Question: I need a system that can help me create professional estimates and invoices, and track payment status - do you know of any?

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vcita

vcita is an all-in-one small business management app with easy-to-use tools for managing clients, money and time. It's got online invoicing and estimating, payment processing, and automated followup to get you paid on time. It also has a CRM for managing client relationships, online scheduling and business and team calendar.

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oto

Another good option is oto, a full-featured financial management tool for freelancers. OTO handles proposals, contracts, invoices and time tracking in one service, automatically generating the documents based on hours worked. It also has tools for managing client relationships and for processing payments through Stripe and PayPal integration.

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Billtrust

If you're looking for an accounts receivable (AR) focused option, Billtrust offers an artificial intelligence-powered platform for streamlining the order-to-cash process. It automates credit approval, integrates with e-commerce sites with AI-powered integration, automates invoicing and offers multiple payment options to help you get paid faster and improve customer satisfaction. It integrates with many ERPs and other systems for a unified interface.

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Fiskl

Last, Fiskl offers an AI-powered multi-currency accounting tool that handles more than 170 currencies and offers invoicing, payments and automatic bank synchronization. It can link to multiple financial institutions and integrates with Stripe for managing multi-currency bulk payouts, so it's good for small businesses and freelancers who want to simplify their accounting.

Additional AI Projects

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Streamlined

Automates and streamlines B2B invoicing and accounts receivable processes, providing a seamless customer experience and reducing operational overhead.

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Midday

Unify financial management, project tracking, and invoicing with automated insights, AI-driven financial analysis, and seamless data export for informed business decisions.

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Paymerang

Automates invoice, payment, and receivables processes using AI, increasing efficiency, accuracy, and visibility, while freeing up time and resources for business growth.

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COUNT

Automate financial tasks, track expenses and income in real-time, and generate instant reports to make better business decisions with AI-powered accounting tools.

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ServiceM8

Streamlines operations for trade contractors and home service businesses by tracking jobs, staff, and customers from initial call to completion and payment.

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Sage

Automate routine tasks, gain real-time business insights, and make informed decisions with AI-driven finance solutions tailored to your business needs.

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Billie

Automates invoice workflow by analyzing files, extracting data, and creating custom filenames, freeing up time for more important tasks.

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Esker

Automates repetitive processes, providing better visibility, collaboration, and productivity, while cutting costs and improving customer satisfaction.

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Slope

Automates B2B payments and order-to-cash processes with flexible payment terms and embedded financing, ensuring a seamless customer experience.

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Vic.ai

Automates invoice processing, PO matching, and approval flows with high accuracy, reducing processing times and minimizing errors, while providing real-time data insights.

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OptimateAI

Simplify sales operations with an all-in-one platform for payment processing, invoicing, KPI tracking, commission payments, and more, streamlining sales and boosting revenue.

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Billfy

Centralized hub for freelancers to automate recurring charges, track clients, and link payment systems, streamlining billing and providing valuable business insights.

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Stampli

Consolidates all AP-related communication, documentation, and workflows into one place, automating manual work and increasing efficiency, visibility, and control.

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Workiz

Automates and optimizes field service operations with AI-powered tools, streamlining scheduling, invoicing, and customer management in one comprehensive platform.

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Glean.ai

Automates and analyzes accounts payable processes, providing intelligent insights and visibility into spending patterns for better financial decision-making.

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Yooz

Automate the entire procure-to-pay process with real-time approval, AI-based data extraction, and seamless integrations, cutting costs by 80% and cycle time.

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Paymefy

Automates smart notification sequences through online channels, reducing debt collection time and cost, while providing easy customization and one-click payment solutions.

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Approveit

Automates approvals and streamlines processes across departments, increasing efficiency and control, with customizable workflows and AI-powered reporting capabilities.

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Inai

Simplify global payment processes with a single API, offering payment optimization, automation, and reconciliation, plus actionable insights and enterprise-grade security.

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Selldone Business OS

Visually build, run, and scale your business with a no-code, all-in-one operating system, automating processes and handling millions of orders seamlessly.