Issue invoices, collect payments, share pay-by-link pages, and watch revenue, cashflow, and receivables live - all inside the same platform as your CRM.
A clean, guarded document flow your accountant will respect.
Every payment recorded, confirmed, and traceable.
Get paid without chasing.
One live command center for the owner.
Money context exactly where your team works.
Your own costs, just as transparent.
Yes - share a payment link or let customers pay from the portal. The public payment page shows only safe details and handles paid, expired, and cancelled states gracefully.
Provider credentials are write-only: once saved they are never displayed again anywhere in the product.
Yes - ready-made finance reports and a finance dashboard are included, receivables and revenue feed the Financial Center, and every customer has a financial summary tab.
The modules teams usually reach for alongside this one, and the industries that lean on it hardest.
Build your workspace and start the same day. Setup takes less than ten minutes.
One subscription · Every module included · No feature gates