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openbix for finance
From Proposal to Payment: Streamline Your Financial Flow
Simplify your financial processes, from initial proposals to final payments. Gain clarity, save time, and boost profitability effortlessly.
Trusted by leading companies
Unlock Your Financial Potential
with These Powerful Features
Streamline proposals, simplify invoicing, and optimize payments. Our top features empower you to take control of your financial processes.
Invoicing Automation
Effortless billing at your fingertips
Create and send professional invoices in seconds. Automate recurring bills, track payments, and send reminders to improve cash flow and save time.
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Expense Tracking
Simplify your expense management
Easily record and categorize expenses, capture receipts, and generate expense reports. Stay on top of your business spending and streamline tax preparation.
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Financial Reporting
Gain insights with powerful reporting tools
Access real-time financial reports including profit and loss statements, balance sheets, and cash flow projections. Make informed decisions and plan for growth with ease.
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Perfect for small teams and small companies
Using this financial tool has transformed our business. We streamlined everything from proposals to payments, saving time and reducing errors. Our invoicing is now effortless, and the financial clarity we gained has significantly boosted our profitability.
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James Anderson, Small Business Owner
Discover More Financial Power Tools
Enhance your financial management with these additional features designed to streamline your business operations
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Proposal Creation
Generate professional proposals for leads quickly. Customize templates and track proposal status to convert prospects into clients efficiently.
Estimate Management
Create and send detailed estimates to existing clients. Follow the estimate lifecycle from creation to acceptance or rejection, streamlining project initiation.
Payment Processing
Record and manage payments from various gateways. Track payment status, generate receipts, and maintain a clear overview of your cash flow.
Payment Link
Send clients secure payment links for invoices, allowing them to pay total or partial amounts directly. Powered by Stripe, PayPal, and Mollie for flexible, convenient transactions.
E-Invoice
Generate and send electronic invoices compliant with digital standards. Streamline your billing process, reduce paper waste, and ensure faster payments with automated e-invoicing.