What's new in
Cannelle.

Any project in Cannelle can become a reusable template. Mark it in the Settings tab, and it becomes available to clone as a new quote or project in seconds — with all your task types, rates, and details already in place. Here is how it works and how to build a template library that actually saves time.

A complete walkthrough of how a project moves through Cannelle — from the first client brief through quotes, task breakdowns, resource assignments, client delivery, and the final invoice. If you are evaluating Cannelle or just getting started, this is the post to read first.

The Cannelle Premium Assistance Team lets you build a group of AI agents powered by the provider and model of your choice — Anthropic, OpenAI, or Google. Assign each agent a role, equip it with automated tools, and let it run on a schedule so routine work happens without anyone prompting it.

The command palette (Cmd-K on Mac, Ctrl-K on Windows) lets you jump to any page in Cannelle without touching the mouse. Type a few letters, pick a result, and go. Every navigation item from the flyout menus is searchable — including all reports and settings pages.

How Cannelle handles the full resource invoice lifecycle — from completed assignments to an approved pay list and final payment. Includes bulk approval, SEPA XML export for bank payment runs, and self-service invoicing for resources through Atelier.

Cannelle now exports invoices as UBL 2.1 XML — the e-invoicing standard used across the EU. One click to download, automatically saved as a document attachment. In this post we explain what e-invoicing actually is, which standards exist, and whether you need to care about it.

Two new reports show you exactly where your money is made and lost. Project Margins breaks it down per project — invoiced, costs, and margin percentage on every line. Client Margins rolls it up per client so you can compare your whole portfolio at a glance. Both are exportable to Excel.

Cannelle now has a live demo at demo.cannelle.io. No sign-up, no email address required — just visit the site, log in with demo@cannelle.io, and start exploring. The sample data resets every day so you can try anything freely.

Atelier is the client-facing portal built into Cannelle. In this post we explain what it is, how to invite a contact with a single click, how they accept the invitation, and what they will find inside — workspaces for messaging and document exchange, and a clean invoices view.

Cannelle ships with task types for Translation, Interpreting, Copywriting, and general consulting work — each with its own pricing structure and workflow. We want to know which ones you use, which do not fit, and what we should build next.

The Cannelle dashboard is fully configurable — toggle widgets on or off, drag them into order, and save a different layout per person. Here are four setups worth stealing: one for sales, one for project managers, one for invoicing, and one for company-level oversight.

A guided tour of every tab inside a Cannelle client record — from the Overview that shows you live projects at a glance, to the Details where you keep billing and contact info, through Events, Messages, Documents, and the full commercial History.

How Cannelle classifies contacts as Leads, Prospects, and Clients, how records move through the pipeline automatically when you create quotes and projects, and how to find and follow the clients you care about most.

Cannelle uses passwordless authentication exclusively — no passwords, no resets, no forgotten credentials. In this post we explain how magic link login works, why we chose it, and what it means for your team's security posture.