Built for professional-services firms

From first contact to paid invoice, in one workspace

OuroDesk brings intake, proposals, signatures, invoicing, payments and document delivery together — with a branded client portal your customers open from an email link, and signed proposals anyone can independently verify.

Talk to usSee the client cycle
Independent verificationVerified
Document
Engagement letter — FY26 compliance
Agreed total
$18,400.00 USD
Signed by
Signer 1 of 2
Signature
Signature: Valid · Ed25519
Timestamp
Timestamp: Valid · RFC 3161

Example verification record

Anyone with this link can confirm who signed, what they agreed to, and that neither changed since.

The cost of running a firm on six tools

The work is connected. Your software isn't.

A professional-services engagement touches intake, scoping, agreement, delivery, billing and collection. Most firms run each of those on a different tool, and the seams are where the money and the time leak out.

01

No single source of truth for a deal

The scope is in a document, the approval is in an inbox, and the invoice is in a spreadsheet. Nobody can answer "where is this engagement right now?" without checking four systems.

02

You cannot prove what was actually agreed

A forwarded PDF has no integrity guarantee. If a client disputes scope, fees or terms, you have a filename and an opinion — not evidence of what was signed.

03

Document chasing eats the week

"Could you resend your W-9?" goes out four times before anyone uploads the right file. The follow-up is manual, repetitive, and it lands on your most expensive staff.

04

Clients have to ask you for things

Without a portal, every request — a copy of last year's invoice, the signed engagement letter, the status of a payment — becomes an interruption to you.

05

Money math is off by a rounding error

Discounts, tax rates, partial payments and a second currency, spread across separate tools that each round differently. Month-end reconciliation eats the difference.

06

Your accountant gets a folder of PDFs

Getting invoices into Xero or QuickBooks is a manual export, because the billing system and the accounting system were never designed to talk to each other.

The cycle OuroDesk is built around

One thread, from "we need help" to money in the bank

Six steps that every professional-services firm already runs — just without the copy-paste between six applications. OuroDesk keeps them in one record, so status, pricing and paperwork stay in agreement with each other.

  1. 1

    Capture the client

    A public intake form becomes a CRM lead with its source attached. Duplicate detection keeps the record clean before it becomes a problem.

  2. 2

    Price the work

    Build a proposal from a versioned template, pull line items from your service catalog, and see the per-currency total recalculate as you type.

  3. 3

    Get it approved

    Assign participants in ordered groups — parallel, sequential or hybrid — each with a named responsibility: select a plan, review payment, approve, or sign.

  4. 4

    Capture a verifiable signature

    The signed version is snapshotted and signed with Ed25519, then timestamped to RFC 3161. A public link lets anyone confirm it later.

  5. 5

    Bill and get paid

    An accepted proposal generates a draft invoice priced by the same rule as the snapshot. Clients pay by card in the portal; partial payments and credit notes are first-class.

  6. 6

    Deliver and follow up

    Document requests, secure messages and payment reminders all run in the portal, on a daily reminder schedule, with an audit trail behind every action.

Corrections never mutate a sent proposal. A change is an amendment, classified as minor, material or critical, so signatures are preserved or re-collected deliberately.

What you get

Built for billable work, not generic project management

Six areas that matter to a professional-services firm. Every one of them is live today — not on a roadmap.

Proposals you can defend

Signing is a cryptographic fact, not a hopeful assumption. The version the client saw is frozen, signed and timestamped, and the proof is public.

  • Verifiable signing

    Ed25519 signature over a canonicalized snapshot plus an RFC 3161 timestamp. A public verification page reports validity, participants, responsibilities and disclosure level.

  • Immutable versions

    A sent proposal cannot be edited. Corrections become amendments classified minor, material or critical, so signatures are preserved or re-collected on purpose.

  • Engagement tracking

    Valid public-token opens update first-viewed, last-viewed and view counts, so you know which proposal is being read and which is being ignored.

Billing that reconciles

Exact decimal money end to end. No floating-point drift between a proposal, an invoice and a payment.

  • Exact decimal arithmetic

    Amounts are stored as fixed-decimal numerics and priced by one deterministic rule set, so the invoice total always matches the accepted proposal.

  • Multi-currency and schedules

    Per-currency totals, exchange rates, a currency policy, and billing schedules that generate due invoices on their own.

  • Collection and chasing

    Card collection in the client portal, partial payments, credit notes, and daily reminders to the client's primary contact with durable receipts per stage.

A portal clients accept

Your clients stop emailing you for things. They log in with a magic link and get exactly the access they are entitled to.

  • Passwordless, permission-scoped

    A portal identity is matched by normalised email to a contact with portal access. No association means a denial — never a wider view than intended.

  • Your brand, your domain

    Verified custom domain, logo, favicon and colour palette, plus your own sending and reply-to addresses, so the portal is unmistakably yours.

  • Documents and messages

    Versioned documents, structured document requests the client fulfils by uploading, and a single activity timeline across proposals, invoices and messages.

The work around the work

Intake, pipeline, billable time and shared-inbox triage — the operational layer that turns a signed proposal into delivered work.

  • CRM and pipeline

    Leads, deals, stages, probabilities and activities, with deduplication rules and source attribution back to the form that created them.

  • Time tracking

    Timers and entries against billable rates, with utilization reporting so you can see margin before the work is finished, not after.

  • Shared-inbox triage

    The triage agent classifies incoming mail, matches the sender to a client and drafts a task or reply — but a second human must approve before anything is sent.

Open and automatable

Your data is yours to reach. Every action is audited, and your own tools can work the workspace with scoped access.

  • MCP server and OAuth 2.1

    Streamable HTTP MCP with Auth Code + PKCE, tokens bound to a single organization, read and write scopes, and dynamic client registration.

  • OAuth provider

    OuroDesk also acts as an identity provider for third-party apps, with an explicit consent screen naming exactly what is being read or written.

  • Audited and isolated

    An append-only audit log on state changes, per-organization data isolation, and tenant context enforced at the API boundary rather than in the UI.

Talks to your accountant

The billing system and the accounting system were designed to talk. Ours does.

  • Xero and QuickBooks

    OAuth connect, encrypted credentials, and a sync engine for invoices, contacts and items — with field mappings you control.

  • Export that is already done

    Invoices, credit notes and payments export without a manual folder of PDFs, with a job ledger and manual replay for anything that fails.

  • Idempotent by construction

    Replaying a webhook or a job does not double-charge a client or duplicate a row. Idempotency keys are enforced at the boundary.

Honest comparison

What you give up, and what you get instead

A straight look at OuroDesk against the two most-referenced alternatives in this category. We list the features we do not have yet, because you would find them anyway.

What you give up, and what you get instead
Honest comparisonOuroDeskTaxDomeHoneyBook
Entry price per seat$29 per month, per seatfrom ~$67 per month, per seat$29 per month, flat, not per seat
Minimum commitmentNone — cancel any month1 year, billed upfrontAnnual term
Publicly verifiable signed proposalYesNot advertisedNot advertised
Cryptographic proof of signature (Ed25519 + RFC 3161)YesNot advertisedNot advertised
Agent-accessible API (MCP + OAuth 2.1)YesNot advertisedNot advertised
QuickBooks syncYesYesYes, on Essentials and above
Xero syncYesNot advertisedNot advertised
Multi-currency invoicing with exchange ratesYesNot advertisedNot advertised
Branded client portal on your own domainYesYes, on Pro and aboveYes, on Essentials and above
Client mobile appComing soonYesYes
Zapier and workflow automation marketplaceComing soonYesYes
IRS transcript downloadNot applicableYes, US firms onlyNot applicable
Native AI reporting suiteComing soonYesYes

Competitor figures are published list prices taken from each vendor's public pricing pages, normalised to a monthly-per-seat equivalent where they are billed annually. "Not advertised" means the capability does not appear on the vendor's public product or pricing pages — not that it is definitively absent. OuroDesk rows describe what is live in the product today; anything unfinished is marked Coming soon rather than quietly omitted.

TaxDome is built for US tax and accounting firms; HoneyBook is built for photographers, event professionals and other creatives. OuroDesk is built for billable professional-services work end to end, so if your revenue comes from hourly and project work rather than a tax practice, the comparison that matters is the one above.

Integrations

Connected to the systems you already run

OuroDesk ships with the connections a professional-services firm actually needs on day one. Everything below is live unless it says otherwise.

Available today

  • XeroAccounting
  • QuickBooks OnlineAccounting
  • OpenAIAI assistant
  • Google CalendarCalendar
  • S3-compatible storageDocuments

On the roadmap

  • Google DriveDocuments
  • SlackCommunication
  • HubSpotCRM
  • SalesforceCRM
  • ZapierAutomation

The roadmap list is a plan, not a promise and not a shipping date. We would rather show you the gap than have you find it in month three.

And it is open to your own tools

OuroDesk exposes an MCP server over Streamable HTTP with OAuth 2.1 and PKCE. Tokens are bound to a single organization and carry explicit read and write scopes, so an assistant or an internal script can search proposals and send an invoice without being handed a password.

Pricing

Every plan covers the full client-to-paid cycle. Cancel any month — there is no annual lock-in.

Free

Start without a card, at your own pace.
  • Branded client portal for your clients
  • Clients, proposals, invoices and payments
  • No card required and no time limit
  • Xero and QuickBooks sync
Recommended

Pro

For a firm that bills for its work.
  • Verified custom domain and white-label portal
  • Everything in Free
  • MCP server and OAuth for your own tools
  • Verifiable proposals with public proof links
7 days free trial
$29.00/seat/monthGet started

Lifetime

Buy once. Use forever.
  • Every future update, included
  • Everything in Pro
  • Extended support
  • No recurring cost, ever

Enterprise

Custom terms for larger teams.
  • Dedicated onboarding and migration help
  • Everything in Lifetime
  • Security review, DPA and audit support
  • Volume seat pricing

Interactive pricing and ROI calculator

Estimate your subscription and the commercial impact of sending better proposals.

Estimate your subscription

Adjust seats and billing cadence to see the price at a glance.

Billing interval
This billing period
$145
Monthly equivalent
$145
Annual total
$1,740

Estimate your return

Use your own proposal volume, win rates, and time savings.

Incremental revenue / month
$5,000
Time value / month
$3,000
Total impact / month
$8,000
Estimated ROI
>999%

Capped because the modelled return is far above the estimate's useful range. Change your inputs to see a meaningful figure; the cap is a display limit, not the result.

Questions we get before you switch

The questions a firm asks before moving a billing system.

Explore OuroDesk

Bring your client work into one workspace

See how intake, proposals, signatures, invoices and client delivery fit together. Public sign-up is not open yet. Visit our contact page for current availability.

Talk to usTalk to us
  • One connected client workflow
  • Branded client portal
  • Verifiable signed proposals