Invoice and payment tracking

Clientary keeps client invoices, payment status, and outstanding balances in one ledger. A Beam agent checks this ledger on a schedule or when a payment is recorded, matching incoming payments to open invoices and marking them paid or partially paid under the approved rule. It can flag invoices that pass their due date and prepare a reminder before it goes out. When a payment does not match an invoice amount or a client disputes a charge, the agent leaves the invoice open and routes the case to the finance owner rather than closing it out.

Project and proposal status

Clientary tracks proposals, estimates, and projects from first draft through delivery. When a client accepts a proposal or a project milestone is reached, a Beam agent reads the current stage and moves the record to the next status, such as estimate to active project or milestone to invoiced. It keeps the project log aligned with what has actually been delivered. If a proposal sits unanswered past a set period or a milestone is marked complete without matching hours logged, the agent routes the record to the account owner for a manual check.

Contractor hours and staff records

Clientary logs hours worked by staff and contractors against specific clients and projects. A Beam agent reads submitted hours, checks them against the project budget or contract terms, and updates the record as approved or flags it for review. It can total hours across a billing period to prepare the next invoice run. When logged hours exceed a budget threshold or a contractor's entry looks inconsistent with prior weeks, the agent does not approve it automatically; it routes the entry to a manager for sign-off.