Invoicing and cash flow for modern businesses
Send invoices, get paid by card, sync your bank, and always know what’s safe to spend. CorbelBooks handles the busywork so you can run the business.
No card required. Import your existing clients in minutes.
Revenue
$8,500
Outstanding
$4,000
Safe to spend
$5,240
- Snap a receipt, get a bill drafted
- Invoice in any major currency
- Installable on your phone
- Email and SMS reminders
- Budgets that track real spend
- CSV import and export
Everything a small business needs
One tool for invoices, bills, budgets, bank feeds, payroll, and taxes — all tied together so a change in one place shows up everywhere.
Invoicing that gets you paid
Line-item invoices, estimates that convert in one click, and a pay-by-card link that marks itself paid through Stripe.
Recurring billing on autopilot
Set a schedule once. Invoices generate themselves, and clients who save a card are charged automatically.
Bank feeds via Plaid
Connect an account, sync a year of history, and let transactions categorize themselves into a real ledger.
Cash flow you can act on
A 30-day runway, aging receivables, and a Safe-to-Spend figure that nets out unpaid bills and your tax reserve.
Real double-entry books
Chart of accounts, general ledger, trial balance, balance sheet, and income statement — generated, not hand-kept.
Taxes, without the scramble
Quarterly estimates, sales-tax tracking, 1099-NEC prep for contractors, and a read-only accountant portal at year end.
Time, mileage, and payroll
Track billable hours and miles, then pull them straight onto an invoice. Run simple payroll for a small team.
An AI CFO in the sidebar
Ask plain-language questions about your numbers. Every write it suggests waits for your confirmation.
Built to be trusted
Bank tokens encrypted at rest, per-business data isolation, closed-period guards, and a full activity log.
Up and running in an afternoon
Three steps from a blank account to books that keep themselves.
- 1
Add a client, send an invoice
Create your first invoice in under a minute. Your client gets a link they can pay by card, no account needed.
- 2
Connect your bank
Plaid pulls in transactions, CorbelBooks matches deposits to invoices and files expenses into categories.
- 3
Watch the books keep themselves
Reminders go out on schedule, the ledger stays reconciled, and your dashboard always shows what's safe to spend.
Questions, answered
Do I need an accountant to use CorbelBooks?
No. The app keeps proper double-entry books behind the scenes so you can work in plain terms: clients, invoices, bills. When you do want an accountant involved, give them a read-only link and they see the statements they need.
How do clients pay me?
Every invoice has a private pay link. Clients pay by card through Stripe's hosted checkout, and the invoice marks itself paid when the money lands. Clients can also save a card for recurring work.
Is my bank data safe?
Bank connections go through Plaid, so we never see your bank login. The access token Plaid gives us is encrypted at rest with a key kept separate from the database, and your data is isolated to your business.
Can I bring in data from a spreadsheet or another tool?
Yes. Import clients and ledger transactions from a CSV with column mapping and a preview before anything is written. Every report and list can be exported back out as CSV.
What does the AI assistant actually do?
It answers questions about your numbers and can draft invoices or log bills for you — but it only ever proposes. Nothing is written until you click Confirm.
What about taxes?
CorbelBooks estimates quarterly income tax, tracks sales tax collected and remitted, and prepares 1099-NEC totals for contractors. These are estimates to plan around, not a substitute for a tax professional.
Received an invoice or estimate from a CorbelBooks user? Find your client portal.
Get paid faster, starting today
Set up in minutes. Send your first invoice before your coffee gets cold.
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