Run the financial side of your business in one workspace.
PFBI is a full-stack billing and invoicing platform. Quote, invoice, get paid via Stripe, and read your numbers without the spreadsheet sprawl.
Designed around the people who actually use it.
Freelancers
Quote and bill clients in minutes, get paid via Stripe, see what you've earned this month at a glance.
Agencies
Multi-client billing, team roles, expense tracking, and a polished client portal that reflects your brand.
SMBs
Replace the chaos of spreadsheets and disconnected tools with one source of financial truth.
What’s inside PFBI.
Intelligent invoicing & quotes
Create, edit, and send invoices and estimates in clicks. Track Draft → Sent → Accepted → Paid in real time. Custom prefixes, dynamic VAT, multi-currency. One-click quote-to-invoice conversion.
Clients & secure client portal
Built-in CRM for every client and their billing history. Each client gets a secure, read-only portal to view quotes and pay invoices.
Integrated payments · Stripe Connect
Deeply integrated with Stripe Connect. Clients pay by card or local payout method. Funds route through Stripe compliant, fast, no extra plumbing.
Team collaboration & RBAC
Admin, Editor, and Viewer roles plus a Super Admin dashboard. Stakeholders see what they need; nothing more.
Expenses & financial insights
Track outbound expenses alongside revenue. Central dashboard reads your financial health, receivables, and progress against targets in real time.
White-label & SaaS-ready
Guided onboarding wizard. Native subscription tiers (Free / Pro / Premium). Built to be re-branded for your market.
Right level of access for every teammate.
- Full platform control
- User & tenant management
- Top-level analytics
- All business config
- Billing & invoices
- Team management
- Draft & manage invoices
- Edit clients
- No core settings
- Read-only access
- View financial metrics
- Audit-friendly
Engineered for security, scale, and longevity.
Frontend · React + Tailwind
Mobile-responsive, accessible UI with Framer Motion micro-animations.
Backend · Google Firebase
Firestore for real-time sync. Firebase Auth for secure identity.
Payments · Stripe Connect
PCI-compliant routing, multi-currency, localised payouts.
Security · Firestore rules
Enterprise-grade rules enforce strict per-tenant data isolation.
More products from the same team.
Be first in line for PFBI.
We’re onboarding a small group of early-access customers before public launch. Get in now and help shape the roadmap.