Money
Finance & reportsin one hub
Invoices, expenses, studio reports, and lead response time — beside the work that earned them.
What this helps you do
See money moving
Payments, tips, and status live with your projects — so “did they pay?” isn’t a scavenger hunt.
Track expenses too
Log studio costs next to income so busy seasons don’t hide what’s actually profitable.
Studio reports
See pipeline, bookings, cash, offerings, and team performance in widgets you can hide, reorder, and save as filter views. Export to CSV when you need a deeper look.
Studio reports
See pipeline, bookings, cash, offerings, and team performance in widgets you can hide, reorder, and save as filter views. Export to CSV when you need a deeper look.
Pipeline
Bookings
Cash
Offerings
Team
Lead response reports
Track average time to first email and first document — by studio and by teammate — so you know how fast inquiries get answered.
Clearer payments
• Clearer Stripe fees and Net on payment views
• Payment receipt emails for clients
Expenses and bookkeeping stay beside the work — log studio costs next to income without leaving your hub.
Payment statement descriptor
Set the client-facing name that can appear on Stripe Connect card and bank statements from Finance settings — so payers recognize your business instead of a generic platform label.
Explore more features
Connected to delivery
Finance that follows the job
Project finance tabs, portal payments, and invoices share one story — from deposit to final.
Finance that follows the job
Project finance tabs, portal payments, and invoices share one story — from deposit to final.
Get paid faster
Branded invoices, payment plans, and portal checkout — clients pay without awkward Venmo threads.
Client-ready payments
Get paid faster
Branded invoices, payment plans, and portal checkout — clients pay without awkward Venmo threads.
Books that connect
QuickBooks when you need it
Connect QuickBooks for accounting workflows while TalleFlow stays your client-facing money layer.
QuickBooks when you need it
Connect QuickBooks for accounting workflows while TalleFlow stays your client-facing money layer.
Finance capabilities
Invoices & Stripe
Card, bank, deposits, plans — powered by Stripe.
Expenses
Capture studio spend next to projects and payouts.
Reports
Owner/Admin reporting views for clearer decisions.
Plan note
Freelancer can invoice with a per-paid-invoice fee. Essentials unlocks unlimited invoicing (Stripe fees still apply) plus deeper growth tools.
Pricing
See plans
Refunds and portal payment UX continue to improve — check the changelog for money-related releases.
Changelog
Updates
Pair finance with Automations for payment reminders that actually send.
Tip
Automate follow-ups
How it’s different
Money lives next to projects and portal — not a disconnected ledger app
Invoices, expenses, and reports in one creative ops hub
Stripe + optional QuickBooks — not forced into one accounting ideology
FAQs
Is QuickBooks required?
No. Use TalleFlow finance on its own, or connect QuickBooks when your accountant asks.
Who can see reports?
Reports and finance hubs are Owner/Admin by default — collaborators don’t get the books.
Where do clients pay?
Branded invoices and the client portal — so payment feels like part of the experience.