Service catalogue
Maintain your standard services and fees once, adjust prices in bulk, set commission treatment, map lodgment types to items and import with AI help.
The problem it solves
Fees typed freehand on each invoice drift, and price reviews mean editing every item.
How it works
- Add your services, or import them with AI help.
- Map lodgment types to service items and set commission treatment.
- Adjust prices in bulk when fees change.
What your practice gets
- Standard fees maintained in one place.
- Bulk price changes.
- Consistent invoicing.
Watch it in the product
A short recording of service catalogue in use.
Questions accountants ask
Can I change all prices at once?
Yes. Bulk price adjustment is available.
What are lodgment mappings?
Links between lodgment types and the service item you bill for them.
Can I import my existing price list?
Yes, with AI-assisted import.
Related features
Features that work alongside service catalogue.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoBooking setup
Configure meeting types with categories, tiers, add-ons, locations and price schedules, kept in step with your service catalogue.
Disbursements
Record out-of-pocket costs for clients and create disbursements from expenses so they are recharged.
Client service subscriptions
Bill monthly service plans as recurring client subscriptions, with a payment link.
Client credit balance
Keep a credit ledger per client, such as referral credit, and apply or remove credit on an invoice.
Billing housekeeping in the background
Quotes expire on time, staff are told when invoices are paid, and card payments are reconciled automatically in the background.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.