Accounting software for small businessesAccounting · quotes, invoices, and books
From quote to paid, without the paperwork chase.
Send a quote, turn it into an invoice when the work is done, and see the payment come in, all in one place.Send the quote, turn it into an invoice when the job is done, and record the payment, without retyping a line.Line items carry from the deal to the invoice, payments are recorded against it with a receipt, and the books update as you go. Your books stay up to date as you go. Vision Intelligence, the built-in assistant, drafts the invoice from the finished work for you to check. Your books update as you go. Vision Intelligence, the built-in assistant, drafts the invoice from the finished work for you to check. Money entries are never erased; a correction is a new, visible entry. Vision Intelligence, the built-in assistant, drafts invoices from finished work for your approval.
Included with Vision, along with every other app.$99 a month.
Demo: a quote goes all the way to paid. The quote for the Okafor panel upgrade, $3,980, is approved by the customer. The invoice comes from the finished work, with 14.5 hours from Projects. The bank deposit is matched to it, and it is paid in nine days.
01What you get
Quote it, invoice it, get paid.
Books kept in a spreadsheet and a drawer of quotes drift apart. Here the quote, the invoice, and the payment stay together.When quotes, invoices, and payments live in different apps, they never quite match. Here they stay together, with nothing to copy across.Estimates, invoices, and payments in separate tools drift apart. Here they’re one linked record.
- Build a quote or estimate from your price list
- The customer approves it, and it becomes the job
- Turn an approved quote into an invoice in one step
- Invoices drawn from the finished work
- You approve before anything is sent
- Late payments flagged, with how long
- Books that are never erased: a change is a new entry
- Payments marked paid from the bank deposit
- Customers pay you directly, into your own bank
- Your bookkeeper sees the books, nothing more
- Everyone sees only what you allow
- Every entry carries a name and a time
02See it in action
From the finished job to paid, without retyping a line.
Tallisbrook, a made-up heating company, finishes a panel upgrade for Ada Okafor, a homeowner. The invoice comes straight from the job. Dana, the office manager, approves it, and when the payment arrives, Vision marks the invoice paid.Tallisbrook, a made-up heating company, finishes a panel upgrade for Ada Okafor, a homeowner. The invoice comes from the job with nothing retyped. Dana, the office manager, approves it, and the payment marks it paid.Tallisbrook, a made-up contractor, completes a panel upgrade for Ada Okafor, a homeowner. The invoice is drafted from the job, Dana, the office manager, approves it, and the deposit is matched to it.
Demo: the Okafor residence panel upgrade is finished, with Kenji’s 14.5 hours on the job. The invoice drafts itself from the work: panel $2,450, labour $1,280, permit $250, total $3,980. Dana taps Approve and it is sent. The bank deposit of $3,980 arrives and is matched to the invoice, which is marked Paid. Her part: one approve.
Okafor residence
Panel upgrade, finished
- Panel$2,450
- Labor$1,280
- Permit$250
Your part: one approve.
03On its own, or with the rest
Start with Accounting alone. Add more when you’re ready.
On its own
Everything your books need, built in.
Quotes, invoices, payments, and your books. It’s all there from day one. Use only what you need.Full invoicing and books, with nothing to connect first. Use only what you need.Quotes, invoices, payments, and the ledger, standalone, from day one.
With the other apps
Invoices that come from the work.
Use Projects too, and finished work tells you it’s ready to bill. With CRM and Mail, the customer and the reminders sit with the invoice.With Projects, CRM, and Mail, the hours, the customer, and the reminders are already on the invoice. Nothing is copied between apps.With Projects, CRM, and Mail, invoices draw on logged hours, sit on the customer record, and keep their reminder threads.
04Questions
Your Accounting questions, answered.
Can I send quotes and estimates?
Yes. Build a quote from your price list, send it, and when the customer approves it, turn it into an invoice in one step.
Will an invoice go out without my approval?
No. Nothing is sent to a customer until a person approves it, and the approval is saved with a name.
Does Accounting cost extra?
No. It’s included with Vision, along with every other app. $99 a month.
Included with Vision, along with every other app.
$99a month.
Founding price for the first 100 businesses.