Stripe invoices, sent in seconds.
Helm Invoicing is the billing app inside the Helm platform. Generate invoices from tracked time or fixed line items, take payments via Stripe, support recurring schedules, handle partial payments, and track every action in an activity log. Branded PDFs. Public payment links. Agents that recover overdue revenue automatically.
Built into the platform. No add-ons, no integrations, no per-feature pricing.
Build an invoice from unbilled time entries, fixed-fee line items, or both. Mix and match on a single invoice without juggling tools.
Connect Stripe once. Clients pay the invoice via a hosted payment page. Funds route to your Stripe account. Payment status updates automatically.
Weekly, monthly, quarterly, yearly, or custom cadences. Set a max count if it's a fixed series. The invoice spawns on schedule.
Track deposits, progress payments, and split billing. Status moves through draft, open, partially paid, paid, and archived.
Every invoice exports as a branded PDF. Share by public link so clients can view and pay without a login.
An agent that watches overdue invoices, looks up the billing contact, references payment history, and drafts a context-aware dunning email.
Set Invoicing up once. The rest of the platform uses it forever. One data layer, no sync, no glue scripts.
Unbilled time entries surface directly in the invoice builder. No CSV export.
Convert an accepted estimate to an invoice in one click. Line items carry over.
Invoices belong to an account. Payment history lives on the client record.
Payment Recovery agent drafts dunning emails in Gmail using invoice status and payment history.
Invoice and payment events can trigger workflows: mark a deal paid, nudge a project, post to Slack.
Invoices pull from unbilled time entries or fixed line items. Add tax. Export a branded PDF. Send it with a public payment link. Clients pay with Stripe. Status updates from draft to open to partially paid to paid, automatically. Recurring schedules spawn the next invoice without anyone remembering.
The Payment Recovery Specialist agent watches your open invoices. When one goes overdue, it looks up the billing contact in CRM, references prior payment patterns, drafts a dunning email in your voice, and either sends it or queues it for approval based on autonomy. Your cash flow stops depending on whether you remembered to chase.
Because time entries, invoices, and payments share the same data, there is no export between your timer and your accounting tool. Invoice activities track every state change. Workflow triggers on invoice and payment events kick off the next step of your process without anyone clicking.
QuickBooks or FreshBooks for invoices. Harvest for time. Stripe on the side. Every month-end you reconcile three tools, chase overdue invoices one by one, and discover half a day's billable work got missed again.
Billable time rolls into invoices. Clients pay via Stripe. Recurring schedules run themselves. A Payment Recovery agent chases overdue clients for you. Cash flow runs on autopilot.
It's the first of the month.
Recurring retainer invoices spawn automatically. Send them in bulk or let them auto-send. Stripe collects payments.
A client sends a deposit on a larger project.
Record the partial payment. Invoice status moves to "partially paid." Balance remains on the record, visible on the account.
An invoice hits fourteen days overdue.
Payment Recovery agent drafts a contextual dunning email with a payment link. Sends after approval or automatically.
A project is completed.
Workflow fires a final invoice from the remaining unbilled time. Emails the client. Marks the project closed.
AI staff with scoped access, configurable autonomy, and the same data your team uses.
Accounting suites are built for bookkeepers. Helm Invoicing is built for the team doing the work. Time logged on a task becomes a line item. Recurring invoices run on their own. A Payment Recovery agent chases overdue clients without you thinking about it.
Stripe is the native integration. Clients pay via Stripe-hosted checkout. Funds land in your Stripe account. Other processors via Composio integrations are possible, but Stripe is the supported default.
Yes. Recurring invoices support weekly, monthly, quarterly, yearly, and custom cadences, with an optional max count. The next invoice generates on schedule.
Yes. Invoices track draft, open, partially paid, paid, cancelled, and archived states. Record partial payments manually or capture them through Stripe.
Not today. Invoices use a single workspace currency. Multi-currency is on the roadmap.
Today, a Payment Recovery agent is the automated reminder. It watches overdue invoices and drafts context-aware emails. A template-based rule scheduler (e.g. 'email 7 days before due date') is on the roadmap.
Every app included. Agents come standard. Per-workspace pricing, no per-seat tax.
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