+
+

Related Products

  • Monk
    8 Ratings
    Visit Website
  • Traild
    6 Ratings
    Visit Website
  • Zahara
    34 Ratings
    Visit Website
  • Xero
    6,132 Ratings
    Visit Website
  • Invoice Home
    5,713 Ratings
    Visit Website
  • Zoho Projects
    1,901 Ratings
    Visit Website
  • WEX Field Service Management
    67 Ratings
    Visit Website
  • KonstructIQ
    7 Ratings
    Visit Website
  • Muzaic
    2 Ratings
    Visit Website
  • UENI
    9,731 Ratings
    Visit Website

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.

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.

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

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

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.

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.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

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

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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

InvoiceParser Pro
Founded: 2025
Richmond, Kentucky, United States
invoiceparserpro.com

Company Information

Optivation
New Zealand
www.optivation.io

Alternatives

Agilico Verify

Agilico Verify

Agilico Workplace Technology

Alternatives

BillyBox

BillyBox

Hormesis Labs
Denize

Denize

Sublien LLC
Bliss

Bliss

Round Robin Solutions
InboxDoc

InboxDoc

Techarenabg LTD

Categories

Categories

Project Management Supported

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

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

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
Claim InvoiceParser Pro and update features and information
Claim InvoiceParser Pro and update features and information
Claim Optivation and update features and information
Claim Optivation and update features and information