Client comms, invoicing, project tracking, reporting — the operational weight that grows with every new client. Tavallio automates the busywork so you can take on more work without hiring more people.
Every agency hits these growing pains.
Juggling too many clients
Each client has their own timelines, expectations, and communication preferences. Context-switching between ten accounts is mentally exhausting.
Billing and invoicing chaos
Retainers, hourly billing, one-off projects, expense pass-throughs. Every client has a different arrangement, and keeping it straight is a nightmare.
Project tracking overhead
Updating project boards, logging hours, writing status reports — your team spends more time documenting work than doing it.
Client communication overload
Emails, Slack messages, meeting requests — from every client, all day. Staying responsive while doing actual work feels impossible.
Do more for your clients without burning out your team.
Tavallio drafts client emails, summarises threads, and flags messages that need urgent attention. Stay responsive without living in your inbox.
Generate invoices via Stripe based on retainer agreements, logged hours, or project milestones. Send them on schedule without manual effort.
Keep project boards updated in Notion or Google Sheets. Tavallio logs progress, flags overdue tasks, and sends client status updates.
Pull data from analytics tools, ad platforms, and project trackers. Tavallio compiles branded reports so you spend minutes, not hours.
Coordinate meetings across multiple client calendars. Tavallio finds available slots, sends invites, and handles rescheduling.
Monthly reports, weekly check-in agendas, quarterly reviews — set them up once and Tavallio runs them on autopilot for every client.
Just tell Tavallio what you need. Here are things agencies ask for.
"Every Friday, send each client a status update email summarising what was delivered this week and what's coming next"
"At the start of each month, create invoices for all retainer clients and send them via Stripe"
"When a project milestone is marked complete in Notion, notify the client via email with a summary"
"Pull last month's ad performance for Client X from Google Ads and compile it into a Google Sheet report"
"Draft a proposal for a new client based on our standard SOW template and the notes from our discovery call"
Can Tavallio handle multiple client accounts?
Yes. Each agency member gets their own Tavallio account and can manage multiple client projects. Tavallio remembers context for each client separately, so communications and workflows stay organised.
How does invoicing work?
Tavallio creates and sends invoices through Stripe. You can set up recurring invoices for retainer clients, generate one-off invoices for projects, and track payment status — all through natural language commands.
Can it generate reports from our clients' tools?
Yes. Using browser automation, Tavallio can log into analytics platforms, ad dashboards, and project management tools to extract data. It compiles everything into Google Sheets or Notion reports you can share with clients.
Is it secure enough for client work?
Tavallio processes data through your connected accounts and doesn't store client data beyond conversation context. All connections use encryption, and your credentials are stored securely. Each team member's account is isolated.
What plan works best for agencies?
Most agencies start with the Pro plan at $20/month per team member. For high-volume agencies managing 10+ clients per person, the Plus plan at $50/month provides the capacity needed for heavy daily use.