EVERY DOLLAR
IN AND OUT
TRACKED
A multi-currency income and expense ledger that lives next to your customers. Invoices, budgets, and recurring transactions - every dollar in, every dollar out, tracked inside your CRM.
- Multi-currency
- Invoices auto-post
- Linked to contacts
- Ads & Marketing38%
- Software24%
- Contractors21%
- Other17%
- +$2,400.00Invoice INV-2026-0184Northwind Studio
- -$640.00Google AdsAds & Marketing
- +$1,800.00Retainer - Acme CoConsulting
- -$96.00Figma + LinearSoftware
- INV-2026-0190Sent
- INV-2026-0188Overdue
Invoice, send, and get paid
Build an invoice from line items, send it to a contact, and track it through every status. When you mark it Paid, the income lands in your ledger automatically - no double entry.
- Numbered and datedAuto numbering as INV-YYYY-NNNN, with issue and due dates so nothing slips.
- Line items and taxAdd description, quantity, and unit price per line. Subtotal, tax, and total computed for you.
- Mark Sent, Mark PaidMove an invoice through Draft, Sent, Paid, Overdue, or Cancelled with one click.
- Tied to a contactEvery invoice links to a CRM contact, so billing history sits right on the customer record.
Set a limit. Watch it fill.
Create a monthly or yearly budget for a single category or for all of your spend. It compares against your real transactions and fills a color-coded bar from green to amber to red as you get closer to the limit.
- Software MonthlyOn track$420 / $1,20035% spent$780 remaining
- Ads & Marketing MonthlyWatch$3,100 / $4,00078% spent$900 remaining
- Contractors MonthlyCritical$5,600 / $6,00093% spent$400 remaining
- Travel MonthlyOver budget$1,450 / $1,200121% spent$250 over
- All spend YearlyOn track$38,200 / $90,00042% spent$51,800 remaining
Set it once, it posts itself.
Save a template for rent, retainers, subscriptions - anything that repeats. Each time the next run date arrives, it posts the transaction for you. Add an optional end date, or pause and resume whenever you need.
- Office rentFacilities-$2,200MonthlyNext run Jul 1 No end date
- SaaS subscriptionsSoftware-$312MonthlyNext run Jun 15 No end date
- Acme retainerConsulting+$1,800MonthlyNext run Jun 5 Ends Dec 2026
- Domain renewalSoftware-$96YearlyNext run Mar 12 No end date
Put your finances
next to your customers
Stop juggling a separate spreadsheet for the money. Track income and expenses in every currency you work in, right beside the deals and contacts they came from.
- Multi-currency ledger, each currency tracked on its own
- Colored, archivable categories that feed every chart
- Invoices, budgets, and recurring in one place
- Available on Pro and Business plans