Built for freelancers and indie consultants

Run your whole
freelance business
from one place.

Exannio replaces your spreadsheets, time tracker, invoice tool, and CRM with one calm, opinionated platform. Track clients, close deals, log work, send invoices, and see exactly which projects are actually making you money.

In Private Beta See how it works
Currently in private beta · Invite only
app.exannio.com / dashboard
Wednesday, April 8

Good morning, Sam 👋

This week
12 jobs
8 completed
Unbilled
$4,820
across 5 jobs
This month
$18,940
Pipeline
$62k
7 open deals
Revenue · last 6 months
+18% MoM
Top clients
Northwind Co$8.2k
Acme Studio$5.4k
Lumen Labs$3.1k
Foxglove$2.2k

Trusted by independent operators worldwide

NORTHWIND Acme Studio LUMEN foxglove. QUARRY & OAK VANTAGE/06
Everything you need

One tool. The whole business.

Stop duct-taping five SaaS tools together. Exannio handles the full freelance lifecycle — from first inquiry to final invoice — without losing the calm, focused feel of working solo.

Sales pipeline

A drag-and-drop kanban board for inquiries, deals, proposals, and closed-won. Weighted pipeline value tells you what to actually expect.

Proposals & quotes

Build proposals from reusable templates. When a client accepts, the project is created automatically — context and notes carried over.

Time & jobs

Log work as jobs against a client and rate. Calendar, mini-scheduler, and bulk close — without the gamified tracker burnout.

Invoicing on autopilot

Bundle unbilled jobs into a clean, numbered invoice in seconds. Tax, discounts, draft → sent → paid — all tracked.

Profitability per project

See revenue, labor cost, vendor cost, profit, and margin for every project. Find the clients quietly draining your time.

Clients & rates

Multiple rates per client, custom rate cards, W2 / contract distinction. The whole client relationship in one place.

Forecasts & goals

Set a monthly revenue goal. Watch the projection update with every closed job. Know if you'll hit your year, weeks ahead.

Tasks & docs

Personal tasks with priorities and due dates. File storage, folders, and project notes that travel with the work.

Bring your team

Invite collaborators when the work outgrows you. Multi-tenant workspaces, project members, shared notes, the lot.

Sales pipeline

Close deals like you mean it.

Drag deals across stages — Inquiry, In Progress, Proposal Sent, Closed Won — and instantly see weighted pipeline value, average deal size, and what's slipping. No more "I'll get to it after this project."

  • ✓ Drag-and-drop kanban with board and list views
  • ✓ Probability-weighted forecast value
  • ✓ Auto-create projects when proposals are accepted
  • ✓ Internal deal notes that survive into the project
Inquiry
Halcyon redesign
$4,200 · 20%
Wren Bakery site
$2,800 · 30%
In Progress
Northwind CRM
$12k · 60%
Proposal
Acme rebrand
$18k · 75%
Lumen retainer
$6k/mo · 80%
Won
Foxglove launch
$9.5k · 100%
Profitability
Q1 by project
Overall margin
62%
ProjectRevenueCostsMargin
Northwind CRM$12,400$3,10075%
Acme rebrand$18,200$6,40065%
Lumen retainer$6,000$2,80053%
Foxglove launch$9,500$5,90038%
Quarry & Oak$3,200$2,9508%

⚠ Quarry & Oak margin dropped below 20% — Exannio surfaces it before it eats your quarter.

Profitability

Find out which clients actually pay you.

Most freelancers don't really know which projects make money. Exannio computes revenue, labor, and direct costs per project, then shows you the margin in plain numbers. The "great" client paying late on small jobs? You'll spot them in seconds.

$0
spreadsheets to maintain
2 min
from logged hours to invoice
How it works

From inquiry to invoice in four steps.

1

Capture the lead

A new inquiry lands in your pipeline. Add value, contact, expected close date.

2

Send the proposal

Use a template, tweak the line items, send it. When accepted, a project is born.

3

Do the work

Log jobs against the project. Track tasks, store docs, watch the budget.

4

Get paid

Bundle unbilled jobs into one invoice. Mark it sent. Mark it paid. Repeat.

"I cancelled four other subscriptions the week I started using Exannio. For the first time I actually know which of my clients are worth keeping."

Maya Okafor
Independent brand designer · Brooklyn, NY
Pricing

Honest pricing. No seat tax surprises.

Currently in private beta. Here's what pricing will look like at launch.

Solo
$9 /month

For freelancers just getting set up.

In Private Beta
  • ✓ Up to 3 active clients
  • ✓ Unlimited jobs & invoices
  • ✓ Pipeline & proposals
  • ✓ Basic dashboard
Most popular
Pro
$19 /month

Everything an indie operator needs to run lean.

In Private Beta
  • ✓ Unlimited clients & projects
  • ✓ Profitability & forecasts
  • ✓ Proposal templates & auto-projects
  • ✓ Tasks, docs, folders
  • ✓ Reports & exports
Studio
$49 /month

When the work — and the team — outgrow you.

In Private Beta
  • ✓ Everything in Pro
  • ✓ Up to 10 team members
  • ✓ Project members & shared notes
  • ✓ Vendor & cost tracking
  • ✓ Priority support
FAQ

Common questions.

Is Exannio just for freelancers?+

It's built first for solo operators and small studios — designers, developers, consultants, photographers, agencies under 10 people. If you spend more than an hour a week stitching together client info, you're our person.

Can I import data from my current tools?+

Yes — clients, projects, and historical jobs can be imported via CSV during onboarding. We'll help you map columns the first time.

Does Exannio handle taxes and payments?+

Invoices support tax and discounts at the line-item level. Direct payment processing is on the roadmap — for now, most users send invoices and accept Stripe / bank transfer outside the app.

Is my data private?+

Each workspace lives in its own isolated tenant database. We don't train models on your data. Export your full workspace any time.

What if I cancel?+

Cancel any time from settings. Your data stays exportable for 30 days after cancellation.

Stop running your business out of seven browser tabs.

Exannio is currently in private beta. We're onboarding freelancers and indie consultants in small batches to get it right.

In Private Beta Explore features