Coordinate client decisions
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SPIRITT
ClientaryClientary
Client work through to billing
SPIRITT runs Clientary client delivery and billing operations, from project setup to hours, expenses, invoices, and customer follow-up. Build an operations desk around the records your team already uses.
What you can do with Clientary.
One connected client operation
Create clients, contacts, projects, and assigned tasks from approved engagement details.
Billable work made visible
Connect logged hours and expenses to the client and project that own them.
Invoices with follow-through
Create and send authorized invoices, then reconcile their current status and payment records.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace and describe the outcome: build a client delivery desk or run approved monthly invoicing.
02
Connect Clientary
Connect Clientary with your API key and provide the client, project rates, billing rules, and permissions for invoice creation and sending.
03
Hand over the mission
Choose the records and rules. SPIRITT carries the work through to a checked result: onboard a new customer, with follow-through in your connected apps.
Hand over a mission.
Choose a mission. Make it yours.
Put Clientary to work.
Client work through to billing
Questions
Clientary, with SPIRITT.
01What can SPIRITT do with Clientary?+
SPIRITT runs Clientary client delivery and billing operations, from project setup to hours, expenses, invoices, and customer follow-up. Build an operations desk around the records your team already uses.
02How do I connect Clientary?+
Connect Clientary with your API key and provide the client, project rates, billing rules, and permissions for invoice creation and sending.
03Can it charge a customer's payment method?+
The available actions read payment information and manage invoices, but do not initiate a charge. SPIRITT distinguishes an invoice send from an actual payment recorded later.
04Can it create estimates or proposals?+
It can retrieve estimates and use them for delivery planning. Native estimate or proposal creation is not exposed by this connection.
05Can it edit individual invoice items?+
Yes. Existing line-item IDs can be updated, new items can be added, and explicitly identified items can be removed. SPIRITT checks the full invoice after the approved change.
06How does ongoing Clientary work run?+
SPIRITT scans clients, projects, tasks, invoices, and payments on a schedule, retaining record IDs and change receipts. It verifies invoice details after changes and separates sending an invoice from receiving payment.