Will Hubi send an invoice to a client without my approval?

No. Hubi drafts the invoice or estimate and shows you the client, amounts, and line items for approval before anything is sent. Read requests like checking balances run on their own.

Can Hubi record a payment against an invoice?

Yes, where your account supports it. Hubi can log a payment against the matching invoice and update its status, then report the new balance so your records stay current.

Can Hubi track logged hours and tie them to a project?

Hubi can record hours against a client or project and pull them back when you bill, so the time you have logged flows into the invoice you ask it to draft.

Can Hubi keep Clientary in sync with my other tools?

Yes. You can chain Clientary with anything else you have connected - for example, creating a client when a deal closes in your CRM, or posting a list of overdue invoices to Slack each week.

All Integrations

Clientary

Commerce Productivity Project Management Proposal & Invoice Management

Billing a client in Clientary means jumping between invoices, estimates, projects, and logged hours to get one number right. Hubi creates clients, drafts invoices and estimates, logs payments, tracks project hours, and pulls who owes what - so the admin around getting paid happens in a sentence instead of a spreadsheet.

57 tools available

USE CASES

How businesses use Clientary + Hubi AI

Real automation scenarios powered by this integration.

🧾

Draft an invoice for a client

Tell Hubi the client and line items and it creates the Clientary invoice, ready for you to review and send.

Create InvoiceGet ClientList Invoices

💰

See who still owes you money

Ask for outstanding balances and Hubi pulls unpaid and overdue invoices into a clear list by client.

List InvoicesGet PaymentGet Client

👤

Add a new client and project

Give Hubi the details and it creates the client record and a matching project so you can start tracking hours.

Create ClientCreate ProjectLog Hours

📨

Onboard a client from your CRM

When a deal closes in your CRM, Hubi creates the Clientary client and drafts a first estimate to send.

Create ClientCreate EstimateGet Client

HOW IT WORKS

Get started in 3 steps

No workflows to build. Just connect, chat, and automate.

Connect Clientary

Authorize your account with one click. Hubi AI gets secure access to 57 tools.

Talk to your agent

Describe what you need in plain language. Your AI agent understands context and picks the right tools.

Watch it work

The agent reads, sends, labels, and organizes on your behalf - no manual setup required.

Everything you need to know about Clientary + Hubi AI

The Hubi AI Clientary integration connects your tools and data to your AI marketing agents. Start automating workflows in minutes.

Hubi authenticates with an API key you generate in your Clientary settings, so no password is shared. Whatever that key can reach - clients, invoices, estimates, projects, hours, and payments - is what Hubi can work with.

Ready to connect Clientary to Hubi AI?

Start automating your workflows in minutes. No credit card required.