What is ClientCasa?
The business side of your business — Website, Clients, Books — wired together so nothing falls through the cracks. Profitability and tax readiness come free because everything connects.
The problem ClientCasa solves
Most solo operators juggle 4–5 tools for the business side of their business — a website builder, a CRM, a proposal tool, an invoicing app, and maybe a spreadsheet to tie it all together. Each tool works fine on its own, but together they create data silos, double entry, and blind spots.
The alternative is accounting software like QuickBooks — but that's built for businesses with employees, inventory, and payroll. Solo operators don't need a chart of accounts. They need a website that captures leads, a CRM that holds the relationship, and books that stay caught up.
ClientCasa fills the gap: Website, Clients, Books — three pillars, wired together. The business side of your business, finally easy.
What ClientCasa does
Proposals
Build professional proposals with scope, timeline, and milestones. Historical data pre-fills hour estimates based on past projects, so you quote with confidence.
Time Tracking
Log time with a quick-entry strip or running timer. Standard, overtime, and custom rate multipliers. Billable vs non-billable tracking for accurate billing.
Expense Management
Assign costs to projects, split across clients, or allocate overhead automatically. Pass-through costs with optional markup. Every dollar accounted for.
Invoicing
Generate invoices from project data in one click. Recurring billing, payment schedules, and deposit tracking. PDF export with your branding.
Payments
Accept cards and ACH bank transfers via Stripe Connect. No platform fees — your clients pay you directly at Stripe’s standard rates.
Profitability Insights
Because everything lives in one place, ClientCasa shows you per-client and per-project profitability automatically. See which clients make you money — and which don’t.
Tax Center
Schedule C reports, mileage tracking, quarterly estimates, and tax package export. Everything your accountant needs at tax time, generated in one click.
Recipe & BOM Costing
Build recipes with ingredients and materials, calculate costs with markup, and attach them to proposals. Perfect for bakers, florists, caterers, and makers.
Schedule & Calendar
Google and Outlook calendar sync, pipeline kanban for proposals, milestones for projects, and a hosted inquiry form so clients can reach out directly.
Document Intelligence
Snap a photo of a receipt, forward an invoice from your inbox, or drop in a PDF — ClientCasa reads it, files it, and queues an expense for you to approve.
Integrations
Zapier with 8 triggers and 4 actions. Slack, Discord, and Telegram notifications. HMAC-signed webhooks and a REST API for anything custom.
AI Assistant
Create invoices by asking. Scan a receipt and get an expense created automatically. Ask financial questions and get answers from your own data.
Who built ClientCasa?
ClientCasa is built by Delmare Digital, a software and consulting studio that builds products and custom applications for businesses of all sizes. Founded by Allan Delmare.
ClientCasa started the way the best tools do: from a real problem. Allan was freelancing and only needed to send invoices a few times a year. He didn't want to manage QuickBooks. He didn't want to spend $40 a month. He just wanted to send some invoices.
Free invoice generators and spreadsheets worked — until they didn't. What was the last invoice number? What did he charge for hosting last time? What did he call that line item? What formatting did he use? Every invoice meant digging through old files trying to duplicate the last one, surrounded by confusing notes about hours worked, tasks completed, and rates charged.
Then the gaps got bigger. A client asked for a proposal and there was no system for that — just a blank document and guesswork. Time tracking was scattered across notes apps, spreadsheets, and scraps of paper. And costs? Subscription fees were spiraling quietly — tools he was paying for but not accounting for when pricing his services. The little “oh yeah, I forgot about that” expenses that eat into your margin without you noticing.
He knew he was making money, but he couldn't say exactly how much. No single tool covered the website, the client work, AND the books — wired together. So he built one.
Frequently asked questions
What is ClientCasa?
ClientCasa is for solo operators who want to look professional. Three pillars, wired together so nothing falls through the cracks: Website (site builder, lead capture, bookings, custom domain), Clients (CRM, proposals, contracts, e-signature, calendar, time tracking), and Books (invoicing, payments, expenses, profitability, tax prep). The business side of your business, finally easy.
How much does it cost?
ClientCasa offers three plans: FrontCasa (Website + Clients, $19/mo billed annually) for the front-of-house — public website, lead capture, CRM, proposals, and contracts. BackCasa (Clients + Books, $19/mo billed annually) for the back office — CRM plus invoicing, payments, expenses, time tracking, and tax prep. WholeCasa (Website + Clients + Books, $34/mo billed annually) bundles all three pillars. Custom domain is included on every paid plan. All plans include a 14-day trial; credit card required at signup.
Do I need accounting knowledge?
No. ClientCasa is not accounting software and doesn’t try to be. There’s no chart of accounts, no journal entries, no double-entry bookkeeping. You just track your time, expenses, and invoices — ClientCasa handles the math.
Is there a free trial?
Yes. ClientCasa offers a 14-day free trial. You get full access to all features during the trial.
More questions? Browse our docs →