Quotes to paid, without a second tool.
Estimates, invoices, payments, and reconciliation on one ledger, tied to the deals and customers they came from.
Free to try. No card required.
One ledger, tied to the work.
Every invoice knows the deal that created it and the customer who owes it. Finance stops being the tool nobody else can see into.
Linked records
Every invoice knows its deal
Invoices link to the CRM deal and customer automatically.
From Ada Reyes · Northwind Trading
Payment status
- Open invoices2 · $16.8K
- Overdue$0
- StandingPays on time
Support sees what's paid
Support sees payment status on every ticket, without asking finance.
Blue Harbor
CRM deal
Draft invoice · $7.4K
Finance
Won deals arrive as drafts
Close a deal in CRM and the invoice is already drafted here.
Get paid on time, every time
See what's outstanding, chase overdue invoices automatically, and reconcile your books without a second tool.
Outstanding
$46K
Overdue
$8.5K
By age
- Current$28K
- 1–30 days$9.5K
- 31–60 days$5.4K
- 60+ days$3.1K
Everything Finance does, in one place.
Six capabilities, one seat, all on the same ledger. Pick one to see it.
Estimate it, then invoice it
Build a line-item estimate, send it, and turn it into an invoice in one click when the customer says yes.
- Estimates that convert to invoices
- Sent, viewed, and paid tracking
- Branded, itemized documents
- $12,000Paid
INV-1042
Northwind Trading
- $4,800Due in 6d
INV-1041
Summit Analytics
- $9,200Estimate
EST-318
Cedar & Vine
- $3,150Overdue
INV-1039
Tradelane Co.
Part of one connected suite.
Every product shares the same customers, data, and permissions. Explore the rest.
Frequently asked questions
- It handles estimates, invoices, bills, payments, and reconciliation on one ledger. For deep tax filing you can still export, but most teams run day to day without QuickBooks.
- Payments are recorded manually today — you mark an invoice paid and the balance, status and history update together. Taking card payments online is not built yet.
- Yes. Every invoice links to the deal and customer that created it, so sales and support can see payment status without asking finance.
- Yes. Every invoice carries a pay link; card and bank payments land in Stripe and the invoice reconciles itself, so you're never marking things paid by hand.
- No. You pay Stripe's standard processing rate and nothing on top; Billing itself is included in every plan, from $39 a month.
- No. One seat unlocks all five products, Finance included. You never buy invoicing as an add-on or a higher tier.