Exannio In private beta
PRIVATE BETA · FOR PEOPLE WHO WORK FOR THEMSELVES

Do your thing. We’ll connect the rest.

Win the client. Make something great. Keep the paperwork in its place. Your pipeline, contracts, projects and invoices, finally in the same room.

In private beta See the workspace Built for freelancers, consultants and small studios.
FROM FIRST HELLO TO FINAL HANDOFF
  • Win it
  • Define it
  • Deliver it
  • Bill it
FEWER TABS. MORE TA-DA.

Your business. All here.

Exannio home dashboard with sample data: a “Needs your attention” list of overdue, revision, follow-up and unpaid items, today’s schedule, and active projects.

A clear view of what needs you. Today’s schedule, outstanding invoices, booked work and the next useful action — together in one place.

FOR PEOPLE WHO DO THE WORK
  • Designers
  • Developers
  • Consultants
  • Creative studios
THE WHOLE RELATIONSHIP, IN ONE PLACE

Great work has a before. And an after.

Exannio connects the steps around your work, so the context stays with you as a conversation becomes a client relationship.

  1. Start the conversation

    Capture an inquiry or booking. Qualify the opportunity and keep the next step in sight.

    Bookings + pipeline

  2. Get on the same page

    Shape the quote, agree on scope and give the client a clear document to review.

    Quotes + contracts

  3. Bring the work together

    Start from your process. Plan tasks and jobs, collaborate, and share deliverables.

    Projects + templates

  4. Keep the business moving

    Invoice completed work, review recurring drafts and keep track of what’s coming in.

    Invoices + retainers
CLEAR EXPECTATIONS. CONNECTED DOCUMENTS.

Big ideas. Small print, handled.

Bring your quote, contract and project into the same conversation. Start with an accepted quote or draft an agreement for a client, project or job.

  • Reusable contract language and editable clauses
  • Branded review copies and downloadable PDFs
  • Version history and recorded client approvals
  • Change orders when the brief grows
YOUR STUDIOAGREEMENT / 001
PROJECT AGREEMENT
A shared understanding. A stronger start.
Brand identity & website design
01  Scope of work
Deliverables, milestones and what’s included.
02  Payment terms
The fee, initial payment and remaining balance.
03  Timeline & revisions
Clear dates. Room for the agreed refinements.
Published copies preserve the agreed version
Illustrative document outline
LESS SETUP. MORE MOMENTUM.

Your secret sauce. Now with a repeat button.

Turn your best processes into reusable starting points. Keep the structure that works, then make each engagement its own.

PROJECT TEMPLATE

Brand & website launch

Discovery → Design → Delivery

PIPELINE CHECKLIST

New client qualification

The right questions, every time

CONTRACT TEMPLATE

Creative services agreement

Your language. Ready for the next client.

A LITTLE HELP GOES A LONG WAY

Your thing. With a little backup.

Meet the AI teammates that help you think through the business and find the words for what comes next.

AI TEAMMATES · BETA

A few new faces in your corner.

Ernie, Jett and Miles bring a fresh perspective to your finances, your week and your projects.

Meet your AI teammates
CONTRACT ASSISTANT · BETA

Find the words. Keep the final say.

Draft, review and understand contract language, with suggestions you choose to apply.

Explore Contract Assistant
A SMALL BUSINESS. A COMPLETE WORKSPACE.

A lot on your plate? Put it all here.

From a single client to a growing studio, keep the daily work and the business around it close together.

WIN THE WORK

Bookings & inquiries

Give clients a place to book. Set availability, buffers and intake questions, then bring the conversation into your workspace.

Explore bookings WIN THE WORK

A pipeline with a next step

Move from Inquiry to Qualified, Quoted and Verbal yes. Give each stage a checklist, an owner and a clear follow-up.

Explore the pipeline WIN THE WORK

Quotes that stay connected

Build an itemized quote for a client or deal. Carry an accepted quote into a contract without rebuilding the scope.

Explore proposals & quotes MAKE IT CLEAR

Contracts & change orders

Draft agreements, share a review link and keep a record of approval. When the scope changes, give the change its own document.

Explore contracts & e-signature MAKE IT CLEAR

Your process, reusable

Save project structures, task lists, deal checklists and contract language. Start with the way you already work.

Explore templates DELIVER TOGETHER

A home for every project

Keep tasks, jobs, documents, conversations and deliverables together. Switch between Board, List and Timeline as the work changes.

Explore projects DELIVER TOGETHER

Clients & collaborators

Keep client history close to the work. Invite your team and give clients a portal for updates, reviews and invoices.

Explore the client portal DELIVER TOGETHER

Schedule & billable jobs

Plan the day, week or month. Track work against the right client and project, with unbilled jobs ready for invoicing.

Explore scheduling KEEP BUSINESS MOVING

Invoices, retainers & earnings

Turn unbilled work into invoices. Track monthly retainer usage and overages, generate recurring drafts, and see what is still outstanding.

Explore invoicing
A FEW THINGS TO KNOW

Good questions. Straight answers.

What can the AI teammates help with?

AI Teammates offer role-focused conversations and digests for finances, planning and project delivery. Contract Assistant works inside contract drafts to help write, review and explain clauses. You choose which contract suggestions to apply and save. These features are in beta on eligible plans, with usage allowances.

Who is Exannio built for?

Freelancers, independent consultants and small creative studios that manage client work. It brings the sales conversation, project delivery and business administration into one workspace.

What kinds of templates can I reuse?

Project templates, task-list templates, pipeline checklist templates and contract templates. Each supports a different part of your process, from qualifying a lead to setting up the next engagement. Availability depends on your workspace plan.

Can I manage recurring client work?

Yes. Monthly recurring plans support a fixed fee, included hours or sessions, usage tracking and overage rates. They generate invoice drafts for you to review. Project templates also help you repeat the delivery process.

How do contracts and approvals work?

Create a draft, refine the clauses and share a published review link. The client can record an approval against that document version. Approved scope can be amended with a change order. This is an application approval record, not an external verified e-signature service.

Is Exannio available today?

Exannio is currently in private beta. Features and plan availability are evolving during beta.

Does it process payments automatically?

The current beta supports invoice preparation, PDF downloads and payment records. It does not provide live payment processing. Recurring plans create drafts for review rather than automatically charging a client.

EXANNIO · PRIVATE BETA

Your work. Your business. Coming together.

Exannio is currently in private beta.

In private beta