Client portals, straight from your spreadsheets.

Invoice #1042Due Oct 3

$12,480.00

Approve quote
Request files
Live syncBilling sheet

248rows synced

12s ago

Tessera turns the sheets your team already keeps into branded portals, where clients approve quotes, pay invoices and send files. Nothing to migrate, nothing new to learn.

1,200 agencies and studios run their client portals on Tessera.

  • Fieldnote
  • Halden & Co
  • brightline
  • Okafor Reyes
  • Kestrel
  • parcel/pine

One link per client, always current.

Project tracking

Progress your clients can check themselves.

In progress

Phase 2Homepage copyOct 2 – Oct 6
Phase 3CMS templatesOct 7 – Oct 17

Done

Phase 1Brand auditSep 18 – Sep 26
Phase 1Sitemap approvalSep 29
  • Rows in your project sheet become cards clients can follow.
  • Clients get an email when a phase moves to Done.

Approvals

Quotes approved in the portal, not in a thread.

Maya Chen · Fieldnote · 9:41

Approved. Let’s start on Monday.

ApprovedQuote Q-2291 · $4,200.00

Jonas Weber · Halden & Co · 9:44

@Maya kickoff invite sent for Mon, Oct 6 at 10:00.

  • Clients approve or ask for changes in one click.
  • Each decision lands back in your sheet, timestamped.

Priced per workspace, not per client.

Every plan includes unlimited client logins. You pay for the portals you run, not the people who open them.

  • Solo

    $0per month

    For freelancers sharing a few portals.

    Start free
    • 3 client portals
    • 1 connected sheet
    • Invoices and file requests
  • Studio

    Recommended

    $39per month

    For agencies with a steady client roster.

    Start a 14-day trial
    • 25 client portals
    • Unlimited connected sheets
    • Your logo and domain
    • Quote approvals
  • Agency

    $99per month

    For firms running portals across teams.

    Book a walkthrough
    • Unlimited client portals
    • SSO and audit log
    • Custom client roles
    • Priority support

Start with the sheet you already keep.

Connect a spreadsheet, pick a portal template and send your first client a link. Free for up to three portals, with no card required.