Build a
zero risk agency
Some risks are unavoidable. The Tidy method helps you cut out all the avoidable risk.
Tidy was built by Thunk. Learn more about how our hard earned wisdom turned into Tidy.
Learn about us →Client Portal
The risk you're taking
Your client lost their last invoice. They don't know where the project stands. Everyone is frustrated, and clearing it all up will take the whole afternoon.
Tidy's solution
Give every client a window into the relationship
Transparently show clients their invoices, payments, contracts, and weekly check-ins in a sleek portal they can access via magic link.
- Invoices, payments & contracts in one place
- Magic link access — no passwords for clients
- Automated weekly check-in emails
Apex Health Systems is your most profitable client with $66,823 net profit.
Payments: $340,332 · Labor cost: $273,509
Based on current assignments, Jordan Blake has 7 unscheduled hours/week and Theo Vasquez has 12. You could take on a small to mid-size engagement.
Real-Time Intelligence
The risk you're taking
All your data exists, but it's not easily accessible or centralized. Answering simple questions about schedule, profitability, and clients can take hours.
Tidy's solution
An AI that talks to your data
A native AI chatbot guarded by careful permissions. It sees the data you can see and can answer questions right inside Tidy, or from the Slack integration.
- Permission-aware — sees only what you can see
- Works in Tidy and via Slack bot
- Instant answers about profitability, capacity & more
Profitability
The risk you're taking
The project is running over. Your client is late on invoices. You added extra hands, but don't know where that puts you financially. Suddenly you're in deeper than anyone bargained for.
Tidy's solution
Know exactly where you stand on every client
Track client balance and see how profitable each project really is. Set alerts for when clients dip below your custom thresholds. Track payments against labor costs and spot trends over time.
- Revenue vs. labor cost per client
- Custom balance alerts and thresholds
- Profitability trends over time
Scheduling
The risk you're taking
Client requirements change. Workers log hours, but don't know what they're assigned. You don't know if you're over or under budget for the project.
Tidy's solution
Hours always logged in context
Hours are always logged in the context of an assigned schedule. Know when you're ahead or behind. Set alerts and catch discrepancies between reality and the plan. No more "wait, who's working on that?"
- Timesheets tied to assignments and schedules
- Alerts when reality drifts from the plan
- Ahead/behind tracking per engagement
Invoices & Agreements
The risk you're taking
You pay a small fortune for SaaS solutions that don't quite solve your problems, and your data is spread across four apps. DocuSign, Harvest, Forecast, and three custom spreadsheets. There is no source of truth.
Tidy's solution
Everything in one place — tied to real data
Agreements, invoices, and payments all live in Tidy — transparently available to your clients, and tied to your actual assignments and timesheet data.
- One-click invoice generation from timesheets
- Stripe payment collection
- Built-in e-signatures — cancel DocuSign
Built because we hated the alternatives
We ran an agency on Harvest + Forecast + DocuSign + spreadsheets. It was miserable. So we built one tool that does it all, better, and for less.
|
Tidy
$49/mo
$77/mo
5 seats
|
Harvest + Forecast
$76/mo
5 seats
|
Bonsai
$125/mo
5 seats
|
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|---|---|---|---|
| Time tracking | |||
| Scheduling & assignments | |||
| Invoicing from timesheets | manual | ||
| Payments & fast payouts | |||
| E-signatures | |||
| Client portal | |||
| Conflict alerts | |||
| Custom reports to inbox | |||
| AI assistant |
Simple pricing, no surprises
Start free. Upgrade when you're ready.
Free
Get started with the basics. No credit card required.
- Clients, engagements & roles
- Schedules & timesheets
- Harvest data import
Freelancer
Everything you need to run a one-person shop.
- Everything in Free
- Invoicing & payments
- Agreements & e-signatures
- Reports & client check-ins
- Stripe payment collection
Agency
For teams. 3 seats included.
- Everything in Freelancer
- 3 seats included
- +$/mo per additional seat
- Team management
Ready to stop fighting your tools?
We're gearing up for launch. Join the waitlist to be the first to know when Tidy is available.