Treasury

Quote it. Bill it.
Get paid.

The books your accountant asks for and the signatures your contracts need, in one login. Estimates that become invoices with every line intact, tax that comes off the discounted price rather than the gross, and a payment link your customer can pay with a card. Ten minutes to your first invoice.

Start 14 days free Open the Treasury → $29/month after the trial
What it does

Everything between the quote
and the money.

Quote it

Pick your industry and the line items already know your trade — 5/8" fire-rated drywall, a T2 return, a partner hour. Type three letters and it finds them. Anything you type once, you can keep.

Bill it

An estimate becomes an invoice with every line intact. Tax comes off the discounted price, not the gross. Nothing is ever a penny out.

Sign it

Send any document for signature. Photograph a paper contract with your phone and it becomes a PDF you can drop signature, initial and date fields onto.

Prove it

Every signature carries a certificate — who signed, when, from where — and a fingerprint that proves the file has not been altered since.

Get paid by card

Every invoice can carry a payment link. Your customer pays by card and the invoice marks itself paid, with the payment already recorded against it.

Bring it with you

Already on FreshBooks or QuickBooks? Connect it and everything comes across — clients, invoices with their lines, estimates, expenses, payments. Run it again later and only what changed moves.

Plug it in

Shopify, WooCommerce, Square, Stripe — your products and their SKUs land in one list and every order becomes an invoice in the same books.

Expenses that behave

Photograph a receipt and it files itself against the right job. Recurring charges are recognised, and a charge that shows up twice gets flagged.

See the whole book working

Not just invoices.
The whole set of books.

Bringing your history across, receipts filing themselves, getting paid by card, overdue money chased for you, and a month end that is written before you ask for it.

It is connected to everything else you have

This is the part other invoicing tools cannot do, because they are only invoicing tools.

  • A quote you send goes out as a Botsburg Sign document, so the signature and the certificate come back attached to the invoice.
  • The moment an invoice is paid, that client's record in the CRM updates, and whoever handles them sees it.
  • A sensitive invoice can go as a Secured Link — an expiry date, a limit on opens, and a record of every one.
  • Edit a financial PDF with Smart Math and the totals recalculate themselves before you send it.
  • On Starter and above, Grace chases what is overdue for you, drafts the reminder, and waits for your yes.
  • The same books open in the desktop and phone apps — invoice from a job site, approve from a car park.
$29/month

Unlimited invoices, estimates, clients and expenses. Your books held in your own rows, readable by nobody else. Add Botsburg Sign and the two together are $49/month — $9 less than separately. Included at no extra cost in Starter and every tier above it.

Sign up with Google in two clicks. Card details are taken at signup so the trial rolls straight into the plan — cancel any time in the first 14 days and you are not charged.

Next

Where to go from here