When you import a CSV, scan a receipt, or generate an invoice that mentions a client name, the AI automatically creates or matches the client record. No separate client setup step.
As you work, each client's profile accumulates invoices, payments, transactions, time entries, and notes. Everything linked to that client is visible in one place.
See at a glance which clients have outstanding invoices, who pays late, and which relationships are most profitable. Export client histories for your records.
Managing 20+ active clients with different payment terms, currencies, and project types. Client profiles keep everything organized — you always know who owes what.
A client you've worked with for 2 years. Their profile shows every invoice, payment, and project — useful for annual reviews, rate negotiations, and tax reporting.
The payment history timeline shows which clients consistently pay late. Use this data to adjust payment terms, require upfront deposits, or decide to stop working with them.
No. The AI automatically creates client records when you import transactions, scan receipts, or generate invoices that reference a client name. You can also manually create or edit clients at any time.
Each client profile stores name, email, phone, address, default currency, payment terms, and notes. The system also links all invoices, transactions, expenses, time entries, and payment history to the client automatically.
Yes. The client dashboard shows total revenue per client (all time and by period), average payment time, outstanding balance, and number of invoices. You can compare clients side by side to identify your most valuable relationships.