Fractional Executive Invoice Automation
Bill multiple clients for retainers, advisory hours, and business expenses. Upload engagement letters and receipts—generate professional invoices in 10 seconds per client.
Generate InvoiceBuilt for Multi-Client Executives
As a fractional CFO, CMO, CTO, or COO, you serve 3-8 clients simultaneously. Each client has different billing structures, retainers, hourly overages, and expense policies. Month-end means 3-8 separate invoices—each taking 30 minutes to create manually.
The Manual Invoicing Tax:
5 clients × 30 minutes each = 2.5 hours of unpaid admin work per month. At your executive rate ($200-500/hr), you're losing $500-1,250 per month = $6,000-15,000 per year to invoicing.
Fractional Executive Workflow
Upload Engagement Letter
Your client engagement letter or retainer agreement. AI extracts: client name, monthly retainer amount, hourly rate (if applicable), payment terms, scope of services.
Add Hours Worked (If Applicable)
Many fractional execs bill: "$X retainer + $Y/hr beyond Z hours". Upload time logs or add context note: "Worked 48 hours this month (retainer covers 40, bill 8 hours overage @ $250/hr)". AI handles the math.
Attach Business Expenses
Upload client-specific expenses: flights to client site, client dinners, software purchased for their project, conference registrations. AI creates "Reimbursable Expenses" section with vendor, date, amount, purpose.
Download Professional Invoice
10 seconds later: PDF with retainer line item, hourly overage (if any), itemized expenses, grand total, payment instructions, all receipts attached. Email to client. Done.
Why Fractional Executives Love It
Multi-Client Simplicity
Invoice Client A on the 1st, Client B on the 15th, Client C on the 30th. Each invoice takes 10 seconds. Upload their engagement letters once, reuse monthly with new expenses.
Handles Complexity
Different retainer amounts, different hourly rates, different expense policies—AI reads each client's SOW and invoices accordingly. No manual configuration per client.
Professional Brand
Consistent invoice format across all clients. No "why does this invoice look different than last month?" questions. Your brand stays sharp.
Confidentiality
Documents deleted after 24 hours. Critical for fractional execs handling sensitive financials, strategy, or M&A data. We don't store client info.
Pricing: Free for Most Fractional Execs
The free tier gives you 5 invoices per month. If you have 3-5 clients, you're completely covered. No credit card, no signup, no catch.
- ✓ Invoice Client A: Retainer + expenses
- ✓ Invoice Client B: Retainer + hourly overage
- ✓ Invoice Client C: Project fee + travel
- ✓ Invoice Client D: Retainer only
- ✓ 1 invoice remaining for ad-hoc work
Total cost: $0 • Total time saved: 2+ hours/month
Invoice All Your Clients in Minutes, Not Hours
Fractional work is complex. Invoicing shouldn't be.
Try It Free