Your finances, professional-grade
Everything in TrendingBudget — plus invoicing, customer management, AI-powered insights, and advanced forecasting built for freelancers, contractors, and small business owners.
Revenue
$14,200
April
Outstanding
$3,630
2 invoices
Expenses
$5,840
this month
Recent Invoices
Acme Corp
Sunrise Media
Bloom Co.
Monthly Revenue
Up to 10
Connected bank accounts
Unlimited
Invoices & customers
Unlimited
Transaction history
$8.33/mo
Billed annually
Invoice clients without leaving your budget
Create professional invoices, track their status from draft to paid, and watch your income flow directly into your budget — all inside the same app you already use every day.
- ✓Create branded invoices in seconds
- ✓Track status: Draft → Sent → Viewed → Paid
- ✓Automatic income matching when payment arrives
- ✓Overdue reminders and full payment history
INV-0042
SentBill To
Acme Corp
accounts@acmecorp.com
From
Jordan Lee Design
hello@jordanlee.co
Customers
4 clients · $28,000 total billed
Keep clients and cash flow in one place
A lightweight CRM lives right next to your budgets. Track every client, see their invoice history at a glance, and know exactly who owes you money — without a separate tool.
- ✓Add clients with contact details and notes
- ✓See total billed, outstanding, and paid per client
- ✓Link customers to invoices for full history
- ✓Filter and search across all your customers
AI that understands your money patterns
Advanced forecasting projects your cash flow weeks ahead. AI Spending Insights surfaces unusual patterns, cost-saving opportunities, and personalised recommendations — so you make smarter decisions, faster.
- ✓30, 60, and 90-day cash flow forecasts
- ✓AI alerts for unusual spending patterns
- ✓Personalised cost-reduction recommendations
- ✓Income trend analysis for irregular earners
AI Spending Insights
Early AccessDining spend up 34% this month
You've spent $420 on dining vs. $313 last month. Consider reducing by $120 to stay on budget.
3 unused subscriptions detected
Hulu, Duolingo Plus, and Adobe Stock haven't been used in 60+ days — $47/mo potential saving.
Cash flow dip likely in late May
Based on your income pattern, your balance may dip below $2,000 in the last week of May.
90-day cash flow forecast
The complete toolkit for business owners
Personal finance meets professional power. Every feature you need to manage money on both sides of the ledger.
Invoice Management
Create and send professional invoices. Track draft → sent → viewed → paid in one place.
Customer CRM
Manage all your clients, their billing history, and outstanding amounts without a separate tool.
Up to 10 Connected Bank Accounts
Link business checking, personal accounts, and credit cards simultaneously.
AI Spending Insights
Data-driven recommendations that surface savings opportunities you'd otherwise miss.
Advanced Cash Flow Forecasting
30, 60, and 90-day projections based on your real income and spending patterns.
Savings Autopilot
Automatically identify the safest amount to move to savings each month.
Custom Dashboard Widgets
Arrange your dashboard to surface exactly the metrics that matter for your work.
PDF Reports & CSV Export
Generate tax-ready reports and export data for your accountant at any time.
Weekly & Monthly Summaries
Scheduled email digests keep you informed without needing to log in every day.
“As a freelance designer I was juggling three different apps for invoicing, expenses, and budgeting. TrendingBudget Business replaced all of them. Now I actually understand my cash flow.”
JLJordan L.
Freelance designer · Business plan customer
Ready to get serious about your finances?
Join thousands of freelancers and business owners using TrendingBudget to manage money on both sides of their work.
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