Getting Started with Accordio
Accordio is your AI-powered freelance operating system. Manage contracts, track time, organize tasks, get paid, and work with your favorite AI assistant - all in one place.
TL;DR
Create contracts with AI, track your time automatically, manage tasks with focus mode, collect e-signatures, and get paid through Stripe. Your complete freelance operating system.
Quick Start Checklist
Complete these steps to start using Accordio:
1. Complete your profile
Add your business name, logo, and contact info in Settings
2. Connect Stripe
Set up payments to receive money from clients (5 min setup)
3. Create your first project
Set up a project to organize tasks, time, and documents
4. Create and send a contract
Use AI to generate a contract and send for e-signature
5. Start tracking time
Use the timer or log time manually to track billable hours
Core Features
AI Assistant (AGI) — Your AI COO
Accordio AGI is a 24/7 cloud agent with 79 tools that knows your contracts, clients, projects, and deadlines. Think of it as your Chief Operating Officer — it takes action, not just answers questions.
- Multi-channel: Chat via WhatsApp, Telegram, Slack, desktop menubar, or web
- Contract generation: Describe your project, get a full contract
- Invoicing: Create and send invoices from a chat message
- Time tracking: Log time, get weekly summaries, auto-assign projects
- Reminders: Proactive nudges for deadlines, follow-ups, and unpaid invoices
- Risk analysis: Flag at-risk projects before problems escalate
- Memory: Remembers your rates, services, and preferences
Time Tracking
Track your billable hours with automatic suggestions and project linking. Get insights into how you spend your time.
- Timer: Start/stop timer with one click
- Manual entry: Log time after the fact
- AI suggestions: Auto-assign entries to projects
- Reports: Weekly summaries and billable totals
- Desktop app: Track time from your menubar
Task Management & Focus Mode
Organize your work with tasks linked to projects and milestones. Focus mode helps you concentrate on what matters most.
- Focus task: One task highlighted as your current priority
- Next up: Queue your upcoming work
- Project linking: Tasks connected to contracts and milestones
- Time estimates: Track estimated vs actual hours
- Priority levels: Low, medium, high, urgent
Contracts
Professional, legally-binding agreements you can create in under 2 minutes using AI or templates.
- AI Generation: Describe your project and let AI draft the contract
- Templates: Save and reuse common contract structures
- Variables: Use placeholders like {{client_name}} that auto-fill
- E-Signatures: Clients sign directly from their email
- Milestones: Break projects into payment phases
Payments
Get paid directly through Stripe Connect. On the Legend plan, you keep 100% of your earnings (only Stripe processing fees apply).
- Stripe Connect: One-time setup to receive payments
- Escrow: Milestone funds held until work is approved
- Invoices: Send standalone invoices for any work
- Instant payouts: Get funds immediately (Legend plan)
Clients
Manage all your clients in one place. Each client gets access to a portal where they can view documents and make payments.
- Client profiles: Store contact info, notes, and history
- Client portal: Branded portal for document access
- Magic links: Secure, passwordless access for clients
- No login required: Clients don't need accounts
How a Typical Project Works
Here's the standard workflow for a freelance project:
- 1Create a project and add tasks with estimates
- 2Generate a contract using AI and send for signature
- 3Client signs and pays first milestone
- 4Start the timer and work on your focus task
- 5Submit milestone with time logged for approval
- 6Client approves and funds are released
- 7AI reminds you of next steps and deadlines
What's Included
Documents
- • Contracts with e-signatures
- • Proposals
- • Invoices
- • Reusable templates
Productivity
- • Time tracking & reports
- • Task management
- • Focus mode
- • Desktop menubar app
Payments
- • Milestone-based escrow
- • Invoice payments
- • Stripe integration
- • Instant payouts (Legend)
AI Features
- • Contract generation
- • Multi-channel chat (WhatsApp, Slack)
- • Business memory
- • Risk analysis & reminders
AI Messages
Every AI interaction uses 1 message - simple and unified across web, WhatsApp, and Telegram.
- • Starter (Free): 20 AI messages per day
- • Legend ($29/mo): 200 AI messages per day
- • Messages reset daily at midnight
Start free
Use your preferred LLM
to explore Accordio documentation
Opens your LLM with a prompt to read and explain the docs. For Claude, Gemini, and Grok the prompt is copied to clipboard.