Problem
Project-based billing is inconsistent — fixed-price branding projects, hourly consulting, retainer clients, and rush fees all mixed together
Solution
Track and invoice each project type differently. AI generates invoices from project descriptions — 'Brand refresh for Client X — logo $500, style guide $300.' Line items, tax, and payment link included.
Problem
Software subscriptions stack up — Adobe CC, Figma, Sketch, fonts, stock photos, hosting — and tracking monthly recurring costs is a spreadsheet nightmare
Solution
AI detects recurring subscriptions and auto-categorizes them as Tools & Software. Dashboard shows monthly software spend. Never pay for a tool you forgot you subscribed to.
You charge per project with 50% upfront. Generate deposit invoices and final balance invoices from project descriptions. Track which clients have paid deposits and which are ready for final billing.
Multiple designers, multiple clients, retainers and project fees mixed. Track time per designer, convert to client invoices, and monitor which clients are most profitable after all costs.
Yes. Set different billing rates per service type — $85/hr for UI design, $60/hr for production work. When you convert tracked time to invoices, the correct rate is applied automatically based on the project type.
Yes. The AI detects recurring charges from Adobe, Figma, Sketch, and other creative tools and auto-categorizes them as Tools & Software. Your monthly report shows exactly how much you spend on design tools vs fonts vs stock assets — so you can audit subscriptions and cancel the ones you forgot about.
Create an invoice for the deposit (e.g., 50% upfront), send it, and track payment. When the project is complete, create the balance invoice. Both are linked to the same client. The dashboard shows paid vs outstanding per project — you always know who still owes you money.
Yes. The AI doesn't care whether your income is from logo design, brand strategy consulting, or teaching workshops. Each transaction is categorized — design projects, consulting fees, workshop income — and you can see revenue by service type. Freelancers with multiple income streams use Tally Assistant to see the full picture in one place.