✦ MEET A SMARTER WAY TO RUN YOUR BUSINESS

Everything your business needs.
Finally connected.

Meet Tabulox, the AI-powered operating platform for service businesses. Manage clients, win work, deliver projects, and get paid — with intelligent assistance built right in.

No card required • Connected client workflows • Stripe-powered payments
✦
Business overviewEXAMPLE VIEW
Welcome back. Here’s what matters today.
Open pipeline$84,50012 opportunities
Active projects183 need attention
Outstanding$32,4007 open invoices
Collected this month$61,800Across 14 clients
Needs your attention Today
▤
Proposal awaiting approvalNorthwind Studio · Sales
Follow up
◷
Project milestone approachingBrightfork Accounts · Projects
Review
!
Invoice overdue by 14 daysHalcyon Media · Revenue
Collect
Connected workflow
1Opportunity✓
2Proposal✓
3Contract✓
4Project✓
5Invoice✓
6Payment✓
✦ Tabulox AI Drafts proposals, contracts, quotes and invoices for you
Contracts with tracked changes ✦ Designer-grade proposals ✦ Online signing and payments✦ AI-written drafts
WHY TABULOX

The parts other tools skip.
Built in from day one.

Winning the work, agreeing the terms, and getting paid, without stitching three products together.

CONTRACT CHANGE TRACKING

Contracts your clients can mark up.
Like Word, built in.

Clients suggest wording changes right on the contract page. You see every insertion and deletion with who made it and when, then accept or reject each one, before anyone signs.

  • ✓Tracked insertions and deletions
  • ✓Accept or reject changes one by one or all at once
  • ✓Signed online with a tamper-evident record
PROPOSALS

Proposals that look like an agency made them.
Because you did.

Start from professionally designed templates, pick a theme, and drop in your branding. Then know the moment your client opens it.

  • ✓10 starter templates and 5 visual themes
  • ✓Rich sections, images, and a reusable section library
  • ✓View tracking, stale alerts, and one-click reminders
GET PAID

Signed becomes invoiced.
Invoiced becomes paid.

Signing a contract creates the invoice and marks the deal won. Clients pay online by card, ACH, or bank transfer, and money goes straight to your Stripe account.

  • ✓Accept and pay a quote in one step, deposits included
  • ✓Invoices and quotes customized to your brand
  • ✓Automatic reminders before and after the due date
✦ TABULOX AI

From one sentence
to a signed contract.

Describe the engagement and Tabulox AI writes a complete first draft of your proposal or contract, with every section filled in. It lands in your editor as a draft for you to review. Nothing is sent without you.

  1. 1
    You describe the dealIn plain English, in the assistant.
  2. 2
    AI writes the draftScope, deliverables, timeline, terms.
  3. 3
    You style and sendYour templates, themes, and branding.
  4. 4
    Client marks up and signsTracked changes, then a signature.
Everything Tabulox AI can do
✦Tabulox AIEXAMPLE
“Draft a proposal for Northwind Studio's website redesign: three phases over eight weeks, $12,000, 50% deposit.”
PROPOSAL DRAFT · 5 SECTIONS
✓
OverviewGoals and success measures
Written
✓
Scope of workDiscovery, design, build
Written
✓
TimelineThree phases over eight weeks
Written
✓
Investment$12,000 · 50% deposit
Written
✓
TermsRevisions, ownership, payment
Written
Illustrative example. Drafts open in your editor for review before anything is sent.
ONE CONNECTED LIFECYCLE

One connected journey.
From hello to paid.

The work moves forward without losing the context. Your client records, projects, and revenue stay connected along the way.

01 ↗

Win the work

Capture leads, manage relationships, and move opportunities into proposals.

02 ↗

Make it official

Create proposals and contracts with the context already in your workspace.

03 ↗

Deliver together

Coordinate projects, tasks, deadlines, and ongoing client work.

04 ↗

Get paid and stay ahead

Invoice, collect payments, and spot receivables that need attention.

EVERYTHING ELSE, BUILT IN

Powerful individually.
Better together.

The rest of running a client business, in the same workspace as your proposals, contracts, and invoices.

✓
Custom invoices and quotes

Your logo, colors, and PDF style on every document.

✓
Client portal

Passwordless access to documents, payments, files, and messages.

✓
Online booking

Checks your Google or Outlook calendar and can take deposits.

✓
Automatic reminders

Friendly due-soon and overdue emails, sent for you.

✓
Lead capture forms

Embed a form and new inquiries become opportunities.

✓
Projects and retainers

Tasks, Kanban, time tracking, and recurring invoices.

FINANCIALLY AWARE BY DESIGN

Know what’s moving.
Catch what’s slipping.

See what has been won, what is in progress, what has been billed, and what is still outstanding. Tabulox keeps financial visibility close to the client work that generates it.

See everything Tabulox connects
Receivables at a glance EXAMPLE DATA
$128,400 Outstanding receivables
Current1–30d31–60d61–90d90+d
● $5,900 crossed 90 days — see who needs follow-up.
BUILT FOR CLIENT-DRIVEN WORK

Made for people who
turn relationships into results.

For consultants, creative agencies, IT providers, and professional service teams balancing new business, active delivery, and getting paid.

ConsultantsCreative agenciesIT & technology servicesProfessional service firms
YOUR NEXT CHAPTER STARTS HERE

More doing.
Less managing the doing.

One workspace for your clients, projects, and revenue — plus AI that helps move business forward.

No credit card required to start