Workflow
From quote to cash in one click: the TwinBooks sales workflow
How estimates flow into invoices, payments apply across multiple invoices, and Plaid auto-matches the bank deposit when it lands.
·6 min read
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Dashboard
This month · live data
Live
Invoiced
$22,390
+12%
Collected
$20,283
+8%
Pending
$10,880
3 inv
Overdue
$3,079
↑ 2
Revenue · 12 months
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
0+
Businesses trust TwinBooks
$0.0B
Processed through the platform
0 days
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0
Languages — EN, ES, FR
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TwinBooks — Invoices
Dashboard
Invoices
Bills
Inventory
Payroll
Invoices
$22,390
Total Invoiced
$20,283
Collected
$10,880
Pending
$3,079
Overdue
ClientInvoice #AmountDue DateStatus
Acme CorpINV-0091$4,200May 15Paid
Globex LtdINV-0090$1,850May 20Pending
Initech IncINV-0089$3,100Apr 30Overdue
Umbrella CoINV-0088$920May 28Pending
Stark IndustriesINV-0087$7,500Jun 1Paid
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Before TwinBooks, our accountant and warehouse manager were working from different spreadsheets. Now they're in the same system. We closed our first month-end in half the time.
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$0.0B
Processed through the platform
Invoices, bills and payroll combined
0+
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From 5-person teams to 500+
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Customer retention rate
After the first full billing cycle
0 min
Average time to first invoice
From signup to sent invoice
Data reflects the last 12 months across all active TwinBooks accounts.
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