Finance Suite

Quote it, invoice it, get paid — without leaving the deal.

Turn a proposal into an invoice in one click, collect payment through Stripe, track expenses across 15 categories, and watch a multi-currency P&L update in real time — next to the customer it came from.

Turn on Finance → See what's inside

One of CRMown's 9 suites · pick it on Pro or get all 9 on Max

Replaces QuickBooks Xero Stripe Billing — billing where the relationship already lives
What's Inside

The Finance suite, in full.

Invoices

Paid / overdue / pending statuses with payment tracking, recurring invoices for retainers and subscriptions, and Stripe-powered online payment.

Proposals

A proposal builder with line items and pricing — and one-click convert-to-invoice, so nothing gets re-keyed.

Expenses — 15 categories

Payroll, marketing, software, office, travel, meals, utilities, insurance, professional, equipment, inventory, shipping, rent, taxes, and other.

Profit & Loss

Revenue by month and expenses by category by month — multi-currency with configurable exchange rates.

Stripe payments

Cards and supported methods, reconciled back to invoices automatically.

Revenue on the record

The deal, the proposal, the invoice, and the payment all live on the same contact record.

AI in Finance

Built in, not bolted on.

Invoice enhancement

From a proposal — suggested terms, due dates, and milestone splits.

Expense auto-categorization

Drop a receipt, get the right category.

Financial insights

Spend-pattern analysis and cash-flow warnings before they become emergencies.

On Mobile

Finance, in your pocket.

Business Tracker on mobile

Expenses and mileage capture from your phone — log the receipt at lunch, not at month-end.

Invoicing on desktop

Full invoicing and proposal work is a desktop workflow; payment and status updates reach you anywhere.

In Practice

Common use cases

Services close

Win the deal → convert the proposal → AI suggests net-30 and a 50/50 milestone split → send with a Stripe pay link.

Retainer billing

A recurring monthly invoice — auto-sent, auto-tracked.

Month-end

AI flags software spend up 40% and cash runway tightening.

Pricing

It's a suite, not another subscription.

Finance is one of CRMown's 9 add-on suites — no separate product, no separate bill.

ON PRO — $180/MO
1 of your 4 included suites
Pro includes your choice of 4 suites. Make Finance one of them, or add it beyond your four for $50/mo.
Start Pro →
ON MAX — $397/MO
Included with all 9 suites
Max includes every suite — 100 users, 100,000 contacts, and the whole platform underneath.
Start Max →

On mobile, Business Tracker covers expenses and mileage; full invoicing is desktop.

FAQ

Finance questions

Does this replace my accountant?
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It replaces the invoicing, proposal, and day-to-day money-tracking layer. Formal accounting and tax filing stay with your accountant — the P&L makes that handoff cleaner.
What happens when a client accepts a proposal?
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One click converts it to an invoice — line items, pricing, and a Stripe pay link included.
Does the P&L handle multiple currencies?
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Yes — multi-currency with configurable exchange rates, revenue by month, and expenses by category.

Send it. Sign it.
Get paid.

Proposals, invoices, and a real P&L on the platform your pipeline lives on.

Turn on Finance → New here? Try CRMown — 14 days for $14 →

Finance suite on Pro and Max · mobile app included · AI on every plan