Invoicing, payments, expense tracking, and tax management — all connected to your CRM and Projects. Real-time financial insights without the spreadsheet chaos.
Create professional invoices in seconds. Auto-populate from quotations or project time logs.
Accept online payments via Stripe and PayPal. Payment links in every invoice email.
Log expenses, attach receipts, and track approvals. Categorize for tax reporting.
P&L, balance sheet, cash flow statement — generated in real-time from your data.
Configure tax rates, apply automatically to invoices, and generate tax summaries for filing.
Revenue by customer, product, and time period. Forecast future revenue based on pipeline.
One-click invoice creation from CRM quotations, project time logs, or scratch. Auto-send reminders, track opens, and accept payment online.
Revenue, expenses, profit, outstanding invoices, and cash flow — all live, all in one place. No exports to spreadsheets needed.
Ask the AI Copilot anything about your finance data, or let autonomous agents handle repetitive tasks automatically.
Sends escalating payment reminders to overdue clients on a configurable schedule
Predicts 30/60/90-day cash flow from outstanding invoices and recurring expenses
Connect your bank, set up tax rates, and configure invoice templates once. Import existing data or start fresh.
Create invoices from CRM quotes or project time logs in one click. Send with payment links. AI sends reminders automatically.
Monitor real-time P&L, cash flow, and revenue analytics from your dashboard. Ask the AI Copilot any financial question in plain English.