From Proposals to Payments, All Connected
Send professional invoices, track expenses, accept online payments, and generate financial reports. Turn completed projects into invoices with a single click.
Invoicing
Professional invoices that get you paid faster
Clean, branded invoice documents with line items, taxes, and payment links. Your clients can view and pay online instantly.
Learn moreFrom
Acme Corp
123 Business Ave, San Francisco
INV-2024-042
PendingIssued: Mar 1, 2024
Due: Mar 31, 2024
Bill to
TechStart Inc
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Website Redesign — Phase 1 | 1 | $8,500.00 | $8,500.00 |
| UX Research & Wireframing | 40 | $150.00 | $6,000.00 |
| Frontend Development | 60 | $175.00 | $10,500.00 |
| QA Testing & Launch Support | 1 | $2,500.00 | $2,500.00 |
Expense Tracking
Stop losing receipts and guessing where money went
Log every business expense, upload receipts, categorize spending, and link to projects or clients. Billable expenses flow directly onto invoices.
Learn moreAnnual Creative Cloud subscription for design team
Receipt attached
Estimates & Proposals
Win more work with professional estimates
Create detailed estimates, send them for client approval, and convert accepted estimates into invoices with one click. No re-entry, no lost details.
Learn more| Description | Qty | Rate | Amount |
|---|---|---|---|
| Brand Strategy & Discovery | 1 | $4,500.00 | $4,500.00 |
| Logo & Identity Design | 1 | $6,200.00 | $6,200.00 |
| Website Design (8 pages) | 8 | $850.00 | $6,800.00 |
| Frontend Development | 40 | $175.00 | $7,000.00 |
Pricing valid for 30 days. 50% upfront, 50% on delivery.
Net 30 from invoice date.
Capabilities
Everything you need to manage your finances
Professional Invoices
Create branded invoices with line items, taxes, discounts, and custom fields. Send with one click.
Online Payments
Accept payments via Stripe, PayPal, and bank transfer. Auto-reconcile with invoices instantly.
Recurring Billing
Set up automatic recurring invoices for retainer clients. Auto-send and track payment status.
Expense Tracking
Log expenses, upload receipts, categorize spending, and link expenses to projects or clients.
Multi-Currency
Invoice clients in their local currency. Automatic exchange rate calculations and reporting.
Financial Reports
Revenue dashboards, profit & loss statements, aging reports, and tax summaries in real-time.
FAQ
Common questions about Finance
Yes. Send invoices via email with a single click. Clients receive a branded email with a link to view and pay the invoice online. You can also share a public link or download a PDF.
Accept payments via Stripe, PayPal, and manual bank transfer. When a client pays online, the invoice is auto-reconciled — no manual matching needed.
Yes. Log expenses with receipts, categorize them, and link to specific projects or clients. Mark expenses as billable to include them on invoices automatically.
Create detailed estimates with line items and send them to clients for approval. Once accepted, convert an estimate to an invoice with one click — no re-entry needed.
Yes. Set up recurring billing templates with custom frequency (weekly, monthly, quarterly, yearly). Invoices are generated and sent automatically on schedule.
Yes. Invoice clients in their local currency with automatic exchange rate calculations. Reports consolidate everything into your base currency.
Revenue dashboards, profit & loss statements, invoice aging reports, expense breakdowns by category, and tax summaries — all in real-time with no manual data entry.
Ready to get paid faster — without chasing?
Join 15,000+ businesses that send invoices, track expenses, and collect payments in one platform. Free 14-day trial — no credit card required.