Powerful Features for Modern Businesses
Everything you need to manage invoicing, expenses, and accounting — all in one platform.
Create & Send Invoices Effortlessly
Professional invoicing tools that help you get paid faster and look great doing it.
Custom Templates
Choose from professionally designed templates or create your own with your brand colors, logo, and layout.
Recurring Invoices
Set up automatic invoicing for subscription clients. Invoices are created and sent on your schedule.
Payment Reminders
Automatic email reminders for overdue invoices. Customize timing and messaging to match your tone.
Multi-Currency
Invoice clients in their local currency with automatic exchange rate conversion for 150+ currencies.
Online Payments
Let clients pay directly from invoices via credit card, bank transfer, Stripe, or PayPal integration.
PDF Export
Download invoices as polished PDFs for your records, or share them via direct link with your clients.
Stay on Top of Every Dollar
Track income, expenses, and cash flow in real time so you always know where your business stands.
Expense Tracking
Log and categorize expenses with receipt capture. Snap a photo and let OCR do the data entry for you.
Bank Feeds
Connect your bank accounts for automatic transaction imports. Reconcile accounts with one-click matching.
Cash Flow Tracking
Visualize your cash flow with real-time charts. Forecast future cash position based on upcoming invoices.
Run Your Business from One Place
Manage clients, products, taxes, and more — all connected to your financial data.
Client Management
Maintain a complete client database with contact info, payment history, and outstanding balances.
Product Catalog
Create a product and service catalog with pricing, descriptions, and tax settings for fast invoicing.
Tax Management
Configure tax rates, apply them automatically to invoices, and generate GST/VAT-ready tax reports.
One Login, Multiple Businesses
Manage multiple business workspaces from a single account. Invite team members with tenant-specific roles and permissions.
Multi-Business Workspaces
Run multiple businesses from one login. Switch between workspaces instantly — each with its own data, settings, and team.
Role-Based Permissions
Assign roles like Owner, Admin, Accountant, Sales, or Viewer per workspace. The same person can hold different roles in different businesses.
Granular Access Control
Fine-tune permissions per module — invoices, expenses, reports, and more. Override role defaults with per-user allow or deny rules.
Team Invitations
Invite team members and external accountants to specific workspaces. Track invitation status and membership history.
Workspace Switcher
Seamlessly switch between businesses without logging out. Each workspace maintains its own clients, invoices, and financial data.
Audit Trail
Full activity log per workspace. Know who created, edited, or sent every invoice and expense — complete accountability.
Reports That Drive Decisions
Powerful reporting tools that turn your data into actionable business insights.
Profit & Loss
See your income vs. expenses at a glance. Filter by date range, client, or category for deeper insights.
Expense Breakdown
Visual breakdown of spending by category. Identify your biggest costs and find opportunities to save.
Custom Reports
Build custom reports with flexible filters and export to CSV, Excel, or PDF for your accountant or team.