Free plan | Free forever | 7-day trial only | 7-day trial only |
| Starting price | $9/mo | $36/mo | $15/user/mo |
| Pricing model | Flat, not per-user | Per account, team caps | Per user |
| Your own Stripe, PayPal or Razorpay — 0% platform fee | 0% platform fee | 2.9% + $0.25 | +1% on your processor |
| Razorpay & regional gateways | Yes | No | No |
Competitor pricing and fees verified July 2026 from honeybook.com and hellobonsai.com. Plans and fees can change.
Pricing
Simple pricing that scales with your client work.
Start free. Upgrade when your client list outgrows it — every plan can send invoices and collect payments.
✨ 2 months free
Free
For solo creators testing the workflow.
$0
Free forever
- 3 clients
- 3 projects
- 5 invoices / month
- 3 proposals / month
- 1 client portal
- 500 MB storage
- 2 AI reports / month
- Slack integration
Plus
For freelancers turning their service into a business.
$7.50/mo
2 months freeBilled annually at $90/year
Save $18/year
Everything in Free, and:
- Unlimited clients & projects
- Unlimited invoices & proposals
- 10 client portals
- 20 GB storage
- 50 AI reports / month
- Recurring invoices, time tracking & expenses
- 2 team members
- Custom branding — logo & colors
- Google Calendar integration
- Contextual CSV bookkeeping exports (Clients & Invoices)
- PayPal & Razorpay payment gateways
Best ValueGet Pro
Pro
For agencies building a world-class client experience.
$20/mo
2 months freeBilled annually at $240/year
Save $48/year
Everything in Plus, and:
- Unlimited client portals
- 200 GB storage
- Unlimited AI reports
- 10 team members
- Advanced automations
- QuickBooks, Xero & Google Drive integrations
- Team roles & permissions
- Priority support
- Financial Analytics Dashboard (Supabase Ledger)
- Stripe, PayPal & Razorpay gateways
- Full contextual CSV exports (all modules + timesheets)
Prices in USD. Cancel anytime — no contracts.
Questions
Everything you might be wondering.
Does ClientDeck charge transaction fees?
No. ClientDeck never adds a platform fee. You connect your own Stripe, PayPal, or Razorpay account and pay only your processor's standard rate.
Is there really a free plan?
Yes, a free forever plan with no credit card required. Paid plans start at $9/month for Plus and $24/month for Pro, with flat plan pricing instead of per-seat billing.
Can I use ClientDeck outside the US?
Yes. Alongside Stripe and PayPal, ClientDeck supports Razorpay and multi-currency billing, so freelancers and agencies can get paid worldwide.
What tools does ClientDeck replace?
Proposals, projects, invoicing, client portals, file sharing, and reporting all live in one workspace, so you can retire the separate apps you currently stitch together.
Is it built for teams and agencies?
Yes. ClientDeck works for solo freelancers and multi-person agencies alike, with shared workspaces that keep your team and your clients aligned.
How quickly can I get started?
In minutes. Create a free account, add your first client, and send a proposal or invoice the same day. No credit card and no setup call.
A note from the founder
I built ClientDeck after watching too many service businesses stitch together five different tools just to do one job. My goal is simple — make running a client business feel like serving clients again, not managing software. If that's the problem you're living with, I'd love for you to try it.