Workspace
Feel at home in your workspace. Enjoy a healthy separation between organizational and individual assets.
Invoice and billing support for service providers
We make billing straightforward by bringing invoicing, collections, time tracking, and client-ready PDFs into one workspace. So agencies and firms get paid without taking on full accounting complexity from day one.
Platform
Features and capabilities
Set
BILLING_APP_BASE in js/config.js to your live SEC Billing app URL (no trailing slash) so
Sign up and Sign in open the app.
Workspace
User Interface Demo
Dashboard
Plans for teams
Pricing & product features
SEC Billing is built for companies, agencies, and firms that need invoicing, collections, time tracking, and reporting in one place, without full accounting complexity at launch.
30-day free trial for a limited time on all plans. Full access during the trial; cancel anytime before it ends and you will not be charged.
Public plans
Annual plans are billed upfront and skip the 30-day free trial.
Studio & Agency
Plan comparison
| Capability | Solo | Studio | Agency |
|---|---|---|---|
| Free trial | 30 days | 30 days | 30 days |
| Seats (logins) | 1 | 5 | 15 |
| Active clients | 50 | 250 | Unlimited |
| Invoices / calendar month | 100 | 500 | Unlimited |
| Manual payment recording | Yes | Yes | Yes |
| Time tracking (timer, manual entry, edit history) | — | Yes | Yes |
| Time reports and estimated value (rates) | — | Yes | Yes |
| Admin: org-wide and comparative time analytics | — | Yes | Yes |
| Recurring invoices | — | Yes | Yes |
| Client portal & PDF download | — | Yes | Yes |
| Branded PDFs & org logo | Yes | Yes | Yes |
| Email automation cap / month | — | 200 sends | 1,000 sends |
| Reports & charts in app | Core | Yes | Yes |
| Report PDF export | Invoice PDFs | Yes | Yes |
| CSV exports | Solo set | Standard | Full history |
| Audit log | 6 months | 12 months | 24 months |
Specifications
Multi-tenant workspaces with strict organization isolation
Clients and invoices with line items, tax, and manual payment recording (including partial payments)
Due dates with search, filters, and sorting by client, due date, amount, and invoice number
Invoice workflow: draft and ready states, collaborator edits, request send, and void approvals with admin override where configured
Statuses for draft, ready, sent, overdue, paid, and void; balance tracking after payments
Branded invoice PDFs and optional organization logo on PDFs and client portal
Client portal via secure links: view invoice, download PDF, optional payment-initiated note
Time tracking for admins and bookkeepers: one running timer per user (server-side), manual duration entry, edit past entries, billable flag, and optional rate overrides
Default hourly rates at organization, user, and client level for estimated time value in reports (operational insight, not payroll or GAAP)
Time reports: hours by month and by client; admins can compare bookkeepers and view org-wide time (viewers have no time access)
Performance reports with charts; export period reports as PDF with chart images
CSV exports for accountants (invoices, payments, clients, and line items; depth varies by plan)
Recurring invoices / retainers with scheduled draft generation
Email templates and optional reminder automation with monthly send caps per tier
Roles: admin, bookkeeper, and viewer. Studio and Agency let you assign every seat to admin or bookkeeper if needed (viewer when you want read-only)
Password reset, email job history with retry for failed sends, and audit logging for operations
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