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Finance & Legal

Contracts signed, cash collected, risk covered.

Sigi drafts, risk-checks, and closes every contract with a full audit trail. Inzo invoices the moment the deal is done, chases payment, and forecasts your cash.

Finance dashboard preview

One place to close deals and get paid

Draft and sign contracts, then bill and collect the moment they close — Sigi and Inzo work as one, so nothing slips between legal and finance.

60s

From signed contract to invoice sent

24/7

Every clause risk-checked automatically

1 click

Turns a signed deal into an invoice

100%

Actions kept in a tamper-proof audit trail

Powerful tools for contracts and cash

Draft, sign, bill, and forecast from one workspace — with the audit trail and controls finance and legal actually need.

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Draft in minutes, not days

Sigi builds a first version from your templates and playbook, so a clean draft is ready in minutes — not a day of copy-paste.

Expense Management

Catch risk before you sign

Every contract is scanned against your rules — unusual terms, missing clauses, and liability flags surfaced before signature.

Invoice

Invoices in seconds

Create and send professional invoices the moment a deal closes, with the right tax applied and payment tracked automatically.

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Get clear insights, instantly

See collected, pending, and overdue at a glance, with simple reports that help you read your cash position without a spreadsheet.

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A record you can defend

Keep a tamper-proof audit trail of every draft, edit, and signature — so a signed contract stands up if it's ever questioned.

From first draft to cash in the bank

See where every contract and invoice stands, and keep finance and legal working from the same source of truth.

Close contracts faster, without the risk

  • Draft from approved templates in minutes, not days
  • Auto-flag risky or missing clauses before you sign
  • Track every version and signature in one audit trail
Close contracts faster, without the risk

Get paid the moment the deal is done

  • Turn a signed contract into an invoice in one click
  • See payment status live and auto-remind late payers
  • Reconcile every payment back to the contract
Get paid the moment the deal is done

Know your cash before it moves

  • Forecast cash from signed and pending deals
  • See what's overdue and what's coming in, week by week
  • Export finance-ready reports anytime
Know your cash before it moves
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Your stack vs. WorksBuddy

CapabilityWorksBuddyDocuSign + billing tool
THE ESSENTIALS, every stack has these
Send contracts for e-signature

Send any contract out for legally binding e-signature.

Store signed documents securely

Keep every signed document in one secure place.

Generate and send invoices

Create and send invoices to your clients.

WHERE WORKSBUDDY PULLS AHEAD
Reviews contract clauses and flags risk

AI reads every clause and flags the risky ones by severity, no manual legal pass.

Spots stalled signers and nudges them

Behaviour analysis catches signers who go quiet and nudges them automatically.

Invoice raised the second a deal is signed

The invoice generates itself the moment a contract is signed, zero re-keying.

Live 30/60/90-day cash-flow forecast

See your projected cash position 30, 60 and 90 days out.

Full verifiable audit trail, SOC 2

Every action logged in a verifiable record, SOC 2 compliant and audit-ready.

One platform, one login, one bill

One tool instead of a separate signing tool and billing tool.

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Close deals and get paid, on autopilot

Sigi handles the contract and the risk. Inzo handles the invoice and the cash. One connected flow from first draft to money in the bank.