Everything In One Workspace_
Quote it, run it, bill it, get paid — in one workspace. Say one sentence and the invoice drafts itself. It follows up until the money lands. Your client sees everything without having to ask.
Every part of the job lives in the same workspace, so the quote you sent becomes the project you run and the invoice that pays you. Nothing gets re-typed, and nothing falls between two tools.
Say It, It Is Drafted
One sentence becomes a real, taxed invoice
Invoices That Chase Themselves
Automatic follow-ups until the money lands
Portals Clients Actually Open
One passcode link. No account for them to make
Numbers Without a Bookkeeper
Expenses and profit per project, always current
Say It, It Is Drafted
One sentence becomes a real, taxed invoice
Invoices That Chase Themselves
Automatic follow-ups until the money lands
Portals Clients Actually Open
One passcode link. No account for them to make
Numbers Without a Bookkeeper
Expenses and profit per project, always current
Type or say one sentence — “billed Northwind for the homepage redesign, 40,000, due in 15 days” — and a real invoice comes back. Priced, taxed, in your client’s currency, PDF ready to send. No forms, no dropdowns, no template to pick. It reads English, Hindi and Hinglish, so you can write the way you actually talk.
Voice or Text
Drafts, Not Guesses
Try Ask Velo
Send it, then stop thinking about it. Velo chases on a cadence you set, reads its own history so it never nags twice, and goes quiet the moment you follow up by hand.
Payment goes from your client straight to your own provider — Stripe, Razorpay, PayPal, whoever you already use. Paste the link once and Velo renders it with the real logo, or encodes a UPI QR that opens their app already filled in. Nothing sits in an intermediary account waiting to be released.
Live Payment Status
Cash-Flow Forecasting
Public REST API
Get Started
Seven themes, two of them built on original painted artwork, plus a studio for layout, typeface, ink and ground colour — previewed live as you change it. Export real A4 in one click, exactly as you saw it on screen. An invoice is the last thing a client sees before deciding whether to hire you again; it should not look like a spreadsheet with a logo on top.
Seven Themes
Document Studio
See the Themes
Every client gets one passcode-protected portal holding their projects, proposals and invoices, live. They message you from it, attach files, leave voice notes and approve quotes. No account to create, no password to reset, and no “just checking in” email from either side of the table.
Passcode Protected
Client Voice Notes
Intake Links
Open a Portal
Clients who settle on time can host a Velo-issued badge on their own site. It is earned rather than bought — it only unlocks once enough invoices have actually been settled — and you decide which clients get offered one. Every other tool in this category talks only to the freelancer. This one gives the people paying you a reason to be proud of how they pay.
Earned, Not Bought
You Choose Who
Issue a Badge
Send a priced proposal as a link they approve in one click. The moment they do, it builds its own project, milestones and budget — and the hours you log against it come back as invoice lines. One story from lead to paid, and the scope is only ever typed once.
Public REST API
Explore Plans
Browse Docs
Expenses, profit per project and cash flow stay current on their own — receipts captured by voice, revenue split by source, everything normalised to your base currency. You find out which clients are worth keeping before you sign the next retainer, not after.
Bookkeepers needed to close out your month.
Of every payment goes straight to your own provider.
Browse Docs
Money moves on time, nothing goes missing, and your client data is held to the standard serious client work demands.
Payments That Land On Time
Payment goes straight from your client to your own provider, so nothing sits in an intermediary account waiting to be released.
It Notices Before You Do
Velo flags the invoice going quiet, the project drifting over budget, and the client who has stopped opening your links.
Your Data, Held Properly
Encrypted in transit and at rest, with role-based access, two-factor sign-in and passcode-gated client links that rate-limit guesses. Payment happens at your own provider, so card details never touch Velo at all.
Payments That Land On Time
Payment goes straight from your client to your own provider, so nothing sits in an intermediary account waiting to be released.
It Notices Before You Do
Velo flags the invoice going quiet, the project drifting over budget, and the client who has stopped opening your links.
Your Data, Held Properly
Encrypted in transit and at rest, with role-based access, two-factor sign-in and passcode-gated client links that rate-limit guesses. Payment happens at your own provider, so card details never touch Velo at all.
Every item below is built, running in production and in your hands — grouped by where it sits in the work. The word today is doing real work in that sentence: none of this is coming soon.
Invoices
Typeset documents a client is glad to receive. Multi-currency, tax-aware and recurring on a schedule if you want them to be.
Quotes and proposals
A sectioned editor with the finished document live beside it. Export A4, and keep editing right up until you send.
Projects
Milestones, tasks and budget health on a board that moves the moment you drag.
Time tracking
A timer per task and a pill in the shell so you never leave one running. Unbilled hours become invoice lines in a single action.
Expenses
Receipts, categories and per-project attribution. Say it out loud in a taxi and it files itself.
Deal pipeline
Five stages, lead to won. Lost deals keep the stage they died at, so you learn where you actually lose them.
Client records
One record per client: every project, quote, invoice, logged hour and message, in one scroll.
Quote conversion
An approved quote builds its own project, milestones and budget. Nobody re-types the scope.
Project pages
Long-form notes and specs at their own URL, so they can be linked, bookmarked and sent.
Draft autosave
Work in progress saves continuously. Closing the tab does not cost you the draft.
Themes
Seven presets with real typographic care, two built on original painted artwork. Documents arrive looking designed rather than generated.
Document studio
Layout, typeface, ink and ground with a derived colour ramp, logo scale, header cover and page backdrop — every change previewed live. The result is a house style, not a template with your logo dropped in.
PDF export
Real A4 in one action, no browser print dialog. What you previewed is exactly what lands in their inbox.
GST compliance
CGST/SGST or IGST resolved by place of supply, HSN/SAC per line, and per-slab rounding that always sums to the total.
Colophon
The Velo mark picks its light or dark lockup from the document's own ground colour, so it sits with the artwork instead of against it.
Payment links
Paste any provider's link. Velo recognises it, renders the official mark, and corrects the brand colour for your document's ground.
UPI QR
Payee, exact amount and invoice reference encoded, so their payment app opens already filled in.
Per-invoice overrides
The one client who can only pay one way gets their own method on their own invoice. Your defaults stay untouched.
Automatic reminders
A daily chase with a three-day cooldown read from the invoice's own timeline. Follow up by hand and Velo skips its turn, so nobody is nagged twice.
Verified Payer badge
A badge a good client hosts on their own site. Issued per client, opt-in, and only once enough invoices are genuinely settled.
Recurring invoices
Retainers issue themselves on schedule, numbered and dated correctly.
Multi-currency
Bill in their currency, report in yours, converted at the prevailing rate.
Cadence portals
One passcode-protected link per client holding their projects, proposals and invoices, with two-way messaging and attachments.
Shared invoice links
The real document at its own URL, with download, print and pay right there on it.
Intake links
A one-question-at-a-time brief at a public URL. Answers land in your pipeline as a lead, in the client's own words.
Passcode access
Links open with a passcode sent separately. Attempts are rate-limited, and a wrong guess never reveals whether the link was even real.
Voice messages
Clients talk instead of typing, in the portal or against an invoice. Transcribed and filed on the right thread.
View tracking
You see when a document was actually opened, so “did they even get it” stops being a guess you make at 11pm.
Ask Velo
Describe the job in a sentence, by text or voice, in English, Hindi or Hinglish. The quote or invoice comes back finished, PDF and all, in the conversation.
Signals
The quiet patterns: the invoice going cold, the project drifting over budget, the client who stopped opening your links. Worked out live, so they are never stale.
Weekly digest
What moved, what stalled and what is still owed, waiting for you — so you stop rebuilding it yourself on Sunday night.
Guided onboarding
Talk through setup once and your brand, currency, tax profile and first client are configured.
Voice expense capture
Say what you spent and it lands as amount, vendor and category, attributed to the right project.
REST API
Clients, quotes, invoices and expenses over a bearer-authenticated API, with hashed keys you manage yourself.
Onboarding workspace
A full walkthrough in a real clone of the app. Explore everything without touching your live data.
Roles and seats
Owner, admin, member and accountant, so a studio can share a workspace without sharing everything in it.
Insights
Revenue by source, profit by project and spend by category, normalised to your base currency.
Dashboard
What is outstanding, what is running, and what is waiting on you.
Installable app
Install on iOS, Android or desktop and it opens like an app, without browser chrome.
Brand settings
Logo, colours, base currency, tax profile and payment details, applied to every document you send.
Invoice event timeline
Sent, viewed, reminded, paid — every invoice keeps its own record, so where it stands is a fact rather than a hunch.
Budget health
Logged time burns down a project's budget as it happens, so an overrun shows up while you can still do something about it.
Prospect conversion
Decide a lead is worth pursuing and it becomes a client with a drafted proposal already waiting on it.
Boards that keep up
Pipeline and project boards move the instant you drag and reconcile behind you. No spinner between you and a decision.
Message inbox
Every client conversation in one thread list, so a question asked on Tuesday does not get answered on Friday.
Unread nudges
If a client's message sits unread, Velo emails you about it once — and never again if you have since read it.
Attachments
Drop files into any thread or document, and clients can send them back the same way, without a third tool between you.
Spoken briefs
Clients can talk their way through an intake form instead of typing it, and it still arrives structured.
Project page assistant
Ask a question of a project's own notes and specs, answered from what is actually written there.
Conversation memory
Ask Velo holds the thread, so you refine a draft instead of restating the whole job every time.
Two-factor sign-in
A second factor on the account that holds every client contract you have, because a password alone is not enough for that.
Account recovery
Email verification, password reset and recovery, so a lost login never turns into a lost workspace.
Task detail that holds up
An assignee, a priority, a checklist that shows its own progress, and files attached where the work is. A task stops being a line of text you have to remember the rest of.
Command palette
One keystroke from anywhere: jump to a client, start an invoice, open a project. You stop navigating and start arriving.
The morning brief, out loud
Your day read to you in a real voice — what is due, what is owed, what is waiting — while you are still making coffee.
Cash-flow chart
Revenue against spend across six months, on the dashboard and in Insights. The gap between the bars is your profit, and it needs no legend.
Multiple workspaces
Run more than one business from one login — a studio and a side practice — and switch between them without signing out.
WhatsApp assistant
Connect with a one-time code and run Velo from the thread you already have open. Draft an invoice, ask who owes you, without opening the app.
Trash, with a way back
Delete a client, project, task, proposal, invoice or expense and it lands in the trash first. Nothing is gone for good until you clear it yourself.
Every notification is a switch
Chasing overdue invoices, open receipts, new client messages, payments landing, the Monday summary, the morning brief — six toggles, and every one of them can be off. Velo never sends anything on your behalf that you did not turn on.
The referral nudge
When a project is marked complete and nobody has asked for the next one, Velo offers to — straight into the client's own thread, where they will actually see it.
The moment it is signed
An accepted proposal gets a struck seal with curved legend and a real date, and the acceptance is celebrated on your screen and theirs. A signature deserves better than a green tick.
Documents that explain themselves
Every client portal and every shared invoice opens with a short introduction written for that person, so the first thing they meet is never a bare document.
The client's dock
A dock floating over every shared document with what they are looking at, what it costs, and the three things they might do about it — never printed onto the record itself.
One invoice, everywhere
The same document on your screen, in the assistant's reply and in the client's portal. A GST invoice never shows CGST/SGST in one place and a flat VAT line in another.
Updated regularly based on real questions from real customers.
01
Do I need an accountant or bookkeeper to get started with Velo?
No. Velo handles invoicing, expenses and reporting on its own, and hands your accountant clean records whenever they ask. There is an accountant role if you would rather give them their own seat.
02
Can Velo work alongside the tools I already use every day?
Yes. Keep your existing payment provider — paste your link and Velo handles the rest — and pull your data out over the public API whenever you need it.
03
Can I quote and invoice clients in different currencies?
Yes. Bill in any currency, with live exchange rates applied automatically to your expenses and reporting.
04
How do client portals work — does my client need to create an account?
No account needed. Each client gets one link covering everything of theirs, opened with a passcode you send separately.
05
Is my financial data secure enough for serious client work?
Encrypted in transit and at rest, with role-based access, two-factor sign-in, and passcode-gated client links that rate-limit guesses. Payment happens at your own provider, so card details never pass through Velo at all.
06
Do I have to use all of it?
No. Every part of Velo is optional. Turn reminders off, skip the client portal, never issue a badge — whatever you switch off stays out of your way, and nothing goes out on your behalf that you did not turn on.
07
Will my client have to learn a new tool?
No. They open a link and enter a passcode you sent them separately. No signup, no app to install, no password to reset. They can message you, approve a quote and pay from that one page.
08
Can I try it before paying anything?
Yes. There is a free plan with no card required, plus a full guided walkthrough in a sandbox workspace if you would rather look around before bringing a real client into it.
Start free and upgrade when the work does. No setup fees, no cut of your invoices, cancel any time.
Great for freelancers sending their first few invoices.
$0
/Forever
1 Active Client
3 Invoices per Month
Time Tracking & Timers
Community Support
Perfect for freelancers with a steady book of client work.
$19
/Monthly
Up to 5 Clients
Unlimited Invoices
Time Tracking & Timers
Community Support
For agencies running teams, retainers, and budgets.
$99
/Monthly
Unlimited Clients
Unlimited Team Seats
Multi-Currency Invoicing
Expenses & Profit Reports
Running a larger firm? Talk to us about seats, SSO, onboarding, and custom terms.
Unlimited Clients & Projects
Unlimited Team Seats
Multi-Currency Invoicing
Expenses & Profit Reports
Community Support
Custom contract terms
Dedicated API access
Recurring invoice rules
Custom invoice branding
Security & compliance review
Client portals at scale
Priority Support & SLA
Team roles & permissions
SSO & audit trail
Guided migration & onboarding
Great for freelancers sending their first few invoices.
$0
/Forever
1 Active Client
3 Invoices per Month
Time Tracking & Timers
Community Support
Perfect for freelancers with a steady book of client work.
$19
/Monthly
Up to 5 Clients
Unlimited Invoices
Time Tracking & Timers
Community Support
Built for small studios juggling multiple projects.
$49
/Monthly
25 Clients & Projects
Cadence Portals & Approvals
Multi-Currency Invoicing
Priority Support Response
For agencies running teams, retainers, and budgets.
$99
/Monthly
Unlimited Clients
Unlimited Team Seats
Multi-Currency Invoicing
Expenses & Profit Reports
Running a larger firm? Talk to us about seats, SSO, onboarding, and custom terms.
Unlimited Clients & Projects
Unlimited Team Seats
Multi-Currency Invoicing
Expenses & Profit Reports
Community Support
Custom contract terms
Dedicated API access
Recurring invoice rules
Custom invoice branding
Security & compliance review
Client portals at scale
Priority Support & SLA
Team roles & permissions
SSO & audit trail
Guided migration & onboarding
Everything you need to run the business side of your business.
Bring proposals, projects, and invoices into a single workspace. Book a walkthrough and we’ll migrate your first five clients for you.
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