Run Client Work, Projects, and Expenses From One Clear System

Built for law firms, accounting practices, consultants, and independent professionals. Keep client records organized, move work forward on time, capture receipts with AI, and export polished reports without juggling tools.

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Client Directory156
A
Acme Legal5 projects
$48,500
T
TechCorp Inc.3 projects
$32,000
M
Media Group7 projects
$71,200
156Clients
24Projects
↑ 12% this month

Does This Sound Familiar?

These are the day-to-day frictions that slow professional services teams down.

Client information lives everywhere

Spreadsheets, email threads, and folders make it hard to find the latest context when you need it.

Bring clients, projects, documents, and notes into one operational view.

Receipt entry eats up time

Manual expense processing is repetitive, easy to delay, and prone to mistakes.

Upload the receipt, let AI pull the details, and save with a quick review.

Deadlines slip between tools

When work is spread across disconnected systems, follow-up gets missed.

Use reminders, task ownership, and one shared timeline to stay ahead.

Get Started in 3 Steps

Get your workspace running quickly without a long implementation project.

1

Create Your Workspace

Set up your account, office details, and the basics in a few minutes.

2

Invite Your Team

Assign roles, clarify access, and keep work moving with the right people involved.

3

Run Work in One Place

Manage clients, projects, tasks, documents, and expenses from a single workflow.

Everything Your Professional Services Team Needs

Tools tailored to the real day-to-day workflow of client-facing firms.

AI Receipt Scanning

Extract totals, dates, and merchant details from receipts automatically and match them to the right project.

Telegram Integration

Send a receipt photo via Telegram and let AI OCR automatically create an expense record. Also create draft tasks with a message — your field team can work without being at a computer.

Time Tracking

Track billable hours with timers or manual entries, submit timesheets, and let managers approve before invoicing.

Project Management

Standardize project delivery with custom fields, clearer status tracking, and one shared workflow.

Client Financial Tracking

Record income and expense transactions per client, see real-time balances. Automate your receivables tracking and keep your cash flow under control.

Expense Tracking

Track expenses by category or project, see client-level totals, and prepare cleaner billing.

Task Management

Use Kanban boards, ownership, and deadlines to keep work visible and moving.

Client Management

Keep client profiles, contacts, notes, and related work together in one place.

Dashboard & Reports

See deadlines, workload, expenses, and export-ready reports at a glance.

Calendar & Reminders

Stay ahead with a shared calendar, planned events, and automated deadline reminders.

Document Management

Keep project files organized, versioned, and easier to classify with AI.

6 Language Support

Interface in Turkish, English, German, Spanish, French and Italian. Let your international team work in their own language.

Actionable Notifications

Alert the right people when work changes, deadlines approach, or follow-up is needed.

AI-Powered Receipt Scanning

Turn receipts into structured expense records in seconds instead of manual entry.

1
Upload receipt image
2
AI extracts amount, date, and merchant details
3
Choose the project and save the expense
High Accuracy

Reliable extraction that reduces repetitive manual work

Seconds, Not Minutes

Capture and review expenses while the work is still fresh

Review Before You Save

Check and adjust extracted fields before the record is finalized

Why Yonetior?

Why firms outgrow spreadsheets, generic CRMs, and one-size-fits-all project tools.

More Than a Spreadsheet

Excel stores data, but it does not drive follow-up, ownership, reminders, or AI-assisted capture.

Beyond Contact Management

CRMs track relationships. Yonetior connects clients, work, documents, and expenses in one workflow.

Made for Client-Service Operations

Generic project tools help with tasks, but leave out expense capture, document structure, and service-specific workflows.

Choose a Plan That Fits Your Team

From solo professionals to growing firms, pick the setup that matches your workload.

Prices exclude VAT

Solo

A focused setup for independent professionals

$23.99
$19.99/ month
$239.88 billed annually
7-day free trial
Up to 3 users
  • 50 Clients
  • 50 Projects
  • Unlimited Tasks
  • 1 GB Storage
  • Timer & Time Logging
  • Document Management
  • Expense Tracking
  • Receipt Tracking
  • Basic Task Reports
  • Email Support
Start Free

Professional

Advanced control for firms scaling operations

$179.99
$149.99/ month
$1799.88 billed annually
7-day free trial
Up to 50 users
  • Everything in Team, plus:
  • 5,000 Clients
  • 5,000 Projects
  • 100 GB Storage
  • Time & Billing Reports
  • Priority Support
  • Executive Reports
  • Telegram Integration
Start Trial

Enterprise

Need more capacity or a tailored rollout? We will design the right setup with you.

Higher user capacityExpanded storageDedicated account managerLimits tailored to your needs
Contact Us

Frequently Asked Questions

The questions teams ask most when evaluating Yonetior.

Yonetior is designed for law firms, consulting firms, accounting offices, architecture studios, and all professional service businesses that work on a client basis.

Yonetior brings client and project management, task tracking, Kanban boards, expense tracking, client financial transactions (income/expense/balance), AI receipt scanning and document classification, document management, calendar, automatic reminders, notifications, CSV/Excel export, and detailed reporting into one system.

Yonetior uses AI in three areas: receipt OCR automatically extracts amount, merchant, date, and category; document classification assigns uploaded files to the right category; and OCR text extraction produces searchable text from scanned documents. You review and confirm all results before saving.

You can upload, download, and delete files within projects. AI automatically classifies uploaded documents and extracts text via OCR. Documents are organized per project and can be found quickly with full-text search.

Yes. Yonetior is fully responsive and works seamlessly on phones, tablets, and desktops. You can also add it to your home screen as a PWA for an app-like experience.

Yonetior's interface and blog content are available in 6 languages: Turkish, English, German, Spanish, French, and Italian. Your language is detected automatically from browser settings or can be changed manually.

Invite team members, assign one of 4 roles (admin, specialist, intern, assistant), and let access rights follow those permissions automatically. The team gets notified about assignments, project changes, and upcoming deadlines, and you can track performance through analytics dashboards.

Yes. You can define custom project fields, configure expense categories, and create contact roles tailored to your needs. Your organization's currency and timezone can also be set in the settings.

Yes! Every plan includes a 7-day free trial. Your credit card details are collected during signup, and automatic billing starts after the trial. When you cancel, you keep access until the end of your current billing period — no further charges.

We accept credit cards issued in Turkey (TRY) and Visa/Mastercard credit cards (USD) for international customers.

All data is transmitted over SSL-encrypted connections and stored on secure servers. Multi-tenant architecture ensures complete data isolation between organizations. Role-based access control, audit logging, and regular backups keep your data protected.

Yes, you can cancel your subscription anytime. When you cancel, you'll retain access until the end of your billing period. To change plans, cancel your current subscription and select a new plan at the end of the period.

Start with your active clients and projects, run Yonetior alongside Excel briefly, then phase spreadsheets out as the team gets comfortable. Support is available throughout the transition.

Yes. Yonetior already fits common workflows for areas like law and accounting, including document-heavy client work and AI-assisted expense processing.

Bring Client Work Under One Roof

Replace scattered tools with a system designed for professional services from day one.

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