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Core Modules (4)
Integrations (2)
AI Features (1)
Reporting & Tax (1)
UX & Interface (1)
Infrastructure (0)
AI Invoice Insights
AI-powered analysis of your invoicing patterns — identify your most profitable clients, flag overdue payment trends, and get suggestions on pricing adjustments based on your historical data. Part of the AI feature suite (toggleable in Settings).
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AI Features
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Mobile-Optimized Views
Responsive dashboard, invoice, and project views optimized for phones and tablets. Check project status, review outstanding invoices, and manage clients on the go. Same functionality, smaller screen.
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UX & Interface
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Calendar Integration
Sync project deadlines, session bookings, and invoice due dates to Google Calendar or Apple Calendar. See your business commitments alongside your personal schedule without manual entry.
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Integrations
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Multi-Currency Invoicing
Bill clients in their local currency. Set per-client currency preferences and let S&N Tools handle display formatting. Especially useful for freelancers working across borders (USD, EUR, ARS, BRL, MXN, and more).
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Core Modules
1
Contract Templates Library
Pre-built contract templates organized by project type — mixing, mastering, production, consulting, retainer, one-off. Customize once, reuse across clients. Each template pulls in your default terms and rates automatically.
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Core Modules
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QuickBooks / Xero Export
Export your invoices, payments, and expense data in formats compatible with QuickBooks and Xero. Hand your accountant clean data at tax time without manual re-entry. CSV and QBO format support planned.
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Integrations
1
Profit & Loss Dashboard
A real-time P&L view that goes beyond Schedule C. See revenue vs. expenses by month, quarter, or year. Filter by client or project. Know exactly where your money is going without exporting to a spreadsheet.
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Reporting & Tax
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Expense Tracking
Track business expenses alongside your income. Categorize by project or client, attach receipts, and see your real profit picture instead of just revenue. Expenses will flow directly into Schedule C reporting at tax time.
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Core Modules
1
Recurring Invoices
Automatically generate invoices on a set schedule (weekly, monthly, or custom intervals) for retainer clients and ongoing engagements. Set it once, and S&N Tools handles the rest — including sending reminders on your configured schedule.
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Core Modules
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