Finance – Streamlime

Track your finances per project and add payment functionality to your invoices

Finances on point.

With the finance module, you can put your invoicing and financial tasks on autopilot. This powerful module allows you to effortlessly create stunning invoices, quotes, and credit notes while also tracking payments and performing other essential financial functions. Extend the finance capabilities of Streamlime by integrating Quickbooks for accounting.

Invoices & Credit Notes

Easily generate standard, recurring, and time-based invoices.
Link invoices and credit notes to specific projects for comprehensive tracking of your finances.
Automated emails and reminders for invoicing and payment follow ups.
Customise your invoices with 5 beautiful templates to choose from.

Proposals & Estimates

Effortlessly send proposals to potential leads and client estimates for review and approval with our user-friendly quotation functionality.
Convert proposals and estimates to invoices with a click.
Track the status of all proposals and estimates in your dashboard.

Payments

Add payment functionality to your invoices with payment links, enabling automatic payment tracking. Alternatively, you can manually record any received payments such as direct bank transfer or cash, and assign them to specific projects for complete traceability.
Global payment gateways available.

Expenses & Bank Account Tracking

Monitor and oversee both regular and recurring expenses, including reimbursements and project-related costs.
Create bank accounts to gain a secondary view of your financial transactions, with all income and expenses logged through Streamlime. Note, these are not real bank accounts and only reflect all income and expenses logged within your Streamlime.

Integrate Quickbooks for automated accounting

Easily integrate Quickbooks and automatically sync all transactions from Streamlime to Quickbooks

Pick a template and simplify your financial processes with automated emails and reminders

Choose from 5 beautiful templates to apply to your invoices, quotations and credit notes

View and export finance reports

Filter your earnings by date, client or project and easily export all transaction logs to Excel

Track expenses easily

View, track and export your expenses for accurate expense management. View a summary of expenses by category and know exactly where your expenses are going to at all times