The work isn't the problem. Everything around it is.
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
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
Stay ready for taxes
1099s, organized year-round
Track expected vs received 1099s. Store every tax document in one place. Walk into tax season with everything matched, instead of spending a weekend on spreadsheets.
- Track expected vs received 1099s automatically
- All tax documents stored, searchable, and tied to clients
- Year-end records that drop straight into your CPA's hands
1099s · 2026