Documentation

Getting Started

Create your account, add your first client, and explore the dashboard.

Client Management

Add clients, set contracted hours, configure roles, and manage renewals.

Time Tracking

How passive time tracking works — sessions, idle detection, and review.

Integrations

Connect QuickBooks, Stripe, HubSpot, and more. OAuth and API key setup.

Reports

Generate AI-powered client reports. Customize and share.

Deliverables

Create, track, and template deliverables. One-click status cycling.

Settings & Security

Profile, password, MFA, and account management.

API Reference

REST API documentation for automation and custom integrations.