The invoice is disconnected from the work.
Commercial follow-up becomes harder when scope, recorded time and billing paperwork are in different places.
Solutions CFOFor small-business CFOs & finance leads
Keep billing, project costs and renewals in clearer view.
Keep commercial administration close to the work behind it. Organise quotes, invoices, tracked project effort and subscription renewals—alongside, not instead of, your accounting system.
- No card required
- 30 days of Premium included
- Free plan to keep
Real ToolsPad interface Demonstration workspace
One account. A more connected way to work.
21 focused apps
Unlimited human teammates
Free plan limits apply Less scattered workYou have enough to manage.
You have enough to manage.
Keep the moving parts together.
A renewal arrives before the review.
A recurring service needs a known owner and decision date, not just an entry on a statement.
A status is not an accounting fact.
Operational invoice status needs to be clear without pretending it is bank reconciliation or a financial ledger.
From the first step
to the next useful outcome.
Start with what matters to small-business CFOs. Keep the work and its context in the same workspace.
Keep commercial scope clear
Prepare quotes and organise the supporting documents for the work being discussed.
Review recorded project effort
Use project time entries and configured budgets for operational review. These views depend on the information your team records.
Prepare billing and follow-up
Issue an invoice with payment instructions, then record the payment status. Create follow-up tasks where human action is needed.
Make renewals deliberate
Record the subscription, cost, owner and renewal date. Review the commitment and act with the service provider when needed.
A working process, not an automatic setup. Choose the apps you need and organise them around your business.
Start focused.
Keep more within reach.
Each app has a clear job. Together, they give small-business CFOs room to work without juggling a separate account for every task.
Dashboards
Build operational views from the supported billing and workspace widgets.
Explore DashboardsInvoice Maker
Issue billing documents and review manually recorded payment status.
Explore Invoice MakerEstimates & Quotes
Keep the quoted scope, pricing and customer paperwork organised.
Explore Estimates & QuotesTime Tracking
Review project hours and configured budgets without rebuilding timesheets.
Explore Time TrackingSubscription Tracker
Record recurring commitments, costs, owners and renewal dates.
Explore Subscription TrackerTasks
Give invoice follow-up and renewal reviews an accountable owner.
Explore TasksDocuments & Media
Keep supporting working documents in the appropriate workspace.
Explore Documents & MediaAll included in one account, within your plan’s limits. Use one app today and add another when the work calls for it.
Space for the people behind the workOne business home.
One business home.
Room for your whole team.
Keep the people, apps and records for each business in a dedicated workspace. Bring your teammates into the work without a per-seat bill.
Find the plan that fitsInvite the people who do the work
Every plan, including Free, supports unlimited human teammates. Resource and feature limits still depend on your plan.
Keep separate businesses separate
A workspace is a dedicated home for one business. Switch between your workspaces from the same account.
Keep access intentional
Use workspace roles and app permissions to manage who can see and work with business records.
Your first useful step
Start with one billing or renewal review.
Keep your accounting system in place and organise a practical operational gap around it.
Start in Invoice Maker. Shape the workspace around your own work.- 01
Prepare one invoice or review its recorded status.
- 02
Add the recurring commitments you want to review next.
- 03
Assign follow-up tasks and keep supporting documents together.
Make a confident
first move.
What small-business CFOs should know before getting started.
See pricing and plan limitsDoes ToolsPad replace our accounting software?
No. Keep your accounting system authoritative for ledgers, reconciliation, tax and financial statements. ToolsPad is a companion for billing documents, recorded project effort, renewals and operational follow-up.
Does a paid invoice mean the bank receipt was reconciled?
No. Invoice Maker payment status is recorded by your team. It does not connect to your bank, collect the payment or automatically reconcile receipts.
Can I use time data for project-cost review?
Time Tracking supports project time and budget review. Where you configure billable and internal cost rates, authorised views can use those recorded inputs; the results are not a replacement for accounting records or audited financial reporting.
Does Subscription Tracker cancel services for us?
No. It records cost, ownership, timing and cancellation details so your team can review the decision. Cancellation or changes must be made with the relevant service provider.
Does this provide cash-flow forecasting or statutory reporting?
No. This page does not promise cash-flow forecasting, consolidated financial statements, payroll, tax filing or statutory compliance. Use your specialist systems for those responsibilities.
Can I start free and bring my team?
Yes. One free account includes all 21 ToolsPad apps within Free plan limits, unlimited human teammates, and 30 days of Premium to explore—no card required. Afterward, continue on Free or choose a paid plan for more capacity and advanced features. See Pricing for current limits.
One account. 21 connected apps.
Start with what matters to you.Discover the rest of ToolsPad.
Finance follow-up works better with the context behind it. The wider suite keeps customer records, delivery work, notes and documents available in the same account.
Dashboards
Build operational views from the supported billing and workspace widgets.
Invoice Maker
Issue billing documents and review manually recorded payment status.
Estimates & Quotes
Keep the quoted scope, pricing and customer paperwork organised.
Time Tracking
Review project hours and configured budgets without rebuilding timesheets.
Subscription Tracker
Record recurring commitments, costs, owners and renewal dates.
Tasks
Give invoice follow-up and renewal reviews an accountable owner.
Documents & Media
Keep supporting working documents in the appropriate workspace.
Notes
Keep ideas, briefs and decisions easy to find.
Whiteboards
Map ideas alongside the work they belong to.
Lead Forms
Turn website enquiries into organized leads.
Surveys
Ask better questions. Learn from every response.
Polls
Let your audience help make the next decision.
Landing Pages
Build a focused page around your next offer.
Testimonial Collector
Collect customer stories and publish your best proof.
Business Calculators
Work through pricing, margins and business scenarios.
Appointment Scheduling
Let customers choose a time that works.
Smart Links
Route visitors and compare campaign results.
CRM
Keep contacts, context and follow-ups together.
Opportunities
Keep promising deals moving toward a decision.
QR Code Generator
Create branded QR codes and review their reach.
Blogs
Give your expertise a place to grow.
More tools. One free account.Scroll to explore, or use the arrows.
A simpler next step
Give commercial follow-up a clearer working home.
Keep the accounting system you trust. Use ToolsPad to organise the paperwork, recorded work and next actions around it.
Create your free account No card required. Start free.
Choose a paid plan only when you need it.
Choose a paid plan only when you need it.