Find out which clients are actually worth your time.
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.
What you get
Customer Profiles
Store customer name, email, phone, and notes. See all invoices and transactions for each client in one place.
Project Tracking
Create projects under customers. Track income and expenses per project to see real profitability.
Revenue by Client
See total revenue per customer over any time period. Instantly spot your highest-value clients.
Project Profitability
Compare project income vs. expenses to find your most and least profitable work.
Invoice Integration
Invoices link to customer profiles. See every invoice for a client in one view.
CSV Export
Export customer lists and project data to CSV for use in other tools.
How it works
Add your customers
Create customer profiles with name, email, and any notes you need.
Create projects under them
Add projects to track specific jobs, contracts, or scopes of work.
Link transactions and invoices
When logging income or expenses, assign them to a customer and/or project.
See who's profitable
Customer pages show total revenue. Project views show income minus costs.
Your data & privacy
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
Starter includes unlimited customers and projects. CSV export is available on Pro and Business. Per-project profitability tracking is a Business feature.
Why it matters
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 Starter plan (unlimited customers)
Customers & Projects FAQ
Ready to try Customers & Projects?
No credit card required. Start free and upgrade when you’re ready.
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