Clients answer their own billing questions. They sign in, see their plan, their seats, their usage against whatever you meter, their next charge date, and their payment history. The three most common inbound emails your team receives stop arriving.
The Customer Health Dashboard is a live Taskade Genesis app embedded on this page and the closest starting point here. Explore a real account view with health and usage signals, then choose "Use this app" to clone it in about ten seconds and shape it around your own plans and seat counts.
The build gives you a self-service account page tied to each client record. Plan name, price, billing cycle, seats in use against seats purchased, usage against any allowance you track, next charge date, and payment method status all render for the signed-in account. Add a change request form so a client can ask to add seats or move up a plan and it lands in your queue as a structured request rather than an email at the end of a thread. Everything is read from the same record your team uses, so what the client sees and what your team sees are the same numbers.
Three emails disappear when this page exists: what plan are we on, when is the next charge, and can you resend the last invoice. None of them require a person, and all of them interrupt one. Beyond the time saved, a visible account page changes the tone of billing conversations, because both sides are looking at the same numbers. Disputes that used to start with a disagreement about the facts now start from a shared record, which is a much shorter conversation.
Workspace DNA keeps it accurate. Memory holds the account, plan, and billing history. Intelligence, powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, explains a charge in plain English when a client asks, and flags accounts trending toward an overage before the invoice does. Execution sends the renewal notice, files the change request, and notifies the owner when a plan change comes in.
The account data renders in every layout you need:
- Table view for the internal book of accounts, plans, and next charges
- List view for the client's own simple account summary
- Calendar view for renewal and charge dates across the book
- Board view for tracking plan change requests through review and applied
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations do the routine billing comms. Connect Taskade automations so a renewal thirty days out sends the notice, a failed payment notifies both the client and your team, and a usage threshold crossing sends a heads-up before it becomes a surprise. With 100+ bidirectional integrations, Stripe and your accounting tool pull billing events in, while email and Slack push notices out. See Stripe checkout.
Make sure the portal reads the same source your invoices come from. A page showing a plan or a seat count that disagrees with the invoice will cost you more trust than having no page at all, so wire the integration before you show it to anyone.
The AI agents in the app carry 34 built-in tools including persistent memory. An agent answers "why is this month higher" from the account's own usage record, which is a far better experience than a support ticket and a two-day wait.
Self-service also improves the quality of the conversations you do have. When a client arrives already knowing their plan, their usage, and their next charge, the discussion is about what they need next rather than reconstructing what they currently have. That is a better starting point for an upgrade, a renewal, or a difficult conversation about an overage, and it costs your team nothing beyond publishing numbers they already maintain.
Clone the app, invite finance, and the account book is yours. Client sign-in is available on Business plans and up, $25/mo billed annually, and App Users is in beta.
Read Invoice automation for the billing flow, App analytics for usage signals, or browse finance builds in the Community Gallery. Start at Taskade Genesis. Pair this with Publish a Client Invoice and Payment History Page and Show Each Client Only Their Own Records.
Frequently Asked Questions
Does this replace my payment processor?
No. Keep charging where you charge today and connect it so the portal reflects the current plan, charge date, and payment status.
Can clients change their own plan?
They can request a change through a structured form, which lands in your queue with the account context attached. Most teams prefer a review step over a self-service downgrade.
Can I show usage against an allowance?
Yes. Track whatever you meter, hours, seats, jobs, or credits, and render it against the allowance so the client can see where they stand before the invoice.
Will clients see other accounts' pricing?
No. Each account sees its own plan and price. Scoping is by signed-in identity and nothing else is rendered.
How do I handle a failed payment?
An automation notifies the client with a link to update the method and notifies your team, so a card expiry does not quietly become a churn event.
Can the agent explain a charge?
Yes, from the account's own usage and plan record. It explains what drove the amount rather than restating the total.
Is this useful for retainer clients?
Very. Show retainer hours used against hours purchased and the conversation about overages becomes a shared fact rather than a dispute.
What if my billing data lives in two systems?
Pick one as the source of truth and have the portal read from it, then reconcile the other on a schedule. Showing a client two numbers that disagree is worse than showing them one number a day late.
