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What is Handl?

Handl is billing and project-finance software for digital agencies, studios and freelancers that bill on milestones, hours and retainers, often for different clients in the same month. Handl sits between the tools a team already uses. It reads tickets and progress from PM tools (Jira, Linear, Asana, Monday.com, ClickUp) and hours from time trackers (Toggl, Harvest, Clockify, Hubstaff). Each project has a billing plan: a milestone invoice drafts when the milestone completes, hourly work is billed at each person's rate at the end of the period, and retainers bill each cycle with any overage added. Invoices are drafted with the work detail attached and are only sent when the user sends them; recurring hourly and retainer invoices can be set to send automatically. Sent invoices push to Xero or QuickBooks, and payments sync back from Xero. Clients review and pay through a client portal without creating an account, by card through the agency's own Stripe account or by bank transfer. Handl never holds funds. Payment reminders run before and after the due date and pause when the client replies. The same data drives reporting: margin per project and client, team utilisation, alerts when a project reaches 80% of its budget, and a cash-flow forecast built from sent invoices, upcoming billing and the sales pipeline. Quotes with e-signature turn into projects when signed. Plans start at $29 per month (Solo), with Team at $99 (up to 3 users) and Agency at $199 (unlimited users). Every plan includes a 7-day free trial.

What is DocuGen?

DocuGen facilitates the effortless generation of documents through various methods, including selecting dates, updating statuses, or simply clicking a button, all made possible by its integration recipes. To create a document on demand, just go to the DocuGen interface and hit the green “Generate document” button; your document will promptly arrive in your email inbox within seconds. Remember to take advantage of the split view feature! By selecting the monday.com settings icon (the gear in the upper right corner of your board), you can activate Split View, which allows you to preview the rows destined for inclusion in your document. Furthermore, you can customize which rows appear in your document by using the filter icon at the top of the board view. As you apply specific filter options, the split view will adjust in real-time to show the relevant rows that will be included in your upcoming document. This feature not only streamlines the process but also ensures that your document is tailored precisely to your requirements. Thus, making document creation more efficient and user-friendly than ever before.

Media

Media

Integrations Supported

Asana
Harvest
Hubstaff
Jira
Linear
Toggl Track

Integrations Supported

monday AI work platform

API Availability

API Availability

Pricing Information

$29/month/user
What's included: 1 team member, Unlimited projects & clients, AI agent for project setup, Automated invoicing, Ad-hoc invoices, Client portal, Payment collection, PM tool integrations (Monday, Asana, Jira, Linear, ClickUp), Time-tracking sync (Harvest, Toggl, Clockify, Hubstaff), Accounting sync (Xero, QuickBooks)
Free Trial Offered?

Pricing Information

$25 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Dazlab

Date Founded

2018

Company Location

Australia

Company Website

handl.works/

Company Facts

Organization Name

DocuGen

Company Website

docugen.io

Categories and Features

Accounts Receivable

Billing & Invoicing

Billing and Invoicing

Billing Portal
Hourly Billing
Invoice History
Online Invoicing
Online Payments
Project Billing

Categories and Features

Document Generation

Not specified

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