Invoicing
Structured lifecycle from draft to sent, with clear states and history your team can defend at month-end.
- PDF output and print views
- Branded delivery and sender identity
- Signed share links for customers
Product
Everything receivables needs — nothing it does not.
InvoPulse is built for cashflow-critical work: invoices, allocations, collections, and exports. It is not positioned as a full accounting or tax filing replacement.
Each capability below maps to real workflows in the product: draft and approve, send and track, remind and log, export and review.
Payment tracking
Record inbound payments and allocate them to invoices so balance-due stays aligned with reality.
- Allocation workflow against open invoices
- Clear transitions as balances change
- Operational visibility for finance
Reminders & collections
Run a disciplined follow-up rhythm: reminders, collection notes, and promise-to-pay in one place.
- Queued reminders with context
- Notes and timeline for each invoice
- Promise tracking as part of collections
Reporting & exports
Receivables, ledger, payments, and tax-summary style exports for leadership and operational review.
- CSV exports alongside in-app views
- Consistent fields for downstream analysis
- Designed for finance visibility
AI drafting
Optional AI generates invoice and reminder draft candidates. Your team edits and confirms before anything is saved as truth.
- Structured draft output for review
- No bypass of confirmation rules
- Provider choice via configuration
OCR intake
Upload supplier documents, review extracted fields, and confirm before expense records are created — private storage by default.
- Review screen before persistence
- Tenant-scoped jobs and outcomes
- Separate from public branding assets
Team controls
Role-based access per business, invitations, and settings boundaries so operators only touch what they should.
- Business-scoped permissions
- Invitation and acceptance flows
- Settings gated by policy
Auditability
Activity logging on key actions supports accountability in multi-user teams and support investigations.
- Tenant-scoped audit entries
- Operational traceability
- Complements permission checks
See it on your data in a pilot
We walk through invoicing, reminders, and exports against your real process — no generic slide deck.