If you're a freelancer who wants a one-stop-shop with tools like client management, expense tracking and scheduling, Workvio is a good option. Workvio has a range of tools, including client management, project and task management, time tracking, invoicing, scheduling and expense tracking. It also has AI-generated professional contracts and a meeting planner to help you stay on top of things and get more done.
Another good option is oto, which combines financial management tools with client relationship management. It automates proposal, contract and invoice creation, and offers AI-generated proposals and contracts reviewed by lawyers. You can track expenses and scan receipts, and manage client relationships with customizable email responses and weekly work reports. Oto also integrates with Stripe and PayPal for seamless payment processing.
If you're trying to improve your billing and financial management, Billfy is a centralized hub that automates recurring charges and integrates multiple payment channels. It offers customizable email templates, reminders and a dashboard to track income and business activity. With automated recurring charges and customizable support options, Billfy hopes to cut administrative tasks and boost productivity.
Last, Monday.com is an adaptable all-in-one work platform that can be customized to suit your needs. It includes tools for resource management, client projects, content calendar and automation. With several pricing tiers, including a free option, Monday.com is good for teams of any size looking to streamline their workflow and make more data-driven decisions.