The platform offers freelancers a web‑based workflow that instantly generates a PDF invoice and IRS‑compliant W‑9 form, then delivers them via email and SMS. Integrated payment links to services such as Zelle, Venmo, PayPal, and Apple Pay enable direct client payments, while automated SMS reminders help reduce overdue invoices. All data is encrypted and access‑controlled to ensure compliance and security.
Funding
Funding not disclosed
Founders
Product
Problem
Freelancers and independent contractors often spend excessive time creating invoice templates, manually attaching required tax forms, and chasing delayed payments, which hampers cash flow and adds administrative overhead.
Solution
The platform provides a web‑based workflow that generates a professional PDF invoice and the corresponding W‑9 form in under a minute. Users input basic project and payment details, after which the system automatically compiles the documents and dispatches them via email and SMS to the client. Integrated links to popular peer‑to‑peer payment services (e.g., Zelle, Venmo, Cash App, PayPal, Apple Pay) enable recipients to remit funds directly to the freelancer’s bank account. An automated reminder engine sends follow‑up texts for overdue invoices, reducing the need for manual outreach. All data is stored securely and transmitted over encrypted channels to maintain compliance with tax reporting requirements.
Target Audience
The primary users are freelancers, gig workers, and independent contractors who need a fast, compliant invoicing solution and prefer digital payment options.
Features
- Dynamic web form that captures invoice line items, client contact info, and preferred digital payment method
- Real‑time PDF generation of both invoice and IRS‑compliant W‑9, merged into a single attachment
- Dual‑channel delivery via SMTP email and SMS gateway for instant client receipt
- Built‑in payment‑method selectors linking to Zelle, Venmo, Cash App, PayPal, Apple Pay, and bank transfers
- Automated, configurable SMS reminders that trigger on predefined payment due dates
- Template library with pre‑styled, printable invoice layouts optimized for readability
- End‑to‑end TLS encryption and role‑based access controls to protect sensitive personal and financial data