FOR AGENCIES
Every client, every invoice, one workspace
Cove keeps your client roster, service catalog, and billing in one place. Open a client, see their full history, and issue the next invoice in one click.
A walkthrough of the client workspace: history, per-client analytics, and one-click invoicing.
CLIENT BILLING
Your client roster is your billing system
Every client in Cove has a detail page with revenue charts, full transaction history, and inline editing. When the month closes, you issue the invoice straight from the client record — line items pull from your service catalog, and the PDF goes out by email.
One-click invoicing
Issue an invoice straight from the client page. Duplicate last month's retainer invoice and send it in seconds.
EU VAT validation
EU VAT numbers validate against VIES before you bill.
Payment tracking
Paid, unpaid, overdue — the status lives on every invoice, and reminders surface overdue ones before they slip.
Per-client analytics
Revenue charts per client show who actually drives your margin, not just who takes your time.
TEAM WORKFLOW
From brief to sign-off to invoice
Delivery and finance share one workspace without tripping over each other. Proformas go out for client sign-off, contracts carry approval workflows, and roles decide who reads, who bills, and who configures.
Team roles
Six roles and 20 permissions separate project managers from finance — everyone sees exactly what they should.
Contracts with approvals
Keep contracts and briefs in File Storage with folders, tags, and multi-step approval workflows.
Proforma to invoice
Send a proforma for sign-off, then convert it to a final invoice in one click.
Built for how agencies actually work
Six capabilities your team will use every week.
Service catalog
Save retainers, sprints, and one-off services as catalog items that drop straight into invoice line items.
Multi-currency billing
Invoice foreign clients in their currency; amounts convert at document-date ECB reference rates.
Revenue by client
50+ revenue categories and per-client tracking show exactly where agency income comes from.
Expense tracking
120+ expense categories keep your costs as organized as your revenue.
Cross-border tax settings
Country-specific tax configurations cover 34 jurisdictions.
Audit log
On Business and up, an audit log records every change your team makes.
Up and running in an afternoon
No migration project, no consultants. Start on the Free plan and bring your data with you.
- 01
Import your client list
Download the CSV or Excel template, fill in your clients and services, and upload it back — up to 2,000 rows per file, deterministic column matching, no AI, no guesswork.
- 02
Invite your team
Add project managers, account leads, and finance, each with the right role — some read, some bill, some configure.
- 03
Issue your first invoice
Open a client, pick services from your catalog, and send a professional PDF by email. Payment status tracks from there.