Features built around one goal: help you bill with proof

Central hub for every client relationship — profiles, projects, invoices, payment history, and client health badges in one place. Import clients via CSV, add internal notes, and never lose context on any account.

Organise work by project under each client. Set hourly rates, assign team members, and see exactly how far along every engagement is. Budget tracking with visual progress bars and over-budget alerts is available on Pro.

Create and assign tasks within projects. Set priorities, due dates, and status (to-do → in progress → done). Log time directly against a task when completing it — hours feed straight into invoicing.

Log billable hours against any client, project, or task. Team time tracking with per-member visibility and direct linkage to invoicing — no copy-pasting required. Free plan: up to 20 hours/month.

Invite team members with role-based access (owner or team member). Each member logs time against their assigned projects. Starter: up to 3 team users. Pro: unlimited team members.

Generate PDF invoices directly from logged time entries — every line item is backed by real, verified work. Sequential invoice numbering, secure public share links with 90-day expiry, status tracking (draft → sent → paid), and void support. Free plan: up to 3 invoices/month.

Automated overdue invoice reminders sent to clients on your behalf. Set reminder schedules, track which clients have been nudged, and cut down the time you spend chasing payments — handled automatically.

Revenue summary, outstanding invoices, top clients by earnings, and hours logged — always available. Free plan includes the full analytics dashboard. Starter adds CSV data exports. Pro unlocks advanced analytics: profitability per client and project, client health scoring, revenue forecasting, and weekly automated email reports.

Log business expenses by category, attach receipts, and link costs to clients or projects. See real project profitability — not just revenue — alongside your invoice data. Mark expenses as billable and add them directly to a client invoice.

Record team pay runs, track payroll costs by team member over time, and export records. Full payroll cost visibility alongside revenue for an accurate agency P&L. Not a payroll processor — a clean ledger your accountant will thank you for.

Set project budgets and track spend in real time with visual progress bars. Get over-budget alerts before a project bleeds revenue. View budget utilisation across all active projects from one screen — spot issues before your clients do.

Export invoice registers, time entry logs, and expense reports as CSV — available on Starter. Pro adds month-end export packs (a bundled report of all financial activity for the period, ready to send to your accountant) and weekly automated analytics emails.

Tax summary by period, VAT/GST-eligible expense tagging, aged receivables reports, audit ledger, and financial compliance export packs ready for your accountant. Know your tax position at any point in the year — no spreadsheet needed.

Visual kanban board for leads and prospects. Custom stages, contact details, estimated deal value, and one-click convert lead to client — all without a separate CRM tool.

Send branded proposals via secure links and collect e-signed contracts without leaving ABH. Full close workflow: proposal → accepted → contract → signed → onboarded. Clients accept and sign from a clean public page — no login needed.

Custom onboarding checklists sent to new clients via secure link. Real-time step completion tracking, reusable templates, and onboarding status visible on every client record. Automatically triggered when a contract is signed.

Build trigger-based workflows that run in the background. Automate invoice reminders, onboarding nudges, and client status changes with condition-based if/then logic — no code required.

Reusable email templates for invoices, proposals, follow-ups, and onboarding. Standardise every client communication from inside the platform — no copy-pasting from a separate tool.