Know where every project makes its money
Invoicing, receivables, budgets, and forecasts — connected to the time and expenses your team already tracks, so the numbers are never a weekend project again.
The back office, minus the back-and-forth
Draft, send, and track invoices generated from approved time and expenses, with per-user rate periods applied automatically — plus batch export, payments, and attachments. Design your own form-fill .xlsx invoice layouts in the template designer, so what the client receives is your letterhead, not ours.
AR aging, work-in-progress, profitability by landman or county, and cash-flow forecasts — exportable to Excel and CSV, generated from the same data your invoices came from. Mineral-owner tracking and per-project budgets included.
Run each project against its budget in real time: forecast remainder, recognized revenue, and commission by landman, all rolled up from the same approved time the invoices come from. You see what's left to bill — and who's earned what — before the month closes, not after.
Quote the next project from your own actuals — parametric estimates backtested against completed work. Connect QuickBooks via OAuth and keep invoices and accounts reconciled without double entry.