From proposal to invoice, without retyping anything.
The accepted proposal becomes a project, a contract and an invoice; logged hours draw down the client's hour bank. Luna warns you when the bank is running out — and asks before she sends the proposal.
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Luna, Finance: “How is Acme's hour bank doing?”
6 h left of the 40 contracted, and at the current pace of tasks they run out by Thursday. Shall I send a proposal for 20 extra hours? Send Acme a proposal for 20 extra hours. Sent by link. When Acme accepts, turning it into a contract and an invoice is one click.
Studio Bravo is a demo company. Made-up data.
A software house's week, before and after
The approved proposal is retyped into the project tool and again into the invoice.
The accepted proposal becomes a project, a contract and an invoice in one click.
Hours live in a spreadsheet, and the client's hour bank runs out without anyone noticing.
Hours logged on tasks draw down the contract's hour bank, with the balance in view.
The client asks for a status update on WhatsApp every week.
In the portal, they follow projects, open tickets, sign contracts and pay invoices.
Nobody knows what each project really made.
The project accumulates its real cost, and only approved hours reach the invoice.
A software house's operation, end to end
Sales, delivery, contracts and finance on the same base — each step starts where the last one stopped.
Proposals
A proposal the client accepts online
Build the proposal from the catalog, send it by link and let the client comment and accept without creating an account. Once accepted, it becomes a project, a contract and an invoice.
- Catalog items and prices
- Online acceptance, no sign-up
- Conversion into project, contract and invoice
Projects and hours
Hours that draw down the bank
Projects with scope, deadline and owners; tasks on a board or list with logged hours. Every hour draws down the client's hour bank.
- Tasks on a board or list
- Project templates with phases and tasks
- Weekly timesheets approved by the manager
Contracts
The contract provisions and bills
Once signed, the contract provisions hour banks and access and issues invoices on schedule, with a warning before renewal.
- Hour banks and access
- Invoices on the contract's schedule
- Index-based adjustments and amendments
Client portal
The client follows up without asking
A portal where the client sees projects, opens tickets, signs contracts and pays invoices — without messaging you to ask.
- Projects and tickets
- Contracts to sign
- Invoices to see and pay
What only one base does for a software house
Modules you can switch on today
Read from the same catalog as the module store: if it's listed here, it's in the product.
- Quotesfree plan available
- QuotesQuotes assembled from the catalog, sent as a link and accepted online.
- Convert to projectAn accepted quote becomes a project, a contract and an invoice in one click, retyping nothing.
- Projects & Tasksfree plan available
- ProjectsProjects with scope, deadline, owners and the real accumulated cost.
- TasksTasks on a board or list, with logged hours drawn from the client's hour bank.
- DocumentsCollaborative documents inside the project, with no separate drive to keep in sync.
- Contractsfrom R$58/month
- ContractsContracts as data: number, value, term and renewal terms, immutable versions and multi-party e-signature with an evidence certificate.
- Contract-to-cash billingOnce signed and in force, the contract generates its own invoices on schedule — and every invoice knows which contract it came from.
- Renewals & adjustmentsRenewal, IPCA/IGP-M adjustment, amendments and termination change billing and provisioning, with alerts before the notice deadline.
- Financefrom R$39/month
- InvoicesIssue invoices, record partial payments and track what is outstanding per client.
- AccountingIncome and expense entries reconciled with your invoices, with a balance per period.
- Resourcingfrom R$117/month
- TimesheetsA stopwatch and a weekly grid, with each day's total shown against that day's capacity.
- PlannerReserve a person's hours for a project, a client or internal work, tentative or confirmed, and see who is over 100%.
- UtilizationWorked and billable hours over real availability, per person, team and organization.
Does it work if I bill by the hour and by fixed scope?
Yes. The catalog has hourly rates by role, and a proposal can mix hours, fixed-scope services and subscriptions.
Does my client need an account to accept a proposal?
No. They view, comment and accept by link. For the full portal — tickets, invoices, contracts and projects — they sign in with their own access.
Can I bring in my clients and projects?
Clients come in by CSV, and if you're coming from WHMCS you can import clients, orders and tickets. There's no project import yet.
Can the agent send something to a client without me?
No. Proposal or payment reminder: she prepares it and stops. Nothing goes out before your OK, and every action is logged.
Be the owner again.Not the integrator.
Start with the area that hurts most. In 14 days you'll know whether BaseOS stays — no card, and a free plan afterward.
14-day trial · No card · Then the free plan