For freelancers
From quote to invoice.Everything in one place.
Effici keeps client work, time, budgets, and billing connected so independent professionals can focus on the work — not on stitching together tools at invoice time.
The challenge
Freelancers lose time and money to disconnected tools.
A timer app here, invoices in another tab, project notes in a document. Every billing cycle means assembling all of this manually — and hoping nothing slips through.
Invoice prep takes hours every month
Pulling logged hours into an invoice template and matching them to the right client and project is tedious and easy to get wrong.
It is hard to know if a fixed project is profitable
Without connecting hours to project budgets, you only know the margin after the work is done and the invoice is sent.
Chasing payments falls off the radar
When invoice status lives outside your main workflow, overdue payments go unnoticed until cash flow is already tight.
How Effici helps
The full quote-to-payment cycle without the overhead.
Send quotes and convert them to projects automatically
Write the quote in Effici, send it to the client, and when it is accepted, convert it to an order and a project in a single step. The budget is already set.
- Professional quote templates
- One-click conversion to order and project
- Budget inherited from the quote value
Track time per project without a separate timer app
Log hours directly in Effici against each project. Billable and non-billable time is separated so the invoice only includes what should be charged.
- Per-project time entries
- Billable vs non-billable flags
- Running total of hours vs budget
Invoice proposals built from the work you have tracked
When it is time to invoice, Effici shows you the unbilled billable hours and costs. Review them, adjust if needed, and send the invoice.
- Invoice proposals from logged time
- Line items pulled from project data
- Customisable document templates
Payment tracking and automatic reminders
Know which invoices are pending, which are overdue, and which are paid — all without checking a separate spreadsheet. Set payment reminders to run automatically.
- Invoice status at a glance
- Automated payment reminders
- Receivables overview across all clients
How it works
Three steps from work to payment.
Send a quote and start the project
Create a quote in Effici. Once the client accepts it, convert it to a project with the budget already set.
Log time as you work
Track hours against the project during the engagement. The project view shows budget consumption in real time.
Invoice and get paid
Generate the invoice from tracked work, send it, and monitor payment status — all in one place.
Who it is for
Independent professionals doing client work.
Designers and creatives
Manage project budgets for branding and design work. Track time, invoice from it, and keep the paperwork lean.
Developers and technical freelancers
Handle T&M and fixed-price projects in the same system. Invoice from logged hours or agreed deliverables.
Writers, strategists, and consultants
Keep client engagements, retainers, and invoicing organised without paying for tools designed for larger teams.
Related features
The product areas behind this workflow.
Time Tracking
Time that flows directly into invoices.
Log hours and turn billable work into invoice proposals without manual steps.
Learn more →Project Management
Budget, cost, and margin per project.
See the full financial picture of each client engagement in real time.
Learn more →Project Budgeting
Budgets tied to actual work.
Set revenue and cost targets and compare them against actuals as the project runs.
Learn more →FAQ
Common questions.
Is Effici suitable for solo freelancers, or is it designed for teams?
Effici works for both. Solo freelancers can use all features without needing to add team members. Teams can add multiple users and track time collaboratively on shared projects.
Can I manage multiple clients and projects at the same time?
Yes. You can run as many concurrent projects as you need. Each project has its own budget, time log, and invoice history.
Does Effici support recurring invoices for retainer clients?
Yes. You can set up recurring invoices for monthly retainers. Effici sends them automatically and tracks payment status alongside your project-based work.
Can I customise the invoice and quote templates?
Yes. Effici supports document templates so your invoices and quotes match your brand. You can set default payment terms, add your logo, and customise layouts.