Quote, invoice, and collect payment in one workspace for freelancers and small teams
Stage
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Founded
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Based in
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Pricing model
Freemium
Freemium
Pricing
Not given
Free: $0, unlimited invoices, 10 quotes per month, 10 clients at a time, PDF quotes and invoices. Pro: $19/month or $190/year, unlimited quotes and invoices, bank transfer details with no platform fee, card payments via Stripe Connect, recurring invoices and branding. Team: $49/month or $490/year (u
Key features
Excel and Google Sheets add-on with 80,000+ users
30+ years of historical data including statements, ratios, and price data
Screen thousands of stocks with comparable metrics in one view
Connect to 30+ brokers and institutions
Stock API with standardized JSON schema across 21,577 stocks
Source filing attached to every data value with XBRL citations
New filings available in approximately 15 minutes
ChatGPT and Claude AI connectors for cited research
Direct SQL access to query 80K+ securities across 50+ exchanges
Batch API for querying up to 1,000 companies in one request
Quote builder with e-signature
Invoice creation and tracking
Bank transfer payment instructions
Client management
Team workspaces
PDF export
Multi-currency support
Recurring invoices
Card payments via Stripe Connect
Activity log for team changes
What makes it different
Accurate data with sources continuously updated from SEC filings
Global coverage across 50+ exchanges with 80K+ securities
Serves 400M+ requests per month for professionals at over 1,000 firms
Send quotes in under a minute with a guided step-by-step wizard
Wisesheets
Pricely