Tabflow

Fractional Executives

For fractional CTOs, CFOs, and COOs running multiple engagements at once.

The work isn't the problem. Everything around it is.

  • You serve four to eight clients in parallel. Reconciling them is its own job.
  • Retainer billing should be automatic, not a recurring calendar reminder.
  • Your CPA needs clean records. Today they get a ZIP of receipts.

Turn work into revenue

From conversation to proposal in one click

AI drafts the proposal from your meeting notes, with services and pricing already filled in. When the client says yes, convert it to an invoice in one click.

  • Proposals built from what was actually said on the call
  • One-click invoice creation, with scope and pricing carried over
  • AI-drafted follow-up emails. Never start from a blank page.

Move money

Get paid without the chase

Send invoices with a Stripe-powered payment link. Track paid, pending, and overdue from a single view. Automated reminders do the awkward follow-up for you.

  • Stripe-powered invoices clients can pay with a click
  • Status tracking: paid, pending, overdue, at a glance
  • Automated reminders for overdue invoices
  • Standard Stripe rates with no Tabflow markup on payments

Track the business

Know which clients actually make you money

Connect your bank and cards. Tabflow categorizes every expense and lets you tag it to a client or project. Profit per client stops being a guess.

  • Bank and card sync, categorized automatically
  • Tag expenses to clients and projects in one click
  • Client-level profit and loss without spreadsheets

A typical day on Tabflow

See every engagement at once: revenue, hours, margin, payment status. Recurring invoices send themselves. Tax records are already organized.

Pricing

Simple plans. 30% off annual. 30-day money-back.

Free

Get Paid

For freelancers who just want a better way to invoice and get paid.

$0/mo

  • • Create and send professional invoices
  • • Accept online payments via Stripe
  • • Track invoice status (paid, pending, overdue)
  • • Up to 25 invoices per month (limited-time)

Starter

Look Professional & Move Faster

For freelancers who want to win more work and save time on proposals.

$10/mo

or $7/mo billed annually · save 30%

  • • Everything in Free
  • • AI-generated proposal letters
  • • Proposal editor with live preview
  • • Reusable proposal content

Pro

Run Your Business with AI

For freelancers who want to automate their workflow after every client call.

$20/mo

or $14/mo billed annually · save 30%

  • • Everything in Starter
  • • AI meeting assistant (Zoom, Meet, Teams)
  • • Structured meeting summaries
  • • Automatic detection of scope, pricing, and next steps

Start free. 30-day money-back on paid plans.