Contact Sales
5. Finance, Billing & Admin

Zero-Touch Accounting

Perfect for service providers, freelancers, agencies, and small shops. Automate your cash flow and never chase an invoice again.

Automate Finance

Invoice Workflows

Upon a closed job or deal in your CRM, the system automatically generates and sends (PDF) invoices to the client, including prescheduled reminder emails.

Deal Won
Draft Invoice
Generate PDF
Email Client