Get more clients, reduce on taxes and accounting, save time spent, and finally enable benefits & retirement as a solo freelancer.
Freelancer toolbox packaged to harness the power of Ai
Get more clients
Public Profile & Custom Links
Initiate conversations with clients from your link where they can find your portfolio
Conversations
Communicate in realtime with our integrated multi-channel direct messaging
Portal
Give your clients a premium onboarding and offboarding service experience
Find by Phone
Wether adding Payment recepients or requests, starting Conversations, or onboaring clients to your Pipeline find Contacts by phone
Pipeline
Automate Responses & Scheduling
Client Ratings & Referrals
Send surveys, and automate referral rewards to grow your business.
Cut on taxes & accounting
#Payments
Receive international payments in one place no matter where your clients are with lightning international billing
#Goals
#Retirement
#Benefits
Easily allocate an amount or % contribution with any contract, subscription or of any billing income payouts toward a savings goal, retirement, and/or benefits.
Cut on the time spent
Pipeline
Keep track of leads as they become clients
Payment Portal
Local options for your clients to pay at OXXO or pay through WhatsApp links
Pipeline
Assign and use tags, silos, filters, sorts and views to keep tasks organized by client, service type, contract, or project
Bill Management
Pay your business's bills and expenses with Automation Rules, including tracking, categorization, and parameters for reminders
Get paid in USD and set rules to set money aside to save, invest, or receive benefits
International Payments
Collect payments in US Dollars from anywhere using our end to end integration with FedNow & USDC
Budgeting
Track your income and expenses with ease using our intuitive financial tracking tools.
Project Milestones
Automatically route money when a project milestone is met.
Financial Goals
Easily allocate an amount or % contribution from any contract, subscription or any billing income payouts towards Retirement, Emergency Fund and other financial goals
Local Benefits
Enroll in local benefits through our private marketplace, including medical/dental insurance, loan repayment plans, commute, food, entertainment, and wellness options. Connect with 3rd party apps like Netflix, AMC A-list, DoorDash Dashpass, and spas.
Investment Tracking
Monitor your investments and track their performance over time with our comprehensive tools.
Ai features, Asistants, Automatons and Integrations
Agentic Workflows & Automatons
Team of custom Ai assistants and Automated Workflows
Ai Actions via Text or WhatsApp
Instruct your team of Ai assistants to carry out account actions that can employ Agentic Workflows that access programmed interactions from Trato & Integrations via WhatsApp or SMS
Automated Reports
Scheduled Messages & Autmated Followups
Smart lists
Convert Clients into Community that you can measure over time by programatically sending scheduled messages based on context And/or set parameters that deliver through relevant channels (WhatsApp, SMS, Email, socials, in-app, or other) and with granular controls & #AutomatedReports
Pricing
Base Core
$205.7 USD
- ✅ Budgeting Suite & monthly Automated Reports
- ✅ Benefits marketplace
- ✅ Financial Automaton Rules: Rainy day, Emergency Fund, Savings
- ✅ Basic client management tools
- ✅ Realtime Payments with local options (USDC + FedNow)
- ✅ Retirement contributions on autopilot
- ✅ Client portals (limited to 2/mo)
- ✅ DarDen Local Card access
- 🚫 no AI
- 🚫 can buy vertical-specific modules as addons
Basic
$247 USD
(Save 10%)
- All features included in Base Core plus:
- ✅ Invoicing
- ✅ Pay by WhatsApp link
- ✅ Personalized links
- ✅ Pipeline analytics
- ✅ Calendar Integration
- ✅ DarDen Local Card access
- 🚫 no AI
- 🚫 can buy vertical-specific modules as addons
Full
$500 USD
(Save 16.67%)
- All thats included Base Core and Basic have plus:
- ✅ Unlimited Client Portals
- ✅ Individual and Entity-specific Tax filings
- ✅ Escrow / Retainer Account
- ✅ Business Expensing tools
- ✅ Accounting reconciliation +Ai
- ✅ Advanced Client Management tools
- ✅ Subcontracting and payment advancements features
- ✅ Smart Lists
- ✅ White-labeled options
- ✅ In-network Marketplace access
- ✅ Full integrations access:
- Calendar integration
- Email integration
- + more
- ✅ Financial Goals:
- ✅ DarDen Local Card access with Cash Back
- ✅ Ai Assistant, reports, and automatons (metered)
- ✅ can buy vertical-specific modules as addons
- ✅ % ownership of the Freelancer Fund by DarDen per contract
3 week money-back guarantee