Accounting

Replace QuickBooks, Xero, and FreshBooks with accounting built directly into your CRM. Invoice clients, automate recurring billing, chase overdue payments automatically, track expenses, and generate P&L reports — without switching apps.

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What you get

One-click invoice generation from a closed deal

Recurring invoices generated and sent automatically on schedule

Automatic overdue-invoice follow-up emails — no manual chasing

Expense tracking with receipt capture via mobile

P&L, balance sheet, and cash-flow reports on demand

Stripe & PayPal integration for instant payment collection

Built for how you actually work

CPA Firms

Bill clients per engagement, track retainers, and export to standard formats for partner review.

Coaching

Manage payment plans, track installments, and auto-send overdue reminders without a separate billing tool.

Agencies

Invoice clients from a deal, track project costs, and compare margin per client with one report.

Construction

Progress billing per phase, track subcontractor payments, and manage change-order invoices.

More in Finance

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Recurring Invoices

Automated billing on a schedule

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Payment Collection

Stripe & PayPal, built into invoicing

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AR Management & Auto Follow-up

Overdue invoices chase themselves

Try Accounting free for 14 days.

No credit card required. Cancel anytime.

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