Everything your agency needs in one platform
Tidy replaces your patchwork of tools with a single, purpose-built platform. Track time, send invoices, manage clients, schedule your team, collect e-signatures, and generate reports — all without switching tabs.
Agency time tracking software
Accurate time tracking is the foundation of every profitable agency. Tidy's agency time tracking software is designed from the ground up for teams that bill by the hour, manage multiple clients, and need visibility into where every minute goes. Unlike generic time trackers that bolt on team features as an afterthought, Tidy organizes your timesheets around engagements, roles, and weekly schedules — the way agencies actually work.
Each team member logs hours against specific roles within an engagement, so you always know exactly which client, project, and deliverable their time is allocated to. Managers get a bird's-eye view of the entire team's capacity and utilization, with intelligent prompts that surface conflicts between scheduled assignments and actual hours recorded. If a contractor is under-logging hours on a retainer or over-delivering on a fixed-fee project, Tidy flags it before it becomes a budget problem.
Tidy supports week-based timesheet entry with role-based allocation, making it effortless for your team to stay on top of their hours. Historical tracking means you can review any past week's entries, compare actual versus budgeted time, and spot trends over months. For agencies migrating from Harvest, Tidy includes a built-in data importer so your existing timesheet history comes along with you — no data left behind.
Whether you're a solo freelancer tracking billable hours or an agency owner managing a distributed team of ten, Tidy's time tracking adapts to your workflow. The interface is clean, fast, and built with Livewire for real-time responsiveness — no page reloads, no waiting, just log your hours and move on with your day.
Freelancer invoicing software
Stop copying numbers between spreadsheets and invoicing tools. Tidy's freelancer invoicing software generates invoices directly from your approved timesheets, ensuring that every billable hour is accounted for and every line item matches real work performed. This tight integration between time tracking and billing eliminates the revenue leakage that plagues agencies using disconnected tools.
Creating an invoice in Tidy takes seconds. Select the engagement, choose the billing period, and Tidy automatically aggregates time entries by role, calculates totals based on each role's hourly rate, and generates a professional invoice ready to send. Each line item is traceable back to specific timesheet entries, giving both you and your client complete transparency into what they're paying for.
Payment collection is built right in with Stripe integration. Your clients can pay invoices online with a credit card, and you get notified the moment payment lands. Tidy tracks outstanding balances, payment history, and overdue invoices across all your clients, giving you a real-time picture of your agency's cash flow. No more chasing payments through email threads or wondering which invoices are still unpaid.
For agencies and freelancers who need professional PDF invoices, Tidy generates clean, branded documents that reflect well on your business. Whether you bill weekly retainers, monthly project fees, or ad-hoc hourly work, Tidy's invoicing adapts to your billing model. Combined with the client portal, your clients get a self-service experience for reviewing and paying invoices — reducing the back-and-forth that slows down your collections cycle.
Client portal for agencies
Professional agencies need a professional client experience. Tidy's client portal for agencies gives your clients their own secure space to view invoices, check account balances, sign agreements, and review regular check-in updates — all without requiring a separate login system or cluttering your internal workspace. It's the kind of white-glove service that sets great agencies apart.
Access is powered by magic link authentication, which means your clients never need to remember a password. They simply enter the email address you have on file, receive a secure login link, and they're in. This passwordless approach reduces support requests and makes the portal accessible even to the least tech-savvy clients. Each magic link expires after fifteen minutes for security, and access is strictly limited to email addresses in your client contact list.
Once inside the portal, clients see a clean dashboard organized by the agencies they work with. They can view all invoices — paid, pending, and overdue — with the ability to pay directly via Stripe. The balance view gives clients a running total of their account status, while check-in reports keep them informed of project progress without requiring a meeting. For agencies managing agreements and contracts, the portal also surfaces signed and pending agreements with full PDF access.
Tidy's client portal supports multi-agency access, meaning a client who works with multiple agencies using Tidy sees all their relationships in one place. This is particularly valuable for larger businesses that engage several specialist agencies. For you, the portal reduces the time spent on status update emails, invoice follow-ups, and document sharing — your clients can self-serve, and you can focus on the work that matters.
Team scheduling for agencies
Knowing who is working on what — and when — is one of the hardest challenges for growing agencies. Tidy's team scheduling for agencies gives you a clear, week-by-week view of every team member's assignments across all engagements. You can see at a glance who has capacity, who is over-allocated, and where you need to hire or redistribute workload.
Scheduling in Tidy is built around engagements, roles, and weekly templates. When you set up an engagement, you define the roles needed (designer, developer, project manager, etc.) and assign team members to each role with budgeted hours per week. Tidy then tracks these assignments over time, giving you a living schedule that evolves with your projects. If a team member is assigned to multiple engagements, Tidy shows their total allocation so you never accidentally overbook someone.
The real power comes from the connection between scheduling and time tracking. When team members log their hours, Tidy compares actual time against scheduled assignments and surfaces discrepancies automatically. If someone was scheduled for twenty hours on a project but only logged twelve, you'll see it immediately — and can investigate whether the project is falling behind, the estimate was off, or the hours just haven't been entered yet.
For agencies replacing Harvest and Forecast, Tidy combines both tools' capabilities into one integrated experience. You no longer need to cross-reference schedules in Forecast with timesheets in Harvest, or pay for two subscriptions to get a complete picture of your team's utilization. Tidy's big picture view shows everything in one place, helping agency owners make informed staffing decisions and deliver projects on time and on budget.
Electronic signatures for freelancers
Every client relationship starts with an agreement, and Tidy makes it easy to create, send, and collect electronic signatures for freelancers and agencies without needing a separate tool like DocuSign or HelloSign. Build your agreements directly in Tidy, link them to specific clients, and send a secure signing link that your client can complete from any device.
Tidy's agreement system is designed for the types of contracts agencies use every day: master service agreements, statements of work, retainer agreements, and project proposals. You create the agreement content, attach it to a client, and Tidy generates a unique signing URL. Your client receives the link, reviews the document, and signs it electronically — all within a clean, branded experience that reflects your agency's professionalism.
Once signed, agreements are stored permanently with a complete audit trail including signing timestamps, IP addresses, and a signature certificate. Both you and your client can download PDF copies of the signed agreement and the accompanying certificate at any time through the client portal or your internal dashboard. This creates a legally defensible record of consent that protects both parties.
The e-signature feature integrates with Tidy's broader client management workflow. When you onboard a new client, you can create an engagement, set up the billing structure, and send the agreement for signing — all from the same platform. No more bouncing between your project management tool, invoicing software, and e-signature provider. For freelancers juggling multiple clients and contracts, having agreements alongside invoices and timesheets in one place simplifies the administrative overhead that eats into billable hours.
Agency reporting and analytics
Data-driven agencies outperform their competitors, and Tidy's agency reporting and analytics tools give you the insights you need without the complexity of building dashboards in a separate BI tool. Tidy's custom report builder lets you create reports tailored to your agency's specific needs, combining data from timesheets, invoices, engagements, and team assignments into actionable summaries.
The report builder is flexible enough to answer the questions that keep agency owners up at night. How profitable is each engagement after accounting for actual hours worked? Which team members are consistently over or under their scheduled capacity? What's the average time from invoice sent to payment received? Which clients represent the highest lifetime value? Tidy crunches these numbers automatically and presents them in clear, digestible formats.
One of Tidy's most loved features is scheduled report delivery. Configure your most important reports once, and Tidy sends them to your inbox every Monday morning — or whatever cadence suits your workflow. Start each week with a clear picture of where your agency stands: outstanding invoices, team utilization rates, upcoming engagement milestones, and potential issues that need your attention. No more spending Monday mornings pulling data from three different tools into a spreadsheet.
For agencies that need to share performance data with stakeholders, clients, or team leads, Tidy's reports can be exported and distributed without granting full platform access. This makes it easy to keep everyone informed while maintaining the security of your internal data. Combined with Tidy's other features, the reporting layer transforms raw timesheet and invoice data into strategic intelligence that helps you grow your agency with confidence.
Join agencies and freelancers who replaced their patchwork of tools with Tidy. Start free, upgrade when you're ready.