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Simple Plans.
Infinite Value.

No hidden fees. No complicated tiers. Upgrade, downgrade, or cancel anytime. Start with a full-featured 7-day trial.

7-Day Free Trial

Test drive the full platform. No credit card required.

USD 0 / 7 days
Start Free Trial
Includes:
  • All 10 core modules unlocked
  • Unlimited clients & invoices
  • Secure TOTP 2FA access
  • Instant PDF generation & sharing
No credit card · Instant activation

Pro Agency OS

The complete financial OS for modern digital agencies.

USD 10 /mo

Get Started Now
Everything in Trial, plus:
  • Custom SMTP Mail Settings (Own Domain)
  • OTP Legally-Binding Contracts
  • Automated MRR Retainers
  • Full 360° P&L Analytics & Cash Flow Ledger
  • Freelancer Overpayment Margin Lock
Automated Paddle Billing · Cancel anytime
Compare all features in detail

Compare Plan Features

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

Frequently Asked Questions

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.

Yes! Every proposal, contract, and invoice generates a unique, secure public link. You can send this link to your clients. They can view the document, download PDFs, and accept proposals or sign contracts directly from their browser—no login required for them.

Looking for More Answers? Browse Full Agency FAQ