From hours to paid
Five jobs Tallybird does for an agency, in the order an invoice meets them.
Hours become line items
Pull approved hours from Harvest, Toggl Track or Clockify. Group them by project or by person, round to the quarter hour, and keep non-billable time off the invoice.
From Harvest · Halcyon Media · Oct 1 to Oct 31
| Person | Project | Hours | Rate |
|---|---|---|---|
| Maya Ortiz | Brand refresh | 14.5 | $150 |
| Theo Park | Brand refresh | 9.5 | $150 |
| Ana Ruiz | Landing page | 10.0 | $150 |
| Theo Park | Internal review | 2.0 | Not billable |
34 billable hours, grouped by project$5,100.00
A pay page clients use
Every invoice links to one page: the amount, the due date, a bank or card button and the PDF. No client login, no portal to remember.
Wren and Field Studio
$7,500.00
Invoice TB-0142 · due Nov 18
Pay by bank transferPay by cardDownload PDFQuestions? Reply to Maya
Reminders on your days
Set the days and the wording once, then change them per client. Reminders pause on weekends and holidays and stop the minute money lands.
Reminder schedule · default for all clients
- Day 3Warm, with pay link
- Day 7Plain, copy to you
- Day 14Firm, PDF attached
- Day 30Flag for a phone call
Pauses on weekends and US holidays
Payments find their invoice
Tallybird reads your bank feed, read-only, and matches each deposit to its invoice, fees included. When two invoices fit, it asks you.
Bank feed · Nov 26
Know who owes what
One table, every client, sorted by how late. Friday mornings it lands in your inbox with the two calls worth making.
Who owes what · today
| Client | Current | 1 to 30 | 31 to 60 | 61+ |
|---|---|---|---|---|
| Halcyon Media | $7,500 | |||
| Northpoint | $3,800 | $3,800 | ||
| Studio Kite | $2,150 | |||
| Bloom Creative | $1,200 | $640 | ||
| Total | $12,500 | $3,800 | $2,150 | $640 |
Most weeks you won't open it. Friday's email says what came in, what's due, and who needs a call.
Start free trialTry it on a real client
Free for 14 days, no card. When the trial ends nothing is charged, and everything you made stays yours to export.