Money

From accepted proposal to money in

Invoice a client from the proposal they accepted, get paid by card, and see what came in, what went out and what is left.

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Client invoices

Send an invoice, get paid online

Bill a client from your CRM, send them a link and get paid online. An accepted proposal converts to an invoice draft, so the lines you agreed are the lines you bill.

Features

INV-0007 · $17,900.00
  1. Invoice sent
    Client link emailed
  2. Client pays by card
  3. Marked paid
  4. Money in, in Finances

Paid into your own Stripe account

The workspace owner connects the business's Stripe account, and every invoice link gets a Pay button.

Billing
  • Acme Studio
    INV-0007 · due Oct 16
    Sent
  • Lumen Coffee Co.
    INV-0006 · due Sep 30
    Overdue
  • Harbor & Pine
    INV-0005 · paid Sep 23
    Paid

You always know what is owed

Draft, Sent, Overdue, Paid and Void on every invoice, and what is coming due on the Finances overview.

One payment page per invoice

An invoice has one open payment page at a time, so a client is not charged twice for the same invoice.

Refunds on the record

A refund made in Stripe is recorded on the invoice, and one made another way can be recorded by hand.

Finances

Money in, money out, and what is outstanding

Finances shows money in, money out, net and what is outstanding for the period you pick, with what happened recently and what is coming due.

Features

studio-rent-october.pdf
Uploaded just now
Filled in by Xoria
Vendor
Harbor Lofts
Amount
$2,400.00
Issued
Oct 1, 2026
Due
Oct 10, 2026

Upload a bill, skip the typing

Upload an invoice you received and let Xoria fill in the details for you to check.

Transactions
  • Harbor & Pine
    Sep 23 · Client payment · +$9,600.00
    Settled
  • Harbor Lofts
    Oct 1 · Rent · −$2,400.00
    Pending
  • Type foundry licence
    Sep 18 · Software · −$350.00
    Settled

Every entry, accounted for

Transactions list each entry with its date, vendor or customer, category, amount and whether it is pending or settled.

Profit & loss

Profit you can trust, from one ledger

Profit & loss reads one cash ledger: revenue is settled money in, minus refunds to clients, in the month it arrived.

Features

The same number everywhere

Marking an invoice paid writes exactly one money-in entry, so the chart and the statement agree.

Which clients it came from

Revenue by client, with the top clients first.

Paid in another currency

A foreign payment keeps the exchange rate from the day it was paid.

“Your GTM stack has ten systems of record. Xoria is the system of action — deals aren't lost in dashboards, they're lost to dropped follow-through, and Xoria runs the follow-through.”

XoriaWhy we're building Xoria

Close the follow-through gap.

Xoria is in private beta. Join the waitlist — and if you want to shape the first plays with us, say so when we email you: we're onboarding a small group of design partners now.

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