For finance teams
From proposal to paid, without re-keying.
One click turns a signed proposal into an invoice. Send a payment link, let reminders chase your money, and post to your accounting automatically.
Now in private beta. Personal onboarding included.
From proposal to your books, in one system
Everything your finance team needs to invoice, get paid, and keep the books balanced, without re-keying.
01 · Invoicing
From signed proposal to paid, in one flow
One click turns a proposal into an invoice, with all the lines and the number included. Invoice in one go or in stages with a deposit and a final invoice.
- One click from proposal to invoice
- Deposit, interim, and final invoice
- Pay by card or bank transfer
02 · Getting paid
Let reminders chase your money
An unpaid invoice gets three automatic reminders, with the PDF and payment link included. After thirty days the system marks it Overdue on its own.
- Three automatic reminders, seven days apart
- PDF and payment link in every reminder
- Record cash or bank transfer payments too
03 · Tax and accounting
Tax that adds up, posted to your books automatically
Set tax per line, mixed rates too. The system rounds once, so no penny discrepancies. Invoices and payments post to your accounting automatically.
- Tax per line, single or mixed rates
- Round once, no penny discrepancies
- Sent invoices and payments to your accounting
1 click
from proposal to invoice
3
automatic payment reminders
0
penny discrepancies with your accountant
1
system instead of five tools
Everything in your finance toolkit
Proposals
Build proposals from your library and see when the client opens them.
Credit notes
Correct a sent invoice cleanly with a credit note.
Payment link
Clients pay by card or bank transfer.
Accounting sync
Sent invoices, payments, and credit notes post automatically.
Financial overview
See revenue, gross profit, and margin per account manager or event type.
Numbering
Your own invoice numbers, with a format that matches your accounting, and a separate credit note series.
One place for your whole back office.
Now in private beta. Book a demo, personal onboarding included.