Finance & Billing
Keep your cash flow healthy.
- In every plan
- Connected to every other room
Lightweight but powerful finance tools that live where the work happens. Link your invoices to projects and your costs to clients.
What this looks like on a normal day.
Built for real work — not more tabs
UNOBITS keeps finance & billing connected to your projects, clients, and communication so your team works in one place.
- Expense Tracking: Capture costs as they happen
- Invoicing: Generate professional bills from tracked time
- Financial Reporting: See your profit margins in real-time
Connected to the rest of your OS
Link finance & billing directly to CRM records, project tasks, files, and automations so context never gets lost.
- Cross‑link anything (clients ↔ tasks ↔ conversations)
- Permissions & roles keep data clean
- Search across the entire workspace
Who leans on finance & billing most.
People running it alone
Nothing to configure, nothing to integrate. It works the day you open it.
Teams who keep missing each other
One place everyone can see, so nobody has to ask what happened.
Businesses with clients waiting
Files, updates and invoices your clients can reach without another login you pay for.
You never use this room alone
Everything here is joined to the rest of the workspace, so nothing has to be copied anywhere. And Donna is standing in this room with you — ask her to do the work in it and she will, then tell you what changed.
Have someone walk you through it