Question: I'm looking for a solution that helps me create and manage estimates, invoices, and digital payments, all in one place.

If you need a more elaborate system to handle estimates, invoices and digital payments, vcita is a good option. The app includes a simple CRM for interacting with clients and capturing leads, online document management, and two-way text messaging. It also has a more powerful financial management system with online invoicing, estimates and payment processing with automated followup. vcita also includes scheduling and marketing tools and a client portal for online booking and payment. It's available on desktop and mobile devices, making it suitable for small to medium-sized service-based businesses.

Another option is Streamlined, an AI-powered platform that automates and streamlines B2B invoicing and accounts receivable. It offers flexible payment options, auto-reconciliation, smart reminders and real-time integration with platforms like Shopify and QuickBooks. Streamlined can help businesses save more than 40 hours per month on manual invoicing, cut back-office costs and improve cash flow.

For freelancers, consultants and micro businesses, Midday offers a lightweight financial management system. It connects to more than 20,000 banks in 33 countries, tracks income and expenses, and has advanced project tracking and invoicing. Midday also includes live collaboration, automatic invoice matching and secure file storage, so it can help freelancers and micro businesses stay organized and productive.

Last, Paymerang offers a more advanced finance automation system geared for modern businesses. It automates invoice, payment and purchase order processes to cut errors and improve efficiency. It integrates with multiple accounting systems and has more than 600,000 vendors in its payment network, Paymerang offers secure and efficient financial management, freeing up resources so businesses can focus on growth.