Every number traces back to the work.

Invoices, payments and expenses sit on the same records as your deals and projects. Cyril drafts the invoice when the work ships, chases what is overdue, and waits for you before anything goes out.

Join the waitlist See it work

Two colleagues reviewing figures together at a desk with large monitors

Invoices FinanceNew invoice

Number	Status	Due	Total
ROWA-1001	Draft	30 Sep 2026	59,085.00
ROWA-1000	Sent	15 Oct 2026	15,192.00
ROWA-0999	Paid	20 Sep 2026	66,631.00
ROWA-0998	Overdue	3 Aug 2026	50,595.00
ROWA-0997	Overdue	1 Aug 2026	5,272.00

Four jobs that stop landing on your desk.

Finance reads from the deals and projects that created the money, so the work that usually means re-keying, chasing and reconciling mostly disappears.

Chase what’s overdue without writing the emails.

Ask Cyril finds the overdue invoices, drafts a reminder for each from the invoice itself and waits for your approval. Prefer it hands-off? Set a reminder ladder in Finance settings, before or after the due date, by email or as a task.

Amount, due date and contact come from the invoice
Clients can pay online from their portal
Every reminder lands on the invoice’s history

Ask Cyril2 waiting

Chase the overdue invoices

Two invoices are overdue. I’ve drafted a reminder for each. Nothing is sent until you approve.

Plan2 reminders

Finance Needs approval

Reminder for ROWA-0998Ridgeline Property Trust, 50,595.00 USD, due 3 Aug

Billing contact, Ridgeline Property Trust

Invoice ROWA-0998 is overdueHi, a reminder that invoice ROWA-0998 for 50,595.00 USD was due on 3 August. You can pay it in your client portal.

Finance Needs approval

Reminder for ROWA-0997Sandbar Outfitters, 5,272.00 USD, due 1 Aug

Review and sendEdit

Invoice from the work, not from memory.

When a project closes a milestone, Cyril drafts the invoice with the right line items and the right contact, ready for a person to review. Hourly projects bill their unbilled time in one step.

Milestone complete, invoice drafted
Expenses land on the project that incurred them
Margin moves when the work does, not at month end

ProjectsKestrel Freight Systems

CompleteMilestone: Phase 2 findings and recommendations

ROWA-1001Draft

Bill to: Kestrel Freight Systems
Due: 30 Sep 2026

Item	Amount
Phase 2: findings and recommendations	52,500.00
Travel and expenses, at cost	6,585.00
Total USD	59,085.00

Drafted from the milestoneReview

One export your accountant can use.

Invoices, payments and expenses export to CSV with the same filters as the list on screen. Clients and categories arrive as names, not IDs. Exporting your data is always free.

Export invoices CSV

Rows19 invoices, all statuses

FiltersSame as the list

Number	Client	Status	Total
ROWA-1001	Kestrel Freight Systems	Draft	59,085.00
ROWA-0999	Pemberton Foods	Paid	66,631.00
ROWA-0998	Ridgeline Property Trust	Overdue	50,595.00

Needs Finance view accessDownload CSV

Know where every figure came from.

Each invoice links back to the milestone or deal behind it, and every change sits on the same audit log as the rest of Cyril, whoever made it.

ROWA-0999 Pemberton FoodsPaid

18 Sep

Marked paid, 66,631.00 USDAutomatically, when the payment cleared

18 Sep

Paid online in the client portalPemberton Foods

21 Aug

Sent to the billing contactNina Whitfield

20 Aug

Drafted from milestone Final reportPemberton Foods — Advisory Engagement

The apps finance would live in.

Every seat includes every app, so these come with the price rather than on top of it.

Close the month with fewer tabs open.

Cyril opens to founding members first, from late January 2027. They keep their price and get help moving in.

Or take the product tour first.

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