From tracked work to paid invoices

Timesheet and timer

Day logging, a live timer, and billable rates that stay attached to the work. Web adds week and calendar views when you need the bigger picture.

Expenses with receipt reading

Drop a receipt and Branch reads the merchant, date, and total. Categories, unit costs, and the image stay with the expense so reimbursable and billable spend is ready when you invoice.

Invoices from tracked work

Pull uninvoiced time and expenses into a reviewable invoice, send by email with PDF, share a client link, and record payments.

Client portal

A signed-in home for every client: invoices and payments, estimates to accept, shared files, and messaging with your team. No more forwarding PDFs through email threads — a capability many tools still skip.

Estimates

Propose scope, send a PDF, let clients accept or decline, then move winning work into projects and invoices.

Deposits from estimates

Ask for a percent or flat deposit on an estimate, collect it online, then convert accepted work to an invoice with the deposit already applied.

Credit notes and refunds

Issue credits, apply them to open invoices, and record refunds — with a clear history your accountant can follow.

Late fees and reminders

Set defaults once, then automatically remind clients and apply late fees on overdue invoices — with room to waive when you choose.

Timesheet approvals

Teammates submit their week for review. Managers approve or send back with notes, and approved time stays locked for invoicing.

Recurring invoices and retainers

Schedule agreements and retainers so committed work invoices itself on your cadence.

Forecast and reports

Project cash you’ll capture from retainers, open invoices, and purchase orders — then save the views your team reopens every week.

Free accountant seats

Invite your accountant or bookkeeper without adding a billable seat. They get the AR and reporting access they need; your monthly seat count stays the same.

Mobile for the field

Timer, expenses, invoices, estimates, and team admin in your pocket — built for the same workspace as the web app.

QuickBooks and online payments

Sync invoices, payments, and clients to QuickBooks Online when you send or collect. Let clients pay with Stripe on the public invoice link.

Light and dark

Match the room you are in. Every teammate picks light, dark, or system — the same data, a calmer screen at night.