Faster Money puts the whole money side of your business on one dashboard — four areas: Revenue for the big picture, Get Paid for quotes, invoices, and reminders, Pay Bills for vendor bills and payment runs, and Payouts for tracking what actually lands in your account.
For most small businesses, money lives in fragments: quotes in a documents folder, invoices in one app, vendor bills in an inbox, and the "who still owes us?" question in somebody's head. Faster Money exists to collapse those fragments into one surface — this is a tour of how the pieces fit.
The four rooms of Money
The Money dashboard is organized like a small finance office with four rooms — most days you'll only need to walk into one of them:
Revenue
The high-level view: what's been collected, what's outstanding, and where the receivables work is piling up.
Get Paid
Quotes, invoices, credit notes, and recurring schedules — everything between "interested customer" and "money received".
Pay Bills
Vendor bills with proper approvals, and payment runs that batch them into controlled, reviewable payments.
Payouts
What actually moved to your bank account, when, and which payments it contains — the reconciliation room.
Follow one job through the system
The best way to understand Money is to follow a single piece of work from handshake to bank account:
- Quote it. Create and send a quote with line items, terms, and an expiry. If the scope shifts during negotiation, revise the quote — the history stays attached, so you always know what was agreed and when.
- Convert it. The moment the customer accepts, convert the quote to an invoice. Line items, pricing, and customer details carry over — billing starts from the approved proposal instead of being retyped, which is where most invoicing errors are born.
- Send it with a portal link. Every invoice carries a customer portal link — one page where your customer sees the balance and pays. No account creation, no "can you resend the PDF".
- Remind without awkwardness. When an invoice goes overdue, send a reminder that includes the right amount and the portal link. Money shows you the customer's history first, so you never nudge someone who's mid-dispute or already paid this morning.
- Trace the payout. Once paid, the money shows up in Payouts — which deposit it landed in, alongside which other payments. Month-end reconciliation becomes reading, not detective work.
An invoice should start its life as an accepted quote, not as a blank form.
Retyping agreed work is where wrong amounts, missing line items, and "that's not what we discussed" come from.
The other direction: paying your vendors like a grown-up company
Receivables get all the attention, but the payable side is where small businesses quietly lose control — bills paid twice, bills paid late, bills paid without anyone signing off. Money's vendor bills flow fixes the discipline problem without adding bureaucracy: a bill gets recorded, approved before payment, and then batched into a payment run — one controlled review of who gets paid, how much, and on what date, instead of twenty separate ad-hoc payments.
The quiet workhorses
- Recurring invoices — retainers and maintenance contracts bill themselves on schedule.
- Credit notes — adjustments with a paper trail, instead of mystery discounts on the next invoice.
- AR analytics — aging buckets and collection trends, so "how are we doing on receivables?" has a real answer.
- Customer 360 tie-in — every quote, invoice, and payment shows up on the customer's timeline, so sales conversations happen with the money history in view.
AI that drafts, never spends
Money AI follows the same rule as everywhere else in Faster: it prepares, you approve. It can summarize what needs attention this morning, draft a reminder that matches the customer's history, prepare an invoice from an accepted quote, or assemble a candidate payment run from approved bills. What it never does is move money on its own — every financial action stays behind your review. That's not a limitation; for anything touching your bank account, it's the feature.
Key takeaways
- One surface, four rooms: Revenue, Get Paid, Pay Bills, Payouts — the whole money side in one place.
- Quotes become invoices: billing starts from the agreed proposal, never from a blank form.
- Portal links get you paid: one page where customers see the balance and settle it.
- Payment runs add discipline: vendor bills get approved and batched, not scattered.
- AI drafts, you approve: nothing financial happens without your sign-off.
Frequently asked questions
Do I need all four areas to start?
No. Most businesses start in Get Paid — quotes and invoices — and grow into Pay Bills and the analytics as volume justifies them. The areas share the same customer records, so nothing needs re-entering when you expand.
How do customers pay an invoice?
Through the invoice's portal link — a single page showing the balance and a payment action. You can connect payments for your business once, and every invoice after that is payable online.
Can I take deposits or partial payments?
Yes — deposits and partial payments are supported on the selling side, and invoices track the remaining balance until it's settled. Useful for project work where you bill 50% up front.
What happens when a payment goes wrong?
Refunds and adjustments live in the same place as everything else, with credit notes for the paper trail, and a payment-status view for tracing anything that looks stuck — so problems get fixed where the history lives instead of across three tools.
Does Money replace my accountant or bookkeeping software?
It replaces the operational layer — creating, sending, chasing, approving, and tracing payments day to day. Your accountant still gets cleaner inputs than they've ever had from you.
If your money story currently spans a documents folder, an invoicing app, and an inbox full of bills, the tour above is the whole pitch: one place, connected records, and review on everything that moves a dollar. The help center has step-by-step guides for every screen mentioned here.