Create professional invoices in seconds
Generate polished PDF invoices with your branding, send them via email, and track their status from draft to paid — all in one place.
Auto-generate branded PDF invoices
Email invoices directly to clients
Track status: Draft, Sent, Viewed, Paid
Automatic balance tracking with partial payments
Recurring invoice support
Know exactly where your money goes
Log expenses, categorize spending, and snap photos of receipts. Our AI-powered receipt scanning extracts merchant, date, and totals automatically.
AI-powered receipt scanning via Azure Form Recognizer
Categorize expenses for tax time
Track tax amounts and cost of goods sold
Upload and store receipt images
Recurring expense support
Get paid faster with Stripe
Accept credit card payments directly on your invoices. Clients pay online with a single click, and payments are automatically matched and reconciled.
Stripe-powered secure payment processing
Clients pay invoices online via payment link
Automatic payment-to-invoice reconciliation
Manual payment recording for cash/check
Payment status tracking (Processing, Successful, Failed)
And so much more
A complete toolkit for running your business finances.
Estimates & Proposals
Send professional estimates to win new business. When approved, convert them into invoices with a single click.
Time Tracking
Log billable hours by project and client with a weekly timesheet view. Convert tracked time directly into invoices.
Appointments
Schedule client meetings with automated email and SMS reminders. Flexible calendar views keep you organized.
Client Management
Keep all your client info organized in one place. View invoices, payments, and communication history per client.
Financial Reports
Profit & loss, balance sheet, general ledger, client revenue, and expense breakdowns. Export to CSV.
Team Access
Invite team members with role-based permissions. Control exactly who can view, create, edit, or delete each resource.
