Grow your customer base, not your workload
Manage every client relationship, send professional invoices, and track growth — all from the same platform you use for payroll and HR.
Everything your customers expect
Professional invoicing, smart CRM, and growth tools — built for small businesses that want to look big.
Manage your customers
Keep every client, contact, and conversation organized. Store billing details, communication history, and project notes in one searchable place — no spreadsheets required.
- Client profiles & contacts
- Communication history
- Custom tags & segments
- Document storage
Send professional invoices
Create and send branded invoices in seconds. Set payment terms, accept online payments, and get notified the moment a client pays — no chasing required.
- Branded invoice templates
- Online payment acceptance
- Automatic payment reminders
- Recurring invoices
Grow your customer base
Understand which clients drive the most revenue, identify upsell opportunities, and track retention over time. Turn your customer data into a growth engine.
- Revenue by client reports
- Retention tracking
- Upsell opportunity alerts
- Client lifetime value
Sales tax, handled
Automatically calculate and apply the correct sales tax rate for every invoice based on your client's location. Supports all 50 states — you review and confirm before sending.
- Auto sales tax calculation
- Multi-state rate support
- Tax-exempt client support
- Sales tax reports
From quote to cash, in one place
The full customer lifecycle — managed without switching tools.
Add a client
Create a client profile with billing details, contacts, and notes. Import from a spreadsheet or add one at a time.
Send an invoice
Pick a template, add line items, set payment terms, and send. Clients pay online — you get notified instantly.
Tax calculated automatically
Sales tax is applied based on the client's location. No manual lookups — rates are calculated for you before you send.
Track growth
See revenue by client, retention trends, and lifetime value. Know which relationships to invest in.
Connected to your whole business
Customer payments flow into your books. Payroll costs appear in your P&L. Everything stays in sync.
Accounting & Bookkeeping
Every invoice and payment posts to your ledger automatically.
Explore Accounting →Payroll & Taxes
Payroll costs appear alongside client revenue for a complete picture.
Explore Payroll →Your customers deserve a better experience
Invoicing, CRM, and growth tools — connected to your payroll and books.
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