Clients, projects, payments & an AI assistant, in one place

Run your work from one neat workspace.

Manage clients, plan projects on a Kanban board, track payments, store documents and assets, and let your built-in AI assistant handle the busywork, so you can focus on the work that pays.

Built for solo freelancers and growing agencies alike: multi-workspace, team-ready, and secure from day one.

Neat Wrk · Dashboard

Active projects

12

Revenue

$48.2K

Clients

27

Budgets

$96.5K

Upcoming tasks

Across all your projects

TaskProjectPriorityDue
Finalize brand guidelinesAcme Co.HighToday
Ship landing page v2Nova LabsUrgentToday
Send Q3 invoiceBright StudioMediumJul 2
Client onboarding callVertex GroupLowJul 5

Project status

  • Done
  • In progress
  • To do
Completion72%
Payment received · $2,400
Task moved → Done

Why Neat Wrk

One tidy workspace, purpose-built for client work.

Most freelancers run their business across a spreadsheet, a notes app, a chat tool and three invoicing tabs. Neat Wrk replaces all of it: purpose-built for client work, not retrofitted from a generic project tool.

Everything in context

Every task, payment and document is tied to a client and a project. No more hunting.

Meet Neat. AI teammate

Ask in plain English and it creates the project, drafts the tasks and logs the payment.

Yours & your team's

Role-based access, multiple workspaces and safe soft-delete on everything.

Ready for the world

Multi-currency aware and built for localization from the start.

Everything in one place

The tools your client work runs on, tidied up.

Clients, organized

A clean directory with company and contact details, color-coded tags, lead-source tracking and private notes. Search instantly; deleted clients can be restored.

A task board that flows

Smooth drag-and-drop columns and cards, priority levels from none to urgent, due dates and instant, reliable reordering that never loses your place.

Services, priced & ready

Build a reusable catalog of offerings, each with a description and price. Attach them to projects to track value and budget, and see catalog totals at a glance.

Documents, beautifully written

Draft briefs and notes in a clean, modern block editor, tied directly to the relevant client and project. Searchable, taggable and restorable.

Assets at your fingertips

Keep links to all your important files (logos, brand assets, shared drives) in one named, taggable place. No more digging through old emails.

Tags that tie it together

One flexible labeling system across clients, projects, services, payments, assets and documents. Color-code, filter and slice your workspace your way.

Projects & Board

Every project gets a Kanban board, ready to go.

Each project links a client, the services you're delivering, a budget, dates, status and an assignee, and ships with ready-made columns (Backlog, To Do, In Progress, Done, Cancelled) so you can plan immediately.

  • Drag-and-drop task board on every project
  • Statuses from pending to completed
  • Attach services and track budget per project
Acme Rebrand$5,000 budget
Board
Backlog2
Research

Audit current brand

Collect references

To Do2
Design

Logo concepts v2

HighJK

Type system grid

In Progress2
Web

Landing page build

UrgentAL

Social templates

Done2

Kickoff call

Moodboard

Cancelled1
Print

Print collateral

Built-in AI assistant

Meet Neat, talk to your workspace.

Neat lives in a friendly chat bubble, ready whenever you need it. Ask in plain English and it gets things done: create a project, draft tasks, add a client, set up a service, log a payment, or get a quick summary of where things stand.

Plain-English commands

No menus or forms when you don't want them.

Asks before anything risky

Deletions and payments need your confirmation.

Knows your workspace

Works with your real clients, projects and numbers.

Respects team roles

Only does what the person chatting is allowed to.

Neat Agent
Ask me anything about your workspace...

Payments

Payments you can actually track.

Know exactly what you're owed and what's been paid. Log payments per project and client with amounts, currency, due dates, method (bank, PayPal, Wise, cash and more), proof of payment, and a status that flags what's overdue at a glance.

Multi-currencyProof of paymentOverdue flags
PaymentsOwed $7,400 · Paid $11,200

Acme Corp · Phase 1

Wise · due Jun 30

$2,400Paid

Studio Vela · Retainer

Bank · due Jul 01

$1,800Scheduled

Greylark · Deposit

PayPal · due Jun 12

$3,200Overdue

Everything included

One workspace. The whole toolkit.

Get your work, neatly.

Everything you need to run client work: clients, projects, payments, documents and an AI assistant, all in one tidy workspace.