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Project Management

Clientary, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Clientary account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Project Management
  • Connects with a key
  • 42 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Clientary is

A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff. The perfect solution to win clients and save time.

You paste in a key from your own Clientary account. It is kept encrypted, and you can withdraw it from inside Clientary whenever you like.

How a run works

One message in, the work done in Clientary.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Clientary. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Clientary account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

42 tools it already has

What it can do in Clientary

These are the ready-made tools your AI employee already has in Clientary. It is not limited to them, but it never has to be taught these.

  • Create ClientTool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
  • Create ContactTool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
  • Create ExpenseTool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or p
  • Create LeadTool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
  • Create ProjectTool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
  • Create TaskTool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
  • Delete ClientTool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are perm
  • Delete LeadTool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
  • Delete PaymentTool to remove an existing payment from an invoice. Use when you need to permanently delete a payment record. WARNING: Deletions are permanent and not reversible.
  • Delete Payment ProfileTool to remove a specific payment profile from a client's account. Use when you need to delete a payment profile. Note: Client must have an active payment integration with Stripe t
  • Delete Recurring ScheduleTool to remove a recurring schedule by its identifier. Use when you need to permanently delete a recurring schedule from Clientary. Once deleted, the recurring schedule will no lon
  • Get ClientTool to fetch details for a specific client using its ID. Use when you need to retrieve complete information about a client from Clientary.
  • Get ContactTool to retrieve a single contact by its ID. Use when you need to fetch detailed information about a specific contact from Clientary.
  • Get EstimateTool to retrieve details for a single estimate by ID. Use when you need to obtain comprehensive estimate information including line items, tax details, and financial data.
  • Get ExpenseTool to retrieve details for a single expense record in Clientary. Use when you need to get specific information about an expense by its unique identifier.
  • Get Hour EntryTool to obtain details about a specific time entry in Clientary. Use when you need to retrieve information about a logged hour entry by its unique identifier.
  • Get InvoiceTool to retrieve detailed information for a specific invoice by ID. Use when you need to fetch invoice details including line items, payments, tax information, and current status.
  • Get LeadTool to retrieve a single lead by its ID. Use when you need to fetch detailed information about a specific lead from Clientary.
  • Get ProjectTool to retrieve a single project by its identifier. Use when you need to fetch detailed information about a specific project in Clientary.
  • Get StaffTool to retrieve a single staff member by their ID. Use when you need to fetch detailed information about a specific staff member from Clientary.
  • Get TaskTool to retrieve a specific task by its ID. Use when you need to fetch detailed information about a task from Clientary.
  • List Client ContactsTool to retrieve all contacts for a specific client with pagination support. Use when you need to fetch the list of contacts associated with a particular client in Clientary.
  • List Client ExpensesTool to retrieve all expenses for a specific client within an optional date range. Use when you need to fetch expense records associated with a particular client from Clientary.
  • List Client InvoicesTool to retrieve all invoices for a specific client with pagination support (30 results per page). Use when you need to fetch invoices associated with a particular client from Clie
  • List Client ProjectsTool to retrieve all projects associated with a specific client with pagination support (10 results per page). Use when you need to fetch projects for a particular client from Clie
  • List ClientsTool to retrieve all clients with pagination support (10 results per page). Use when you need to fetch a list of clients from Clientary with optional filtering by modification date
  • List ExpensesTool to retrieve expenses by date range (defaults to current fiscal year). Use when you need to fetch a list of expenses from Clientary with optional filtering by start and end dat
  • List LeadsTool to retrieve all leads with pagination support. Use when you need to fetch a list of leads from Clientary with optional sorting by name or date.
  • List PaymentsTool to retrieve all payments with pagination support (30 results per page). Use when you need to fetch a list of payments from Clientary with optional pagination and custom sortin
  • List Project EstimatesTool to retrieve estimates scoped to a particular project with pagination support (30 results per page). Use when you need to fetch all estimates associated with a specific project
  • List Project ExpensesTool to retrieve all expenses for a specific project within an optional date range. Use when you need to fetch expense records associated with a particular project from Clientary.
  • List Project HoursTool to retrieve all time tracking entries logged against a specific project. Use when you need to fetch hour entries for a particular project, optionally filtering by billed or un
  • List Project InvoicesTool to retrieve all invoices linked to a specific project with pagination support (30 results per page). Use when you need to fetch invoices associated with a particular project f
  • List ProjectsTool to retrieve all projects with pagination support (10 results per page). Use when you need to fetch a list of projects from Clientary with optional filtering for closed project
  • List StaffTool to retrieve all staff members for an account. Use when you need to fetch a complete list of staff members from Clientary.
  • List TasksTool to retrieve all tasks with pagination support (50 results per page). Use when you need to fetch a list of tasks from Clientary.
  • Send Invoice MessageTool to send an invoice message to recipients via email. Use when you need to email an invoice to clients with customizable subject, message content, and options to send a copy to
  • Update ClientTool to update an existing client record in Clientary with partial or complete field modifications. Use when you need to modify client details such as name, address, description, o
  • Update ExpenseTool to update an existing expense record in Clientary with partial or complete field modifications. Use when you need to modify expense details such as amount, description, client
  • Update Hour EntryTool to modify an existing time entry in Clientary with partial or complete field updates. Use when you need to update hours, title, date, description, rate, or billing status of a
  • Update ProjectTool to update an existing project in Clientary with partial or complete field modifications. Use when you need to modify project details such as name, rate, description, budget, s
  • Update TaskTool to update an existing task in Clientary with partial or complete field modifications. Use when you need to modify task details such as title, description, completion status, a
Access, and who is in charge of it

You stay the boss of your Clientary account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Clientary account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Clientary is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Clientary and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Clientary

Can an AI employee really work inside Clientary?
Yes. It signs in to your own Clientary account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Clientary?
No. Nothing moves and nothing is replaced. Your records stay in Clientary, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Clientary account?
You paste in a key from your own Clientary account. It is kept encrypted, and you can withdraw it from inside Clientary whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Clientary?
It has 42 ready-made tools in Clientary today, among them Create Client, Create Contact and Create Expense. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Clientary and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Clientary and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Clientary?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Clientary is written down with what it did and when.