Know What Every Client Paid, Without Leaving Your CRM

Payments, invoices, subscriptions and quotes sit next to the leads and deals they came from. Connect QuickBooks Online and each client's payments arrive in their revenue on their own.

The Money Side of Every Client, in One Place

So you stop switching between your CRM, Stripe and your accounting software to answer one question

Payments in One List

Every payment with its client, lead, closer and status: paid, pending, failed or void. Filter by client or date and export it as a spreadsheet.

Invoices From Your Stripe

Build an invoice from your Stripe products or your own lines, link it to a lead, preview exactly what the customer gets, and send it.

Subscriptions You Can Actually Manage

Pause billing, resume it, cancel now or at the end of the period, and see every change that was made and when.

Failed Payments Chased for You

When a renewal fails, the customer gets a link to update their card by email or text, after the first failed try and after the last one.

Scheduled Charges

Charge a client's saved card once, on a date you choose. They get a receipt when it is taken.

Refunds With a Reason

Refund a payment in a couple of clicks and record why: the customer asked, they were charged twice, or the charge was fraudulent.

Quotes That Become Invoices

Send a quote, see what is still outstanding, and turn an accepted quote into an invoice.

QuickBooks Online Sync

Connect a client's QuickBooks Online company and its payments flow into that client's revenue, usually within seconds of being recorded.

Why Agencies Keep Finances in the CRM

One place to look

Who paid, who did not, and what is coming up, without opening three other tools.

Less money left on the table

Failed renewals are chased automatically instead of when someone notices.

Revenue per client you can trust

Payments are tied to the right client, so reports show what each account is really worth.

Your books stay where they are

Keep doing your accounting in QuickBooks. Inflowave reads the payments, it does not replace your books.

How It Works

From connecting your payment tools to seeing revenue per client

Connect how you get paid

Connect Stripe for invoices and subscriptions. Connect QuickBooks Online per client to bring in the payments recorded there.

Each QuickBooks connection belongs to one client, so one client's payments never show up in another client's numbers.

Payments arrive on their own

New payments show up in Finances and in the client's revenue without anyone copying them over.

If a QuickBooks connection stops working, the people who can reconnect it are told, so the numbers do not quietly go stale.

Bill, chase and refund from the same screen

Send invoices and quotes, schedule a charge, manage subscriptions and refund payments.

Failed renewals send the customer a link to update their card, by email or text.

See revenue next to the work

Because payments sit next to the leads and deals they came from, you can see which work actually brought money in.

Export the payments list whenever your accountant asks for it.

Frequently Asked Questions

Does Inflowave integrate with QuickBooks?

Yes, with QuickBooks Online. Connect a client's QuickBooks company and the payments recorded there flow into that client's revenue in Inflowave. Talk to us and we switch it on for your account.

Does it replace my accounting software?

No. Your books stay in your accounting software. Inflowave brings the payments in so you can see them next to your clients, leads and deals.

Can I send invoices from Inflowave?

Yes. Invoices are created against your connected Stripe account, from your Stripe products or your own lines, and can be emailed to the customer straight away.