Storm FinanceBeta

The invoice comes from the deal that promised it

You already described the money when you built the deal and the proposal, so Storm Finance raises the invoice from that same schedule, sends it from your own address, and collects payment through whatever your customers already use.

A separate offering, in beta, included with your plan for a year.

No credit card to start · 30-day trial · Live and customized in 15 minutes

Invoices

Every invoice you have raised, and what happened to each one

Draft it, send it, and record how it was paid. Generate the whole payment schedule from a signed proposal in one step, or raise a single invoice from scratch when you just need to bill somebody.

A full schedule generated from a won deal, or one invoice on its own
Draft, sent, paid and void, with the filters across the top
Attached to an account, a contact, or both
Your numbering, your terms and your logo, set once in templates

The Finance Invoices screen with four figures across the top for outstanding, past due, paid this month and drafts, a row of status filters, and the list of invoices, each with its reference, title, who it is billed to, due date, amount and status — Every invoice this workspace has raised, with the money across the top: $23,071.25 outstanding, $6,200 past due, $154,660 paid this month and two drafts worth $15,376.50. Below, each invoice names who it is billed to: the September advisory retainer to Meridian Labs is paid, the final installment on the Coastal Analytics pilot is out and due September 7, the Q2 scoping engagement with Corvane Freight is past due, and the Q3 discovery workshop is still a draft.

An invoice

Line items, taxes, terms and a memo, with the math done for you

The invoice itself is a real document you shape: quantities, unit prices, tax handling and payment terms, with the totals worked out as you type. When it is right, send it from your own email address so your customer recognizes who it came from.

Line items with quantities, unit prices and per-line tax
Issue and due dates, terms, and a memo your customer sees
Sent for you from your own address, so it lands looking like you
Mark it paid by hand when a wire arrives, with the method recorded

A draft invoice for a Q3 discovery workshop, $8,876.50 in total, with the organization and person paying, bill-to, billing email, issue and due dates, memo and terms fields above two priced line items with tax checked on each, a delivery note that nothing is sent while the invoice is a draft, and the subtotal, tax and total at the bottom — A draft invoice for a two-day discovery workshop and a findings report, $8,200 before tax and $8,876.50 in total. The company paying, the issue date, the memo and the payment terms sit above the line items, and the totals are worked out as you type.

Getting paid

Take payment any way your customers already pay

Every sent invoice carries a payment page, and you decide what appears on it. Connect your own Stripe account and card payments are embedded right there, with the money going straight to you. Alongside cards, or instead of them, drop in the payment links you already use.

Embedded card payments through your own Stripe account, so payouts and fees are between you and Stripe
Drop-in options for Zelle, Venmo, PayPal, bank transfer details, or any payment URL you already have
You choose the order they appear in, and switching one off hides it without losing what you wrote
No processor required to start: an invoice with only manual payment options still works

The Finance settings page in Admin showing Ways to pay: a Pay by card link, Pay by bank transfer (US only) with the account name Ninebark Labs, Inc., Zelle and Venmo, each with arrows to reorder it, a checked Show on invoices box and Edit and Remove buttons, with the Invoice templates card and two saved templates below — Ways to pay, in the order your customer sees them on every sent invoice: a card payment link first, then a US bank transfer with the account name, Zelle and Venmo. Reorder with the arrows, and uncheck Show on invoices to take one off the invoice without losing what you wrote.

The rest of Storm OS

Your customers, your work, and your money in one place

Every part below works from the same relationships, so the deal you win becomes the project you deliver, the invoice you send, and the customer you keep, without re-entering any of it.

Storm Eye

Every relationship you have

Customers, investors and partners in one graph, the deals that move them, the proposals they sign, and the private rooms you share with them.

See Storm Eye

Storm ProjectBeta

The work after the win

Internal or client work on a board or a calendar, reading its own contracts and transcripts so the brief stays current.

See Storm Project

Storm MarketingBeta

Reach them again

Segments that build themselves from your relationships, campaigns that ride along, and a Mailchimp audience kept in step both ways.

See Storm Marketing

Storm Service

After the invoice clears

The support side of the relationship, in the same place as the deal, the project and the invoice. Licensed separately, arriving in September with a first group of beta customers.

What it will do

A separate offering, included at no additional cost for early access members for at least a year. The whole platform