Features
Every feature.
The details.
We picked the features a small business actually uses every week. No general ledger, no double-entry, no audit modules — just the bits that get you paid faster.
Branded invoices in seconds.
Add line items with quantity, unit price, discount and tax. Watch the PDF preview update as you type. Currency, tax rate, accent colour, logo and payment details snapshot onto every invoice the moment you create it — change settings later and existing invoices keep their original look.
- Custom invoice number prefix and starting sequence
- Per-line discount %
- Logo, accent colour, payment details snapshotted at creation
- Live PDF preview as you type
Quotes that convert.
Send a quote, your client clicks Accept on a public link, and one tap turns it into an invoice — line items, discounts, and branding all carried across. Light audit trail (timestamp + IP) on accept and decline. Auto-expire on the validity date.
- Public Accept/Decline link — no login for clients
- Auto-expire on validity date
- Convert accepted quotes to invoices in one click
- Light audit trail (timestamp + IP)
Branded From, replies routed to you.
Pro emails arrive with your company name on the From line. Replies route back to your address — clients never see our domain. The PDF is attached. Works for both invoices and quotes.
- “Acme Studio <invoices@…>” From header per organization
- Reply-to set to the user who hit Send
- PDF attached to every send
- Works for both invoices and quotes
Money lands in your Stripe.
Connect your own Stripe account once. Every invoice email carries a Pay button. Clients tap, pay with a card, and our webhook auto-marks the invoice paid the moment Stripe confirms. We never touch the funds.
- Stripe Connect Standard — your account, your money
- Auto-mark paid via webhook
- Falls back to bank details on the PDF when not connected
- Disconnect anytime in Settings → Account
Templates, on the cadence you set.
Set a frequency — weekly, monthly, quarterly, yearly — and any custom interval (every 2 weeks, every 3 months). A draft invoice appears in your queue each cycle, ready to review and send. Optional end date for fixed-term retainers.
- Generates as a draft (never sends without your sign-off)
- Custom interval count for any cadence
- Optional end date for fixed-term retainers
- Pause and resume anytime
An escalating chase, automated.
Daily cron picks up overdue invoices and queues the next reminder in the ladder: 3, 7, 14, and 30 days past due. Each stage has its own template with a progressively firmer tone. Per-invoice opt-out for sensitive clients. Per-org master toggle in settings.
- Four-stage ladder: 3, 7, 14, 30 days
- Per-invoice opt-out
- Per-org master toggle
- Tone escalates per stage
Ask in plain English. Confirms before acting.
A side panel chat assistant powered by Claude Haiku 4.5. It knows your data — clients, invoices, quotes, recurring — with strict tenant scoping that never leaks across organisations. Drafting an invoice or marking something paid? It always proposes first; you confirm.
- “What's overdue?” / “Draft an invoice for Acme for £1,200”
- Reads your data with strict tenant scoping
- Always proposes — confirm or cancel
- Multi-turn conversations remembered per session
An audit trail without thinking about it.
Every send, mark-paid, void, accept, decline, conversion, and reminder shows up on your dashboard timeline. Includes automated events from the cron — recurring drafts generated, reminders sent, quotes expired.
- Timeline view on the dashboard
- Picks up automated cron events
- Relative timestamps; jump to the entity in one click
- Doubles as a light audit trail