Invoicing Software for Accountants
Estimates, invoices, and payments built for accountants managing bookkeeping, tax preparation, financial statements, and payroll management.
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The billing problem for accountants
As a accountant, your expertise is in delivering great work for small businesses, freelancers, and individuals needing bookkeeping and tax services. But getting paid for that work? That's where things break down. Between creating estimates, tracking payments, and following up on overdue invoices, billing eats into time you should be spending on bookkeeping, tax preparation, financial statements, and payroll management. Most accountants either use spreadsheets, generic accounting software, or nothing at all — and end up losing money to late payments, unclear scope, and administrative chaos.
Common billing issues
- Tax season creates massive invoicing spikes that are impossible to manage manually
- Fixed annual fees need to be broken into monthly payments for client convenience
- Bundling bookkeeping, tax prep, and advisory services into clear line items is complex
- Clients assume their accountant doesn't need professional invoicing — leading to delayed payments
What accountants try instead
Most accountants start with spreadsheets or Word documents for estimates, then move to generic accounting tools like QuickBooks or Wave when things get complicated. Some use a patchwork of apps — one for estimates, another for invoices, a third for payment tracking. Others just send plain emails with amounts and hope for the best.
Why generic tools fall short
Generic tools aren't built for how accountants actually work. Spreadsheets look unprofessional and can't collect payments. Accounting software is designed for bookkeepers, not for client-facing billing. Stitching together multiple tools means nothing is connected — your estimates don't become invoices, your invoices don't track payments, and you spend hours every week on admin that should be automatic. The result: you look less professional than your work deserves, and your cash flow suffers.
How Loopjet works for accountants
Loopjet automates monthly recurring invoices, handles seasonal billing spikes with batch invoicing, and presents professional payment requests that your clients take seriously. With Loopjet, your entire billing workflow lives in one place: create professional estimates, convert them to invoices with one click, collect payments via cards or bank transfers, and give each client a branded portal where they can view everything. Activity reports keep your work visible, automatic reminders keep payments on track, and multi-currency support means you can bill small businesses, freelancers, and individuals needing bookkeeping and tax services anywhere in the world.
Create your first estimate
Build a professional estimate in minutes. Add line items, set payment terms, and send it to your client with one click.
Convert to invoice on approval
When your client approves, turn the estimate into an invoice instantly. Payment links are included automatically.
Get paid, automatically
Clients pay via card or bank transfer. Loopjet tracks everything and sends reminders — you focus on your work.
14-day free trial · $9/month · Cancel anytime
Frequently asked questions
Is Loopjet designed specifically for accountants?
Loopjet is built for freelancers and small businesses who bill clients for services — which makes it a perfect fit for accountants managing bookkeeping, tax preparation, financial statements, and payroll management. Every feature, from estimates to payments to client portals, is designed for the way you work.
How much does Loopjet cost for accountants?
Loopjet starts at $9/month with everything included — estimates, invoices, payments, client portals, and multi-currency support. There are no per-invoice fees, no transaction charges on your end, and no feature gates. You can start with a 14-day free trial to see if it fits your workflow.
Can I switch to Loopjet from spreadsheets or another tool?
Yes. Most accountants are set up and sending their first estimate within 3 minutes. You don't need to import anything — just start creating documents and Loopjet handles the rest. Your clients see a professional, branded experience from day one.
Does Loopjet support recurring invoices for retainer clients?
Absolutely. Set up a recurring invoice once and Loopjet sends it automatically on your schedule — monthly, quarterly, or whatever works for your small businesses, freelancers, and individuals needing bookkeeping and tax services. Payment reminders are included, so you don't have to chase anyone.
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Ready to simplify your billing?
From estimate to invoice to payment — Loopjet handles your entire billing workflow so you can focus on what you do best.
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