Stop rebuilding the same projects. Automate your client work.
recur Mana helps agencies, accounting firms, MSPs, and service teams turn repeatable work into scheduled projects with tasks, owners, dates, comments, and audit history already in place.
Built for teams turning repeatable client work into scheduled delivery
The problem we solve
Recurring client work is eating your week.
If your team serves multiple clients with similar deliverables, manual project setup becomes a hidden tax on every week.
Projects rebuilt by hand
Your team copies old projects, edits dates, checks owners, and hopes nothing important was missed.
Deadlines hidden across clients
Monthly closes, campaign reports, and maintenance windows all compete for attention without one reliable schedule.
Processes live in people
When the workflow is not captured as a template, every handoff depends on memory and manual follow-up.
How recur Mana works
Build once. Run automatically.
Four simple steps turn your operating procedures into project schedules your team can trust.
Create a task template
Define the standard tasks, default owners, checklist details, and due-date offsets for each repeatable service.
Build a recurring template
Choose the cadence: daily, weekly, monthly, quarterly, annual, fiscal, or a custom schedule.
Attach it to clients
Apply one reusable process to every client or project that needs the same recurring deliverable.
Let projects create themselves
recur Mana generates the project, tasks, dates, assignments, comments, and audit history on schedule.
Core features
Everything your team needs to deliver consistently.
Task workflows
Reusable task templates for every client deliverable
Turn your operating procedures into structured work that your team can repeat with the same quality every time.
- Default owners, statuses, comments, and task details
- Workflow colors and status stages that match your process
- Checklists for monthly closes, campaigns, audits, and maintenance
- Role-based access so teams see the right work
Task template
Website launch checklist
Recurring templates
Project schedules that run without manual setup
Build the process once, set the recurrence once, and let recur Mana create the next client project with every task already in place.
- Daily through annual schedules, including fiscal timing
- Custom project names powered by template variables
- Due-date offsets that keep every task in the right order
- Future projects inherit template updates automatically
Recurring template setup
Monthly Client Reporting
Repeat schedule
Create a new project every month
Available weekly creation day
Projects will auto-create every Mon.
Custom due date rules
Created Mar 1 -> due Mar 6
Created Mar 1 -> due Mar 15
Client scale
One process attached to every client who needs it
Add a client once, attach the recurring template, and recur Mana keeps each client schedule moving independently.
- Attach one recurring template to unlimited clients
- Track upcoming runs without spreadsheet reminders
- Keep a complete activity timeline for every generated project
- Scale from a handful of clients to a full portfolio
Acme Corp
Accounting
Next
Mar 1
Fresh Bakery Co.
Retail
Next
Mar 1
NovaTech Labs
Technology
Next
Mar 4
Green Home Services
Field service
Next
Mar 7
Who recur Mana is built for
Built for service businesses with repeat clients.
If you deliver similar work across many clients or departments, recur Mana was designed for your exact workflow.
Accounting & bookkeeping
Monthly close and tax-ready workflows
Auto-create reconciliation, reporting, payroll, and quarterly prep projects for every client on the right schedule.
Marketing & creative
Campaign calendars that repeat cleanly
Run content calendars, SEO reports, client approvals, and quarterly strategy cycles without rebuilding the project each time.
MSPs & IT services
Maintenance work that never disappears
Schedule security checks, patch windows, audits, and recurring support tasks across every managed account.
Operations teams
Internal recurring processes in one place
Keep admin cycles, reporting packets, renewals, and review checklists out of spreadsheets and calendars.
Agencies & studios
Repeatable delivery for retained clients
Standardize kickoff, QA, reporting, and post-launch tasks while still adapting details per client.
Compliance teams
Deadline-driven work with an audit trail
Generate recurring filing, review, and evidence-gathering projects with ownership and history preserved.
What customers say
Real results from recurring teams.
"We stopped spending Monday mornings cloning projects. recur Mana creates the monthly client work before the team even opens their dashboard."
Sarah R.
Owner, bookkeeping firm
"Our recurring campaign workflow used to live in a spreadsheet. Now every client gets the same steps, dates, and approvals automatically."
Marcus K.
Founder, marketing agency
"The audit history gives us confidence. We can see what was created, who owned it, and what changed across every recurring project."
James P.
Operations lead, MSP
Pricing
Simple pricing that grows with you.
Start free. Upgrade when your team needs unlimited recurring templates, seats, and scale.
Basic
No credit card required
For small teams starting with recurring project automation.
- Up to 5 recurring project templates
- Up to 2 team members
- Custom task workflow statuses and colors
- Daily through annual recurring schedules
- Comments, mentions, and notifications
- Activity timeline and audit history
Pro
For growing teams that need unlimited recurring workflows and client scale.
- Unlimited recurring project templates
- Unlimited team members and seats
- Role-based access for owners, admins, members, and viewers
- Template variables and smart auto-naming
- Fiscal schedules and advanced recurrence
- Everything in Basic, without scale limits
All plans include the core workflow engine. Upgrade unlocks unlimited scale without changing how your team works.
Frequently asked questions
Everything you need to know.
What is recurring project management software?
Recurring project management software helps teams create repeatable project templates that automatically generate new projects on a schedule. recur Mana is built for service businesses that manage client work weekly, monthly, quarterly, annually, or on custom fiscal cycles.
How does recur Mana create recurring projects automatically?
You create a recurring template, define the cadence, attach task templates, and assign owners or due-date rules. When the scheduled date arrives, recur Mana creates the project with its tasks, assignments, workflow statuses, comments, and activity history ready for the team.
Can one recurring template be used for multiple clients?
Yes. One recurring template can be attached to multiple clients or projects. Each client receives its own generated project on schedule, so your team can scale a standard process without duplicating setup work.
What is the difference between a task template and a recurring template?
A task template defines the work to be done, including tasks, owners, statuses, and checklist details. A recurring template defines when that work should repeat and which client or project should receive it.
Is recur Mana a good fit for accounting firms, agencies, and MSPs?
Yes. recur Mana is designed for service teams that deliver similar work across many clients, including monthly bookkeeping, campaign reporting, compliance reviews, IT maintenance, client check-ins, and operational reporting.
Does recur Mana support permissions, notifications, and audit history?
Yes. recur Mana includes role-based access, comments, mentions, notifications, custom workflow statuses, and an activity timeline so teams can manage recurring client work with accountability.