Pull a client’s unbilled time straight into the wizard, generate a branded PDF without leaving the browser, and chase payment over WhatsApp or email — all from one invoice list, not three spreadsheets.
ISO 27001 certified · MeitY empanelled · Deployable on-premise
5-step wizard, live preview
Necessary info, invoice details, particulars, payment, summary — the preview pane updates as you go, so nothing surprises you at the PDF stage.
Save as draft, resume later
Close the tab, come back tomorrow. A draft doesn't touch the database until you finalize it — no half-written invoice cluttering your list.
Case-linked, when it matters
Tag an invoice to the matter it came from. An optional field on the wizard, not a mandatory one.
| 01 | Invoice list — Active, All, Draft, Received tabs | One place, four views | |
| 02 | 5-step creation wizard with a live preview | See it before you send it | |
| 03 | Edit a finalized invoice | Numbers change, nothing else does | |
| 04 | Mark paid or unpaid | One click | |
| 05 | Payment reminders — WhatsApp with the PDF, or email | Send-history logged per invoice | |
| 06 | Bank details saved once | Prefilled on every invoice | |
| 07 | Import a client's unbilled time | Straight into line items | |
| 08 | Timesheets — entries, filters, bulk actions | Billable vs. non-billable, summarized |
Reminders & delivery
WhatsApp, PDF attached
The reminder and the invoice arrive together, delivered through Azure Communication Services.
Same reminder, same PDF, sent the way your client actually reads mail.
Send-history, per invoice
Every reminder you've sent against an invoice, logged and visible — not something you have to remember.
Timesheets
Manual time entries, filtered by date range, client, or billable status. Bulk-select and delete in one pass. Summary cards show total, billable, and non-billable hours at a glance.
Connects to
Link a corporate client’s own Votum workspace, and a finalized invoice can route through their review before it’s billed — approved line by line, on their side, without a portal login for you to manage.
We’ll look at how your firm tracks time today and show you exactly what stops being a spreadsheet.
ISO 27001 certified · MeitY empanelled