Everything your business needs.
Nothing it doesn't.
Eleven capability areas that used to require eleven separate subscriptions. Each one replaces a tool you're probably already paying for. Every feature links to every other feature because it's all in one app. That's the point.
Quoting & Invoicing
Start on a planning board to workshop scope, architecture, or deliverables. Build your product and service catalog once — with SKUs, pricing, costs, and images — then select from it when building quotes. AI generates a professional quote with line items, scope, and terms from a plain English brief. Client views it in their browser and approves with one click. Convert to an invoice instantly. Collect payment via Stripe. The whole pipeline from first brainstorm to final payment, all connected.
- Planning boards for scoping and workshopping
- Product & service catalog with SKUs and images
- AI-generated quotes from a brief
- Client approval portal with view tracking
- One-click quote-to-invoice conversion
- Cost tracking, margins, and tax handling
- Group line items into reusable bundles
- Stripe payment collection
- Recurring and instalment invoicing
How it compares
| Us | FreshBooks | QuickBooks | |
|---|---|---|---|
| AI quote generation | |||
| Product & service catalog | |||
| Client approval portal | |||
| Quote-to-invoice conversion | |||
| CRM context on every invoice |
Product & Service Catalog
Stop re-entering the same services on every quote. Define your products and services once — with SKUs, descriptions, unit pricing, cost price, tax settings, and even images. Organise them into categories and bundle them into groups for packages you sell regularly. When building a quote or invoice, select from your catalog and line items populate automatically. Track which items are quoted most, what's actually been paid for, and what your margins look like across the business.
- Auto-generated SKUs (ITM-xxxx for products, SVC-xxxx for services)
- Unit price, cost price, and margin tracking
- Tax types: none, GST, or custom rate
- Product images with crop and upload
- Categories to organise your catalog
- Reusable bundles for packaged offerings
- Usage analytics: quoted, invoiced, and paid
- One-off items linked back to your catalog
How it compares
| Us | HoneyBook | Dubsado | |
|---|---|---|---|
| Reusable item catalog | |||
| Cost price & margin tracking | |||
| Item images | |||
| Bundle / group line items | |||
| Usage analytics |
Documents & E-Signatures
Build SOWs, NDAs, retainers, and any other contract from templates or from scratch. Use the block-based editor with merge fields that pull client data automatically. Send for e-signature without leaving the app. Track views and completion.
- Block-based document builder
- SOW, NDA, retainer, and custom types
- Merge fields from CRM data
- Built-in e-signatures via Anvil
- Version history and change notes
- AI-assisted document drafting
How it compares
| Us | PandaDocs | DocuSign | |
|---|---|---|---|
| AI document drafting | |||
| CRM data merge fields | |||
| E-signatures | |||
| Quote/invoice context | |||
| Version history |
CRM
Contacts, companies, deal context, and a timeline that actually shows everything -- quotes sent, invoices paid, documents signed, meetings held, tasks completed. Not a bloated enterprise CRM. Just enough to know what's going on with every client.
- Contact and company records
- Unified activity timeline
- Association labels and relationships
- AI-generated contact summaries
- Linked quotes, invoices, and documents
How it compares
| Us | HubSpot Free | Monday CRM | |
|---|---|---|---|
| Contacts + companies | |||
| Activity timeline | |||
| AI contact summaries | |||
| Linked invoices & quotes | |||
| No per-seat pricing trap |
Scheduling & Booking
Create booking links with custom availability windows, buffer times, and minimum notice periods. Clients pick a slot, it creates a calendar event with an automatic Google Meet or Teams link. Two-way sync with Google Calendar and Microsoft 365 means you never double-book, and you can propose several times straight from an email instead of the back-and-forth.
- Public booking links with custom slugs
- Google Calendar and Microsoft 365 two-way sync
- Automatic Google Meet or Teams links
- Propose meeting times from inbox or calendar
- Buffer times and availability rules
- Custom intake questions
- Confirmation emails with calendar invites
How it compares
| Us | Calendly | Cal.com | |
|---|---|---|---|
| Booking links | |||
| Google + Microsoft calendar sync | |||
| CRM context for each booking | |||
| Propose times from email | |||
| Included in plan (not separate) |
Unified Inbox
Connect your Gmail or Outlook mailbox and every email automatically matches to the right contact or company. Reply, draft, or let AI write the first pass with full CRM context pulled in. Mute noisy senders or domains, organise threads into folders, propose a meeting time, or turn any email into a task -- all without leaving the inbox.
- Gmail and Outlook (Microsoft 365) support
- Automatic CRM matching by sender and domain
- AI-drafted replies and drafts with client context
- Custom folders and sender/domain muting
- Propose meeting times straight from an email
- Shared team mailboxes with access controls
How it compares
| Us | Front | Missive | |
|---|---|---|---|
| CRM matching built in | |||
| AI-drafted replies with context | |||
| Shared mailbox access | |||
| Meeting scheduling from inbox | |||
| Included in plan (not separate) |
Project Management
Map it out on a planning board first, then break it into phases and tasks with due dates and assignees. Attach it to a client, link the quote and invoices, share progress with a client portal. Clients can view tasks, upload files, and message you directly -- all without email ping-pong.
- Planning boards for architecture and scoping
- Phase-based project structure
- Task management with due dates
- Client portal with task visibility
- File attachments and messaging
- Linked quotes and invoices
How it compares
| Us | ClickUp | Asana | |
|---|---|---|---|
| Task management | |||
| Client portal | |||
| Linked invoices & quotes | |||
| Built-in file sharing | |||
| No per-seat pricing |
Planning Boards
Drag-and-drop canvas for planning projects, mapping out architectures, organising ideas. Containers, sticky notes, task nodes. AI can generate entire board layouts from a brief. It's not Miro. It's enough.
- Drag-and-drop canvas editor
- Containers, stickies, and task nodes
- AI-generated board layouts
- Board templates for common workflows
- Linked to projects and clients
How it compares
| Us | Miro | FigJam | |
|---|---|---|---|
| Canvas editor | |||
| AI board generation | |||
| Linked to CRM & projects | |||
| No separate subscription |
AI That Actually Helps
We didn't slap an AI badge on a chatbot and call it a feature. Every AI capability in SoloSuite is tightly prompt-engineered from research with real consultants and small teams. Our philosophy: we're not trying to get 100% perfect for you 1% of the time. We want AI getting 80% or more right as your starting point, 99% of the time -- so it's actually useful instead of a party trick. You refine. You don't rewrite.
- AI quote generation from project briefs
- AI document and contract drafting
- Meeting recording and transcription
- Automatic note generation with action items
- AI-powered text improvement
- CRM summary generation
How it compares
| Us | ClickUp AI | Notion AI | |
|---|---|---|---|
| Quote generation from brief | |||
| Contract/document drafting | |||
| Meeting transcription | |||
| CRM context in AI | |||
| Included in plan |
Notes & Transcription
Record meetings directly in the browser. AI transcribes with speaker diarization, generates structured notes with summaries, discussion points, and action items. Rich text editor for manual notes too. Everything linked to clients and projects.
- In-browser audio recording
- AI transcription with speaker labels
- Auto-generated summaries and action items
- Rich text note editor
- Linked to clients and projects
- Real-time captions during recording
How it compares
| Us | Otter.ai | Fireflies | |
|---|---|---|---|
| Audio recording in-app | |||
| Speaker diarization | |||
| AI note generation | |||
| Linked to CRM & projects | |||
| No separate subscription |
Expenses & Xero Sync
Already using Xero for your books? SoloSuite pulls in your bank transactions and supplier bills automatically, so you can categorise, attach receipts, and track reconciliation status without switching apps. AI suggests categories and surfaces a monthly spending insight, and every change pushes straight back to Xero.
- Automatic sync from Xero every 4 hours
- Bank transactions and supplier bills in one list
- AI category suggestions and monthly insights
- Receipt upload, attached straight to the Xero record
- Reconciliation status tracked alongside the transaction
- Spending analytics and trend charts
How it compares
| Us | Xero alone | Spreadsheets | |
|---|---|---|---|
| Bank transaction & bill sync | |||
| AI category suggestions | |||
| Linked to CRM & projects | |||
| Receipt capture | |||
| One login for books & business |
Your business runs on context.
Stop scattering it across 8 dashboards.
Start with our Free plan. No credit card, no sales call, no 90-slide onboarding deck. Upgrade when you're ready.