BillSet is a financial operations workspace for service businesses, built for agencies, studios, consultancies, freelancers, and independent operators. It connects clients, projects, invoices, expenses, subscriptions, contractors, and cash flow in one place, replacing scattered spreadsheets and disconnected financial tools with a clearer way to run the money behind your work.

Bill the work. Track the money. Understand the business.

💰 Financial Dashboard

• See revenue, expenses, profit, outstanding invoices, overdue payments, monthly burn, and active subscriptions in one snapshot
• Track cash flow, runway, expected inflows and outflows
• Get client level financial insights and operational readiness checks

🧾 Invoicing

• Create, send, and manage professional invoices
• GST ready with CGST, SGST, SAC and HSN support
• Support tax inclusive and exclusive pricing
• Track payments, partial payments, outstanding and overdue invoices
• Export branded invoices as PDFs
• Autosave invoice drafts and maintain sequential invoice numbering

👥 Clients & Projects

• Keep client information, invoices, projects, and financial activity connected
• Track project revenue, expenses, allocated costs, and profitability
• View client outstanding amounts and invoice history

💳 Expenses & Subscriptions

• Record and categorize business expenses
• Attach receipts and supporting documents
• Track software, tools, services, and recurring business costs
• Monitor monthly and annual subscription burn
• Get reminders before subscription renewals

🧑💻 Contractors & Payouts

• Manage contractors, freelancers, and external collaborators
• Store payment details, tax identifiers, and compliance documents
• Manage contractor payouts with TDS handling and payment summaries
• Give contractors a dedicated portal for payments and documents

📊 Accounting & CA Exports

• Export invoice and accounting data
• Generate reconciliation reports
• Export data grouped by SAC
• Connect with Zoho Books to sync invoices, clients, payments, and GST records

🤖 BillSet AI

• Ask questions about cash flow, overdue invoices, expenses, subscriptions, clients, margins, and forecasts
• Get context aware answers with summaries and charts
• Ask questions like “Who owes me?” or “What is my runway?”

🌍 Multi Currency

• Work with INR, USD, EUR, GBP, and AED
• Set a base currency for each workspace
• Keep original invoice and expense currencies while converting reporting to the workspace currency

🔐 Roles & Permissions

• Manage access through Admin, Operations, Finance, and Viewer roles
• Control access to financial, client, contractor, project, billing, and workspace data
• Protect sensitive fields and maintain audit trails for important financial actions

🔔 Notifications

• Choose which business events you want to hear about
• Get updates when invoices are sent, viewed, paid, or overdue
• Stay informed about contractor payouts and other operational events

BillSet connects the work that creates revenue with the financial operations that follow it.

From creating a GST invoice to tracking a payment, recording an expense, watching subscription burn, paying a contractor, preparing data for your CA, and understanding your cash flow, BillSet keeps the financial side of your business connected.

BillSet is where service businesses bill, track, and understand their money.