Track customers and projects separately. Link transactions and invoices to specific clients. See per-customer revenue and per-project costs — so you know which work is profitable and which is costing you.
Store customer name, email, phone, and notes. See all invoices and transactions for each client in one place.
Create projects under customers. Track income and expenses per project to see real profitability.
See total revenue per customer over any time period. Instantly spot your highest-value clients.
Compare project income vs. expenses to find your most and least profitable work.
Invoices link to customer profiles. See every invoice for a client in one view.
Export customer lists and project data to CSV for use in other tools.
Create customer profiles with name, email, and any notes you need.
Add projects to track specific jobs, contracts, or scopes of work.
When logging income or expenses, assign them to a customer and/or project.
Customer pages show total revenue. Project views show income minus costs.
Customer data (name, email, phone, notes) is stored securely in your account. It is only visible to you and any accountant you invite on the Business plan. Customer data is never shared externally.
Plan availability
Free includes 2 customers and 2 projects. Pro and Business unlock unlimited customers and projects, with CSV export. Per-project profitability tracking is a Business feature.
Know which clients are actually making you money
Stop undercharging on projects — see the real cost
All client data, invoices, and history in one place
Better decisions about which work to take on
Available starting on the Free plan (2 customers)
No credit card required. Start free and upgrade when you’re ready.
Start Free