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AI assistant
Connect your own Claude, ChatGPT, Grok, or Gemini account to run your books in plain
language: log expenses and time, send invoices, bill a project's open work, apply credits,
schedule recurring billing, and pull revenue or aging reports on demand. Read-only by
default; write access is opt-in.
q
Estimates & quotes
Send estimates clients can approve or decline online. Track every status change, then turn an
approved estimate into an invoice in one click.
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Purchase orders
Order from your vendors on numbered purchase orders sent as PDFs, record what arrives, and
book a received order as an expense in one click. Off by default; switch it on when you
buy for jobs or stock.
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Invoices & PDFs
Line items, taxes, discounts, and custom lines on clean PDFs branded with your logo and your
license or tax ID line. Attach job sheets, photos or spreadsheets, send the PDF with the email
when you want to, and see a full send history plus when each client opens an invoice.
t
Time tracking & projects
Log hours per customer or project and convert any time entry straight into an invoice line.
Fixed-price jobs bill in draws: set a contract total and every draw invoice shows billed to
date and what remains.
p
Projects
Group a customer's time entries and expenses under a project, watch the totals add up, then
bill everything unbilled to a single invoice.
e
Expenses
Track one-off and recurring expenses against customers and categories. Roll them into
invoices or keep them internal.
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Real books, on your terms
Every invoice, payment and expense is posted to a double-entry ledger behind the scenes. Keep
the simple invoicing view, or turn on Accounting for a chart of accounts, journal,
trial balance, balance sheet, manual entries, and a period close that locks finished
months.
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Items & inventory
Keep a catalog of reusable items with prices and tax rules. Optionally track quantity on hand
and get a low-stock flag when it's time to reorder.
c
Customers & contacts
Customers, contacts, multiple addresses, default tax rules, per-customer payment terms, and a
full billing history.
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Online payments
Let clients pay invoices by card, bank account or PayPal through Stripe, Authorize.Net or
PayPal, or take a card at the counter on a Stripe reader. Payments reconcile against
invoices automatically, and refunds go back through the same gateway.
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Customer portal
Give clients a private link to view their invoices and estimates, see payment history, pay
online, and approve estimates, no account needed.
r
Reports
Revenue, outstanding receivables, expense rollups, and time summaries, exportable as
PDF.
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Recurring billing
Retainers, subscriptions, monthly hosting fees: set a schedule once and we generate
and send the invoice.