Software as a Service
A complete back-office platform for managing invoices, payments, customers, and more — built for organizations that need a simple, powerful way to run their business.
Create, send, and track invoices with line items, tax rates, discounts, and PDF generation. Split invoices among multiple contacts automatically.
Set up invoices to generate automatically on a schedule — monthly, quarterly, bi-annually, or yearly. Never miss a billing cycle.
Record payments against invoices with multiple payment methods. Track partial payments, overpayments, and outstanding balances at a glance.
Track and categorize business expenses with receipt attachments. Monitor spending by vendor, category, or time period.
Generate account statements for any date range and send them as branded PDF emails. Available for both companies and individual contacts.
Create professional quotes and proposals. When approved, convert them to invoices with a single click.
Give your customers a self-service portal to view invoices, download statements, make payments, and update their information.
Log time entries against projects and clients. Track billable hours and generate invoices from recorded time.
Publish courses with public registration pages. Accept online payments, manage rosters, and track attendance.
Manage customer support requests with a built-in ticket system. Track issues from submission through resolution.
Send invoices, statements, and bulk emails with your organization's branding. Customize subjects, intros, and closing messages.
Each organization gets its own isolated workspace with custom branding, subdomain, and feature configuration. Manage multiple businesses from one platform.
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