- Card payments
- Bank connections
- CSV imports
- PDF & CSV exports
Keep your invoices, expenses, and records together.
Take a look inside PlanBill. These examples use sample data.
Dashboard
See what’s been paid and what’s coming up.
View your payments, expenses, and unpaid invoices in one place. Your dashboard also shows upcoming work and reminders.
Invoices
Send invoices and keep track of payments.
Create an estimate or invoice, request a deposit, and let customers pay online. Set reminders to follow up on unpaid invoices and see how much is still owed.
Assistant
Tell Assistant about the job.
Describe the work and what to charge. Assistant puts together an invoice or estimate for you to look over, edit, and send.
Nothing is sent until you’re ready.
“I painted Jordan’s kitchen. Write up an invoice for $450.”
For Jordan
Look it over, then send it.
Estimates
Give your customer a price for the work.
Send an estimate for your customer to review. When they accept it, turn it into an invoice.
View the estimates page
Expenses & receipts
Save your receipts without entering every detail yourself.
Upload a receipt photo or file, and PlanBill suggests the details for you. Review the information, make any corrections, and save it with your expenses.
PDF, PNG, and JPG · Duplicate detection
View the expenses page
Your receipt
Details PlanBill suggests
- Vendor
- Sunrise Materials
- Date
- Sep 4, 2026
- Total
- $482.50
Review the details and make any corrections before saving.
Routes · Pro
Map your route, optimize it, and log your miles.
Add your stops. Optimize your route. Your mileage expense is calculated for you—just review and save.
Keep track of your income and expenses.
Connect your bank to review transactions alongside your expenses. You can also see which invoices are unpaid and which bills are coming due.
Download or view your records when you need them.
View your invoices, expenses, and reports in PlanBill, or download a PDF or CSV when you need a copy.
Choose the plan that fits your business.
Standard
$0 / month
No credit card required.
Send invoices and estimates, save receipts, and accept card payments.
- 1 business
- Unlimited invoices and estimates
- Professional templates for invoices and estimates
- Unlimited receipt and expense file uploads
- 20 smart receipts per month
- Bank linking, synced transactions, manual pairing
- PDF and CSV exports
- 1 GB document storage
- Team invites (admin, viewer, or custom access)
- Assistant after you send your first invoice
- 0.5% platform fee on paid invoices
Pro
$40 / month
or $400 billed yearly
Everything in Standard, plus every template, higher limits, scheduled reports, and extra businesses.
- Everything in Standard
- Premium invoice and estimate templates
- 0.25% platform fee on paid invoices
- Unlimited smart receipts
- 5 GB document storage
- Scheduled report emails
- Import time from Google Sheets, CSV, Excel, or paste
- Routes and mileage
- AI Bookkeeper — monthly review and a CPA-ready packet
- Customer texting (opt-in, transactional only)
- Multi-business support, with added businesses at $30/mo each
Smart receipts read the details from your uploads. Standard includes 20 per month; Pro includes unlimited processing. File uploads are unlimited on both plans, within your plan’s storage allowance.
PlanBill platform fee on invoices paid through PlanBill: 0.5% on Standard, 0.25% on Pro. Card processing fees are separate and set by the processor.
AI Bookkeeper is guidance only. It does not file taxes or replace your accountant.
A few things you might be wondering.
Can I start without a credit card?
Yes. Standard has no monthly subscription charge. Fees apply when invoices are paid through PlanBill.
Can I use it on my phone?
Yes. Use the same account on your computer or iPhone.
Can I bring my existing records?
Yes. Import CSV files so you don’t have to enter everything again.
Can I download my data?
Yes. Export your records as PDF or CSV whenever you need them.
Create a free account and send your first invoice.
Start with Standard at no monthly cost. You can move to Pro if you need more features.