Accordio Finances

Money in, money out.
Always current.

Send invoices with a payment link, log expenses, and let bank transactions match themselves. Reminders go out when a client is late, and your books stay right without a spreadsheet.

Create your free invoice

Free to start. No card needed.

Finances · Accordio
app.accordio.ai/finances
Finances
Add transaction
OverviewBreakdownTransactionsReportsTaxes

Cashflow

This monthLast month

Net

$9,215
August
Income

$12,480

Expenses

$3,265

0108152231

Latest transactions

Northwind retainer

Aug 22

+$4,500.00

Figma

Aug 21

-$45.00

Vercel

Aug 21

-$20.00
See all

Recurring transactions

Adobe Creative Cloud

Detected
Monthly
$59.99

Vercel Pro

Detected
Monthly
$20.00

Figma

Monthly
$45.00
See all

Add transaction

ExpenseIncome
Select merchant
$
Select category
Add tags
08/25/2026
Recurring
Tax deductible
Save transaction
Before

Invoices mean a Word doc and awkward chasing.

With Accordio

Get paid on time without the chasing.

Building invoices by hand in Word or Docs
Chasing clients with reminder emails
Waiting weeks to see if you got paid
Records scattered across apps
Invoices auto-built from contracts and time
Reminders that send themselves on schedule
Clients pay online in one click
One dashboard for invoiced, pending, and paid
Already have the numbers?

From a draft to paid.

An invoice you drafted anywhere is sent, chased and reconciled from here.

1

Enter the line items

Client, items, due date. Or let a contract or your tracked hours fill it in.

From tracked hours
Invoice #0042Acme
Website build12h × $150$1,800
Hosting · Marchflat$75
Total$0
2

Add a payment link and a reminder schedule

Bank transfer is built in at 0% commission. Add your own card link if you take cards.

Pay by bank transfer$1,875
0% commissionOr your own card link
Reminders
Day 3
Day 7
Day 14
3

Send it

A branded email with a pay button. You see the open, reminders go out on schedule, and bank sync marks it paid.

Sent
Tosarah@acme.com
Invoice #0042 from Roma
Pay $1,875
Finances

Invoice. Get paid.
Reconcile.

Money in and money out, matched without a spreadsheet.

Contract
Active

From contract to invoice. Automatically.

Milestones and tracked time become an invoice. Review and send.

Auto-populate from contract milestones
Import billable hours from time tracking
Professional layout, zero manual entry
Finances
0% commission
Chase
Bank of America
Wells Fargo
Citi
+97%
Connect bank
$2,400 transfer matched to INV-042
Did the Acme payment land yet?

Sync your bank. Invoices reconcile themselves.

Connect your bank and Accordio matches incoming transfers to invoices. 0% commission.

Bank sync with automatic invoice reconciliation, 0% commission
Automatic reminders on your schedule
Real-time revenue dashboard

Chase, get paid and reconcile from any chat.

Overdue invoices come to you with the chase ready to go. One reply sends the reminder and the payment link.

Overdue alerts with a one-word chase
Payment links for card or bank transfer
Ask Claude with the Accordio connector, or text Accordio on WhatsApp, Telegram and Slack

Smart invoice creation

Pre-fills from contract milestones or tracked time. Review and send.

Invoice Acme for the website project
New invoice
From contract
$3,000
$4,500
$4,500
$12,000
Review & send

Branded delivery

Branded emails with a one-click pay button. Your brand, not a template.

Send it with my branding
YO
$4,500.00
Due Jul 25
Pay invoice

Recurring invoices

Weekly, monthly, or custom intervals for retainer clients. Set and forget.

Bill this retainer every month
Monthly
Jun 1
Paid
Jul 1
Paid
Aug 1
Scheduled
Next invoice sends automatically

Milestone payments

Split into milestones. Invoice auto-generates when a milestone is complete.

Invoice 50% when the design ships
$7,500 / $12,000
$3,000Invoiced
$4,500Invoiced
$4,500In progress

Tell it what to do. It’s done.

Connect your office once. The tools are built in, and the admin gets handled without you opening a dashboard.

Accordio
Claude
Gmail
WhatsApp
Google Calendar
Google Drive
1

Connect your office

Link your email, calendar, and tools you won't replace. Two minutes, nothing to migrate.

Contract
Invoice
Proposal
Form
Slides
2

The tools are built in

Contracts, invoices, proposals, forms, slides. The whole office ships inside, nothing to buy.

Accordio

Your morning briefing is ready. 2 overdue invoices, 1 contract expiring Friday.

09:41
👍
3

It runs the admin

It chases what's owed and briefs you before you ask. All from a message, no dashboards.

Every way to get paid

One invoice, whichever way the client pays.

Bank transferCard payment linkMilestone invoiceRecurring invoiceHourly invoiceMulti-currencyLate remindersBank reconciliationExpensesProfit and lossTax reportPDF exportClient portalPayment received alertsDeposit invoiceBank transferCard payment linkMilestone invoiceRecurring invoiceHourly invoiceMulti-currencyLate remindersBank reconciliationExpensesProfit and lossTax reportPDF exportClient portalPayment received alertsDeposit invoice
Multi-currencyLate remindersBank reconciliationExpensesProfit and lossTax reportPDF exportClient portalPayment received alertsDeposit invoiceBank transferCard payment linkMilestone invoiceRecurring invoiceHourly invoiceMulti-currencyLate remindersBank reconciliationExpensesProfit and lossTax reportPDF exportClient portalPayment received alertsDeposit invoiceBank transferCard payment linkMilestone invoiceRecurring invoiceHourly invoice
Tax reportPDF exportClient portalPayment received alertsDeposit invoiceBank transferCard payment linkMilestone invoiceRecurring invoiceHourly invoiceMulti-currencyLate remindersBank reconciliationExpensesProfit and lossTax reportPDF exportClient portalPayment received alertsDeposit invoiceBank transferCard payment linkMilestone invoiceRecurring invoiceHourly invoiceMulti-currencyLate remindersBank reconciliationExpensesProfit and loss

Accordio replaces

PRICING

Free to start.
Legend for all tools.

The tracker is free forever. Legend adds the money documents and the agent that sends and chases them. 14 days free, no credit card.

Legend

Save 25%

Every tool, the agent, and the drafts that get you paid.

$39
$29/month

Per month, billed yearly ($348).

10,000
10k20k40k60k
Start 14 day free trial
  • Every feature, every future update
  • No credit card to start

Free

Forever

Track time and ask your AI about it. No trial clock.

$0/month

No card. Upgrade the day the hours need an invoice.

Try for free
  • Mac tracker, timers and full history
  • Unlimited clients and projects
  • Claude and ChatGPT read and log your time
  • Virtual assistant in WhatsApp or Telegram
  • Client-ready timesheets
  • Mac time trackerFree
  • Contracts with e-signature
  • Invoices with payment links
  • Claude and ChatGPT connectorFree
  • Proposals clients accept
  • Payment reminders
  • Log time from WhatsAppFree
  • Client portal
  • Bank reconciliation
  • TimesheetsFree
  • Booking links
  • Expenses and P&L
  • Forms and questionnaires
  • Estimate widget for your website
  • Tax report
  • Meeting briefs before calls
  • Meeting recording and notes
  • Deadline and follow-up reminders
  • Pitch decks
  • Custom branding from your website
  • Gmail, Calendar and 160+ apps

Every plan includes unlimited clients and projects. 14-day free trial on Legend, no credit card, cancel anytime.

FAQ

Bank transfer is built in: your client pays by transfer, you link your bank, and Accordio automatically reconciles the deposit against the invoice at 0% commission. You can also add your own payment link, from Stripe, PayPal, Wise or anywhere else, so clients can pay by card on your provider’s rates.

Yes. Build it in a minute from the amounts you have: line items, due date, your payment link. Accordio sends it from your name with a pay button, tracks the open, and reminds the client when it is late.

Reminders go out on the schedule you set, each with the payment link. The overdue invoice also shows up in your chat with the chase ready to send, and bank sync marks it paid the moment the transfer lands.

Set reminder intervals when creating an invoice. Accordio sends branded reminders on your behalf until it’s paid.

Yes. Select a date range and project, and Accordio generates an itemized invoice from your billable entries.

Accordio takes 0% commission on client payments. Bank transfers reconcile automatically with no Accordio fee. If you add your own payment link for card payments, that provider charges you its own rates directly.

Yes. Link invoices to milestones. Mark a milestone complete and the invoice is auto-generated.