Create and track proposals and invoices and manage your finances

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Proposals and Invoices

Keep all your proposals and billing in one convenient place.

Inside our online event management software app is a tool that lets you store proposal templates (which saves you time); import that template into a proposal and make your edits; attach documents and images to the proposal; send it off to your client; and then turn that proposal into an invoice. Or you can create an invoice from scratch by adding unlimited line items, and then track multiple payments to the invoice. All inside our tidy little app.


Track every penny going out of and coming into your business.

Why learn complicated accounting software when our event and online wedding planner program lets you manage your expenses and income with simple-but-powerful tools? Make entries for expenses and income as well as pass-through expenses that you can bill back to a client. View a running total of your bank account. And customize your expense and income categories so they align with your business.

Manage your finances with our online event planning software for events businesses

We built our finances tool for event professionals, event planning firms and event management departments so you can quickly move through your bookeeping and get back to the work you love - being creative and using your imagination and eye for details to solve problems for your clients.

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