Financial Operations
From estimate to payment. Effortlessly.
Create professional estimates, convert to invoices with one click, track payments in real time, and let AI handle the details. Everything your finance team needs — in one place.
Plans from $0 — Basic at $9.95/mo, cancel anytime.
Capabilities
Everything you need to get paid faster
A complete financial toolkit designed for service businesses, from first estimate to final receipt.
Professional Estimates
Build detailed estimates with line items, tax calculations, discounts, and your company branding. Export to PDF instantly.
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One-Click Invoicing
Convert approved estimates to invoices instantly. Send via email with online payment links. Track status in real time.
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Payment Tracking
Monitor paid, overdue, and partial payments at a glance. Automated reminders and aging reports keep cash flowing.
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Recurring Billing
Set up automated billing cycles, payment terms, and late fee rules. Never chase a recurring payment again.
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Branded PDF Export
Generate polished, branded PDFs via Gotenberg. Your logo, colors, and terms — automatically applied to every document.
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Multi-Currency & Tax
Support for multiple currencies with configurable tax rates. Tax-inclusive or exclusive pricing — your choice per document.
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Visual Showcase
A modern invoice editor built for speed
Create, customize, and send professional invoices in under a minute.
123 Business Ave, Suite 400
San Francisco, CA 94102
billing@acmeeng.com
INVOICE
#INV-2026-0347
Date: Feb 15, 2026
Due: Mar 15, 2026
Bill To
TechStart Industries
456 Innovation Blvd, Austin, TX 73301
| Description | Qty | Rate | Amount |
|---|---|---|---|
| UX/UI Design — Homepage Redesign | 40 | $85.00 | $3,400.00 |
| Frontend Development — React Components | 120 | $95.00 | $11,400.00 |
| Backend API Integration | 80 | $110.00 | $8,800.00 |
| Quality Assurance & Testing | 20 | $75.00 | $1,500.00 |
| Project Management & Meetings | 15 | $120.00 | $1,800.00 |
Dashboard
Real-time financial insights
Revenue trends, payment status, and collection metrics — all in one powerful dashboard.
Revenue This Month
$127,450
+12.3% vs last month
Collection Rate
94%
+2.1% vs last month
Open Invoices
23
$43,200 outstanding
Overdue
$12,300
5 invoices past due
Monthly Revenue
Payment Status
How It Works
From quote to cash in four steps
Create an Estimate
Add line items, set tax rates, apply discounts, and preview the document. Or let the AI draft it from a description — just tell it the scope and it builds the estimate for you.
Send & Get Approved
Email the estimate as a branded PDF or shareable link. Clients review, ask questions inline, and approve with a digital signature — no printing required.
Convert to Invoice
One click converts the approved estimate into an invoice. Payment terms, due dates, and line items carry over automatically. Add progress billing milestones if needed.
Get Paid
Clients pay online via credit card, ACH, or bank transfer. Payments reconcile automatically. Late? The system sends reminders on your behalf.
Benefits
Why teams love EternalEngine Financials
3x
Faster invoicing
45%
Fewer late payments
8 hrs
Saved per week
$0
Setup fees
Improve Cash Flow
Automated reminders, online payments, and real-time tracking mean you get paid faster. Average collection time drops from 45 to 18 days.
AI-Powered Automation
The AI generates estimates from project descriptions, drafts payment request emails, and flags anomalies in your financial data before they become problems.
Professional & Secure
Branded documents build client trust. Bank-level encryption protects financial data. Full audit trail for every transaction — always compliant.
Integration
Connected to your entire workflow
Financial Operations is not a standalone tool. It connects automatically with every part of EternalEngine.
CRM
Estimates linked to deals. Invoice on deal close. Client payment history on contact profiles.
Project Management
Progress billing tied to milestones. Job costing from timesheets. Invoice on project completion.
AI Assistant
The AI drafts estimates, writes payment reminders, and surfaces revenue insights proactively.
Common questions, straight answers.
Can I invoice on the Free plan?
Yes. Free includes 5 invoices and 5 estimates a month, branded EternalEngine. Basic and above are unlimited and carry your own branding.
How do I get paid?
Every invoice can carry a PayGate link for card or ACH; the payment is recorded against the invoice and shows in your collection rate.
What do TitanLedger and BidForge add?
On Pro, BidForge adds estimate templates, takeoffs and estimate analytics; TitanLedger adds the finance dashboard, payments list and expenses.
Does it handle tax and other currencies?
Yes. Set tax rates per line or per document and invoice in the customer’s currency.
Run your business from one place.
Five plans, seventeen launch apps, one dashboard. Set up in under 5 minutes — change tiers any time.
From $0 · Basic $9.95/mo · Save 20% on annual billing · Upgrade or downgrade any time