From invoice
to IRS — handled.
Quittance is an always-on AI back office for solo consultants, freelancers, and small agencies. Set the rules once. It drafts the invoices, chases them, reconciles Stripe against your bank, closes the month, and prepares your quarterly taxes — you review exceptions, the books stay defensible.
- Late fees recovered
- $5K–$20Kper consultant, per year
- CPA fees YoY
- +8%every year since 2021
- Human review
- Weeklydigest, same-day on exceptions
Agent · live
Illustrative preview — every action lands here with a rule, a timestamp, and an audit packet.
Capabilities · end-to-end
One agent, the full invoice-to-IRS pipeline.
Legacy bookkeeping tools retrofit AI onto a workflow you still drive yourself. Quittance owns the workflow. Five milestones, one ledger, nothing dropped.
- 01
Milestone logged → invoice drafted
The moment a Notion / Linear / Toggl milestone flips to done, Quittance drafts a branded invoice and queues it on your review schedule.
Trigger · Milestone flips to donerule: invoice_on_milestone - 02
14-day polite-but-firm chase
Reminders escalate from courtesy to late-fee. Day 3, 7, 14. Each one is reviewed by you on a single line — no inbox archaeology.
Trigger · Invoice crosses thresholdrule: escalation_polite_firm - 03
Stripe ↔ bank reconciled
Stripe payouts and bank deposits are matched by amount and timestamp. Anything unmatched parks in your exception queue.
Trigger · Payout eventrule: stripe_reconcile - 04
Monthly P&L, every month, on time
The ledger closes on the first of the month. Categorised, signed, and sent as a one-page digest. No “I’ll do it this weekend.”
Trigger · First of the month, 06:00rule: monthly_close - 05
Quarterly tax, prepared not panicked
Form 1040-ES is drafted from YTD liability with a 90% safe-harbor check. You approve, Quittance files.
Trigger · Q-end + 14 daysrule: 1040_es_quarterly
How it works
Set the rules once. Then stop.
You write the rules in plain English. Quittance runs them, records them, and surfaces only what it can’t decide on its own.
Describe your business once.
Clients, rates, jurisdictions, edge cases. 20 minutes, no spreadsheet import wizard.
Quittance runs the loop.
Milestones → invoices → reminders → reconciliation → monthly close → quarterly tax. The audit log fills up whether you look at it or not.
You review the exceptions.
A weekly digest, plus same-day pings on anything that needs a human. Approve or override — every change is versioned and signed.
Compliance · surfaces
The rules change.
We read them so you don’t.
Sales-tax thresholds, 1099 issuance, state filing calendars, VAT/GST — surfaced before they become penalties, never after.
- Rule versions kept, changes diffed in your digest
- Penalties avoided: late filing, missed nexus, stale 1099s
- Defensible at audit: rule + input + output + approver
IRS · federal
- Form 1040-ES drafted each quarter from YTD
- 90% safe-harbor against last year’s liability
- Schedule C categorisation mapped from your bank feed
State obligations
- Sales-tax economic-nexus thresholds per state
- Projected crossing dates flagged 6 months early
- State filing calendars generated, not remembered
1099 issuance
- $600 / $600+ thresholds tracked per payee
- W-9 collection nudges sent automatically
- 1099-NEC draft ready by January 20
Cross-border · VAT / GST
- EU OSS threshold monitoring
- UK Making Tax Digital readiness
- Canada GST/HST registration triggers
Pricing · one tier
Less than your last late fee recovered.
One plan, flat monthly. No hourly seat counts, no module upsell, no “call sales.” You either save more than it costs or you cancel.
- Monthly price
- $59
- Cancellation
- Anytime
- Clients billed
- Unlimited
- Your CPA
- Free access
Quittance
- Milestone-triggered invoicing, branded
- Polite-but-firm escalation cadence
- Stripe ↔ bank reconciliation
- Monthly P&L, weekly digest
- Quarterly Form 1040-ES prep
- IRS, state, 1099, sales-tax, VAT/GST
- Human-in-the-loop audit packet
- Email + SMS + Slack review channels
We onboard a small cohort each month. You’ll hear back in 2 business days.
Privacy
Your books, your data.
We never sell your data. Your ledger, audit packets, and tax drafts stay yours and are exportable at any time in standard formats. The autonomous actions Quittance takes are logged locally with the rule that triggered them — so a CPA can reconstruct every decision in a straight line.
Terms
You stay in the loop.
Quittance prepares — you approve. Approvals are time-stamped and cryptographically signed. The default posture is conservative: any rule can be promoted from “auto-handle” to “always ask me” with one toggle, and every state or federal threshold change is diffed in your weekly digest before it takes effect.
Get started
Set the rules once. Review exceptions by email.
We onboard a small cohort each month so the rules stay accurate per industry. Tell us what you do and what your books look like — we’ll get back to you in two business days with a tailored demo.
Friendly reminder
Quittance is not your CPA. The agent prepares filings, you approve them, your accountant signs — same separation of duties you have today, just without the late-March panic.