You don't need multiple
complicated tools.

Just the simple version of each, in one place. No card, no trial clock. Upgrade only the tools you outgrow, from $5/mo.Just the simple version of each, in one place. Free to start, from $5/mo.

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✓ Every tool free from day one✓ No card required✓ Limits reset monthly✓ Pay only for what you outgrow
Your Business · May
Cash
$48.2k
Revenue
$52.0k
Net profit
+$9.2k
Where the money goes
THIS MONTH
Payroll & contractors31%
Cost of goods23%
Operating expenses19%
INV-1042Harbor Coffee$4,200Paid
INV-1045Cedar Group$5,600Overdue
Bookkeeping
Free forever
Invoice paid
Harbor Coffee · +$4,200
Marketing Analytics · May
Marketing profit · this monthProfitable
Contribution / mo
$23,044
Blended POAS
3.0×
profit per $1
Break-even
1.7×
ROAS floor
Google Search+$7,320
Meta Ads+$6,760
Email+$5,460
Google Display−$516
Google Display is at 0.7× ROAS vs your 1.7× break-even, losing $516/mo. Consider pausing.
Stop paying for multiple tools and start saving on average $155/month.Save on average $155/month. See how much you’ll save

Made for small teams, priced like it.

One login. $0 to start.

Bookkeeping & invoicingBooks & invoices
Your books and your invoicing in one place: income, expenses, reconciliation, taxes and reports, plus invoices and Stripe pay-links with transparent, itemized fees. Free forever.
Income, expenses, invoices and payments in one place.
CASH
$48.2k
NET PROFIT
+$9.2k
Harbor Coffee$4,200Paid
Cedar Group$5,600Overdue
Replaces QuickBooks, Wave, FreshBooks≈ $35 to $115/mo
With BuddyWorkflowFree, then $8/mo
Replaces QuickBooks Free, then $8/mo
Client ManagementClient Management
Keep every client's record, notes and history in one place, free forever. Upgrade anytime for booking links that flow into Client Management, the full sales pipeline, automation and reminders.
Every client's record, notes and history in one place.
Open pipeline$18,400
HCHarbor CoffeeProposal
CGCedar GroupWon
MMMaple & MainNew lead
Replaces HoneyBook, Dubsado≈ $36 to $59/mo
With BuddyWorkflowFree, then $9/mo
Replaces HoneyBook Free, then $9/mo
Marketing AnalyticsAnalytics
See which channels actually bring profit. CAC, ROAS and a full funnel sit right beside your books, so every ad dollar is accounted for.
See which channels actually bring profit.
Google Search4.7x ROAS
Meta Ads4.6x ROAS
TikTok Ads2.2x ROAS
Blended ROAS5.1x
Recommendation
Move $400/mo from TikTok into Google Search: it books clients at half the cost.
Replaces Excel, Google Sheetsthe messy part
With BuddyWorkflowFree, then $9/mo
Replaces Excel Free, then $9/mo
Scheduling
Share a booking link clients use to grab a time. New bookings flow straight into Client Management and your calendar, with no back-and-forth emails.
A booking link clients use to grab a time.
This week3 booked
Discovery call · 30 minBooked
Project kickoff · 60 minTue 10:00
Follow-up · 15 minThu 14:30
Replaces Calendly, Acuity≈ $10 to $20/mo
With BuddyWorkflowFree, then $5/mo
Replaces Calendly Free, then $5/mo
Contracts
Send proposals and contracts and get them signed online. Legally binding e-signatures are built in, so there is no separate signing tool.
Send contracts and get them signed online.
Awaiting signature2
Studio service agreementSigned
Event proposalSent
Retainer contractDraft
Replaces DocuSign≈ $10 to $25/mo
With BuddyWorkflowFree, then $6/mo
Replaces DocuSign Free, then $6/mo
Forms & Surveys
Intake forms, quote requests and client surveys on branded public links. Send them on a schedule and every answer lands on the client record.
Branded intake forms and client surveys.
Responses this month34
New client intake12 new
Post-project survey4.9 avg
Quote request8 new
Replaces Typeform, Google Forms≈ $25 to $50/mo
With BuddyWorkflowFree, then $5/mo
Replaces Typeform Free, then $5/mo

Loved by small businesses

“I cancelled two subscriptions and my BuddyWorkflow bill is still $0. Some months I go over on contracts and pay $6. That’s it.”
DK
Devin K.
Freelance developer
“Every tool was free on day one, with no trial clock and no card. I only started paying for bookkeeping once the shop got busy enough to need it.”
JT
Jordan T.
Coffee shop owner
“Busy season I pay for bookings and invoicing. Slow season it drops back to nothing. I’ve never paid for a tool I wasn’t using.”
PL
Priya L.
Caterer
“I went from five logins to one. Invoicing, contracts, and my books all talk to each other now.”
MS
Morgan S.
Photographer
“The free limits are actually generous. I hit bookkeeping growth before I ever felt pressured to upgrade.”
AR
Alex R.
Marketing consultant
“I used to lose hours reconciling Stripe payouts. Now it just... matches. Even on the free plan.”
SV
Sam V.
Online shop owner
Pricing

Simple pricing, no surprises.

Free on every tool. Pay only for what you outgrow, or cap everything at $24/mo.

Savings calculator

See how much you'll save

$35/mo
$59/mo
$12/mo
$15/mo
$34/mo
8 hrs/mo
$50/hr
You'd save
$1,860/year
Stack: $1,860/yr · BuddyWorkflow: Free
Free for everything. If you ever outgrow a tool, you only pay for that tool, capped at $42/mo. Also saves ~96 hrs/yr ($4,800 of your time).
What's free, and what isn't

Free for everything. Upgrade as you grow.

Start free on every tool. Pay only for what you outgrow, or take everything for one capped price. Limits reset on the 1st of every month, and nothing you've already done is ever locked.

Free on every tool. Pay only for what you outgrow.

ToolFree every monthWhat triggers the upgradeThenReplaces
BookkeepingManual entry, free alwaysConnecting Plaid or other automations for auto-sync and auto-reconciliation$8/mo
QuickBooks · $35/mo
Save $27/mo
Invoicing & paymentsUnlimited invoices · cards at costNothing. Bank transfers drop from 1% to free on any paid toolFree
Bill.com · $45/mo
Save $45/mo
Client Management10 active clientsThe 11th active client, or opening the sales pipeline$9/mo
HoneyBook · $59/mo
Save $50/mo
Scheduling1 session typeAdding a 2nd session type$5/mo
Calendly · $12/mo
Save $7/mo
Contracts & e-sign2 contracts sent for signatureSending a 3rd contract that month$6/mo
DocuSign · $15/mo
Save $9/mo
Survey Forms1 live form · 50 responsesA 2nd live form, or the 51st response$5/mo
Jotform · $34/mo
Save $29/mo
Marketing AnalyticsManual entry, free alwaysConnecting automations or a Zapier integration for automated reporting and alertsFree in betaA spreadsheet + 4 hrs/mo
Bookkeeping
Free: Manual entry, free always
Upgrade: $8/mo
Invoicing & payments
Free: Unlimited invoices · cards at cost
Upgrade: Free
Client Management
Free: 10 active clients
Upgrade: $9/mo
Scheduling
Free: 1 session type
Upgrade: $5/mo
Contracts & e-sign
Free: 2 contracts sent for signature
Upgrade: $6/mo
Survey Forms
Free: 1 live form · 50 responses
Upgrade: $5/mo
Marketing Analytics
Free: Manual entry, free always
Upgrade: Free in beta
Everything, capped at $24/mo
$24/mo on the 12-month plan, save 17% (or $29/mo month to month)

Outgrow everything and you cap at $24/mo with the Everything plan, a fraction of the $155 the separate apps cost. Most people pay $5 to 15.

Why BuddyWorkflow

A buddy for the little guy.

Most business software is built for big teams with big budgets. We're built for the solo operator, the two-person shop, and the small crew doing the work themselves. You get the tools you actually need, nothing you don't, and a price that makes sense from day one.Built for solo operators and small crews, at a price that makes sense.

Built for small, not shrunken

We didn't take an enterprise platform and strip features out. BuddyWorkflow is designed for how a small business actually runs: one dashboard, one login, and tools that talk to each other.Designed for how a small business actually runs. One login, tools that talk.

Never pay for features you don't need

Every tool starts free. When you outgrow one (like automated bank sync, more Client Management clients, or marketing analytics) you unlock just that tool. Add one tool at a time as you outgrow the free limits, or take everything for one capped price. Either way you only pay for what you actually use.Every tool starts free. Unlock only the ones you outgrow.

Transparent pricing, period

No setup fees, no hidden charges, no "contact sales" tiers. Our fees are published right here. When you pay, you know exactly what you're getting and why.No setup fees. No hidden charges. No sales calls.

Bank connections through Plaid. Payments through Stripe. Your data encrypted in transit and at rest.Plaid for banks, Stripe for payments, encrypted throughout.
Encrypted Plaid sync 2FA ready

Free for everything. Upgrade as you grow.

Every tool your business needs, free to start. No card, no trial clock. Upgrade only the tools you outgrow, from $5/mo.Every tool free to start. Upgrade only what you outgrow.

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