Run your business finances from one clear workspace.
Send invoices, capture receipts, and track cash flow without jumping across tools.
Trusted foundations
Capture Assistant
Receipts, bills, and estimates land in one intake flow.
Upload from phone or desktop and review everything in one queue.
Invoice
Draft, send, remind, and collect without losing context.
Deposits, reminders, payment status, and follow-ups stay tied to each invoice.
Visibility
Track cash flow, reports, and activity from the same workspace.
Live summaries keep the numbers readable while work keeps moving.
Assistant inbox
Documents in motion
Receipt batch ready
12 new documents grouped for review
Invoice draft updated
Deposit terms applied and reminder queued
Cash summary refreshed
Latest paid invoice folded into today view
Cash pulse
Updated as invoices are paid.
Businesses
Ready to send
Invoice #2048Riverside Build Co.
Progress billing with reminder schedule
Today
Control room
Open invoices
14
+3 this week
Collected
$18.4k
Synced today
Reports
Live
Cash + P&L ready
Workflow
A clear workflow from capture to cash.
Instead of stitching together receipts, invoices, reminders, and reports across tools, PlanBill keeps the full flow in one place from incoming document to paid invoice.
Before and after
Before PlanBill
Receipts and invoices scattered across tools
Manual follow-ups and payment tracking
With PlanBill
Capture, invoice, and reporting in one workflow
Shared visibility for what is due, paid, and next
Capture Assistant
Pull new work into one intake flow.
Receipts, estimates, bills, and uploads land in one place instead of drifting across inboxes, devices, and folders.
Incoming today
Review
Auto-fill the details before you review.
Totals, dates, vendors, and categories are pre-filled for review so your team spends less time typing and fixing mistakes.
Detected fields
Invoice
Send invoices and keep payments moving.
Create invoices quickly, request deposits, schedule reminders, and accept partial payments without switching tools.
Invoice actions
Visibility
See what changed without rebuilding reports.
Cash flow, profitability, and client activity stay current so you can act while details are still fresh.
Today view
Platform
One platform for the money side of your business.
Create estimates, send invoices, capture expenses, run scheduled reports, and use optional time tools—without bouncing between disconnected spreadsheets and apps.
Revenue
Invoices that are ready before you hit send.
Keep branding, reminders, deposits, and follow-ups attached to each invoice instead of buried in notes and spreadsheets.
Timeline
Payment snapshot
Outstanding
$12,640
Visibility
See your numbers before month-end.
Keep cash flow, open work, and scheduled reports visible so decisions are easier to make in real time.
Cash view
$48,220
Open invoices
6
Recurring items
12
Next report
Friday
Capture Assistant
Capture, classify, confirm.
Incoming documents get shaped into useful records before anyone has to do cleanup work.
Structure
Teams, roles, and multiple businesses.
Invite teammates, separate businesses when needed, and keep everyone aligned on the same numbers.
Trust
Secure, exportable, and easy to trust.
Payments, data security, and exports are built in from day one, not added later.
Pricing
Start free. Upgrade when your volume grows.
Choose the plan that fits your invoice volume, reporting needs, and number of businesses without paying for complexity too early.
Free
Build the core workflow first.
A simple starting point for invoicing and document capture with no credit card required.
- +1 business
- +30 invoices per month
- +50 receipt scans per month
- +Assistant included: up to 100 chats/month with a 1M token cap (after first invoice)
- +Basic dashboard and CSV export
- +1% platform fee on paid invoices
Pro
Most popularMore volume, visibility, and control.
Best when invoice volume, receipt capture, reporting depth, or multi-business needs outgrow the free plan.
- +Everything in Free
- +Unlimited invoices and receipt scans
- +Assistant expanded: up to 5,000 chats/month with a 20M token cap
- +Financial summaries and burn insights
- +Billable time import from Google Sheets, CSV, Excel & paste — with one-click draft invoices & TimeEntry tracking.
- +Scheduled reports and PDF exports
- +Multi-business support plus extra businesses at $15/mo each
- +0.5% platform fee on paid invoices
Upgrade or manage Pro billing from the app after you sign up. Stripe processing fees apply separately to online payments.
Ready when you are
Put invoicing, books, and cash flow in one place.
Create a free account to explore the dashboard, or sign in if you are already set up. Want launch news and feature drops? Join the waitlist—no spam.
Next step
Start free in minutes. New accounts may require admin approval before full access—check your email after signing up.