Invoicing, Expense Tracking &
P&L for Small Businesses
Stop cobbling together spreadsheets and free invoice templates. SoloAI gives you professional invoicing, automatic expense categorization, and a real-time profit & loss overview — all powered by AI and free during beta.
No credit card required · Unlimited invoices & expenses · Free during beta
Finance Features
Professional finances.
Zero complexity.
Everything a freelancer, consultant, or small business owner needs to manage invoicing, expenses, and profitability — without the learning curve of enterprise accounting software.
Professional Invoice Generation
Create branded, professional invoices in seconds. Add line items, taxes, discounts, and your logo. Send directly to clients or download as PDF.
Expense Tracking & Auto-Categorization
Log every business expense and let AI automatically categorize them. Track spending by category, spot trends, and stay on top of your cash flow.
Profit & Loss Overview
See your revenue, expenses, and profit at a glance. Monthly P&L breakdown with category-level detail — no accounting degree required.
Multi-Currency Support
Invoice clients in any currency. Automatic exchange rate display so you always know your true revenue in your home currency.
Recurring Invoices
Set up recurring invoices for retainer clients. Automated billing on your schedule — weekly, monthly, or custom intervals.
Payment Tracking & Partial Payments
Mark invoices as paid, partially paid, or overdue. Track payment methods, dates, and outstanding balances across all your clients.
AI Invoice Creation
Tell MiMi "invoice Acme Corp for the website project" and she creates it from your CRM data — line items, amounts, and client details pre-filled.
Financial Insights via AI
Ask MiMi "what's my profit this month?" or "which client owes me the most?" and get instant answers from your live financial data.
Built for you
Invoicing & expense tracking
built for how you work.
Freelancers & Designers
Generate professional invoices for every project. Track expenses like software subscriptions, equipment, and travel. See your real profit after costs.
Consultants & Coaches
Bill retainer clients with recurring invoices. Log session-based expenses. Get a clear monthly P&L without hiring a bookkeeper.
Small Agencies
Invoice multiple clients with different rates and currencies. Track team expenses by project. Monitor cash flow and profitability in real time.
E-commerce & Creators
Track wholesale invoices, supplier payments, and operational expenses. Auto-categorize transactions and see category-level spending breakdowns.
Invoicing + CRM + Tasks + AI
Your finances connected to everything
SoloAI connects your invoices to your CRM contacts. Create an invoice for a deal in one click. Track payments against your pipeline. And let MiMi AI handle the busywork — so you can focus on growing your business.
Get Started Free — No Credit CardFAQ
Invoicing & finance questions.
Yes — unlimited invoices, expenses, and financial reports during beta. No credit card required. Beta users get lifetime early-adopter pricing when we launch paid plans.
Absolutely. Add your business logo, customize colors, set your invoice prefix, and add payment terms. Your invoices look professional and match your brand.
SoloAI handles invoicing, expense tracking, and P&L reporting — the essentials for freelancers and small businesses. For complex tax filing or payroll, you may still want dedicated accounting software, but SoloAI covers day-to-day financial management.
When you log an expense, MiMi AI suggests a category based on the description and amount. Over time, it learns your patterns and gets more accurate. You can always override or adjust categories.
Yes. Generate a PDF and send it via email directly from SoloAI. You can also copy a link or download the PDF to share however you prefer.
Yes. Create invoices in any currency and see automatic exchange rate conversions. Your financial overview always shows amounts in your home currency for clarity.
Ready to simplify your
business finances?
Free invoicing, expense tracking, and P&L reports with AI. No credit card, no complexity.
Join 200+ founders already using SoloAI