Clientary
Clients ask about invoices, project status, and outstanding balances. Your AI agent pulls the answers live from Clientary, sends invoice reminders, and logs new leads without your team lifting a finger. Professional services firms save hours every week on client communication.
From invoice lookups to project tracking, your AI agent taps directly into Clientary's full-suite platform to handle client inquiries and back-office tasks in real time.
Clientary
See how professional services teams use AI agents to respond to billing questions, capture new business, and keep project data current, all through natural conversation.
A client emails asking 'What is the total on my latest invoice?' Your AI Agent identifies the client by email, calls Clientary's List Client Invoices API to find their most recent invoice, retrieves the line items and total amount, and replies with a full breakdown. The client gets clarity immediately. Your accounts team avoids another back-and-forth email thread.
A prospect fills out your contact form at midnight asking about web design services. Your AI Agent gathers their company name, website, and project scope, then creates a lead in Clientary with all the details. When your team opens Clientary in the morning, the lead is already there with context. No opportunity lost to slow response times.
A client messages asking whether their retainer hours are running low. Your AI Agent queries Clientary's project hours and budget data, compares logged hours against the total budget, and provides a clear summary. The client gets proactive transparency. Your project managers stay focused on delivery instead of fielding status requests.
Clientary
FAQs
The agent uses Clientary's Invoices API to fetch specific invoices by ID or list all invoices for a client. It pulls line items, tax details, payment status, subtotals, and outstanding balances in real time. No data is cached or stored. Each lookup goes directly to your Clientary account.
Yes. When a prospect shares their company name and contact details, the agent calls Clientary's Create Lead or Create Client API. It populates fields like name, address, website, and description. You can configure which fields are required before submission so your records stay consistent.
Tars requires your Clientary subdomain and an API token. You generate the token from your Clientary profile page by clicking 'Generate API Token.' The subdomain is the prefix of your Clientary URL. Both are entered once in the Tars dashboard, and the connection is established immediately.
No. Tars queries Clientary's API in real time during each conversation. Invoice amounts, client details, and project data are fetched live and used only to generate the response. We do not maintain a separate database of your Clientary records.
Yes. The agent can trigger Clientary's Send Invoice Message endpoint to email an invoice to specified recipients. You can configure the subject line, body message, whether to attach a PDF, and whether to send yourself a copy. The invoice is delivered directly through Clientary's email system.
The agent calls Clientary's List Project Hours endpoint to retrieve all time entries for a specific project. It can filter by billed or unbilled status and compare logged hours against the project budget. This gives clients and managers a real-time view of budget utilization without opening Clientary.
The agent handles this gracefully. If no project matches the provided details, it informs the client that no matching record was found, asks them to verify the project name or number, and offers to connect them with a team member for further assistance. No errors or dead ends.
Clientary's portal lets clients view invoices and project status. Tars AI Agents go further by actively answering questions, capturing new leads, sending invoices, and handling multi-step conversations. Plus, Tars works across WhatsApp, SMS, and your website, and connects to your other tools like Slack, Stripe, and your CRM.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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