Finance and billing for design studios
Budgets, POs, invoices and cash flow in one place all connected to projects, the client portal, and accounting. Automate the busywork and keep profitability clear.
Clarity on cash flow, revenue and margins
Stay on top of what matters: invoices issued and paid, upcoming POs, VAT, and projected runway all linked to projects and the studio view.
- Real‑time cash flow with upcoming ins and outs
- Budget vs actual at project and studio level
- Automated payment reminders and notifications
Invoices and payments automated, synced, paid
Create invoices from estimates in one click, send them to the client portal, accept cards or ACH via Stripe, and sync every update to Xero automatically.
- 1‑click Xero sync for new and updated invoices
- Payment links and reminders from the client portal
- Status chips and aging to keep collections tight
From budgets to real‑world profit
Track budgets, approved spend and staff time to see accurate profitability by project and roll it up to the studio view.
- Budget, spend and committed POs in one view
- Time tracking for accurate project margins
- Studio profitability and trend analysis
Your finance copilot, across every workflow
Ask questions about budgets, invoices, and cash flow. Draft, send, and sync faster than ever.
Finance that keeps projects moving and profits clear
Xero and Stripe integrations, automated invoices and POs, and an AI copilot for speed.