Dubsado's help center says a contract holds one client signature, with extra signers handled through sub-agreements. In Clientary each named signer, on your side and the client's, signs the same document with their own link.
Clientary has a REST API and an MCP server for Claude, ChatGPT, and Gemini. Dubsado offers no public API or official AI connection.
Track time by project and phase, budget by hours or cost, and run retainers that draw down and top up on their own.
Dubsado raised prices for new subscribers in December 2025, to $35 and $55 a month. Clientary starts at $19/mo.
As listed on each company's website, October 2026.
| Clientary | Dubsado | |
|---|---|---|
| Contracts with multiple client signers | Yes, on one contract | One client signature per contract. Others use sub-agreements |
| Proposals with client-selected packages | Yes | Yes |
| Public API | Yes, REST with OAuth | No |
| AI assistant connection | Claude, ChatGPT, Gemini, and more | No official connection |
| Retainers with running balances | Yes, with automatic top-ups | Payment plans |
| QuickBooks Online | Every plan | Premier plan |
| Starting price, billed monthly | $19/mo | $35/mo |
No tool is right for everyone. Here's where Dubsado shines.
Dubsado's workflow builder and scheduler can automate long, branching client onboarding sequences.
Multiple brands in one account are available as a Dubsado add-on.
Export your contacts from Dubsado as a CSV and import them into Clientary, with fields matched for you.
Add your services and rates, pick a document theme with your logo, and connect Stripe, PayPal, or Authorize.Net.
Connect Claude or ChatGPT and ask it to set up clients, projects, and retainers from what you exported.
Freelancers, agencies, and firms run their client work on Clientary. Read their stories.
Rated excellent: See why users rave about us
Most of the time I'm paid within minutes of sending an invoice because it's so easy for someone to check that task off their list. Obviously I like this software, but most importantly to me - my clients like it.
Robin H.
Freelance Writer
With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.
Chris M.
Digital Marketer / Founder
When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."
Brian N.
Consultant / Executive Coach
If you need contracts several people sign, an API or AI assistant connection, time tracking, or retainers, yes. Clientary covers proposals, contracts, invoicing, payments, forms, and a branded client portal too.
Yes. Name each signer on the client's side and yours, and each gets their own link to sign the same contract. You can follow who has signed and remind anyone who hasn't.
Export your clients from Dubsado as a CSV and import them into Clientary, recreate your contract and proposal templates, and connect your payment processor. An AI assistant can help set up clients and projects.
Try Clientary free for 14 days. No credit card required.
See Pricing and SignupSources. Dubsado details were checked on Dubsado's website and the pages below in October 2026, and may have changed since: Dubsado pricing, Dubsado contracts vs sub-agreements, Dubsado 2025 price change. Dubsado is a trademark of its owner, who is not affiliated with Clientary.
Comparing other tools? See Clientary vs HoneyBook, Clientary vs Bonsai, Clientary vs FreshBooks, Clientary vs Harvest, Clientary vs DocuSign, or all comparisons.
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