CRM & Sales
Connect Sales to Your Financial Reality
Generate accurate client invoices in just a few clicks — from billable time, fixed fees, or expenses — all synced with your accounting tools.
Trusted by over 100 leading agencies
Invoice your way
Flexible Billing for Every Project Type
Generate invoices in a just few clicks — from billable hours, fixed fees, or expenses — all based on your project budget.
- Hours.
- Pull billable time grouped by projects, roles, or team members, calculated based on your rate cards.
- Fees.
- Add fixed or recurring fees for retainers, project milestones, or service packages.
- Expenses.
- Include reimbursable costs like travel or materials for complete transparency.
Stay in Sync
Export and Integrate with Ease
Export to QuickBooks or Xero and sync back automatically. You’ll always see up-to-date Invoiced, Uninvoiced, Paid, and Overdue amounts — across every client.
- Invoiced.
- Amounts already billed to clients.
- Uninvoiced.
- Work ready to bill but not yet invoiced.
- Paid.
- Payments received and reconciled.
- Overdue.
- Outstanding balances that need follow-up.
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