Run 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.
Monday, May 18
Welcome back, Alex
$1,250.00
1 overdue invoice
$84,200.00
All-time revenue
$84,200.00
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
Aether Studio
Client portal
Action needed
Invoice #INV-114
Due May 22 · $2,400.00
Helping modern businesses streamline clients, projects, proposals, invoicing, portals & reporting.
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.
Replace scattered tools with
one connected system.
Keep your team and clients aligned without jumping between disconnected apps.
One place for your team. One experience for your clients.
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.
Everything connected in one operational ecosystem.
Manage clients, projects, proposals, invoices, reporting, and automation through one beautifully connected platform.
Client management
Organize onboarding, communication, approvals, and ongoing client operations from one connected workspace.
Projects & billing
Manage deliverables, proposals, invoices, payments, and timelines through unified workflows.
Automation & AI
AI reporting, recurring invoices, payment reminders, and workflow automation — beautifully connected.
Proposals & contracts
8 proposals
5 accepted · 2 sent · 1 draft
8
proposals created
$63,200
all-time accepted
100%
of decided
2
no reply yet
$4,500
$19,000
$34,800
$28,400
Brand identity sprint
Northline Labs
Website redesign
Aether Studio
Growth retainer Q3
Lumen Co
Mobile app concept
Northline Labs
AI Summary
Acceptance is holding at 100% — $19k in sent proposals are awaiting a client reply.
Client update
Phase 2 complete — design review kicks off next week.
From proposal to payment, one connected system.
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.
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.
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.
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.
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
Active project
Growth Retainer Q3
Northline Labs · 9 tasks · 3 collaborators
Progress
72%
To Do
2Discovery synthesis
Brand audit deck
In Progress
2Hero illustration v2
Component library QA
In Review
2Landing copy revisions
Onboarding flow draft
Done
3Project kickoff doc
Wireframes v1
Stakeholder alignment
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
Payment received
$18,400 · Northline Labs
Welcome, Reese.
Welcome to your Growth Retainer.
Glad to have you on board.
Your project
Where things stand.
Growth Retainer Q3
ActiveProject status
ActiveGrowth Retainer Q3
Northline Labs · Target Jun 12, 2026
Up next
Brand audit deck — review by May 20
Updates from Northline
Discovery synthesis complete — moving into design exploration this week.
May 13, 2026
Awaiting your approval
Brand audit deck v2.pdf
Recurring · Active
Growth Retainer Q3
Monthly · 1st of month · Northline Labs
Payment reminders
Auto-pauses the moment payment lands.
AI Co-pilot
Monthly insight ready to publish.
Growth Retainer Q3 · Northline Labs · May 2026
Monthly Insights
Discovery synthesis closed with three product directions. Design exploration on track for May 22. Estimated delivery remains on plan.
From proposal to payment, one connected flow.
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.
Business Intelligence
Financial Analytics
Strategic financial insight, top contribution metrics, and health audits
$248,500.00
📈 +17.6% MoM growth
$112,000.00
3 categories logged
$136,500.00
Adjusted for expenses
54.9%
Cash collection efficiency
Profitability & Trend Analysis
Historical breakdown of monthly collected revenue and expenses
Growth Outlook
$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
Expense Allocations
Where your money goes — category distribution ranking
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.
Works with the tools your business already runs on.
Replace fragmented client operations without replacing the tools your business already depends on.
Slack
Google Calendar
QuickBooks
Payment Gateways
Google Drive
Xero
Built around the way client work actually runs.
Client relationships, delivery, billing, automation, and collaboration — connected inside one shared workspace.
Clients
Relationships, communication, approvals, and the client portal.
Projects
Proposals, tasks, milestones, deliverables, and workflows.
Billing
Invoices, recurring payments, direct custom gateways (Stripe, PayPal, Razorpay with 0% fees), and accounting sync.
Automation
AI reporting, reminders, recurring workflows, and operational updates.
Team workspace
Collaboration, permissions, assignments, and shared visibility.
Stop running your business across 10 different tools.
ClientDeck brings projects, communication, approvals, invoices, files, payments, and client access into one organized workflow — so your team spends less time chasing updates and more time delivering great work.
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
Inside the workspace
Northline Labs
Client portal
Project status
Growth Retainer Q3
Brand audit deck v2.pdf
Awaiting your approval
Growth Retainer Q3
Northline Labs · 6-month engagement
Invoice INV-0042
$18,400Growth Retainer Q3 · Northline Labs
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.
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.
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.
Free
For solo creators testing the workflow.
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.
Billed 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
Pro
For agencies building a world-class client experience.
Billed 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.
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.