Invoices, expenses, and insights — connected

Finance

Professional invoicing with Stripe, expense tracking with OCR receipt scanning, deposit management, and real-time analytics that show where money flows.

3 features

Invoicing & Payments

Create invoices from bookings, work orders, or cases — data flows in automatically so you're never re-entering information. Professional branded PDFs, Stripe integration for instant online payments, recurring invoices for management fees, and automated reminders that escalate from friendly to firm.

Replaces:FreshBooksXeroQuickBooks

Auto-Generation

Booking confirmed → invoice created. Work order completed → bill generated. Zero manual entry.

Stripe Integration

Send payment links. Clients pay by card. Payment recorded automatically.

Recurring Invoices

Monthly management fees, quarterly contracts — generated and sent automatically.

Payment Reminders

7 days: friendly. 14 days: firm. 30 days: final warning. All automated.

Expense Management

Snap a photo of a plumber's invoice and the AI extracts amount, date, vendor, and category. No manual data entry. Duplicate detection prevents double-counting. Expenses link to bookings, cases, and properties for accurate cost tracking per unit.

Replaces:ExpensifyDext (Receipt Bank)

AI Receipt Scanning

OCR extracts amount, date, vendor, and tax info from any receipt photo.

Duplicate Detection

Same invoice uploaded twice? Flagged before it enters your books.

Re-Invoicing

Mark expenses for re-billing to tenants or owners. Track what's been invoiced.

Approval Workflows

Small repairs: auto-approved. Major invoices: manager approval required.

Analytics Dashboard

Real-time dashboards that update as your business moves. Lead conversion rates, occupancy trends, revenue tracking, outstanding receivables, email performance, and agent productivity — all in one view. No ETL pipelines, no data warehouses, no waiting for monthly reports.

Replaces:Google Data StudioStandalone BI tools

Real-Time Data

New lead? Appears immediately. Payment received? Dashboard updates. No batch delays.

Property Performance

Occupancy rates, revenue, booking sources, and seasonal patterns per property.

Location Comparison

Multi-location? Compare performance across regions, cities, or offices.

Custom Widgets

Each role sees different KPIs. Sales watches leads. Operations watches occupancy.

Ready to see it in action?

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