Fixerr Finance handles invoicing, expense tracking, revenue reporting, and payment collection inside the same platform as your CRM, support, and voice tools. Your financial data is always connected to the business context behind it.
60%
faster invoice-to-payment cycle
Zero
manual data entry between CRM and finance
One
platform for finance, CRM, HR, and support
Disconnected finance and customer data creates blind spots — invoices raised late, payments chased after they should have arrived, and revenue you cannot tie back to the relationship that produced it.
Invoicing, expenses, collection, and reporting — all built on the same record as your CRM, support, and voice tools.
Create and send professional invoices in seconds. Connect to CRM deals so invoices are triggered automatically when a deal closes. Track payment status in real time.
Employees submit expenses directly in the platform. Managers approve with one click. Categories, receipts, and approvals all tracked with a full audit trail.
Send payment links via WhatsApp or email directly from an invoice. Automated reminders go out before and after the due date. Chasing late payments becomes a system, not a task.
Track monthly recurring revenue, one-time revenue, outstanding invoices, and expense totals from one dashboard. Export to your accountant or connect to Xero and QuickBooks.
Every invoice and payment is linked to the customer record in Fixerr CRM. Open a contact and see their full financial history alongside their support and interaction history.
Invoice clients in GBP, USD, PKR, AUD, or any major currency. Exchange rates updated automatically. Reporting available in your base currency.
Four steps from disconnected spreadsheets to a finance system that runs in lockstep with your customer data.
Link Fixerr Finance to your CRM. Invoices can be raised from any deal record with customer details pre-filled automatically.
Create branded invoice templates with your logo, payment terms, and standard line items. One-time setup.
Use Fixerr Flows to trigger invoice creation when a deal is marked won, an appointment is completed, or a project milestone is reached.
Monitor payment status across all invoices from the dashboard. Automated reminders handle the chasing. You handle the exceptions.
Invoice clients automatically after project milestones. Track retainer payments, expense reimbursements, and outstanding balances from one dashboard.
Manage recurring invoice schedules, track MRR, and automate payment collection without a separate billing tool.
Raise invoices immediately after a job is completed. Send payment links via WhatsApp. Collect payment before the engineer leaves.
Invoice patients and insurers after appointments. Track outstanding balances and automate payment reminders without involving the clinical team.
Manage project invoicing, retainers, and expense pass-through for multiple clients from one system connected to your CRM and project tracking.
Xero and QuickBooks were built to balance the books. Fixerr Finance was built to connect every pound to the customer that paid it.
Invoicing
Xero / QuickBooks
Available
Fixerr Finance
Built in
Expense tracking
Xero / QuickBooks
Available
Fixerr Finance
Built in
CRM-connected financials
Xero / QuickBooks
Integration required
Fixerr Finance
Native, same platform
WhatsApp payment collection
Xero / QuickBooks
Not available
Fixerr Finance
Native
Automated payment reminders
Xero / QuickBooks
Limited
Fixerr Finance
Built in
Revenue and pipeline in one view
Xero / QuickBooks
Not available
Fixerr Finance
Native
Pricing
Xero / QuickBooks
From £12–£30/month (standalone)
Fixerr Finance
Included in Professional plan
Built into the platform from Professional upwards. No extra finance subscription, no separate licence per user.
Finance capability
Not included
Finance capability
Not included
Finance capability
Invoicing, expense tracking, payment collection, revenue reporting
Finance capability
Full accounting integration, payroll connection, multi-entity, audit reporting
It can for most small to mid-size businesses. If you need advanced accounting features, it connects to Xero and QuickBooks on Enterprise plans so both systems stay in sync.
When a deal is marked as won in Fixerr CRM, a Fixerr Flow can automatically create a draft invoice with the customer details and deal value pre-filled. One click to send.
Invoices include a payment link that customers can pay online. The link can be sent via WhatsApp or email. Automated reminders go out 3 days before due date, on the due date, and 3 days after.
GBP, USD, PKR, AUD, EUR, and all major currencies. You set your base reporting currency and invoice clients in any currency.
Yes. Expenses are submitted with a category, project tag, and receipt. Reports can be filtered by team member, project, date range, or category.
Yes. Every invoice, expense approval, and payment is timestamped and logged with the user who took the action. Full audit trail available on all plans.
Yes. Export invoices, expense reports, and revenue summaries as CSV or PDF. Enterprise plans include automated reporting delivery to stakeholders.
Connect your CRM in the demo and we will show you how Fixerr Finance raises invoices, sends payment links via WhatsApp, and tracks collection without any manual work.
