One workflow: capture, review, invoice, reconcile, forecast

Track time by client and project, log expenses with optional receipt upload, and create draft invoices. Smart suggestions surface recent payees, categories, and amounts so you fill less and move faster.

In practice: Freelancers and consultants capture billable work and costs as they happen, without switching tools.

A command-center dashboard shows what needs attention today: overdue invoices, uncategorized expenses, imported bank lines, and time ready to invoice. Every suggestion is deterministic and stays editable until you explicitly confirm.

In practice: You decide what to accept, edit, or dismiss — nothing is saved without your action.

Turn drafts into sent invoices, send reminders for overdue balances, and collect payment via Stripe. Status tracking and payment links keep the lifecycle visible in one place.

In practice: Service businesses get from “work done” to “invoice sent” and “payment received” without chasing spreadsheets.

Import CSV or OFX statements, preview matches, and apply saved rules. Review and confirm each transaction before it hits your books — no automatic posting.

In practice: Reconciliation stays under your control with clear review queues and inline edits.

Review 30/60/90-day cash assumptions, run profit and loss and balance sheet reports, and export data for tax prep or your accountant.

In practice: Solo operators get practical visibility into cash flow and year-end readiness without heavyweight ERP.