Built for you and your agent

The same ledger either way, whether you click through the dashboard or ask an agent to handle it.

The app

What you use day to day

Invoices

Line items, taxes, discounts, and payment terms. Send by email with the PDF attached, and let the client pay online from the invoice itself.

Fieldstone Digital

Harbor & Lane, due in 14 days

INV-1145

Technical SEO audit
$750.00
Content refresh, 4.5 hrs
$562.50
Schema markup fixes
$200.00
Balance due$1,512.50

Estimates

Quote the work up front on the same branded template. When the client accepts, convert the estimate into an invoice without retyping a line.

EST-0210AcceptedINV-1146

Time tracking

Start a timer or log hours after the fact, against a client and a project. Edit or delete an entry any time before it gets billed.

  • Schema markup fixesHarbor & Lane1.0h
  • Content refreshHarbor & Lane4.5h
  • Discovery callHalcyon Labs0.5h

Expenses

Categorize costs, attach receipts, and flag the ones a client should cover. Corrections are a line edit, not a re-entry.

  • Ahrefs subscriptionSoftware, billable$99.00
  • Client lunchMeals, billable$47.50
  • Domain renewalSoftware$15.00

Clients

Contact details, a default rate, and every invoice you have sent them.

  • Harbor & Lane$1,512.50
  • Halcyon Labs$3,240.00
  • Camber Coffee$0.00

Saved items

A rate list for the work you sell over and over. Pull one onto an invoice or an estimate by name and the description, unit, and rate come with it.

  • Consultingper hour$150.00
  • Technical auditper project$2,400.00
  • Retainer, monthlyper month$3,000.00

Branded PDFs

Your logo, your colors, and your payment terms on every invoice and estimate you send, and on the page your client pays from.

FDFieldstone Digital

Getting paid

Online payments through your own Stripe

Clients pay on your page, not Stripe's

The card form is embedded in the Billr invoice page, carrying your logo and your colors. Nobody gets bounced to a checkout that looks like it belongs to another company, and you set your branding once, in Billr.

FDFieldstone DigitalINV-1146
Card number
MM / YY
CVC
Pay $1,512.50

Card details go straight to Stripe. Billr never sees them.

Test your checkout before a client sees it

Run a real test-mode payment against your own connected Stripe account and watch every step land. You find out that collecting money works on a test charge, not on the first invoice you send a client.

  1. Payment request created on your connected account
  2. Card charged in test mode, no real money moves
  3. Stripe sends Billr a signed confirmation
  4. Payment recorded, which on a real invoice is the moment it flips to paid

Stripe publishes test cards for an approval, a 3D Secure challenge, and a decline, so you can see what a client sees when a card fails. The test never touches a real invoice or client, and nothing it writes is readable by any revenue query, so your numbers cannot move because you ran one.

0% platform fee

Billr is free forever and takes nothing out of what you collect. Stripe charges its own processing fee and Billr adds nothing on top of it.

Your Stripe account

You connect your own Stripe through Billr. Charges are made on your account and payouts follow your own schedule.

Billr never holds funds

Money goes from your client to you. Billr stores your Stripe account id, never a key that can move money.

Reports

The numbers, and what to do about them

Receivables aging

Outstanding balance by how late it is

  • Not yet due$4,120.00
  • 1 to 30 days$1,512.50
  • 31 to 60 days$640.00
  • 61 to 90 days$0.00
  • More than 90 days$320.00

Open a bucket to see exactly which clients sit in it, ranked by what they owe, so chasing is a list rather than a hunch.

  • Receivables aging

    Not yet due, 1 to 30, 31 to 60, 61 to 90, and past 90, with the clients behind each bucket.

  • Profit and loss

    Revenue minus expenses for the range, on a cash or accrual basis.

  • Invoiced versus collected

    What you billed against what actually landed, period by period.

  • Top clients

    Who your revenue really comes from, and what share each one is.

  • Expenses by category

    Where the money went, ranked, with counts per category.

  • Time summary

    Billable against non-billable hours, and the value still unbilled.

Every report runs on one date range control, from this month through the last twelve months or a range you pick, with an optional comparison against the period before it. Each one exports to CSV, and totals never mix currencies.

For agents

33 tools over MCP, on the same data you see in the app

Create and send invoices

create_invoicesend_invoice

Draft from unbilled work, attach the PDF, and send once you approve it.

Quote and convert

create_estimateconvert_estimate_to_invoice

Send a quote up front, then turn the accepted one into an invoice without retyping a line.

Bill from your rate list

list_itemscreate_item

Say "bill Harbor & Lane for 3 hours of Consulting" and the saved rate and description come along.

Log time and expenses

log_timelog_expense

Record work at the end of a session, without leaving the terminal.

Fix what was logged wrong

update_time_entrydelete_expense

Read back what is on the books, correct the hours, and drop the duplicate.

Check unbilled work

list_unbilled

Ask what is still outstanding before anyone writes an invoice.

Chase what is owed

get_payment_statusget_invoice_link

See what is paid, what is still due, and the link a client can pay from.

Revenue summaries

revenue_summary

Pull real numbers for a month, a client, or a single project.

Agent session
billr mcp

youInvoice Harbor & Lane for this month.

  • list_unbilled3 entries, $1,512.50
  • create_invoiceINV-1145 drafted
  • send_invoiceSent to accounting@harborlane.com

agentSent. $1,512.50 outstanding, due in 14 days.

Agents draft by default. Sending stays behind your approval until you hand over the permission yourself.

The whole tool surface

Connect your agent

Clients

Look up and maintain the client list.

  • list_clients
  • get_client
  • create_client
  • update_client

Invoices

Draft, edit, send, and settle invoices.

  • list_invoices
  • get_invoice
  • create_invoice
  • update_draft_invoice
  • send_invoice
  • record_payment

Estimates

Quote work up front, then turn an accepted quote into an invoice.

  • list_estimates
  • get_estimate
  • create_estimate
  • update_draft_estimate
  • send_estimate
  • convert_estimate_to_invoice

Saved items

The rate catalog invoices and estimates can bill from by name.

  • list_items
  • create_item
  • update_item

Time

Log and correct tracked time before it gets billed.

  • log_time
  • list_time_entries
  • update_time_entry
  • delete_time_entry

Expenses

Log and correct expenses, billable or not.

  • log_expense
  • list_expenses
  • update_expense
  • delete_expense

Payments

Check what has been paid, what is still due, and how to pay.

  • get_payment_status

Business and links

Business settings, revenue rollups, and shareable links.

  • get_business
  • list_businesses
  • revenue_summary
  • get_invoice_link
  • list_unbilled

Finding your way around

Set up without reading a manual

Setup checklist

Every step is read from your real data, so it is never a stale checkmark. Add a client and the step ticks itself off.

Guided walkthrough

A first-run tour of every area of the app, anchored to the real interface. Skippable at any point, never blocking.

Help launcher

Restart the tour, reopen the checklist, or jump to the docs from any page in the app.

Put your billing on rails

Create an account, connect an agent, and let it handle the paperwork.

Get started