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Description
Handl is a financial operations platform tailored specifically for freelancers and small agencies consisting of 1 to 10 members. This AI-native solution merges quoting, invoicing, payment collection, and project scope management within a unified workspace, effectively removing the hassle of using multiple separate tools.
Noteworthy features include:
Professional quotes and invoices that come with convenient one-click payment options
Automated reminders for payments sent both prior to and following invoice due dates
Real-time tracking of scope changes to avert billing controversies
AI-driven follow-up messages that preserve a professional yet personable tone
A comprehensive dashboard that provides insights into unpaid invoices, payment statuses, and overall cash flow
Crafted by an agency founder with over 20 years in client services, Handl specifically targets the operational challenges that disproportionately occupy time in small service enterprises, particularly focusing on the delicate balance of collecting payments while nurturing client relationships. This innovative platform not only streamlines financial processes but also enhances overall efficiency for small businesses.
Description
Upmind serves as a comprehensive business automation solution tailored for subscription and service-oriented enterprises, merging client management, invoicing, and service provisioning into a single, efficient, scalable, and highly customizable platform. Each customer record, transaction, and interaction is consolidated in one cohesive dashboard, featuring personalized fields, intelligent filters, and integrated workflows that streamline follow-ups and minimize manual intervention. Automated billing processes manage invoicing, renewals, reminders, and international tax calculations using custom templates, ensuring timely payment collection without the need to pursue clients actively. The service provisioning system activates as soon as an order is received, managing the activation, suspension, or renewal of services through robust integrations that align your billing with operational processes. With an API-first design, Upmind provides access to over 1,500 RESTful endpoints and webhooks, allowing developers to create tailored automations, design unique interfaces, or seamlessly integrate external applications. This flexibility empowers businesses to adapt their workflows to meet specific needs efficiently.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
ConnectReseller
Pricing Details
$29/month/user
Free Trial
Free Version
Pricing Details
$25 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Dazlab
Founded
2018
Country
Australia
Website
handl.works/
Vendor Details
Company Name
Upmind
Founded
2018
Country
United Kingdom
Website
upmind.com
Product Features
Accounts Receivable
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
