10 fully integrated modules. One subscription. Zero spreadsheets. Move your entire client financial pipeline into Xpendee.
Create beautiful invoices in seconds. Track paid, unpaid, and overdue in real-time. Multi-currency, custom tax, and instant PDF generation. Auto-send reminders to clients.
No expensive e-signature tools. Share a secure link. Clients sign with email OTP verification — legally binding.
Win more clients. Generate structured proposals with deliverables, milestones, payment splits, and T&C. Clients accept/reject via public portal.
Set it and forget it. Configure recurring invoice schedules (daily/weekly/monthly/yearly). Xpendee auto-generates and sends them on time.
Real-time profit & loss. Invoice aging, top clients, revenue vs expenses. Filter by date, client, or period.
Log every business expense with receipt attachments. Categorize by type (Office, Travel, Marketing, etc.). Link to clients, invoices, or freelancers. Export to CSV.
Assign freelancers to projects, track agreed amounts vs actual payments. Get auto-email notifications on payment. Overpayment protection built-in.
Three simple steps. No complex setup. No IT team required. Just sign up and start billing.
Create your agency account in 2 minutes. Upload your logo, set brand color, configure SMTP, and define your tax & currency defaults. Your full identity, your platform.
Send a professional proposal to your client. Once accepted, convert it to a legally binding contract. Client signs via OTP verification — no external apps needed.
Issue invoices instantly. Set up MRR retainers. Log expenses. Track freelancer payments. Watch your P&L update in real-time — from one unified dashboard.
No hidden fees. No complicated tiers. Upgrade, downgrade, or cancel anytime. Start with a full-featured 7-day trial.
Test drive the full platform. No credit card required.
The complete financial OS for modern digital agencies.
Everything included in your free 7-day test drive versus the full Pro Agency OS.
| Features & Capabilities |
7-Day Free Trial
USD 0 · No Card Needed
|
Most Popular
Pro Agency OS
USD 10/mo or USD 100/yr
|
|---|---|---|
| Core Invoicing & Billing | ||
| Invoices & Estimates Creation | Full Access (7 Days) | Unlimited |
| Multi-Currency & Custom Tax Rates | ||
| Instant PDF Generation & Shareable Links | ||
| Automated Recurring Retainers (MRR) | Sandbox Test Only | Daily, Weekly, Monthly, Yearly |
| Automated Overdue Payment Reminders | Manual Only | Automated Background Dispatch |
| Client Advance Wallet & Dual Settlement | ||
| Contracts & Client Proposals | ||
| Proposal Guest Portals (Passwordless Links) | ||
| Client Accept / Reject Feedback Loop | ||
| Digital E-Signature with OTP Verification | Test Signatures | Legally Binding Audit Trail |
| Signed PDF Archiving & Download Vault | 7-Day Retention | Permanent Cloud Vault |
| Custom Proposal & Contract Defaults | Default Templates | Unlimited Custom Defaults |
| Clients, Projects & Freelancers | ||
| Client Directory & Contact Profiles | Unlimited | Unlimited |
| Projects & Milestone Deliverables | Unlimited | Unlimited |
| Freelancer Directory & Cost Rate Tracking | Up to 3 Freelancers | Unlimited Freelancers |
| Freelancer Overpayment Guard & Net Profit Lock | Basic | Automated Margin Lock |
| Reports, Expenses & Cash Flow | ||
| Expense Tracking & Receipt Uploads | ||
| Unified Cash Flow Ledger (Inflows & Outflows) | ||
| Real-Time Project P&L & Profit Margins | ||
| 1-Click Master 360° CSV & Financial Exports | Sample Export | Unlimited CSV Exports |
| Branding & White-Labeling | ||
| Custom Agency Logo & Primary Brand Color | ||
| Custom SMTP Server (Send from your domain) | System Default | Custom Host, Port & Auth |
| Custom Invoice Prefixes & Auto-Sequence | ||
| Security, Platform & Support | ||
| TOTP 2-Factor Authentication (Authenticator Apps) | ||
| Strict Multi-Tenant Database Isolation | ||
| Gemini-Powered In-App AI Support Assistant | ||
| Helpdesk Ticketing & Issue Resolution | Standard Queue | Priority Support |
| Payment & Billing Automation | 100% Free · No Card | Automated Paddle Billing |
| Ready to streamline your agency? | Start Free Trial | Get Started Now |
Everything you need to know about the product and billing.
Xpendee is built with strict multi-tenant isolation. All models implement a global database scope. This guarantees that your clients, invoices, settings, custom SMTP credentials, and logo documents are completely separated and inaccessible from other firms on the platform.
Instead of paying for expensive e-signature tools (like DocuSign), Xpendee supports standard email OTP verification signatures. You share a secure portal link with clients. They read and sign the agreement by entering a verification code sent to their email, generating a legally-binding audit log.
Yes! Xpendee includes a Monthly Recurring Revenue (MRR) pipeline scheduler. You can configure active retainer rules, set billing intervals, and choose whether the system should immediately issue active invoices on target days, bypassing draft states to appear directly on clients' portals.
Absolutely. In the unified settings dashboard, you can upload your agency logo, configure default tax/currency parameters, and integrate custom SMTP server settings. When invoices or contract alerts are dispatched, they will be sent from your own custom domain mailboxes.
You can add freelancers, assign them to specific projects with an agreed amount, and log payments against that assignment. The system tracks the remaining balance, visually shows progress bars, and prevents overpayment. It even sends automated email notifications to freelancers when they are paid.
Have questions or custom requirements? Reach out to our team, and we'll be happy to assist you.
There are several ways to get in touch. You can email us directly, open a support ticket, or connect with us on social media.
Finity Sync, Gujranwala, Pakistan.
Join hundreds of forward-thinking agencies managing their clients, contracts, and cashflow in one unified, beautiful dashboard.
