Know exactly what you’re owed
Create invoices and estimates, track expenses and payments, and see what’s outstanding, paid and overdue — all in your workspace.
From estimate to paid
The money side of client work, without a separate accounting tool.
Estimate
Send a professional estimate; when the client accepts, convert it to an invoice in a click.
Invoice
Send the invoice with a clean, tokenized pay link the client can settle online.
Reconcile
Record the payment against the invoice and watch outstanding update instantly.
Cashflow you can see in a second
Open the page and the totals are right there — what’s outstanding, what came in this month, and what’s overdue and needs a nudge.
- Outstanding, paid-this-month and overdue totals
- Payments recorded against invoices
- Expenses logged to keep the numbers honest
A finance desk built for agencies
Invoicing, estimates, payments and expenses — with shareable pay links so clients can settle in a click.
- Professional invoices & estimates
- Estimate → invoice in one click
- Tokenized client pay links
- Record payments & partial payments
- Log and track expenses
- Outstanding / paid / overdue totals
Scheduling client posts, standups, and payroll in the same place as our chat is the thing I didn’t know I needed.
Explore the rest of the platform
One workspace. Everything your agency runs on.
Get paid, on time
Invoices, estimates, payments and expenses — with client pay links — right in your workspace.