No money movement
SoftBillo helps businesses organize, track, and sync their financial workflows, but it does not hold funds or initiate payments.
The AI Business Operating System for SMEs
Run your whole business from one place.
Invoices, customers, bookings, projects, money and AI — connected in one Business OS, with Vio doing the admin you keep putting off.
Free to start · No credit card required
- Enterprise-grade encryption
- Stripe · PayPal · Wise ready
- No credit card required
- Set up in 2 minutes
Connect the tools you already use
Built for people who
actually run the business.
Freelancers, consultants, coaches, salons, tradespeople, creators and small businesses. Same Business OS — the language, workflow and Vio shape themselves around how you work.
Freelancer
Send invoices in 30 seconds, get paid faster.
Consultant
Log billable hours; Vio drafts the invoice for you.
Coach & Tutor
Recurring plans, session credits, auto reminders.
Hair & Beauty
Tap-to-pay at the chair; deposits held automatically.
Tradesperson
Quote on the van, invoice before you leave the job.
Content Creator
Track brand deals, royalties & multi-payer payouts.
Small Business
One dashboard for sales, expenses & cash runway.
Auto Repair
Parts, labour & tax — itemised on every invoice.
Cleaning
Recurring visits billed on schedule, every time.
Startup
Run the whole company without ten subscriptions.
What SoftBillo does
One business. One workspace.
Stop jumping between disconnected tools just to get work done. SoftBillo brings the essential parts of your business together so your clients, money, projects, documents, bookings and growth stay connected.
SoftBook
Know where your money is going.
Create invoices, track expenses, organise transactions and understand your business finances without living inside spreadsheets.
Explore SoftBook
SoftCRM
Keep every client relationship organised.
Manage leads, customers, conversations, follow ups and opportunities from one simple workspace.
Explore SoftCRM
SoftProjects
Move work from idea to done.
Plan projects, assign tasks, track progress and keep client work organised without switching between different tools.
Explore SoftProjects
SoftCale
Make booking you effortless.
Let clients schedule appointments, meetings and services while SoftBillo keeps everything connected to their customer profile.
Explore SoftCale
SoftDocs
Documents that move business forward.
Create proposals, contracts and business documents, send them to clients and keep everything connected to the work they belong to.
Explore SoftDocs
SoftCampaigns
Turn contacts into customers.
Create campaigns, stay connected with your audience and bring marketing closer to your sales and customer data.
Explore SoftCampaignsMeet Vio
Your business has an AI sidekick.
Vio AI works across SoftBillo to help you understand your business, create faster and get everyday work done.
Ask questions. Draft emails. Summarise information. Understand your numbers. Prepare client communication. Create marketing content. Find what needs your attention.
Less searching. More doing.
Instead of opening five different tools to find an answer, ask Vio.
“Which invoices are overdue?”
“Draft a follow up for this client.”
“Summarise my business this week.”
“Create a campaign for my new service.”
Vio asks for approval before sending or changing anything important.
Vio · just now
Three invoices are overdue. I drafted friendly follow-ups for your approval.
Money
Know where your business stands.
Income, expenses, what's still outstanding, what's landing next week, and the profit underneath it all — in plain language, updated as you work.
- Money in, money out and profit for any period
- Outstanding invoices and who is late
- Cashflow you can see coming, not guess at
- A business health score with the reason behind it
This month
Example workspaceMoney in$18,420
Money out$7,140
Profit$11,280
Outstanding$4,860
Cashflow is up 12% on last month. Two invoices are the reason it isn't higher.
Customers + Sales
From first enquiry to repeat customer.
Every message, quote, invoice, payment and review sits on the customer, so you always know where the relationship stands before you pick up the phone.
Leads
Every enquiry lands in one inbox.
Customers
One profile, the whole history.
Quotes
Send, track, accept.
Invoices
Accepted quote becomes an invoice.
Payments
Paid on your own rails.
Reviews
Ask at the right moment.
Bookings + Work
Turn bookings into business.
A booking creates the customer, the job and the invoice behind it. Finish the work, sign it off, and the money side is already done.
BookingCustomerProjectInvoice
09:30Amara O. · Colour & cut
Confirmed12:00Hatch & Co. · Strategy call
Invoice ready16:15J. Patel · Consultation
Deposit paid
Reviews + Follow-up
The best customer is the one who comes back.
Ask for the review when the work is still fresh, spot the customers who've gone quiet, and let Vio write the message that brings them back.
Repeat customers, review requests and follow-ups all report back into Money.
Pricing
Simple pricing that grows with you.
Start free. Upgrade when the business asks for it. Cancel any time.
Security & privacy
Your business data stays yours. Secure by design.
SoftBillo uses trusted infrastructure, privacy first workflows, and strong encryption to help protect your invoices, receipts, client records, and business operations.
Private by default
Your business information stays protected. Only the data required to support bookkeeping, invoicing, and workflow automation is processed.
Invoice capture
Review and import invoice
Bright Supplies Co.
bill@brightsupplies.co
- Subtotal
- $1,240.00
- Tax
- $93.00
- Total
- $1,333.00
PDF
ImportedInvoice_0523.pdf
85 KB · Added today
Trusted infrastructure
Built on reliable cloud infrastructure and secure integrations for modern business operations.
Encryption everywhere
Data is encrypted in transit and at rest, helping keep invoices, receipts, and business records protected.
Secure infrastructure
Encrypted data
Private workflows
Trusted integrations
Sign in, and the fog lifts
The first screen already knows what you need.
The Command Center opens with today's money, this week's work, and the three things worth your attention — surfaced by Vio before you've finished your coffee. Everything else waits, quietly.
Free forever for solo owners · No card, no trial clock · Ready in UK, US, NG, IE and CA
softbillo.com/app
Command Center
Good morning, Amara.
Wednesday, Feb 5 · 3 things need you today
Cash in
$18,420
Outstanding
$4,240
This month
+12%
Needs attention
Invoice #0184 · Northwind
Due tomorrowKite & Co. approved estimate
ConvertVio: 4 receipts ready to file
Review14-day cash
Projected close · $22,180
Things you'd ask over coffee
Short answers to the honest questions.
Still curious? Our team reads every message in the app and usually replies the same day.
Browse the Help Center