Features
Everything from first hello to paid in full.
One connected workflow — propose, quote, invoice, get paid, receipt — without juggling spreadsheets, a separate invoicer, and your inbox.
Win the work
Clients & CRM
Keep every client's contacts, notes, and full document history together. Search, archive, and jump straight from a client to a new quote or proposal.
Proposals
Send a proper letterhead proposal — prose that makes your case, with an optional single estimate. When it's accepted, convert it to an invoice (as-is) or a quote (to fine-tune first).
Quotes
Itemized, taxed, and gapless-numbered. Pick a template, add your terms, and email a branded PDF. Approve it and convert to an invoice in one click.
Get paid
Invoices
Due dates, taxes, and running balances. Status moves itself — sent, partial, paid, overdue — driven by the payments you record.
Payments & receipts
Record payments against an invoice; each one issues a numbered receipt automatically. Mis-entries are reversed with an auditable offsetting entry — never a silent delete.
Document emailing
Send quotes, invoices, proposals, and receipts as branded PDF attachments, with per-type email templates and a default send action you control.
Run the business
Dashboard & reports
Revenue this month and all-time, outstanding A/R, overdue, pipeline, and quote-to-invoice conversion — plus a 6-month revenue view and A/R aging.
Team & roles
Invite teammates with owner, admin, and member roles. Sensitive actions are gated and recorded in an audit log.
Security
Email + password with optional two-factor (TOTP) and trusted-device sign-in. Every business's data is isolated at the database level.
Make it yours
Your branding
Your logo, brand color, currency, and taxes flow through the whole app, your PDFs, and the emails your clients receive.
Multi-currency & tax
Currency and tax rules are per business — set them once and they apply everywhere money is shown or calculated.
Your own domain
Run your workspace on your own web address and send from your own reply-to, so clients only ever see your brand.
Start in minutes
Create your workspace, add your branding, and send your first document today.