Run your business finances from one clear place.
Send invoices, upload receipts, link bank accounts, and track cash flow without jumping across tools.
No credit card required on Standard. Get product updates without signing up.
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 bank activity, cash flow, reports, and work in one dashboard.
Linked accounts and live summaries keep the numbers readable while work keeps moving.
Assistant inbox
Documents in motion
Receipt batch for review
12 new documents grouped in one queue
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
See it in a minute
How PlanBill works
Invoices, estimates, expenses, and bank linking — desktop on the left, iPhone on the right. New accounts can watch the same tour during setup.
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
Draft the details, then confirm what lands in the books.
Totals, dates, vendors, and categories are suggested for review so your team spends less time typing and can fix mistakes before anything is final.
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, and link banks for live transaction context. Standard tier includes exports and on-demand visibility; Pro adds scheduled reports and more assisted workflows—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
Assistant
Capture, classify, confirm.
Uploads become draft details you confirm—vendor, dates, totals, and categories—so there is less retyping than starting from scratch.
Structure
Teams, roles, and multiple businesses.
On Pro, invite teammates and separate businesses when needed so everyone stays 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, bank-linked activity, payments, and documents—with unlimited manual uploads and a monthly allowance for AI-assisted smart receipts. No credit card required.
- +1 business
- +Unlimited invoices and estimates
- +Unlimited manual receipt uploads
- +20 smart receipts per month (AI-assisted extraction)
- +Unlimited manual expense uploads
- +Link bank accounts, auto-sync bank transactions, manual pairing and reconciliation
- +PDF and CSV report exports
- +1 GB document storage
- +Assistant included: up to 100 chats per month after your first sent invoice (small trial before that)
- +0.5% 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, assisted workflows, and lower fees.
Best when smart receipts, assistant usage, time import, burn insights, and multi-business needs outgrow Standard.
- +Everything in Standard
- +0.25% platform fee on paid invoices
- +On Pro: up to 60 messages per rolling hour and 300 per rolling day
- +Unlimited smart receipt processing (same AI-assisted flow; no monthly cap on Pro)
- +5 GB document storage
- +Team invites and shared workflows
- +Scheduled report emails
- +Time import from Google Sheets, CSV, Excel, and paste (Data Hub)
- +Burn insights and deeper financial summaries
- +AI Bookkeeper: monthly review, CPA summary, and CPA-ready packet
- +Multi-business support, with added businesses at $30/mo each
Smart receipts read your uploads and pull out vendor, dates, and totals so you can confirm details instead of retyping everything. Manual receipt and expense uploads stay unlimited on every plan; Pro includes unlimited smart receipt processing. Smart invoice or estimate drafting beyond normal capture flows is still under evaluation—not a separate priced add-on on this page. Upgrade or manage Pro billing on planbill.net after you sign up. Card 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. Confirm your email if we ask, then add your business info and send your first invoice.