What we're building

Create, edit, send, and track invoices with line items, discounts, shipping, and adjustable totals.

Manage business and individual customers with billing/shipping addresses, payment terms, and contact info.

Record payments against invoices with multiple payment modes, automatic balance calculations.

Set up recurring billing profiles with weekly, monthly, quarterly, yearly, or custom frequencies.

Full chart of accounts, journal entries with debit/credit lines, and account balances.

3-layer encryption (Master Key → KEK → DEK) for all sensitive customer data, with key rotation and backup/restore.

Chat with AI to get help creating invoices, analyzing data, and managing your business.

32 tools exposed via Model Context Protocol — connect Claude, Cursor, or any MCP-compatible AI client.

20+ endpoints for full programmatic access — customers, invoices, payments, items, line items, accounting, and audit logs.

Pre-built skill file for OpenClaw bot integration via the REST API.

Sign in with Google or email/password with full email verification and password reset flows.

Create and switch between multiple organizations, each with isolated data.

Full activity trail — every create, update, delete, and export action logged with user, timestamp, and IP.

System-wide admin panel with stats, organization management, user listings, and plan provisioning.

Generate professional PDFs and shareable public links for invoices.

Users can permanently delete their account and all associated data from settings.

Send invoices via email with PDF attachment, customizable recipient, and delivery tracking.

Revenue charts, outstanding receivables, top customers, monthly trends, and quick stats.

Stripe Connect integration — let clients pay invoices online. Payments auto-recorded.

Invite team members with role-based access — owner, admin, editor, and viewer roles per organization.

Tiered referral rewards — earn up to 10 months free Pro. Both referrer and referred user get rewarded.

Real-time notification bell with unread count. Alerts for invoice viewed, payment received, and more.

Generate customer statements with date range, opening balance, transactions, and running balance.

Add multiple payment methods (Bank, Wise, Payoneer, PayPal, Crypto) and select which to show per invoice.

API key hashing, login lockout, CSRF protection, pagination limits, email validation, and 26 vulnerability fixes.

Cron job auto-generates invoices from recurring profiles and auto-marks overdue invoices daily.

Configurable late fees (flat or percentage) with grace periods and recurring application. Auto-applied to overdue invoices via cron.

Full accounts receivable aging report with 30/60/90/120+ day buckets, customer-level breakdown, visual distribution, and CSV export.

Token-based client portal where customers can view all invoices, payment history, account summary, and pay online.

Create deposit invoices (configurable %), milestone invoices for progress billing, and credit notes for refunds.

Configurable tax rates (VAT, GST, Sales Tax) with default and compound options. Applied to invoice line items.

View all emails sent to a customer — invoice emails, overdue reminders — plus the next scheduled email with countdown.

Public, no-signup tools: Invoice Generator (with logo & PDF), Sales Tax Calculator, Profit Margin Calculator, and Currency Converter. SEO-optimized for organic traffic.

Full CRUD API for payment methods (Bank, Wise, Payoneer, PayPal, Crypto) via REST API, MCP, and AI Assistant. Select which methods show per invoice.

All AI assistant and MCP tool actions are now logged in the audit trail with source attribution (via AI / via MCP).

Full quote lifecycle — create, edit, send, and track quotes. Convert accepted quotes directly into invoices with one click.

Generate professional quote PDFs and public shareable links. Clients can view quotes online without needing an account.

Clients can accept or decline quotes directly from the public link. Status updates in real-time with notifications sent to the team.

Track business expenses with categories, amounts, dates, and vendor details. Full expense management dashboard with filtering and search.

Full CRUD for expense categories — create, edit, delete with color coding. Categories with linked expenses are safely deactivated.

Select multiple items with checkboxes across all data tables (invoices, quotes, expenses, items, journals, and more) for bulk delete operations.

Notifications are now delivered individually to every org member. Each user has independent read/unread state and can manage their own notifications.