Finance

Manage your client database -- every customer you create here is available across Estimates, Invoices, and Projects.

Build a reusable library of products and services with preset rates, so you can add them to invoices, estimates, and expenses in one click.

Create professional quotes for your clients, track their approval status, and convert accepted estimates into invoices with one click.

Create, send, and track invoices for your clients. Record payments, split billing with sub-invoices, and generate PDFs in multiple languages.

Record and track all incoming payments from clients, whether or not they are linked to an invoice.

Submit, categorize, and approve business expenses with receipt tracking and policy enforcement.

Get a bird's-eye view of your financial health with dashboards that aggregate data from invoices, payments, and expenses.

Define reusable tax rates once in Settings, then apply them per line item on invoices and estimates -- with support for tax-inclusive pricing, tax-exempt customers, and reverse charge.

Configure the defaults that pre-fill every new invoice -- payment terms, due dates, tax behavior, bank/payment details, and the PDF template and language.