Documents
Contracts, proposals, more
Time
Automatic tracking
Finances
Invoices, expenses, taxes
Forms
Capture leads and intake
Scheduler
Meetings on autopilot
Fractional CXOs
Every engagement, one seat
Consultants & Coaches
Your back office, automated
Agencies of one
Multi-client ops, solo
Designers & Creators
Make the work, skip admin
Software Companies
Ship faster with AI ops
vs HoneyBookvs Bonsaivs Dubsadovs Moxievs 17hatsvs Plutiovs Viktorvs Lindy
Integrations
Connect your tools
FAQs
Questions we get a lot
Docs
Getting started
Blog
News & updates
Pricing
AI Agents
Open App
Your whole book of work in one answer

Multi-Project DashboardSee every active project at a glance

Ask 'Give me the overview' and get your entire portfolio in one read. Every active project with its status, the next deadline coming up, what is still owed, and how risky it looks right now. The whole business in a paragraph, no dashboard to maintain.

Try it free
Ideal for Agency owners
Portfolio - Overview
Time comparison
Traditional way
1-2 hrs
Opening every project one by one, checking deadlines and unpaid invoices, and trying to hold it all in your head.
With Accordio
1-2 min
Ask for the overview and get every project ranked by status, deadline, payment, and risk in one read.
Average time saved
95%
Across portfolio reviews run by solo-business owners on Accordio in 2026.
Why Accordio

Whole-Portfolio View

Rolls every active project into one answer instead of a dozen tabs, so you read the whole business in a paragraph.

Outstanding Payments

Adds up what each client still owes across all their projects, so the cash you are waiting on is part of the overview.

Per-Project Risk

Tags each project healthy, watch, or at-risk from its milestones, time, and invoices, so the weak link stands out.

Priority Ranking

Orders the list by what needs you most today rather than alphabetically, so the top line is where to start.

Next Deadlines

Pulls the soonest deadline from every project into one timeline, so a Monday handoff does not catch you on Friday.

Idle Project Detection

Flags projects with no recent tasks or logged time, so the one quietly stalling gets back on your radar.

Get started

Rolls every active project into one viewSo you run the whole business from a single answer.

Import your files
Gmail, Google Calendar, Slack
All active projects
Milestone timelines
Invoices
Task lists
Time entries
Client records
Per-project status
Next deadlines
Outstanding payments
Risk level
Budget burn
Top priority
Idle projects
Total in flight

Aggregates status, deadlines, and payments across your entire portfolio.

Pulls from every project at once instead of one at a time.

A single ranked overview of everything in motion right now.

Works everywhere

One message.
Every action.

3
Accordio AI
Today

No new dashboard to learn. Just message it on WhatsApp, Telegram, or Slack.

More agents