Introduction

Welcome to PineBill

Run your entire business from one place. PineBill is the all-in-one business management tool for freelancers and small teams — manage clients, projects, and invoices in one place, and automate the busywork. Create professional invoices and estimates, track expenses and billable hours, put repeat billing and payment chasing on autopilot, and let the AI assistant handle routine tasks so you can focus on the work.

What You Can Do with PineBill

Invoicing & Billing

Professional Invoice Templates: Four professional designs — Standard, Bold Professional, Mono and Startup Modern — with your company branding, smart invoice numbering and custom fields
Smart Invoice Generation: Create invoices quickly with product-based and hourly billing modes, and automatic calculations for taxes, discounts, and shipping
Estimates & Quotes: Send professional estimates, let clients accept or decline right from a share link, and convert approved quotes into invoices with one click
Recurring Invoices: Automate repetitive billing with flexible schedules — weekly through yearly — and auto-send each generated invoice by email
Payment Reminders: Turn them on once and PineBill chases the invoice for you — before, on and after the due date — then stops the moment your client pays
Secure Invoice Sharing: Send invoices by email with the PDF attached, or share password-protected links with expiration dates and view limits
Payment Tracking: Monitor invoice statuses (Draft, Sent, Paid, Overdue, Cancelled) and track payment history
Global Invoicing: Invoice in 12 languages with locale-aware currency formatting, full right-to-left layout for Arabic, and daily-refreshed exchange rates that every invoice records at issue time

Running the Business

AI Assistant: Ask by chat or voice — create invoices, find customer information, summarize outstanding balances, and handle routine tasks. Every change waits on an approval card you review first
Expense Tracking: Log every cost with categories and receipts, or scan a receipt and let AI fill in the expense — then bill the billable ones back as invoice line items
Projects & Time Tracking: Group tasks, invoices, estimates and expenses per project, move work across a Kanban board, and turn server-tracked hours into invoice line items at each task's rate
Calendar: Your events, task deadlines, invoice due dates, project deadlines and expense dates on one colour-coded grid
Customer Management: Build a comprehensive customer database with detailed profiles, contact information, addresses, and timezone support
Product Catalog: Organize your products and services with categories, SKUs, pricing, and photos for quick invoice creation
Team Collaboration: Invite team members with role-based permissions (Admin, Member, Guest) and assign invoices to employees

Insights & Infrastructure

Advanced Analytics: Track sales trends, customer lifetime value, and product performance with real-time insights and visual reports
File Vault: Securely store and share files with your organization using S3-compatible cloud storage with signed URLs
Security & Compliance: AES-256 encryption, API key security, audit logging, and role-based access
API Integration: Integrate PineBill with your applications using our comprehensive REST API