Business suite

Invoicing and billing, run with clarity.

Novis brings clients, quotes, invoices, expenses, and recurring billing into one workspace — built for teams who want speed without sacrificing control.

Role-based access · Full audit trail · Multi-company ready

Harbor & Finch Ltd $4,250.00 Paid

Solvent Studio $1,180.00 Pending

Northbound Co. $890.00 Overdue

Outstanding

$6,320

This month

$18,940

Open quotes

Multi-company workspaces Role-based admin access Recurring invoices & expenses Full audit log Data export & backups

Everything in one place

One workspace for the whole billing cycle

From the first quote to the paid invoice — and every recurring cycle after that.

Invoices & quotes

Create polished invoices and quotes, track status, and convert accepted quotes straight into invoices.

Clients & portal

Keep client records in one place, with a self-serve portal where clients can view their own invoices.

Products & pricing

Build a product catalog so line items, prices, and descriptions stay consistent across every document.

Expenses & vendors

Log expenses by category and vendor, and see spending alongside revenue for a fuller picture.

Recurring billing

Automate repeat invoices and recurring expenses so nothing falls through the cracks each cycle.

Multi-company

Run several companies from one login and switch active workspace without losing your place.

Admins & roles

Invite teammates with scoped permissions, so access matches responsibility.

Audit log & backups

Every meaningful change is recorded, with data export and SQL backups on hand when you need them.

How it flows

Quote to cash, without the spreadsheet juggling

A predictable path from first estimate to recorded payment.

Send a quote

Draft a quote for a client from your product catalog and send it for approval.

Convert to invoice

Once accepted, convert the quote into an invoice in a single step — no re-typing line items.

Record payment

Log payments as they arrive and watch invoice status update automatically.

Automate the repeat

Turn recurring work into a schedule so future invoices generate themselves.

Stay in control

Visibility into every change, by design

Scoped admin roles

Grant teammates access to exactly the modules they need — nothing more.
Audit log

Logins, edits, and deletions are recorded so you can always trace what happened.
Export & backup

Export your data or take a SQL backup whenever you want a copy on hand.

Admin recorded a payment on Invoice #1042 Today · 09:14

Admin converted Quote #218 to an invoice Today · 08:52

Admin updated permissions for a teammate Yesterday · 17:20

System generated 3 recurring invoices Yesterday · 06:00