Related Products
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About
InvoiceParser Pro captures invoices and bills for finance teams. Upload digital or scanned PDFs and photos, or use email intake. It extracts header fields and line items, checks the arithmetic and flags mismatches for review. Excel exports contain line items; CSV exports contain one row per invoice.
Paid plans push approved bills to QuickBooks Online, Xero or Zoho Books. Clients are folders in one workspace, with one accounting connection per provider. Client folders do not connect to separate accounting companies.
Free includes 25 invoices a month and one user. Starter is $79/month for 200 invoices and three users; Team is $249/month for 1,000 invoices and unlimited users; Scale is $599/month for 5,000 invoices and unlimited users, with REST API access. Enterprise is available by enquiry. The 14-day trial includes 50 invoices, with no card required. A separate no-signup invoice-to-Excel tool allows up to three invoices a day per browser.
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About
Optivation is one workspace for the five jobs agencies run every week: forms, databases, pages, time tracking and invoicing. The whole client lifecycle runs in one system on shared data, not across five separate tools.
A client intake form writes straight into your database as a record. Every record opens into a full page with notes, files, sub-tasks and a built-in timer. The hours you log there become the line items on an invoice, generated from that same record.
It's built for solo consultants and small studios billing hourly or on retainer. You can start on the free plan. Solo is $19 a month. Studio is $49 a month for up to 3 seats, then $19 for each extra seat. Paid plans come with a 30-day free trial.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Audience
Accounting firms, bookkeepers, accounts payable teams and small businesses that need invoice line items, math checks and reviewed bills. Freight and logistics teams are also supported.
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Audience
Solo consultants, freelancers, and small agency studios in design, marketing, and consulting that bill hourly or on retainer, have outgrown single-purpose freelancer tools, and find enterprise PSA platforms overkill.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$79/month
Free: 25 invoices and 20 handwritten documents a month, 1 user, no card, line items included. Starter: $79/month or $63/month billed annually; 200 invoices a month, 3 users, pushes to QuickBooks Online, Xero and Zoho Books. Team: $249/month or $199/month billed annually; 1,000 invoices a month, unlimited users, multi-step approvals, client upload link. Scale: $599/month or $479/month billed annually; 5,000 invoices a month, unlimited users, REST API. Enterprise: more than 5,000 invoices a month, by enquiry. Paid plans add $0.10 per invoice past the allowance, up to 1,000 extra. Every account starts with a 14-day trial of 50 invoices, no card.
Free Version
Supported
Free Trial
Supported
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Pricing
$19/month
Optivation uses flat pricing — no per-seat cost for solo operators.
Forms Free — $0 Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support. Solo — $19/month ($190/year, two months free) Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support. Studio — $49/month ($490/year, two months free) Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support. Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio.
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationInvoiceParser Pro
Founded: 2025
Richmond, Kentucky, United States
invoiceparserpro.com
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Company InformationOptivation
New Zealand
www.optivation.io
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Categories |
Categories |
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Project Management Features
Agile Methodologies
Supported
Budget Management
Not Supported
Client Portal
Supported
Collaboration Tools
Not Supported
Cost-to-Completion Tracking
Not Supported
Customizable Templates
Supported
Gantt Charts
Not Supported
Idea Management
Not Supported
Kanban Board
Supported
Milestone Tracking
Supported
Portfolio Management
Not Supported
Resource Management
Not Supported
Time & Expense Tracking
Supported
Traditional Methodologies
Not Supported
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Integrations
ChatGPT
Supported
Claude
Supported
Cursor
Supported
Gmail
Not Supported
Microsoft SMTP Service
Not Supported
Notion
Not Supported
QuickBooks Online
Supported
Xero
Supported
Zoho Books
Supported
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Integrations
ChatGPT
Not Supported
Claude
Not Supported
Cursor
Not Supported
Gmail
Supported
Microsoft SMTP Service
Supported
Notion
Supported
QuickBooks Online
Not Supported
Xero
Not Supported
Zoho Books
Not Supported
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