Features
- Creates and sends professional invoices quickly
- Accepts credit card, PayPal and Square payments
- Manages recurring invoices and sends automatic payment reminders
- Connects bank accounts, imports transactions and reconciles them
- Categorizes transactions automatically
- Provides financial reports and performance analytics
- Manages customers and vendors
- Tracks project time
- Supports team members and permissions
- Uses smart tags to categorize transactions by client or project
- Financial Intelligence offers recommendations to improve profits and speed up collections
Pricing Details
The service operates on a freemium pricing model with monthly subscriptions. It offers a free plan called Starter, which allows users to send an unlimited number of invoices, manage customers and vendors without restrictions, and accept payments via PayPal and Square, while providing basic reports and the ability to link only one bank account. Paid plans start with the Smarter plan at $15 per month, adding features such as recurring invoices, automatic payment reminders, saving invoice items, support for linking multiple bank accounts, time tracking, and the ability to add up to 5 team members. The Sophisticated plan costs $35 per month and includes all Smarter features plus advanced enhancements such as smart tags, advanced transaction categorization, faster account reconciliation, locking records after closing, secure file sharing, and more detailed financial reports, with support for an unlimited number of users. The Accountant plan is designed for accounting firms and offers multi-client management from a single dashboard, with capabilities such as exporting financial packages, bulk transaction editing, brand customization, and comprehensive accounting management for multiple clients.