Flat fee, hourly, and milestones together.
Lines come from approved work.
Balance and burn, from approved time.
Who owes what, and how late.
Each piece bills its own way, invoices fill from approved work, and retainers count down.
Contracts
Yes. A contract splits into deliverables, and every invoice knows which one it draws from.
Invoices
From approved hours, milestones, fees, and receipts, each tied to its piece of the contract. Sent in the client’s currency.
Retainers
Each period counts down from approved time. You and the client both see the balance and any overage.
Getting paid
Overdue balances sit on the client record. Invoices carry a payment link, and reminders go out on your schedule.
Value, term, renewal date, and retainer periods. See how far the work drifts from what you signed.
A piece of a contract with its own team and billing method. Project budgets draw from it.
Plan what you will bill, then compare it to what you did.
Built from approved hours, milestones, fees, and receipts.
Balance and burn per period, shareable with the client.
Payments, balances, and days overdue on the client record.
Snap the receipt. It routes for approval and lands on the right project.
What you owe subcontractors, tied to the work.
Across the workspace
A won deal becomes a draft contract and its deliverables in one move. Each deliverable bills its own way, and every invoice points back to the work it came from.
What this removes
Exporting and reconciling between your CRM, timesheets, and accounting.
One workspace, so the records here are the records everything else reads.
Don't see your question? Contact us
Yes. Each deliverable bills its own way: flat fee, hourly, milestone, or retainer. One contract can use all four.
It can. Invoices go from draft to review to sent, with approval by the people you choose.
Yes. Bill each client in their own currency. Expenses can use a different currency from the budget.
QuickBooks Online is in development while production approval is pending. Its sync covers linked customers, invoices, time entries, and items/services in both directions, with conflict review. Xero and FreshBooks are also in development.
You get reminders 60, 30, and 7 days before it expires. Every version is kept.
Yes, if you share it. The balance shows in their portal, from the same approved time you invoice.
Snap a photo and the merchant and total are read for you. It routes for approval and can go straight onto the invoice.
One workspace for projects, clients, finance, and everything in between. Every plan starts with a 30-day free trial, no credit card needed on core.
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