Get paid faster. Tax season ready.

Track invoices, categorize expenses, and export your Schedule C in minutes. Built for solopreneurs and 1099 contractors.

Start Free View Pricing

Free to start. Founder at R$49.90/month for the first 100 seats.

Quick setup
Up and running in minutes
Stripe integration
Charge cards with your existing account
Export anytime
Download invoices and reports as CSV or PDF
Isafi dashboard - track revenue, expenses, and invoices
256-bit encryption
Powered by Stripe
Invoicing

Send invoices. Get paid online.

Create professional invoices in seconds. Your clients pay with one click via Stripe. Track status from sent to viewed to paid.

  • Accept credit card payments via Stripe
  • Track invoice status: Draft -> Sent -> Viewed -> Paid
  • Download professional PDF invoices
Isafi invoice list with status tracking
Isafi client payment page with Pay Now button
Client Experience

Your clients pay with one click

Clients receive a clean, professional invoice page. They click Pay Now and pay securely via Stripe. No account required.

  • Branded invoice with your company info
  • Secure Stripe checkout
  • Automatic payment confirmation
Reports

Schedule C. Done.

Expense categories are pre-mapped to IRS Schedule C lines. When tax season comes, export your report and hand it to your CPA.

  • Schedule C with pre-mapped categories
  • Profit & Loss, Balance Sheet, Cash Flow
  • Auditable export with SHA-256 checksums
Isafi Schedule C summary with income and expenses by tax line
Isafi recurring invoices list
Automation

Set it once. Bill automatically.

Create recurring invoices for retainer clients. Isafi generates and sends invoices automatically. Auto-charge saved cards for zero-touch billing.

  • Weekly, monthly, or custom schedules
  • Auto-send invoices to clients
  • Auto-charge saved payment methods

Everything else you need

Track expenses, manage cash flow, send estimates, and more.

Isafi expense tracking interface

Expense Tracking

Categorize expenses by Schedule C line. Track vendors, payment methods, and posting status.

Isafi receipt management with AI extraction

Receipt Management

Snap photos of receipts. AI extracts amounts, dates, vendors, and categories automatically.

Isafi cash register showing running balance

Cash Register

See your running cash balance in real-time. Track inflows and outflows by account.

Isafi estimates list with status tracking

Estimates

Send estimates to clients. They accept or decline online. Convert to invoice with one click.

Anonymous beta cases

Early cases without overclaiming

These are anonymized Phase 1 scenarios, not public customer endorsements. Real Cohort 1 cases replace them after assisted onboarding.

Service business

Pre-launch

Owner gets the month ready for review

A small service company issues invoices, imports bank activity, reconciles received payments, and shares a cleaner month-end package with the accountant.

Accounting firm

Pre-launch

Accountant sees client blockers earlier

A small firm tracks which clients still owe bank statements, receipts, or invoice corrections before month close.

Post-Cohort 1 plan: replace these placeholders with one real Simples company case and one accounting firm case after founder approval.

Banking

Bank reconciliation. Simplified.

Connect your bank accounts or import CSV/OFX statements. Smart matching suggests categories based on your history. Reconcile transactions with one click.

  • Connect via Stripe or import CSV/OFX files
  • AI-powered vendor and category suggestions
  • One-click reconciliation with smart matching
Isafi bank accounts with reconciliation progress
Integrations

Powered by Stripe

Connect your Stripe account in minutes. Accept payments on invoices with industry-leading security. Payouts deposited daily to your bank.

  • $3/mo + $0.20 per transaction
  • Daily payouts to your bank account
  • Save client cards for auto-charging
Isafi Stripe integration settings
Collaboration

Stay connected with your accountant

Tasks, document requests, and direct messaging with your accountant - all in one place. No more email threads or lost attachments.

Isafi tasks page - manage accountant requests and system tasks

Everything in sync

Direct messaging

Ask questions and share updates directly with your accountant. All conversation history is saved.

Document requests

Your accountant requests bank statements or receipts. You upload them directly. No more email attachments.

System tasks

See all pending items: invoices awaiting payment, transactions to categorize, expenses to post.

Stay notified

Get email alerts when your accountant sends a new task or message. Never miss a deadline.

Do not have an accountant yet? No problem - Isafi works great on its own.

For Accountants

Track monthly compliance for all your clients

See which clients need attention at a glance. Generate monthly tasks, send reminders, and close books faster. Your clients get Isafi PRO free.

Multi-Client Dashboard

See all clients at a glance

Monthly Close Workflow

Streamlined period closing

Tax-Ready Exports

Schedule C, P&L, Balance Sheet

Learn More

Free plan available for up to 3 clients

Ready to simplify your finances?

See how Isafi keeps invoicing, banking, and month-close in one flow.

Start Free

Free to start. Founder at R$49.90/month for the first 100 seats.