Beta program open

Pay contractors only when the work is approved.Phasely sits between the deposit and the release.

Stripe-backed deposit holds with milestone approvals, instant payouts, and zero float. Built for fintech-grade trust without escrow headaches.

Like a private Upwork escrow, but for your direct clients.

Backed by Stripe
Zero float, zero escrow
SOC 2 underway

Funds protected

$12.4M

Deposits orchestrated through Phasely

Average approval

3.7 min

From release request to payout

Chargebacks fought

0

Audit trail eliminates disputes

StripePlaidVisa DirectZero Float

Active hold

Kitchen remodel · $18,750

Milestones: Deposit · Framing · Punch list

Stripe secured
Release queue02:14 PM

$6,250

Countertops milestone

Approved by homeowner

Live audit feed

Evidence, approvals, and disputes logged instantly

  • Release requested
    02:06 PM
  • Photos uploaded
    01:58 PM
  • Buyer viewed approval link
    01:55 PM

Next release

Inspection milestone

Auto-reminder in 3 days

SMS + Email
Audit clean

Product tour

How it works

One orchestrated flow: open a hold, collect money, approve milestones, release instantly.

Flow

Hold, approve, release.

Stripe handles the money, Phasely handles the rules. Every step is logged, branded, and shareable with one link.

  • Named holds with optional milestone schedules
  • Magic links for clients — no login required
  • Audit-grade approvals, attachments, and pause controls

Fastest approval

2m 18s

Home remodel · Austin, TX

Largest hold

$142K

Commercial build · Denver

Open a protected hold

~90 sec setup

Name the project, set the deposit, and split into milestones if needed. Stripe backs every dollar.

Send the smart deposit link

Card / ACH / Wire

Share an auto-generated link via SMS or email. Clients can pay with card, ACH, or wire; no accounts required.

Tap approve to release

Instant payout

When work is done, the buyer approves from their phone. Funds move instantly; no phone calls or bank visits.

Live audit + receipts

Full visibility

Every upload, approval, pause, or dispute is time-stamped so you can prove exactly what happened.

Before & After

The problem we solve

Every week deposits disappear, projects stall, and relationships fracture. Phasely keeps both sides safe for as low as 1.1%.

Before Phasely

The vanishing client

“Final payment never arrived.”

“I wrapped a $5K kitchen remodel. When I sent the release email, the client ghosted—no answers, no payout. That was rent money for two months.”

M

Michael R.

Independent contractor

$5,000 lost
Before Phasely

The disappearing contractor

“Deposit gone. Roof still leaking.”

“We wired $3K for roof repairs to start Monday. The contractor never showed. Phone off, website gone. We were scammed and still have a tarp on the roof.”

S

Sarah K.

Homeowner

$3,000 lost

After Phasely

Milestones stay funded. Everyone stays honest.

Replace verbal promises with a Stripe-backed hold, instant approvals, and receipts your clients can trust.

Funded

$12.4M

Protected project deposits

Approval

3.7 min

Average hold → payout

Chargebacks

0

Audit trail wins the dispute

No more wires to strangers—clients pay a protected link in seconds.
Approvals happen by SMS/email. Everyone sees the same status line.
Disputes pause the hold—money doesn’t disappear into a black hole.
See the hold flow
1.1% workflowBoth sides protected for as low as 1.1%

A private Upwork-style escrow—without the marketplace or float.

Swap risky wires and stalled payouts for a Stripe-backed hold, instant approvals, and audit-proof receipts.

Clients pay a branded hold link in seconds—no new accounts or portals.
Approvals happen via SMS/email so payout requests never get ignored.
Stripe holds the funds; Phasely enforces the rules, reminders, and dispute pause.
See the hold flow

Fund

Client pays a Stripe-backed hold

Approve

Tap SMS or email to release

Payout

Instant transfer to your bank

Coverage

$500–$100K+

Single releases or milestone approvals.

Audit locker

Evidence attached

Docs, photos, and approvals follow every hold.

Freeze a hold in one tap if scope drifts—funds stay parked until it’s resolved.
Full visibility for both sides: timeline, attachments, reminders, and release history.

Who it's for

Keep the trust, lose the marketplace fee.

Phasely feels like your own fintech stack, whether you're a freelancer leaving Upwork or a contractor collecting five-figure deposits.

Freelancers leaving Upwork

Direct, high-trust deals

Send a protected deposit link instead of a marketplace invoice. Keep the client, lose the 10% rake.

Average hold

Avg hold: $7.8K

Release cadence

Typical release in 12 days

$500-$1,000 savedper $5K project

Home service contractors

Direct, high-trust deals

HVAC, remodeling, landscaping—collect $3K-$50K securely with instant payouts when the homeowner signs off.

Average hold

Avg hold: $18.2K

Release cadence

Approvals arrive same-day

$90-$1,500 savedper job

Specialty builders & crews

Direct, high-trust deals

Use milestone approvals to keep multi-phase projects moving without bringing in a third-party escrow firm.

Average hold

Avg hold: $42K

Release cadence

Milestones auto-tracked

4.4 hrs reclaimedper release cycle

Everything You Need

All the tools to run protected payments smoothly

Secure Escrow

Funds held safely until work is approved by both parties

Bank-Level Security

256-bit SSL encryption and PCI DSS compliance

Instant Payouts

Get paid immediately when work is approved

Multiple Payment Methods

Accept credit cards, debit cards, and bank transfers

Dispute Resolution

Fair mediation process when disagreements arise

Developer API

Full API access for custom integrations

5-Minute API

Tiny, powerful REST API built for developers

4 Endpoints
POST/holds
GET
/holds/{id}
POST
/holds/{id}/request-release
POST
/holds/{id}/approve
Webhook Events
payment_succeeded
release_requested
approved
disputed
released

RESTful Design

Clean, intuitive REST API that follows best practices. No learning curve.

Comprehensive Webhooks

Real-time events for every payment status change. Stay in sync effortlessly.

Easy Integration

Get up and running in minutes. Simple authentication, clear responses.

Well-Documented

Detailed guides, code examples, and API references. Everything you need.

Why It's Safer

Protection built into every transaction

Built on Stripe

Powered by Stripe's world-class payment infrastructure. Your transactions are secured by industry-leading encryption and fraud prevention.

No Float/Escrow

Funds are held securely by Stripe, not by us. No escrow accounts, no float, no regulatory headaches. Just simple, secure payment holds.

Audit Trail & Notifications

Complete transparency with detailed logs of every action. Real-time notifications keep both parties informed at every step.

Evidence Upload

Sellers can attach proof of work completion before requesting release. Photos, documents, screenshots - all securely stored and timestamped.

Dispute Protection

If something's off, buyers can pause the release and flag a dispute. Funds remain securely held while you work it out.

Complete Transparency

Every status change, every request, every approval is logged and visible to both parties. No surprises, no hidden steps.

Built with security and trust at the core. Every feature is designed to protect both buyers and sellers.

Get Protected Now

Simple, Transparent Pricing

Pay as you go, or save with a subscription

Default Option

Pay-As-You-Go

2.5%+ Stripe fees

per successful release

  • No monthly commitment
  • Free to create holds
  • Buyer pays by default
  • All features included

BEST FOR:

Occasional use, testing the service

Get Started Free

Starter

$29/month

2.0% per transaction

  • Up to $50k monthly volume
  • All features included
  • Email support
  • Unlimited holds

BEST FOR:

Small agencies, freelancers with regular clients

Start Starter Plan
MOST POPULAR
Save 0.6%

Professional

$99/month

1.4% per transaction

  • Up to $200k monthly volume
  • All features included
  • Priority support
  • Dedicated account manager

BEST FOR:

Growing agencies, small marketplaces

Start Professional Plan
Save 0.75%

Business

$229/month

1.25% per transaction

  • Up to $500k monthly volume
  • All features included
  • Priority support
  • Custom integrations

BEST FOR:

Medium marketplaces, established agencies

Start Business Plan

Enterprise

$499/month

1.1% per transaction

  • Unlimited monthly volume
  • All features included
  • Dedicated support
  • White-label options

BEST FOR:

Large platforms, high-volume marketplaces

Start Enterprise Plan

See Your Savings at Different Volumes

Monthly VolumePay-As-You-GoStarterProfessionalBusinessEnterprise
$10,000$250
$229
Save $21
$239
Save $11
$354
(not ideal at this level)
$609
(not ideal at this level)
$50,000$1,250
$1,029
Save $221
$799
Save $451
$854
Save $396
$1,049
Save $201
$100,000$2,500
Over limit
$1,499
Save $1,001
$1,479
Save $1,021
$1,599
Save $901
$150,000$3,750
Over limit
$2,199
Save $1,551
$2,104
Save $1,646
$2,149
Save $1,601
$250,000$6,250
Over limit
Over limit
$3,354
Save $2,896
$3,249
Save $3,001
$500,000$12,500
Over limit
Over limit
$6,479
Save $6,021
$5,999
Save $6,501

* Calculations show total cost including monthly subscription fee. Stripe fees not included.

Processing more than $500k/month? Contact us for custom volume pricing and additional savings.

Not sure which plan is right for you? Start with pay-as-you-go and upgrade anytime.

Get Started Now

Automate your deposit flow with Zapier

Connect Phasely to your forms, CRM, and project tools—no code. Create holds, request releases, and send updates automatically.

Create holds from forms & CRMs

Turn a new lead or signed proposal into a ready-to-pay hold.

Request release on status change

When a task hits “Approved,” Phasely asks your client to release.

Keep everyone in the loop

Auto-email clients and Slack your team on payment, approval, or disputes.

Popular Zap Recipes

Google Forms

Create a Phasely Hold from a Google Form submission

Turn new project requests into payment holds instantly.

Typeform

Create a Phasely Hold when a Typeform is submitted

Collect scope → auto-generate a secure deposit link.

ClickUp

Request Release when a ClickUp task moves to “Client Review”

Nudge the client to approve payout the moment work is done.

Notion

Request Release when a Notion deal status becomes “Finalized”

Ship the release email right from your pipeline.

HubSpot + Gmail

Email client a deposit link (Gmail) when a HubSpot deal hits “Closed-Won”

Close the loop without manual follow-ups.

Slack

Send Slack notification when a client approves a release

Celebrate payouts in your team channel.

Twilio

Text the client (Twilio) when a hold is created

Reduce no-shows with an immediate payment link.

Calendly

Create a Phasely Hold after a Calendly “Intro Call” is booked

Pre-warm clients with deposit instructions ahead of kickoff.

Airtable/CRM

Tag a contact in Airtable/CRM when a release is approved

Keep your CRM synced with payment outcomes.

Google Sheets

Add a row to Google Sheets for every Phasely event

Lightweight audit export without touching the dashboard.

Zapier Quick Questions

Do I need the API?

Nope. Zapier handles it—no code required.

What can I trigger on?

New hold, payment received, release requested, approved, disputed, released.

What actions can Zapier take?

Create Hold, Request Release, Send Approval Link.

Works with 1,000+ apps via Zapier

Frequently Asked Questions

Everything you need to know about Phasely

Ready to get started?

Create your first payment hold in 5 minutes. No credit card required.

Legal Disclosure: Phasely is a payments-orchestration tool. It is not an escrow service and does not hold customer funds or earn float. Payments are processed by Stripe.