Platform Overview

One platform. Zero compromises.

Project management, AI automation, client portal, invoicing, time tracking, and compliance — purpose-built for agencies, all in one place.

Project Management

Keep every project on track

Kanban boards, sprints, milestones, and progress tracking built for how agencies actually work. Assign tasks, track dependencies, and ship on time — every time.

  • Kanban & list views with drag-and-drop
  • Sprints with velocity tracking
  • Milestones & deadline alerts
  • Team assignments & workload view
  • Activity logs on every change
To Do4
In Progress3
Done6

AI Suite

AI that reads your project, not just your prompt

10 intelligent features powered by Claude that understand your project context. Sprint planning, code review, standup summaries, and more — all grounded in your actual data.

  • Sprint Autopilot — AI plans optimal sprints
  • Project Memory — searchable project history
  • Code Review & Design Audit
  • Intelligence Dashboard with health scores
  • Standup summaries & report generation
AI Sprint Planner

Suggested sprint based on backlog & velocity:

AUTH-42 Login redesign (5pts)
API-18 Webhook retry (3pts)
UI-31 Dashboard cards (2pts)

10 pts total · matches team capacity · 2 week sprint

Client Portal

Give clients a front-row seat — not backstage access

A branded portal where clients track progress, message your team, approve deliverables, and access their AI assistant. Professional and transparent, without exposing your internal tools.

  • Branded portal with your logo
  • Real-time project progress dashboards
  • Built-in messaging (no more email threads)
  • AI assistant for client questions
  • Trust center with compliance info
C
Client Dashboard
ProjectsMessagesInvoices

72%

Progress

8

Open Tasks

3 new

Messages

Invoicing & Finance

From project to payment, no spreadsheet required

Create professional invoices with PDF export, track payments, manage expenses, and get revenue analytics. Link time entries directly to invoices for accurate billing.

  • Professional PDF invoice generation
  • Payment status tracking & reminders
  • Offers & quotes with conversion
  • Revenue analytics dashboard
  • Expense tracking per project
INV-2024-042Paid
Website Redesign€4,200
Brand Identity€1,800
Hosting Setup€350
Total€6,350

Time Tracking

Know where every hour goes

Track time per project, per task, per team member. Weekly timesheets, rate calculations, and capacity planning. Connect time entries directly to invoices for frictionless billing.

  • Per-project & per-task tracking
  • Weekly timesheet views
  • Billable vs. non-billable hours
  • Rate calculations for invoicing
  • Team capacity & utilization
This Week
Mon
7.5h
Tue
8h
Wed
6h
Thu
8h
Fri
5.5h
Total35h / 40h

Compliance & Security

Audit-ready without the headache

Track documents, manage expiry dates, score compliance health, and maintain an immutable audit trail. Everything you need for client trust and regulatory confidence.

  • Document management with expiry alerts
  • Compliance scoring dashboard
  • Immutable audit trail (every action logged)
  • Role-based access control
  • Security event monitoring
Compliance Score92%
Business LicenseValid
Insurance PolicyExpires in 30d
NDA — Acme CorpValid
GDPR PolicyValid

Integrations

Connects to your workflow

GitHub, Figma, MCP for IDEs, webhooks, REST API — BetaFlow plugs into the tools you already use.

GitHub

Auto-update tickets from commits & PRs

Figma

Link designs, run AI audits

MCP Server

Use BetaFlow from your IDE

REST API

Build custom integrations

BetaFlow replaced 5 different tools for us. Project management, client communication, invoicing — it's all in one place now.

Sarah Chen

COO, PixelForge Studio

The AI features are genuinely useful, not just a gimmick. Sprint Autopilot saved us hours of planning every week.

Marcus Rivera

CTO, Buildcraft Agency

Want the full spec sheet?

See every feature across all 10 categories — 89 features, no marketing fluff.

Ready to streamline your agency?

Join the waitlist and be the first to try BetaFlow when we launch.