Proposals, invoicing and accounting in one workspace
Grounded in available product and source data
Invoicing, proposals and estimates cover the money side of client work in one place. Build a branded proposal or estimate, let the client adjust quantities or remove eligible lines, then turn an approved estimate into an invoice without retyping the numbers.
Sending, collecting and accounting run from the same records, so invoices, expenses, income and aged debt report from what actually happened. An assistant answers questions about your books, and integrations connect payment providers, automation tools and your own software.