Finance

Profit, invoices, quotes, and getting paid — all in one place.

No spreadsheet, no accountant, no month-end dread — just know your real numbers.

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Who it's for

Anyone getting paid without a finance department behind them — freelancers, consultants, coaches, and local service pros who are also the accounts department. /for/local-services goes deeper on the calls-to-cash version of this for service businesses specifically.

Clear pricing customers can actually decide on

Flat rates, tiered packages, or per-item pricing — set once and quoted consistently, instead of re-figuring the number every time someone asks. A customer who can see the real price before they call is a customer who's already decided to book.

Always know your real profit

Track income and expenses as they happen, not once a quarter when you finally sit down to reconcile it — so the number in your head matches the number that's actually true.

Clean invoices, quotes, and payment links

Send them from the same place you track the money — then watch it land, without switching tools or re-entering the customer's details somewhere else.

No spreadsheets, no accountant, no month-end dread

The books stay current on their own, so nothing is waiting for you at the end of the month — no backlog of receipts, no scramble before taxes.

The same customer, the same numbers

An invoice isn't a document floating on its own — it's tied to the same customer record your CRM already keeps, so what someone's paid, what they owe, and what they were quoted all live in one place instead of three.

Priced the way your business actually sells

A one-off job, a tiered package, a recurring charge — pricing isn't forced into one shape. Set it up the way the business actually sells, and it shows the same way on every invoice and every quote after that.

From quote to paid, without leaving the conversation

A quote gets sent, the customer approves it, a job runs, an invoice goes out — right now that's four separate tools for most solo businesses, with the customer's details typed in fresh each time. Here it's one record moving through a sequence, so the price on the quote is the price on the invoice, automatically.

What it actually catches

The expense that never got logged, the invoice that went out but was never followed up on, the job that made less than it looked like it should — a spreadsheet only shows what you remember to type into it. Tracking income and expenses as they happen means the numbers reflect what actually occurred, not what you recalled at month-end.

A payment link that just works

No separate merchant account to set up, no third-party checkout page that looks like it belongs to someone else. A customer clicks the link on their invoice, pays, and the invoice updates itself — nothing to reconcile by hand afterward.

Built for the business that runs on the go

A quote written at the job site, an invoice sent from the truck before the next appointment — finance doesn't wait for you to be back at a desk. Since it's the same place you already run the rest of the business, sending one doesn't mean switching apps or waiting until end of day.

Real example

GAMEDAY — real tiered pricing, no back-and-forth

GAMEDAY paints scaled backyard sports fields — a business nobody's seen a template for. Its Runza site lists four clear price points, from a $200 painted field to a $400 full setup, so a customer knows exactly what they're booking before they ever get in touch.

See GAMEDAY's site breakdown →

Questions, answered

Do I still need a separate accounting tool?+

For most solo businesses, no — income, expenses, quotes, and invoices live in one place instead of split across an invoicing app and a bookkeeping app.

How do customers actually pay me?+

Every invoice carries a payment link — the customer pays it directly, and it's recorded against that invoice automatically.

Can I send a quote before I send an invoice?+

Yes — quotes and invoices are both built in, from the same place you already track income and expenses.

Will I actually know if I'm profitable, not just busy?+

Yes — income and expenses are tracked as they happen, so your real profit is a number you can check any time, not something you find out at tax time.

Can I sell tiered packages, not just a flat hourly rate?+

Yes — pricing can be flat, tiered, or per-item, whatever actually matches how your business charges.

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