The correction email
You have to tell the client to ignore the invoice they just received and wait for another version.
Smart Review
Catch the invoice problem before your client does
Smart Review gives an invoice or estimate one more pass for anomalous issues before you issue it. Instead of trusting a tired final scan, you get a focused set of potential concerns to review while the document is still under your control.
Before issue
Potential issue found
Pause, inspect the document, and decide whether anything needs to change before the client receives it.
The expensive moment
A small invoice mistake can create a surprisingly large trust problem
The arithmetic correction may take two minutes. The awkward email, client re-review, approval delay, and doubt about the rest of the invoice can last much longer.
The approval clock resets
Even a cooperative client may need to route the corrected document through review a second time.
Every other line gets scrutiny
Once one issue is visible, a client has a reason to question totals and descriptions that were otherwise fine.
Without a focused pre-issue review
- Re-read the same document until every line starts to look correct
- Depend on the person who prepared the invoice to also catch their own oversight
- Notice the problem only after a client asks why something looks wrong
- Cancel, correct, resend, and explain a document that should have been routine
With Smart Review in the issue workflow
- Additional review is automatically invoked before the invoice is fully issued
- Let AI examine relevant document content and context for anomalous issues
- Review the findings instead of searching the entire document without direction
- Make the final decision yourself, then issue the document when you are satisfied
A very ordinary save
It is 4:55 p.m. and the client is waiting
You have finished an invoice after a full day of delivery work. You know the project, the client, and the charges so well that your eyes glide over the details. Smart Review is useful precisely because it is not as familiar with the document as you are: it looks for something anomalous before the Issue action makes the invoice client-facing.
The win is not dramatic automation. It is avoiding the corrected-invoice email you never had to send.
How it works
A second look at the point where it matters
Smart Review sits before issuance, when a potential problem is still private, reversible, and inexpensive to investigate.
- 01
Finish the document
Prepare the invoice or estimate with its client, line items, terms, notes, and related billing context.
- 02
Run Smart Review
Invoke the AI-assisted review before the document is issued to the client.
- 03
Inspect potential issues
Use the findings as prompts for a targeted human check, not as an automatic verdict.
- 04
Correct or continue
Change the document when a finding is useful, dismiss it when it is not, and issue only when you are comfortable.
Practical payoff
What this simplifies in real life
Smart Review does not need to replace judgment to be valuable. It makes the final quality-control moment more deliberate for people who do not have a separate billing department.
Fewer embarrassing follow-ups
Potential issues can be handled privately instead of becoming the subject line of a client correction email.
A more focused final check
Review findings direct attention to possible concerns instead of asking you to scan every field again from scratch.
Useful quality control for small teams
Solo operators and lean teams get another review step even when no dedicated billing specialist is available.
Honest boundary
A second set of eyes—not a guarantee of accuracy
Smart Review is AI-assisted. Its findings may be inaccurate, incomplete, or unsuitable, and it cannot know every contractual, tax, accounting, or client-specific rule that applies to your document.
What it does
- Look for anomalous issues in invoices and estimates
- Surface findings before the client receives the document
- Help focus a human final review
- Leave the issue decision with an authorized user
What it does not do
- Certify an invoice as error-free
- Provide legal, tax, accounting, or financial advice
- Automatically override your document or judgment
- Replace appropriate internal review and approval controls
Questions and answers
Frequently asked questions
Specific answers about where this feature helps and where human judgment still matters.
What does Smart Review do?
Smart Review uses AI to review an invoice or estimate for anomalous issues such as an unusually large invoice compared to other invoices you have sent to the same client, duplicate line items, or line items with text unrelated to the project, before it is issued to the client. It returns findings for the user to inspect and act on as appropriate.
Does Smart Review automatically change my invoice?
No. The feature is designed to assist the review. You remain responsible for evaluating findings, changing the document when needed, and deciding whether it is ready to issue.
Does a clean review guarantee that the invoice is correct?
No. AI output can be inaccurate or incomplete. Smart Review is an additional quality-control step, not a certification, professional opinion, or substitute for checking contractual, tax, accounting, and client requirements.
Can Smart Review check estimates as well as invoices?
Yes. Smart Review is designed for both invoices and estimates before those documents are issued to a client.
When should I run Smart Review?
That's the best part. You don't need to remember. It is run any time an estimate or invoice is issued.
Is Smart Review included in every plan?
Feature availability depends on the selected plan and add-ons. Check the pricing page for current availability and subscription details.
More friction to remove
Solve another billing bottleneck
Pricing at a glance Compare all three plans Welcome Savings prices with regular prices shown for comparison.
| Plan | Monthly | Yearly |
|---|---|---|
| Essentials Core time tracking and invoicing for solo operators and small teams. | $2.5/mo | $22.5/yr |
| Growth Advanced invoicing, expenses, automation, and expanded capacity. | $7.5/mo | $67.5/yr |
| Professional Top-tier controls, customization, reporting, and team capacity. | $25/mo | $225/yr |
Every plan starts with a 90-day trial. Annual billing includes three free months.
View full pricing, features, and add-onsStart with a 90-day trial
Get started with better billing today
Add a deliberate review step before the next invoice or estimate leaves your workspace.