Where the money is,
was, and is going.
One thread from estimate to paid. The invoice is generated from the estimate — deposits, milestones, final — and the reports engine reads the same thread, so the numbers are the truth, not a reconciliation.
One ledger, drawn from the work itself.
Financials covers the money side of the company — but the numbers don't start here. They start in the estimate. Invoices are generated from the estimate the client already approved, on the schedule the deal agreed to. Expenses tie back to clients. Contractor bills tie back to assignments. Recurring services run on the schedule you set.
The reports synthesize all of it. Revenue by client, margin by project, who owes you and for how long, period comparisons. All drawn from the same place the rest of the company runs on. When a number changes, it changes everywhere it should.
Run the numbers from the same place the work runs on.
One thread from estimate to paid.
The estimate's numbers become the proposal's price, the contract's scope, and the invoice's lines. When a number changes, it changes everywhere it should — because it only lives in one place.
Estimate
Internal truth — costing, rates, markup, margin. The numbers are born here, once.
Approval
The client approves the proposal built from the estimate — and you know the moment it happens.
Contract
The signature locks the scope the estimate priced. The win graduates into Projects.
Invoice schedule
Generated from the estimate — deposit, milestones, final. No retyping, no drift.
Paid
Payments land against the schedule, and reports read the same thread end to end.
Financials starts on Launch, deepens up the ladder.
Launch runs the won work and gets you paid — the invoicing baseline is open on every tier. Scale adds New Business and advanced reporting. Ultra runs the talent operation, where the contractor side of the ledger is in play.
Run the won work and get paid: invoicing with PDF downloads, expenses, services, and the reports baseline.
OpenAdds New Business — pipeline, estimates, contracts — plus advanced reporting: period comparisons, revenue by client and project, margin analysis.
OpenThe talent operation: contractor bills, payment exports, and the contractor side of the ledger, on top of everything in Scale.
OpenThe money flows from the work itself.
New Business holds the deals. Projects deliver the work. Financials is what the thread becomes — the receipts, the reports, the truth-source for the company's numbers.
Run the numbers from the same place the work runs on.
Early creative companies are joining now. A short engagement to import your past invoices, your expense history, your contractor payment history. Then start running the financial side from inside Plero.