Clients and projects
Keep the client, project, tasks, rates, and work record connected.
Features
One path from client work to a clearer invoice
ABH connects the work you sell, plan, track, approve, invoice, and review, without pretending to process the client’s payment.
Lead to cash record
A connected workflow
Each stage keeps context for the stage that follows.
- 01
Win
- 02
Plan
- 03
Track
- 04
Approve
- 05
Invoice
- 06
Learn
Plan and track the work
Time tracking
Log billable work against the right project and task while details are fresh.
Team access
Give agency members scoped access while Owners keep financial and workspace controls.
Approve and invoice
Proof-backed invoices
Build invoice lines from the underlying work and share a readable client record.
Invoice reminders
Manage reminder actions for overdue invoices when the live plan includes them.
Retainer tracking
Track included time and overages for recurring client work.
Learn and operate
CSV exports
Export billing records for analysis, review, and accountant handoff.
Advanced analytics
Review deeper performance and client-health signals when enabled for the plan.
Financial operations
Keep owner-only operational records and compliance exports in one workspace.
See the invoice the workflow produces.
Explore a fictional example before creating a workspace.