Product / Clients and invoices
A pipeline and your billing, in the same workspace
Track deals, score relationships, and send invoices without exporting anything to another tool.
A deal board your team can see
Contacts and deals on a board, with relationship-strength scoring and reports, next to the tasks and calendar they feed.
Invoices with line items and tax
Build an invoice from line items, add tax, and track its status. Add your own payment link or bank details to every invoice, and mark it paid when the money arrives. The assistant can draft and send one, and waits for your approval.
Paid bookings and intake forms
A priced service on a booking page shows the client how to pay when they book: your own payment link or bank details. A public form collects the brief and lands it as a record.
This is invoicing, not accounting: there is no bookkeeping, payroll or tax filing.
Open it and start working
From a month
14 days free, no card. The assistant is included on every plan.