Client + Quote Management
Add clients quickly, create professional quotes, and keep deal flow organized from first conversation to acceptance.
Freelancer Collection OS
From quote to cash, without accounting bloat.
FinBuddy gives freelancers one focused workflow: create quotes, convert to invoices, send reminders, and track paid vs outstanding in real time.
Invoice + Payment Tracking
Convert quotes to invoices, record partial/full payments, and keep outstanding balances accurate automatically.
Collections + Reminders
Use reminder sequences and manual nudges to improve payment speed without manual spreadsheet follow-up.
Built Product
Operational dashboard with actionable KPI views
Track outstanding invoices, overdue risk, paid totals, and client activity from one command center.
Workflow
How FinBuddy works
01 Create a quote for your client.
02 Convert quote into invoice.
03 Send reminder sequences and nudges.
04 Record payments and track collections.
Ready to launch your receivables workflow?
FinBuddy is focused on freelancer-friendly quote, invoice, and collections operations with minimal compliance overhead.
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