Dashboard

The dashboard is well-organized and provides charts and graphs of your Total Revenue, Average Income, Outstanding (balance), Invoices and Payment, Recent Payments, Upcoming Invoices, and Invoices Past Due.

Invoicing

Client Portal

Proposals

You can create elaborate proposals with the interface and email them to potential clients. Proposals are highly customizable. You can import an existing proposal template as well.

Contact Management

You can manage customers and vendors. You can record basic contact information as well as ID numbers, VAT numbers, default payment terms, default languages, and notes. There’s a nice contact dashboard where you can view a customer’s total invoices, payments, and any open balances.

Expenses Tracking

Offers basic expense tracking. You can enter expenses manually, import bank statements via .ofx, or connect to your bank account. You can also set expense categories to manage and organize your expenses. Users can set recurring expenses and mark expenses as billable. You can choose the expense currency and check the “convert currency” option.

Product List

You can add products, descriptions, and costs. There is no inventory tracking tool available, and you can’t add COGS either. However, you can create custom product fields and automatically convert product prices to a customer’s currency.

Project Management

You can create a project and add a project name, due date, budgeted hours and description.

Tasks

You can create tasks either from the newly created Task screen or using a Kanban board, depending on how you like to visualize your to-do lists. The nice part about the Kanban board is that you can organize tasks by ready to do, in progress, done, and backlog, or any number of your own custom categories.

Time Tracking

You can track time by either using a built-in timer or by manually entering time. Time must be associated with a project or task.

Reports

Offers 13 reports total. There are typical Profit and Loss and Aging reports. The rest of the reports are more like summaries of specific features (invoices, contacts, etc.). There is a data visualization where you can view clients, invoices, and products in a more creative way.

Listening Commands

One of the coolest aspects of this software is the unique built-in voice commands. You can tell the software to follow commands, such as “return to dashboard,” “add new client,” “send invoice,” and will do it.

Estimates

The Software has ready templates and automatically can converts estimates to invoices once accepted, which is a nice touch many programs miss. Another unique touch is the ability to set an “invoice valid until date”.

Default Email Message

You can set default email messages for invoices, quotes, proposals, payments, and reminders. You can also create a default email signature and control your email notifications and styles.

Credits

You can create customer credits as needed.

Sales Taxes

You can add unlimited sales tax rates.

Multiple Currencies

The Software supports 95+ currencies and 30 different languages. While you can send invoices in different languages, this feature needs a lot of work. Currently, only half the invoice gets translated.

Importing & Exporting

The Software has a strong, easy-to-use importing feature. You can import clients, vendors, invoices, products, and expenses. You can export all data or any combination of the following: clients, contacts, credits, tasks, invoices, quotes, recurring, payments, products, expenses, vendors and vendor contacts.

 Create Recurring Invoicing & Auto-Bill Clients.

 Proposals Creation Tool.

 Custom Domain "YourCompany.com/link".

 Quotes Convert to Invoices for Payments.

 Accept Deposits & Partial Payments.

 Enable Invoice Approval Checkbox or Client Signature.

 Create Reports, Accounts Aging & Client Statements.

 Multiple Currencies and Languages Supported.

 Supports Natural Language Voice Commands.

 Proposals Creation Tool.

 Create Project Tasks & Track Time.

 Attach Invoice & Quotations PDFs to Emails.

 Fully Customizable Invoice Design.

 Invoice Payment Auto-Reminder Emails.

 Item & Product Library System.

 Importing Expenses & Vendors.

 Setup Automatic Credit Card Gateway Fees.

 Tax Settings per Line Item or Invoice Total.

 Attach 3rd Party Files to Invoices & Expenses.

 Kanban Boards to Manage Projects.

 Client-Side Portal & Invoices History.

 Customize Email Subjects & Body Text.

 Alerts When Client Views & Pays Invoices.

 Bulk Emailing Invoices & Quotations.

 Import Transactions From Your Bank Accounts.

 Setup Automatic Late Fees on Unpaid Invoices.

 Professional Free Invoice Template Designs.