Clients
Know every relationship.
Keep contact context, active delivery, revenue and payment exposure connected to one client record.
Clients and deliveryMoney and subscriptionsReports and deadlines
Run the work,know the money.
OfferTrack gives freelancers one serious workspace for clients, delivery, payments, recurring costs and the business signals that deserve attention.
No credit cardPrivate workspaceBuilt for solo businesses
app.offertrack.io/dashboard
Business command center
Overview
The month, active delivery and next decisions.
June 2026
Net position
$8,920
Paid in$12,480
Paid out$3,560
Focus queue
Nothing urgent
Overdue invoices0
Due reminders2
Outstanding$1,280
Active work
6
Recurring burn
$145
Transactions
24
Delivery pipeline
Active work
Brand system
Acme Studio
$4,800
Launch website
Northstar
$3,200
Monthly retainer
Kite Labs
$2,100
Payments expected
Next cash movement
Invoice #1048
$2,500Invoice #1051
$1,800Retainer renewal
$1,200100%
private by default
Your operating records stay inside your workspace
10 sec
quick money capture
Record paid or expected cash without leaving the page
1
connected system
Clients, work, money and reports share the same context
4
focused views
Relationship, delivery, cash and performance without clutter
Product system
One record. Three connected views. No spreadsheet fog.
Clients explain the relationship. Work explains delivery. Money explains cash. Reports explain what changed.
Work
Move every delivery forward.
See what is planned, active, waiting or closed without maintaining a project spreadsheet.
Money
Understand the month.
Capture cash movement, recurring costs and financial pressure in one focused workspace.
Money and reports
Know what happened, what changed and what needs attention.
Transaction records, expected payments and subscriptions become an immediate monthly position and a readable business interpretation.
Six-month performance
Revenue and expense movement
RevenueExpenses
JanFebMarAprMayJun
Your business deserves one clear home
Stop running the business from scattered tabs.
Add the client, move the work and understand the money from the same serious workspace.