Run your entire business from one smart workspace.
Streamline sales, finances, operations, and team management — all in one clean workspace.
- INV-0142Jane Cleaning Co$1,240Paid
- INV-0141Riverbend Cafe$680Sent
- INV-0140BlueSky Painters$2,420Partial
- INV-0139Red Maple Const.$5,800Overdue
- RCRiverbend Cafe$8,450
- JCJane Cleaning Co$6,210
- BPBlueSky Painters$4,800
- RMRed Maple Const.$3,400
Built for modern small businesses
Features
Everything you need, nothing you don't.
A real operating system for your business — designed to feel premium, work fast, and stay out of your way.
Describe your ideal customer in plain English — get a ranked list of leads with contact info.
Profiles, full job history, balances, and tags — everything you need to grow.
Schedule consultations, site visits, and customer meetings. Reminders for you, your crew, and your customer.
Send polished estimates, track approvals, convert to invoices in one click.
Schedule, assign crews, log materials and labour, mark complete, then convert to invoice.
Phone-first customer search, code-based items, and beautiful themed PDFs.
Stock in / stock out, suppliers, low-stock alerts, and full audit trail.
Snap a receipt — AI extracts vendor, tax, and total automatically.
Track recurring bills, loans, insurance, subscriptions, and savings goals — flexible categories.
PIN-only kiosk, GPS workplace guard, weekly timesheets with one-click manager approval.
Income, expenses, P&L, tax, and per-employee labour cost — instantly.
Polish descriptions, summarize reports, and get smart suggestions instantly.
A closer look
A workspace that actually works.
- Score 84Maple Dental ClinicMississauga
- Score 76West Side Auto BodyEtobicoke
- Score 62Sunset DaycareBrampton
Why teams switch
Less admin. More business.
Save hours every week
Phone-first customer search, code-based items, and one-click conversions remove the busywork.
Get paid faster
Polished branded invoices, easy payment recording, and overdue alerts that actually work.
Track jobs from estimate to invoice
Estimate → Work Order → Invoice → Paid in one pipeline. Nothing slips through the cracks.
Control inventory and expenses
Stock in / out with audit trail, low-stock alerts, and auto-linked expense entries.
Stay ahead of bills and finance commitments
Bills, loans, insurance, subscriptions, savings — calendared, with overdue and due-soon alerts.
Make smarter decisions with AI reports
Profit, P&L, tax owing, and AI summaries that turn numbers into clear next steps.
Loved by small businesses
Don't take our word for it.
I used to spend Sundays on invoices. Now I close out a week in twenty minutes — and the PDFs look like a brand.
The phone-search invoice flow alone is worth it. I add a customer once and the whole thing fills itself in next time.
Reports actually make sense to me now. The AI summary tells me what to look at — I just go fix it.
Pricing
Simple pricing. Real value.
Cancel anytime. Upgrade or downgrade whenever your business needs change.
- 1 business profile · 1 user
- Customers
- Basic invoices · 25/month
- Basic estimates · 25/month
- Basic expenses · 100/month
- 100 customers max
- Payment status
- Basic tax summary
- PDF invoice export + logo
- Simple invoice theme
- Basic reports
- — No work orders
- — No inventory
- — No time clock
- — No AI Lead Finder
- — No finance tracker
- Everything in Simple
- Unlimited customers
- 100 invoices/month
- 100 estimates/month
- 300 expenses/month
- Better reports + tax report
- Services / products library
- Basic payment reminders
- Data import for customers + invoices
- 2 invoice themes
- Basic document upload
- Everything in Starter
- Unlimited invoices + estimates
- Estimate → Work Order → Invoice flow
- Work orders
- Job photos + Proof-of-work PDF
- Customer portal
- Auto payment reminders
- Finance tracker + Payment calendar
- Basic inventory
- Business Health Score
- AI invoice description + report summary
- Full data import / migration
- Everything in Pro
- Up to 10 users · team members
- Staff scheduling
- Separate employee time-clock kiosk
- Clock in/out + break tracking
- Timesheets + payroll-ready reports
- Advanced inventory + suppliers
- Stock in/out + low-stock alerts
- Appointment scheduler
- Document vault
- Advanced finance trackers
- Proof-of-work customer sharing
Cancel anytime. Upgrade or downgrade whenever your business needs change.
Everything your business needs.
In one smart system.
Set up in minutes. Cancel anytime. No credit card required.