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
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.
Website discovery & strategy
Harbor & Lane
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, record the vendor, and flag expenses a client should cover. Unbilled entries can be corrected before invoicing.
- 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.
Getting paid
Online payments through your own Stripe
Your invoice. A secure checkout.
Clients open your branded Billr invoice and continue to secure Stripe Checkout to pay. Set checkout branding in your Stripe account.
Balance due
$1,512.50
Harbor & Lane · Due in 14 days
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.
- Payment request created on your connected account
- Card charged in test mode, no real money moves
- Stripe sends Billr a signed confirmation
- 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 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
The work ends.
The paperwork takes care of itself.
Your agent works directly in Billr. You set its permissions, agree on the rates, and keep the final say.
“Draft this month’s invoice for Harbor & Lane from their unbilled work. Let me review it before sending.”
$1,512.50
Harbor & Lane · 3 line items
- 01
list_unbilled
Find the client’s time and expenses
3 entries ready
- 02
create_invoice
Build a draft from the original work
INV-1145 created
- 03
get_invoice_link
Return the draft for your review
Ready to review
Sending is a separate action. Default agent keys can create drafts, but cannot send them.
Permissions you choose
Give each agent the access its work needs. Revoke a key at any time.
Pricing you approve
Set the hourly rate, usage multiplier, and budget before a task starts.
A record you can review
Drafts, recorded costs, and agent activity stay visible in your workspace.
Explore all 53 toolsFull tool reference
Task billing
Track active work and reported usage under human-approved pricing.
- list_billing_policies
- create_task
- start_task
- heartbeat_task
- pause_task
- complete_task
- record_task_usage
- get_task_billing_preview
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
Engagements
Agreed totals billed off a schedule, with nothing sent automatically.
- list_engagements
- get_engagement
- list_ready_to_bill
- create_engagement
- update_engagement
- mark_milestone_complete
- complete_engagement
- waive_engagement_entry
- convert_estimate_to_engagement
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 correct or void a payment that was recorded wrong.
- get_payment_status
- update_payment
- void_payment
Business and links
Business settings, revenue rollups, and shareable links.
- get_profile
- 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 this to work
Three sessions, start to finish
Put your billing on rails
Create an account, connect an agent, and let it handle the paperwork.
Get started