Soseki replaces spreadsheets and scattered tools with one workspace for clients, projects, invoices, payments, expenses, AI-powered questionnaires, support tickets, and reporting. The product follows the philosophy of its namesake, Japanese novelist Natsume Soseki: no bloat, no unnecessary complexity, just the tools you actually need to run a service business.
Full Product Documentation | Setup Guide
Create invoices and record expenses in different currencies, then store exchange-rate snapshots for accurate reporting in your master currency. Automatically fetches live exchange rates so you never have to do mental math.
Import data from older systems, spreadsheets, PDFs, CSVs, or exported files using a built-in AI-assisted migration tool. Generate a structured JSON file with ChatGPT/Claude, and import clients, projects, invoices, and payments in one shot.
Build shareable public forms for onboarding, discovery, feedback, and structured client intake. Use the drag-and-drop builder, or paste questions into ChatGPT for AI-generated forms.
Give your clients a seamless, professional experience. Soseki includes a dedicated client portal where your customers can log in, view their outstanding invoices, and pay you directly through the platform.
- Freelancers managing multiple clients and projects
- Small agencies billing across different currencies and countries
- Service businesses moving away from disconnected finance and admin tools like QuickBooks, FreshBooks, or spreadsheets
- 📊 Dashboard & Reports: Real-time snapshot of the entire workspace with KPI stat cards, charts, and converted master currency totals.
- 👥 Client Management: Full client lifecycle tracking with robust detail pages.
- 📁 Project Management: Track work engagements, timelines, linked invoices, and expenses.
- 🧾 Invoicing & Payments: Multi-currency, professional PDF generation, line-item tax rates, and a unified payment ledger.
- 💸 Expense Tracking: Link costs to clients, projects, or invoices with multi-currency support and receipt previews.
- 📋 AI-Powered Questionnaires: Public, shareable forms without requiring login for respondents.
- 🎫 Support Tickets: In-app support channel with threaded conversation UI.
- ⚙️ Workspace Settings: Tailored organization setup including financial and currency management.
Read more in our Documentation Index.
- Frontend: Next.js (App Router), React, Tailwind CSS, shadcn/ui
- Backend: Node.js, Express
- Database: PostgreSQL via Prisma ORM
- Auth: JWT with httpOnly cookies
- Charts: Recharts
- Avatars: DiceBear
- PDF Generation: HTML/CSS A4 canvas (browser-rendered)
.
├── frontend/ # Next.js frontend application
├── backend/ # Express & Prisma backend API
└── docs/ # Comprehensive product & feature documentation
Ready to dive in? Check out the SETUP.md for full instructions on getting Soseki running locally.
Contributions are welcome! Please keep product-level details in the docs/ folder and folder-specific notes inside the relevant subdirectory (e.g., frontend/ or backend/).
Released under the MIT License.