Tabflow for Fractional Executives

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.

Proposal Invoice

Apr 29, 2026

Northwind LLC · Q2 Engagement

6-week implementation + training

Discovery & roadmap $2,400

Implementation (6 weeks) $9,600

Training & handoff $1,200

Total $13,200

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

Invoices

All

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

Expenses · April

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

Start free. Upgrade when the work picks up.

Standard Stripe rates on every plan. Tabflow never takes a cut of your payments. 2 months free on annual, 30-day money-back.

Free

Send Invoices

For freelancers who want a clean, modern way to invoice and get paid.

$0/mo

• Unlimited invoices and clients
• Accept online payments via Stripe — 0% platform fee
• Track invoice status (paid, pending, overdue)
• 1099 tax tracker
• Tabflow branding on invoices and payment pages

Start free

Core

Get Paid Without Chasing

For solo freelancers who want invoices paid, proposals drafted, and expenses organized.

$29/mo

or $290/yr · 2 months free

• Everything in Free, unbranded
• Automated payment reminders
• Recurring invoices for retainers
• AI proposals — generate, edit, reuse
• Expense tracking with client tagging

Buy Core

★ Most popular

Pro

Built for a Heavier Client Load

For freelancers running many clients and calls who need more hours and more connected accounts.

$49/mo

or $490/yr · 2 months free

• Everything in Core
• AI meeting assistant — 20 hours/month
• Bank & card sync — 5 connected banks
• One-click proposal and invoice creation from meetings
• AI-generated follow-up emails

Buy Pro

Studio

Your Team, One Workspace

For small studios and agencies that need shared client work with access control.

$99/mo

or $990/yr · 2 months free

• Everything in Pro
• 3 seats included — contact us for more
• Roles & permissions
• Shared client roster with audit trail
• AI meeting assistant — 45 hours/month, pooled

Buy Studio

Meeting hours are shared across the account. Bank sync refreshes once per day. Extra meeting hours: 10-hour blocks at $20/mo on any paid plan. AI proposals are unlimited subject to fair use — we'll reach out if usage looks automated rather than human.

Compare plans →

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