Spojit
Agencies & professional services

Run the agency,
not the admin

The billable work is the point. The admin around it, onboarding clients, spinning up projects, chasing invoices, pulling reports, does not have to be manual. Spojit wires it into durable workflows across your billing, project, and accounting tools, with AI on the judgment calls.

  1. Deal is wontrigger
  2. Spin up the projectaction
  3. Raise the first invoiceaction
  4. Approve the scopeapproval
  5. Send the kickoffdone
How it works

From signed to kicked off

01

A client signs

A won deal or a signed proposal starts the workflow, so the setup begins the moment the work is real.

02

Project and billing set up

Spin up the project in your PM tool, raise the first invoice in Stripe, and create the client record, all from one flow.

03

Kick off and report

Send the kickoff email, then keep retainers billed and status reports flowing on a schedule, without the manual chase.

Capabilities

Built for client work

Client onboarding

Turn a signed deal into a set-up client: project created, invoice raised, kickoff sent, all without retyping.

Billing and retainers

Raise invoices and run retainer billing through Stripe, and chase the ones that go unpaid.

Project setup in Monday

Create boards, tasks, and timelines from a template the moment a project starts.

Reporting on a schedule

Pull status and numbers into a client-ready report and send it, without anyone assembling it by hand.

Approvals where they matter

Hold scope changes and big invoices for a human sign-off, with the decision recorded.

Durable and recorded

Every client workflow runs on retried, resumable execution, so nothing slips between sale and delivery.

Use cases

What you can automate

Client onboarding

Project, contract, invoice, and kickoff set up automatically when a deal is won.

Retainer and milestone billing

Invoice on a schedule or at a milestone, then reconcile payments to your accounting.

Status reporting

Assemble and send client status updates from your project tool on a cadence.

Tools in sync

Keep your CRM, project tool, and accounting agreeing on clients, projects, and invoices.

The difference

One workflow vs glue work between tools

Connect your billing, project, and accounting tools into one durable workflow, instead of copying a new client across four systems by hand.

Spojit fits when

  • Every new client means the same setup across the same tools
  • Invoices and reports eat hours that should be billable
  • Your stack has APIs but no automation tying it together

Manual admin means

  • A new client set up by hand in four places
  • Retainers invoiced late because someone forgot
  • Status reports assembled the night before

Automate the agency admin

Start free and turn your next won deal into a set-up, invoiced client. No card needed.