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- Create invoice templates with adjustable currencies, tax fields, and client variables.
- Categorize expenses by project contract, vendor ID, or tax deductible business type.
- Track time by billable phase and assign hours to deliverables within active timelines.
- Manage retainers with service bundles, fixed dates, and client specific rate mapping.
- Convert proposals into tracked jobs with synced milestones and invoice permissions.
- Use roles to control access levels for contractors, admins, or internal finance teams.
- Link Stripe or PayPal accounts for integrated payment flow and deposit references.
- Pull reports by service class, account history, or unpaid balance grouped by client.