# Accordio Accordio is an AI-assisted back-office platform for freelancers, consultants, founders, and small service businesses. It combines time tracking, contracts, proposals, invoicing, scheduling, expenses, and related administrative workflows, with access through its app, connected services, messaging platforms, and an MCP connector for Claude. - Findings24: - 網站: - 價格: Freemium - 分類: AI 會計助理, AI智慧記帳, AI 行事曆助理 ## 什麼是 Accordio? Accordio is an AI-assisted back-office platform for freelancers, consultants, founders, agencies of one, designers, creators, and other service businesses. It combines time tracking, proposals, contracts, invoicing, payment follow-up, scheduling, expenses, client management, and meeting-related administration in one workspace. Users can work through the Accordio app, connected business services, WhatsApp, Telegram, Slack, or an MCP connector for Claude. The connector gives Claude access to business context such as hours, meetings, clients, and outstanding invoices, allowing it to answer questions and prepare work. According to the site, sending, signing, and payments stay in Accordio and require user approval. Time tracking is available free forever, including the Mac tracker, timers, full history, unlimited clients and projects, and Claude access for reading or logging time. Legend adds money-document workflows and the AI agent, including proposals, contracts, invoices, reminders, and related client and financial tools. ## Accordio 能做什麼? ### Time tracking across Mac and chat The Mac tracker records timers and maintains full history. Users can also ask Claude to read or log time through MCP or record hours from WhatsApp and Telegram, then produce client-ready timesheets. ### Proposal-to-payment workflow Accordio connects proposals, contracts, invoices, and payment follow-up in a single client workflow. The site shows accepted proposals progressing to signed contracts and deposit or final invoices. ### Contracts and e-signature Users can describe a project and generate a contract for review and signature. Contracts remain viewable after a Legend trial, while creating new contracts and using related paid-document workflows requires the paid plan. ### Invoicing and payment tracking The platform can turn tracked or unbilled work into invoices, attach payment links or bank details, and draft payment reminders. Bank connections through Plaid can match incoming deposits to open invoices. ### Connected business tools Accordio offers integrations for email, calendars, documents, communication, CRM, scheduling, meetings, forms, and project tools. Examples listed on the integrations page include Gmail, Google Calendar, Slack, Notion, HubSpot, Calendly, Zoom, Typeform, Asana, and Jira. ### AI-assisted administrative work Claude and Accordio’s agent can answer questions about business records and prepare tasks such as logging hours, drafting contracts, preparing invoices, and creating follow-ups. The MCP connector is added through Claude’s custom connector settings. ## 使用情境 ### Turn tracked work into billing A freelancer or consultant can review hours recorded on the Mac tracker, identify unbilled work, and prepare an invoice without reconstructing the week manually. ### Move a new project from proposal to deposit A service business can use an accepted proposal as the starting point for a contract, send it for signature, and issue a deposit invoice as part of the same client workflow. ### Monitor receivables and follow up An operator can ask which invoices are overdue, review matched bank deposits, and prepare a reminder with a payment link for approval before sending. ### Coordinate meetings and follow-up Teams can connect calendars and meeting services to schedule calls, create meeting links, record or transcribe meetings where supported, and organize action items or follow-ups. ### Run administration through connected tools A solo operator can connect email, calendars, documents, CRM, project management, and messaging services so that client and project context is available across Accordio workflows. ## 常見問題 ### What is included in Accordio’s free plan? The free plan includes time tracking forever, the Mac tracker with timers and full history, unlimited clients and projects, client-ready timesheets, and Claude access for asking about or logging time. Hours, time entries, clients, projects, tasks, and expenses remain available after a Legend trial ends. ### How does the Claude connection work? Accordio provides an MCP connector that can be added in Claude under Settings, Connectors, and Add custom connector. Through it, Claude can read business context and prepare actions such as logging hours, drafting contracts, and preparing invoices. The site says sending, signing, and payments remain in the Accordio app and require approval. ### What happens when the 14-day Legend trial ends? No credit card is required to start. After the trial, the free time-tracking features continue to work. Existing contracts, proposals, invoices, and e-signatures remain viewable, but creating new paid-document workflows is locked until subscribing to Legend. ### Does Accordio charge a fee on collected payments? The pricing page states that Accordio charges 0% commission on payments collected through bank transfer and can match deposits to open invoices. If a user adds a card payment link, the external payment provider may charge its own standard fees. ### Which services can Accordio connect to? The integrations directory lists 167 integrations across categories including communication, finance, CRM, scheduling, meetings, forms, storage, and project management. Named examples include Gmail, Google Calendar, Google Drive, Slack, Outlook, Notion, Airtable, HubSpot, Salesforce, Calendly, Zoom, Google Meet, Typeform, Asana, ClickUp, Todoist, Trello, and Jira. ## 快速資訊 - **Product type**: AI-assisted back-office and business administration platform - **Primary users**: Freelancers, consultants, founders, agencies of one, designers, creators, and fractional executives - **Free plan**: Time tracking, Mac tracker, timers, history, unlimited clients and projects, and Claude time access - **Paid plan**: Legend adds proposals, contracts, e-signature, invoices, payment links, reminders, and additional business tools - **AI access**: Accordio app, Claude MCP connector, WhatsApp, Telegram, Slack, and connected services - **Source domain**: accordio.ai