The client portal built for small agencies
Manage client subscriptions, billing, and requests from one dashboard. Built for agencies of 1-3 people.
Free until your first client pays you
The bigger the client list, the messier the backend.
Adding a new client should take five minutes. In practice it takes an afternoon. Set up their subscription in Stripe, create a folder in Drive, add them to the project board, send a welcome email with a portal link that looks nothing like the agency's brand.
It works for three clients. At ten it starts to crack. Someone on the team spends more time managing the system than doing the actual work. Clients notice too. They ask where their invoice is, why the portal looks different from the website. The answer is always the same: because the backend was never built as one system.
Setorio replaces that patchwork with a single workspace. Subscriptions, client portals, tasks, and invoicing in one place. Every new client follows the same flow from day one.
Everything an agency
needs in one tool
A client portal worth sharing
Custom domain, custom brand, custom colors. Everything in one place.
Get paid automatically
Your own Stripe. Subscriptions run every month without a nudge.
Requests in one inbox
Status, priority, notes. No more Slack hunts.
Room for your team
Up to 5 seats with role-based permissions.
Payments run on
your own Stripe.
Subscriptions and invoices run through the Stripe account you already own, so payments land straight in it and you stay the merchant of record. Moneybird is on the roadmap for Dutch bookkeeping.
Pricing
Free until your first client pays you. Your plan activates when your first client subscription is paid.
Includes:
- Client portalEvery client gets their own portal to follow the work and manage their subscription.
- Up to 5 active clients
- Payments and invoicingConnect your own Stripe account to manage payments and invoicing.
- Custom portal domainLet clients access their portal on your own domain (you.yourdomain.com).
- Task managementOrganize work internally and let clients see progress from their portal.
- 1 seat
Everything from Solo plus:
- Up to 15 active clients
- Remove Setorio brandingRemove all Setorio branding from your client portal.
- Custom brandingApply your own colors, fonts, and logo to the client portal.
- Internal notesAdd private notes to tasks, visible only to your team.
- Integrations & webhooksConnect Setorio to the tools you already use with integrations and webhooks.
- 3 seats
Everything from Studio plus:
- Unlimited active clients
- Emails sent from your domain (SMTP)Send invoices and notifications from your own email address, like invoices@youragency.com.
- Role-based permissionsControl what each team member can see and do.
- Priority supportDirect access via email. Response within 4 hours on business days.
- Migration & onboarding helpWe help you migrate your clients and get set up.
- Unlimited seats
Common questions
Stripe. You connect the Stripe account you already own, so payments land straight in it and you stay the merchant of record. Moneybird is on the roadmap for Dutch bookkeeping.
When a real (non-demo) client subscription is paid for the first time. Demo clients exist to try the product out and never trigger billing.
Yes, on every plan. Clients see portal.thestudio.com, not a Setorio subdomain.
Yes. Export clients as CSV. For migrations, email support@setor.io for help mapping the data.
Cancel anytime from settings. The workspace stays active until the end of the billing period.
Clients deserve a better portal
Free until your first client pays you