Getting Started
- Complete your Business Profile in Settings to add your logo and bank details.
- Set your region (AU or NZ) to ensure tax compliance (GST/Tax Invoice).
- Connect your Stripe account to accept credit card payments globally.
AI-Powered Invoicing
- Use the AI Auditor to scan receipts and extract data automatically.
- Generate smart insights on your dashboard to understand your cash flow.
- Let Gemini AI flag potential AML risks or fraud before you send invoices.
Quote Generator
- Create professional, branded quotes with your logo, theme colour and business details.
- Add separate Labour (hours × rate) and Material (qty × price) line items for accurate estimates.
- Toggle GST on/off — the quote auto-calculates subtotal, tax and total in your chosen currency.
- Set a 'Valid Until' date and include scope notes so clients know exactly what's included.
- Preview your quote in a print-ready A4 layout and download it as a PDF to send to clients.
Financial Management
- Track Revenue vs. Expenses in real-time on the Financials page.
- View your Financial Year (YTD) performance to prepare for tax season.
- Export professional CSV reports for your accountant with one click.
Customer Relations
- Store customer details for quick invoice generation.
- Track payment history per customer to identify your best clients.
- Send secure, professional payment links that work on any device.
Ready to start?
First, set up your Business Profile to add your logo and bank details.