Branded invoice creation tied to Vinculum deals, payment status tracking, and revenue analytics — all in a single HTML file.
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Invoice builder
Create branded, itemized invoices in minutes. Add line items, apply discounts, and generate a client-ready PDF — all without leaving the tool.
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Payment tracking
Mark invoices as sent, viewed, or paid. Track outstanding balances and overdue accounts at a glance.
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Revenue analytics
Monthly revenue, outstanding AR, paid vs unpaid ratio, and invoice velocity. Know exactly where your cash flow stands.
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Vinculum integration
Client names and company details pull from Vinculum automatically — so your invoice matches your CRM without re-entering anything.
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AI follow-up drafts
The AI reads your overdue invoices and drafts polite, firm follow-up emails — ready to review and send in seconds.
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Invoice history
Every invoice stored locally. Search, filter, duplicate, and resend without losing track of what was sent when.