All tools, templates, and calculators are free with no signup or watermark. Optional account is free during beta. First four tracked documents sent via link are free.
Free tier with 7-day trial. Standard: $7.99/month (33% off, was $11.92/month) with 1 user, 20 invoices/month, 50 bank statement pages/month. Premium: $14.99/month (25% off, was $19.99/month) with up to 3 users, 300 invoices/month, 300 bank statement pages/month. Optional add-ons: +300 Pages $15/mont
Key features
Invoice generator
Quote generator
Receipt maker
200 editable templates
Payment links and QR codes
Document tracking
Trade-specific line items
PDF export with no watermark
AI helper for invoice creation
Ready-to-use financial templates for invoicing, budgeting, and expense tracking
Multi-currency invoicing with live exchange rates
Bank statement converter for PDF and CSV files
25+ financial calculators for margins, fees, and exchange rates
Automated expense categorization and tracking
Client management with billing history and payment tracking
Real-time currency alerts
Cloud-based workspace with data persistence
Shareable workspace links for collaboration
Support for 980+ banks and 180+ currencies
What makes it different
No signup required to create and download documents
Designed for 46 different trades and professions
No watermark on exported documents
Supports multiple currencies and international use
Flexible financial workspace designed as a canvas rather than a rigid system
Pre-built formulas and bank-grade statement parsing for immediate utility