The Client-to-Cash Operating System

Everything around the invoice.
Finally in one place.

From first inquiry to final payment — smart intake, quotes, digital contracts, appointment booking, pay-to-unlock deliverables, and automated billing for modern independent businesses.

No credit card required Full REST API included Branded Client Spaces
Payeny Client-to-Cash Platform
Complete Work Journey

A unified lifecycle from lead to repeat customer.

Stop stitching together Google Forms, DocuSign, Calendly, Dropbox, and invoice apps. Payeny orchestrates the whole journey.

1
Smart Intake

Qualify leads & collect briefs with custom question links.

2
AI Quotes

Draft proposals with packages, discounts & line items.

3
Digital Contract

Collect legally binding e-signatures with audit logs.

4
Deposit Invoice

Auto-generate deposit bills upon agreement signing.

5
Booking / Work

Schedule kickoff sessions and track hours in one place.

6
Pay-to-Unlock

Deliver assets locked until invoice payment clears.

7
Final Invoice

Collect online payments via Stripe & Bank Transfer.

8
Repeat Customer

Lifetime CRM relationship with branded client space.

Core Capabilities

Everything your independent business needs to operate.

Smart Intake & Payeny Links

Share standalone branded intake links. Collect budgets, timelines, file attachments, and custom form answers that pipe directly into your CRM.

Pay-to-Unlock Deliverables

Deliver work with complete peace of mind. Clients see secure previews of files, logos, or code that release automatically the moment payment is confirmed.

Contracts & Digital Agreements

Convert accepted proposals to legally binding agreements with dynamic merge tags, AI drafting, signature pads, and IP audit trails.

Branded Payeny Space

Give every customer a white-glove client portal showing live milestone progress, action items awaiting review, and complete invoice history.

Mailroom & Event Automations

Forward client emails to draft quotes or invoices instantly. Let Payeny Flows trigger downstream actions when agreements are signed.

Ask Payeny AI Assistant

Generate quote scopes from intake submissions, draft agreement clauses, and query your business health in plain conversational English.

For Developers & Platforms

Your software handles the work.
Payeny handles the business.

Use Payeny as your client-to-cash infrastructure. Create customers, trigger invoices, lock and unlock deliverables, and receive signed webhook events via our REST API.

Payeny Developer Infrastructure