Automate Clientary with AI agents
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.
Project ManagementYour own API key
What you can ask your agent
- “Every Monday, gather what's new in Clientary and email me a short summary.”
- “When something important happens in Clientary, notify my team on Slack.”
- “Ask my agent in plain words to do anything Clientary allows, once or on schedule.”
Your agent connects Clientary with your own API key, entered on a secure page, only for the agent you choose, and asks before sending, posting or deleting anything.
Automate Clientary free for 7 daysHow it works
- STEP 1Tell your agent what to do with Clientary, in plain words.
- STEP 2Connect Clientary (and any other app it needs) in a click.
- STEP 3Approve the routine: it runs on schedule, with a history of every run.