From quote to cash to close: Settle tracks your bids, drafts and chases invoices, collects, reads and codes your vendor bills, reconciles, builds your accountant's monthly pack and forecasts your cash. Your team only approves.
This is the job of an accounts receivable clerk, done by software. Press play and watch the exact flow it replaces. A person only approves the final step.
Settle does the 90% that used to take a biller all day. A human still makes the call on the 10% that needs judgment, by approving, not by chasing, typing and reconciling.
Each step used to be someone's job. Now they hand off to each other automatically, and you approve.
Settle sits on top of whatever accounting system you already use. No migration, no new ledger.
Your quotes and bids, your receivables from any export, and your vendor bills — pasted, uploaded, or snapped as a photo. Connect your inbox and your Stripe.
It turns won quotes into invoices, chases and collects, reads and codes your bills, reconciles the cash, keeps your books fed, builds the month-end pack and forecasts your runway.
A single worklist shows only what needs a person: a quote to follow up, an invoice to approve, a bill to pay, a dispute. One click. Everything else already happened.
The parts you used to pay a person to do — across the entire money cycle, done end to end.
Track every quote from draft to won on one board. Win one and turn it into an invoice in a click — Settle collects it from there.
Turn raw billable work into clean, client-ready invoices with the AI. You approve before anything is sent.
Reminders go out from your own inbox in the right tone; customers pay by card through your Stripe and the invoice clears itself.
Snap or drop a vendor bill and the AI reads it, codes it to the right account and — once you approve — posts it to QuickBooks. You pay from your own bank.
Upload the payments and Settle matches them to invoices, marks them paid, and flags only what needs a look.
Writes invoices and records payments straight into QuickBooks — two-way, so nobody re-keys your receivables and payables into the ERP.
The clean monthly bundle — sales, purchases, collections, payments — formatted for your country. Settle packages it; your accountant does the taxes.
Where your money stands: aging, who owes you, where it goes, cash this month, and how your pipeline is converting.
A live 12-month forecast — your runway and the month you'd run short — built from the data Settle already holds. Available as an add-on.
Settle builds your accounting from what the other modules already did — cash-basis, always balanced, nothing to key. A dashboard shows what's automated and the hours it saved you, and every bill scan and pack files itself in your repository.
Works with QuickBooks, Xero, Sage, Zoho, Wave, NetSuite and more — or map any export by hand. Multi-user with roles, so your bookkeeper and team share one workspace.
Every function across the money cycle — this is the whole product.
Settle is your accounts-receivable subledger. The work happens here, and it hands your accounting system the exact entries to post, so nobody re-keys invoices and payments by hand. That is what replaces the person, not another dashboard.
Download your generated invoices, customers and applied payments as ready-to-import files, built on QuickBooks' own template. Automatic two-way write-back lands on connect.
The subledger and its export are already system-agnostic, so more accounting systems slot in behind QuickBooks.
The whole point: you stop paying someone to key your receivables into the ERP. Settle keeps the books fed.
Settle reads your exports and sends from your accounts. It never becomes the middle you have to trust with your money or your books.
The whole working loop is free. Plus adds the automation, control and scale as you grow. Flat per company, your whole team included, never per seat.
A solo starter — create invoices and get paid.
Everything that removes the work — chasing, reconciling, pipeline, AP, month-end, reports and more. Unlimited users. 15-day trial.
Connect your receivables in a few minutes and let Settle run them. Free to start, on your real data, with nothing to lose.
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