Bill it once. See what you made.
Invoicing, payment plans and small business accounting, connected to the work you actually did.
What you can do in Finance
- Approved hours become an invoice: Priced at the rates set on approval, and it can only bill once. Void it and the time comes back.
- Get paid your client’s way: A pay link, cards through your own account, or bank transfer, Interac and cash with proof.
- Recurring billing: Monthly, quarterly or annual invoices raised and emailed on schedule.
- Real books underneath: Double-entry ledger, P&L, balance sheet and cash flow, with an export for your accountant.
Pacten AI in Finance
- Money: Lists what’s overdue and drafts one reminder per invoice. You read it, then send it.
- Never without your yes: Send a reminder or record a payment.
How Finance connects
- Planner: Approved time waits here, then becomes a draft invoice.
- Booking: A priced booking raises its invoice and pay link.
- Contracts & Docs: On a membership, a signature creates the billing.
- Supply: Goods received raise the bill, and sales reserve stock.
Get paid the way you already do.
- Your clients can pay by: Card, Bank transfer or Interac, Zelle, Cash.
Frequently asked questions
- Can I stop using my accounting software?
- Maybe not yet. Finance is a real double-entry ledger with reports and period close, but it doesn’t file tax or VAT returns and it doesn’t connect to bank feeds. Keep your accountant, and export to them.
- Does it connect to my bank?
- Not yet. You log deposits and tick off your statement by hand.
- Does it chase overdue invoices automatically?
- Money drafts each reminder and you approve it. Nothing goes to your client unless you say so.
- Can I see the margin on a job?
- Yes, once you set cost rates. Planner shows budget and hours, and reports show gross margin.
- Do you run payroll?
- Payroll records live in People. Pacten doesn’t pay staff or file payroll tax.
- Does money pass through Pacten?
- No. Card payments go to your own payment account, and Pacten records them.
- Which plan do I need?
- Finance is one of the apps you pick on any plan, with invoices, payment plans and full books. Online card payments start on Operator.