Project-based billing that keeps up
with the work.
Taro finishes a project or hits a milestone — Inzo drafts the invoice with project name, milestone, and description ready to go. Retainer subscriptions cycle automatically. Estimates convert to invoices on accept. Each client gets a folder with their full history. Your books match the work, not a stale Friday spreadsheet.
Client Book
Milestone billed · Pied Piper
Phase 2 design complete · auto-drafted from Taro
Estimate accepted · Wayne Enterprises
Auto-converted to billing invoice · $36K
Retainer cycle · 14 clients
Monthly retainers auto-billed and sent
Project complete · Stark Industries
Final invoice ready · review & send
Built for businesses that want their books up to date, not last month.
You bill by the milestone.
You invoice by the spreadsheet.
Milestones complete in Taro. Nobody invoices
The PM marks the milestone done on Monday. The invoice doesn't go out until the AE remembers it on Friday. The client pays four weeks late instead of three. Multiply by twelve clients and your working capital lives at the bottom of the cycle.
Retainer customers slip through the cracks
Half your clients are retainer. Someone has a calendar reminder to send the monthly invoice. They're on PTO this week. Two retainers miss the cycle. The client doesn't complain. The cash just doesn't arrive on time.
Client folders live in three places
Their estimates are in one tool, their invoices are in another, their payments are in a third, their project history is in Taro. When they ask "what's my outstanding balance and what's coming up?", you spend twenty minutes assembling the answer.
Inzo bills the way agencies work. Milestone-based. Retainer-aware. Client-organized.Project billing, retainer cycles,
all in one client folder.
Milestone billing tied to Taro
Taro marks a project or milestone complete. Inzo receives the webhook with the project name, milestone, and description. A draft billing invoice is created with the right line items, ready to send. You review, hit send. The client gets the invoice the day the work shipped.
- Taro project complete → draft invoice
- Taro milestone complete → draft invoice
- Project/milestone IDs stored for traceability
Estimates → orders → invoices
Send an estimate to the client. They accept, you convert it to a sales order in one click. Fulfill the work, convert the order to a billing invoice in another click. Revisions tracked end to end. The estimate the client accepted is the invoice they receive — no re-keying, no version mismatch.
- Estimate → Sales Order → Invoice
- Expiry tracking on estimates
- Revision support on every document
Client folders with full history
Every client has a profile that shows all their invoices, payments, credits, sales orders, estimates, subscriptions, and linked projects. Activity log per client across the whole relationship. When they ask "where do we stand?", you answer in ten seconds.
- Unified client view across modules
- Per-client document upload library
- Custom payment terms per client
Three flows that services teams run weekly.
Ship the milestone. Bill the milestone
PM marks the milestone done in Taro. The webhook fires. Inzo drafts the invoice with milestone name, description, and the right line items pre-filled. You review and send. The client gets the invoice on the day the work shipped, not the Friday after.
Numbers from real
services teams.
We bill on milestones. The gap between "milestone done" and "invoice out" used to be a week. Now it's the time between Taro ticking the box and me hitting send — about ninety seconds.
— Founder, 12-person Design Studio
0
Days faster from milestone to invoice
0%
AI features built in
0
Document types per client folder
0%
WorksBuddy integrations native
Project-based, retainer-based,
or both.
Design & Dev Studios
Milestone-based billing tied to Taro projects. Estimates that convert on accept. Per-client folders with full history. The cycle from work-done to cash-in collapses.
Consulting Firms
Monthly retainers per client, project work alongside, expense pass-throughs all in one invoice flow. Inventory tracking for billable hours by category.
Marketing Agencies
Retainer + project hybrid. Estimates → orders → invoices on the project side. Subscription cycles on the retainer side. Recurring revenue visible per client.
Solo Consultants
You're the agency. Inzo runs the billing while you do the work. Late fees on the clients who need them. Payment plans on the ones who deserve them.
What services founders ask before they centralise the billing.
QuickBooks and Xero are accounting engines — they stop at the ledger. Inzo runs the full operational loop on top of a real double-entry ledger: estimates, sales orders, payment plans, subscriptions, project billing, OCR for vendor bills, AI escalation advice, native Lio/Taro/Revo integrations. You get the GL plus the operating workflow plus the automation, in one product, with per-org SSO and role-based permissions out of the box.
Bill the milestone the day it ships.
See Taro milestone integration, retainer cycles, and unified client folders in a 30-minute demo.
Inzo invoices, chases, and forecasts cash so you get paid on time.
Automate the full billing cycle from invoice to reconciliation, with AI that surfaces overdue accounts and predicts your cash flow.
- 2.4x
- faster payment collection
- 99.8%
- invoice accuracy rate
- 16
- live billing reports
- 40%
- less time on billing admin