LancerOS Features
Everything you need to run your freelance business — plus financial intelligence no other tool provides.
Eight core modules designed for freelance developers who bill hourly and need to know their real numbers. Financial dashboard first — then the connected workflows that make it trustworthy.
Run your client work
Client records, tasks, proposals, and follow-ups stay connected instead of living in separate tools.
Get paid with less friction
Invoices, money tracking, and AI-assisted reminders work together so billing is not an afterthought.
Operate with an AI team
Andy, Patty, and Cathy live inside the workflow and help you act on your business, not just chat about it.
Financial Dashboard
The financial intelligence no other freelancer tool provides. See effective hourly rate per client, safe-to-spend after tax reserves, months of runway, invoice aging, and revenue trends — all without rebuilding the math in a spreadsheet.
- Effective hourly rate per client (billable + overhead hours)
- Safe-to-spend calculation after tax reserve, operating costs, and runway buffer
- Runway in months at current burn rate
- Invoice aging report with overdue flags
- Revenue trend visibility month-over-month
- Client profitability ranking — sort by effective rate
Strategic AI Agents
Three specialized agents — Andy, Patty, and Cathy — that analyze your invoices, time logs, client history, and calendar. Not generic ChatGPT with a different skin. Strategic intelligence based on what's actually happening in your business.
- Andy Analyst (Money Agent): flags low-profit clients, overdue invoices, and runway risk
- Patty Planner (Planning Agent): warns on overcommitment, breaks down projects, plans your week
- Cathy Comms (Client Agent): drafts contextual payment reminders and client check-ins
- All agent actions require your explicit approval
- Business-data-aware suggestions — not generic copy generation
Time Tracking → Invoicing
Stop manually copying hours from Toggl to Wave. Track time throughout the month, click "Generate Invoice" at month-end, and all hours auto-populate as line items. Zero manual data transfer. Your effective hourly rate updates in real-time.
- Track hours by client, project, and task
- Tag time as billable (invoiced) or overhead (emails, meetings, admin)
- Generate invoices from tracked work with one click
- Effective hourly rate calculated automatically from billable + overhead
- Supports hourly and fixed-price clients in the same system
- Edit time entries, add manual entries for missed time
CRM & Client Management
Every client relationship organized and financially contextualized. Contacts, rates, notes, project history, and communication threads in one place. Client data stops leaking into your inbox and scattered spreadsheets.
- Contact info, hourly rates, payment terms, notes per client
- Activity timeline: projects, invoices, proposals, communication
- Cathy AI monitors last contact date and flags quiet clients
- Tag and filter clients by project type or status
- Quick actions: email, create task, view portal
Scheduling
Sync your Google Calendar and booking links in one view. See delivery, meetings, and focus time connected to your actual client work. Patty AI can create events and block focus time based on your workload.
- Google Calendar two-way sync
- Share booking links for client calls (Calendly integration)
- Block focus time and manage availability
- AI agents can create calendar events and reschedule tasks
- See the full week across all clients in one view
Task & Project Management
Multi-client task views built for developers juggling 3–10 clients simultaneously. See what's due across all clients in one view. Tasks stay tied to clients and projects so capacity and delivery risk are visible.
- Tasks linked to clients and projects
- Deadlines, priorities, and status tracking
- Board and list views (Kanban optional)
- Patty AI warns on overcommitment and daily priorities
- Time tracking integrated directly with tasks
Client Portals
Give each client a professional branded view of their projects, invoices, and files. No login required. Looks professional, reduces back-and-forth admin, keeps communication organized.
- Branded portal for each client at lanceros.io/portals/[client]
- Share project updates, files, and invoices
- Clients can view outstanding invoices and pay online
- No client login required — access via unique link
- Optional password for sensitive clients
Public Profile
A lightweight public page for your services and contact details when you need it. Not the core pitch — just a professional presence at lanceros.io/[username] that connects inbound leads to your work.
- Professional page at lanceros.io/[username]
- Display services, bio, and portfolio
- Contact form for inbound leads
- Custom domain on Business tier
- Intentionally secondary to the financial workflow
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