Run your business finances from one clear place.
Send invoices, upload receipts, and track cash flow without jumping across tools.
Trusted foundations
Document intake
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 in one dashboard.
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
Document intake
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
Upload documents
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 on Standard. Upgrade when your volume grows.
Choose the plan that fits your reporting needs, assistant usage, and number of businesses without paying for complexity too early.
Standard
Build the core workflow first.
A simple starting point for invoicing, payments, and receipts—with unlimited file uploads and a monthly allowance for AI-powered smart receipts. No credit card required.
- +1 business
- +Unlimited invoices and estimates
- +Unlimited receipt uploads
- +20 smart receipts per month
- +Assistant included: up to 100 chats per month
- +Basic dashboard and CSV export
- +1% platform fee on paid invoices
Smart receipts read your uploads and pull out vendor, dates, and totals so you can confirm details instead of retyping everything. Uploads are unlimited. Smart receipt processing is capped on Standard.
Start on StandardPro
Most popularMore visibility, automation, and lower fees.
Best when reporting, assistant usage, and multi-business workflows outgrow the Standard tier.
- +Everything in Standard
- +0.5% platform fee on paid invoices
- +Up to 5,000 assistant chats per month
- +Financial summaries and burn insights
- +Time import from Google Sheets, CSV, Excel, and paste.
- +Scheduled reports and PDF exports
- +Multi-business support plus extra businesses at $15/mo each
Smart receipts read your uploads and pull out vendor, dates, and totals so you can confirm details instead of retyping everything. Receipt uploads stay unlimited on every plan; Pro includes unlimited smart receipt processing. Upgrade or manage Pro billing from the app after you sign up. Stripe payment processing fees apply separately to online payments.
Ready when you are
Put invoicing, books, and cash flow in one place.
Create a Standard tier account to explore the dashboard, or sign in if you are already set up. Not ready to sign up? Get optional product updates and release notes—low volume, no spam.
Next step
Get started in minutes on Standard tier. New accounts may require admin approval before full access—check your email after signing up.