The Contractor Codex
One branded portal for client work, with an assistant that knows every project and every dollar. It drafts, follows up, and prepares the next step; you approve anything that sends or bills.
Who owes me money?
Three clients, $15,840 outstanding.
Riverbend is the only one past due. Want me to send a reminder?
It reads your quotes, invoices, projects, and payments, and it can act on them. These are real questions with real answers, not a demo script.
Who owes me money?
Three clients, $15,840 outstanding.
Riverbend is the only one past due. Want me to send a reminder?
Draft a quote for the Riverbend migration.
Drafted from your library. $12,400 before tax, plus a monthly care plan.
Nothing has been sent. Change anything, then approve.
Record the $500 check from Keith.
Recorded. Nothing was sent and no card was charged.
“Who owes me money?”
Every unpaid invoice across every client, oldest first, with what is genuinely past its due date separated from what is simply still out.
“Draft a quote for the Riverbend migration.”
A ready-to-send quote built from your own line items and rates, priced and laid out, waiting for you to adjust anything before it goes.
“Record the $500 check from Keith.”
Books money you already have. Nothing is sent to the client, no card is charged, and it counts toward revenue and your profit and loss.
Emails to clients, invoices, charges, and contracts all stop for your approval, and you see exactly what is about to go out before it goes. The assistant can never do more than you could do yourself by clicking, and every action it takes is written to an audit log you can read.
Four features that share one set of numbers, so nothing is typed twice and the assistant can reach all of it. See every feature →
It already knows every client, quote, invoice, and payment. Ask who owes you money, or tell it to chase the late one, and it stops for your approval before anything goes out.
Describe the job out loud or pick from your library, and send a branded quote with an accept link. Clients accept, decline, or counter online, so nothing stalls in an inbox.
The right invoice goes out the moment a client accepts. Deposits, progress stages, monthly retainers, or the whole thing up front. You choose per quote and the math stays honest.
Connect your bank and every charge sorts itself onto the right job, so you can finally see what each one earned you. Profit and loss, cash flow, and a tax summary your accountant can use.
Swipe to explore · 1 of 4
The one thing on the money side nobody else models.
Hosting, domains, SSL, and API usage are the client's cost, but most tools make you run them through your own invoicing. Your numbers come out inflated, your margin looks wrong, and it follows you to tax time.
Mark a recurring line as passthrough and the quote shows it as an estimate so the client knows what they will owe their provider. You never bill it and never collect it. It stays out of your revenue because it was never yours.
Profit per job, your P&L, and your tax exports all count the work you actually sold. The client still sees the full picture of what the month costs them, in one place, on one document.
Simple Pricing
Both plans have every feature and unlimited clients. The only difference is the transaction fee.
Standard
$15/month
or $12.50/mo billed annually. $150/yr, 2 months free
+ 0.8% service fee on Stripe transactions.
Plus every other feature. See the full list
Pro
$35/month
or $30/mo billed annually. $360/yr, save $60
+ just 0.1% service fee on Stripe transactions.
Identical features. You are only buying the lower fee.
Both plans include every feature. The only difference is the transaction fee. Once you’re billing more than about $2,900 a month, Pro costs you less, and the gap grows from there.
| You bill / month | Standard ($15 + 0.8%) | Pro ($35 + 0.1%) | Winner |
|---|---|---|---|
| $1,000 | $23.00 | $36.00 | Standard |
| $2,000 | $31.00 | $37.00 | Standard |
| ~$2,900 | $38.20 | $37.90 | Break-even |
| $5,000 | $55.00 | $40.00 | Pro saves $15/mo |
| $10,000 | $95.00 | $45.00 | Pro saves $50/mo |
| $20,000 | $175.00 | $55.00 | Pro saves $120/mo |
Figures are the platform cost (subscription + our service fee). Stripe’s own processing fees apply on both plans.
It is a branded client portal with an AI assistant built into it. You send quotes, sign contracts, bill the work, and get paid, all under your own name and at one URL. The assistant sits on top of the same data and can answer questions about your money, draft a quote, chase a late invoice, or record a payment, instead of you clicking through screens to do it.
It can read your clients, projects, quotes, invoices, and payments, and act on most of it. Ask who owes you money, what is landing in the next two weeks, or what is still out for signature, and it answers from your live numbers. For job profit and the tax set-aside it walks you to the right Codex screen. It can also draft a quote from a plain description, record a cash or check payment, and message a client. Anything that sends or bills stops for your approval first, and you see exactly what it is about to do before it happens.
No. There is no card entry form anywhere in the product. Every payment is taken on Stripe's own secure pages, so card numbers go from your client's browser to Stripe and never touch our servers. Bank connections run through Plaid, so we never see your bank login either. There is a full write-up on the security page.
Two plans, same full feature set. Standard is $15/month (or $150/year, which works out to $12.50/month) with a 0.8% service fee on Stripe transactions. Pro is $35/month (or $360/year, $30/month) with just a 0.1% service fee. Pro is built for established operators billing more than about $2,900/month, where the lower fee more than covers the higher subscription. Both include unlimited clients and projects.
It fits best for IT freelancers, consultants, and independent operators who quote work, sign an agreement, do the job, and bill for it, often with a monthly retainer or care plan running alongside. The same shape covers general contractors, marine technicians, legal, design, veterinary clinics, and most other service businesses, and the quote library ships with 240 starter line items across 24 industries.
Both. Pick deposit plus progress payments when you send the quote and the client pays the deposit on acceptance, then you bill any percentage as each stage completes, with the final invoice settling the balance. For recurring work, add a retainer or managed-service plan to the quote and the first month is collected the moment the client accepts, on the same invoice as the deposit, then it bills automatically every month after that.
Every plan starts with a 30-day free trial. You add a payment method when you pick a plan and nothing is charged until the trial ends. You do not need an existing Stripe account. When you create your organization we set one up so clients can pay by card or bank transfer and the money goes straight to your bank. If you already have Stripe, connect that instead.
One branded portal for quotes, contracts, billing, and payments. Set up in five minutes. 30-day free trial, and nothing is charged until it ends.
Need help picking a plan, importing data, or wiring up Docusign? Send us a note and we’ll get back within one business day.
