See the bigger picture

Once you're invoicing, your dashboard and reports do the maths for you — no spreadsheets required.

Getting started

Here's the best part: once you're creating documents and recording payments, Papertools does the maths for you. Everything you enter flows straight into your dashboard and reports — no spreadsheets, no double entry.

Where to look

  • Dashboard — money in and out at a glance: what you're owed, what you've been paid, and what's overdue.
  • Reports — profit & loss, cash flow, customer statements, aging, and more, all built automatically from your documents.

Grow into it

Papertools starts simple, but there's more when you need it. Under Settings → Features, switch on only the modules that fit your business:

  • Estimates — quote before you invoice.
  • Bills & expenses — track money going out.
  • Payroll, projects, contracts — and more.

Each is one switch away, and hidden until you turn it on — so your workspace stays as simple or as complete as you need.

That's the walkthrough. From here, just use Papertools for real work — and tell us what would make it better.

Still stuck? Contact us — a human reads every message.All help articles