invo01 / CREATE
Start with the job
Put the customer, work and terms into a focused invoice draft.
For small service businesses
From finished work to a record you can review.
InvoiceOS brings job details, invoice drafts and supporting records into one clear workflow, so you spend less time retyping the story and more time checking the work.
Private preview for invited accounts. Slack pairing needs owner setup; Billie AI is off.
invo.READY TO REVIEW
Invoice draft INV-024
Strategy session$450.00
Delivery review$180.00
Total$630.00
Illustrative workspace detail
Designed for the work before the send.
Built around visible review.
Private preview access.
A working rhythm
Draft it. Inspect it.
Keep the receipt.
Keep the job, the invoice draft and its review together. Less repeated entry means more time to check the details before you act.
02 / REVIEW
Check the whole invoice
Inspect the finished PDF before you save a draft or decide to send it.
Keep the record close
Return to the invoice and the business details that explain the work.
Designed for review before action
Give the busywork a better next step.
Billie is designed to turn a short work note into a reviewable invoice proposal. You inspect and approve any proposed change. Billie AI is not enabled on this preview server; manual invoice drafting and PDF review are available.
BillieReviewAI unavailable in preview
Summarize the work for this invoice.
When enabled, Billie can prepare a proposal for you to review before saving.
Illustrative interface only
No AI request is made
Billie is unavailable in this preview
If you enter a note in the workspace now, it stays in the message box. No AI provider receives it.
One workspace for the work behind an invoice
Less retyping.
More to review.
Draft, inspect and keep the records together. You stay in control of what gets saved or sent.
Invoice drafts
Keep the customer, work and amount details together in one draft.
PDF review
Read the finished document before saving or sending an invoice.
Business records
Keep invoices, expenses and the context behind your work in reach.
Year-end preparation
Keep source records organized. Tax calculations and filing are not available.
A steadier year-end handoff
Keep the year’s records
together and reviewable.
Invoice and expense records can make year-end review easier when they are kept together. The Tax Summary is disabled in this preview; InvoiceOS does not calculate or submit a tax return.
01 / THE WORK
Keep the invoice clear
Review the customer, work, amounts and saved invoice details.
02 / THE RECORD
Check the source document
Inspect the complete PDF before you save or send an invoice.
03 / YEAR-END
Prepare a clearer handoff
Keep available invoice and expense records together for later review.
InvoiceOS on iPhone
Review an invoice where the work takes you.
The native iPhone app is in invited preview. Check your workspace and records on the go; it is not yet a public App Store download.
Available through invited preview access.
Preview concept
One invoice
ready for review.
April design retainer$2,400
HomeReviewRecords
A few clear answers
What to expect.
Can I create an account?
Access is currently for invited accounts. If you have an invitation, use the supplied sign-up link; otherwise sign in to an existing account.
Does InvoiceOS file my taxes?
No. Tax filing is not active yet. The Tax Summary is disabled, and InvoiceOS does not calculate a return or submit to CRA through NETFILE or EFILE.
Does it connect to my bank?
Bank connectivity is not active or represented on this page.
Is Billie AI available?
Not in this preview. If you type a note in Billie, it stays in the message box; no AI provider receives it. Manual invoice drafting and PDF review are available.
What information would Billie share if enabled?
InvoiceOS stores saved workspace records so you can draft and review invoices. Billie is disabled here, so a typed note is not sent to an AI provider. Before activation, the workspace needs to explain that an enabled run sends your current message, draft and proposal, and recent conversation on that same task to the configured AI provider. The owner dashboard shows aggregate run metadata, not invoice or tax details; submitted support requests are visible in the support inbox.
For the next invoice
Keep the work moving.
Keep the record clear.
Sign in to your invited InvoiceOS account to draft invoices, review PDFs and manage business records.