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Mobile App
PlannedNative iOS and Android app to manage contracts, track time, and chat with AGI on the go.
Client Scheduler
PlannedBook meetings with clients directly from your Accordio dashboard. Syncs with Google Calendar & Cal.com.
Recurring Invoices
BuildingSet up automated recurring invoices for retainer clients. Never forget to bill again.
AI Scope Creep Detection
PlannedAGI monitors project messages and flags when work exceeds the original contract scope.
Expense Tracking
BuildingTrack project expenses, attach receipts, and include them in invoices automatically.
Client Portal V2
PlannedRedesigned client portal with project timelines, file sharing, and real-time updates.
Proposal Templates
PlannedBeautiful, customizable proposal templates with built-in e-sign and payment milestones.
Team Workspaces
Under ReviewCollaborate with subcontractors and team members under one workspace.
Multi-Currency Support
BuildingInvoice in any currency with automatic exchange rate conversion and localized formatting.
Lead Forms
PlannedEmbeddable lead capture forms that feed directly into your client pipeline.
Tax Reports
Under ReviewGenerate quarterly and annual tax reports. Export-ready for your accountant.
Browser Extension
Under ReviewQuick-capture time entries, create invoices, and access AGI from any website.