Let agents run your Clientary back office
QX onboards clients, tracks projects, raises invoices and chases payments inside Clientary—so you spend time on the work, not the paperwork.
Stop juggling clients, timesheets, invoices and follow-ups by hand. Hand the admin to an agent.
New clients set up instantly
A signed proposal or new lead becomes a fully-formed client, project and contact in Clientary—rates, scope and team assigned, without a single form filled in by you.
Invoices that raise themselves
Logged hours and tracked expenses get rolled up into clean, accurate invoices at the right cadence—drafted, reviewed and emailed to the right contact automatically.
No payment slips through
An agent watches every open invoice, spots who's gone quiet, drafts the right reminder at the right tone, and only escalates the ones that genuinely need your attention.
Clientary
Real workflows, built for your team
Build complex workflows in minutes that chain Clientary together with the rest of your stack. Trigger them on specific events, on schedule, or on demand.
Agencies: Turn signed deals into ready-to-bill clients
Deal moves to Closed Won
Triggered in HubSpot
Extract scope, rate & contacts
Agent step
Create client and contact
in Clientary
Spin up the project
in Clientary
Brief the delivery team
Alert via Slack
QX agents can create clients, log work, raise invoices, chase payments—and a lot more
+ 34 more actions
About Clientary
Clientary is an all-in-one platform for managing clients, invoices, projects, proposals, estimates, hours, payments and staff. Used by agencies, consultancies and independent firms, it brings the full client lifecycle into one place—making it an ideal hub for automating the admin behind every billable hour.
About QX Labs
QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.
See Clientary working inside your stack
Want an AI co-worker that runs your client admin, billing and collections for you? Book a demo call to walk through your use cases, or get started for free.
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