PineBill

Introduction to PineBill

PineBill is an invoicing platform designed for small and mid-sized businesses, freelancers, and contractors. It focuses on creating professional invoices quickly, organizing client and product data, and maintaining visibility into payment status and cash flow.

Beyond invoice generation, PineBill includes customer management, advanced analytics, and a secure file vault for business documents. A RESTful API with granular permissions and audit logs supports integration into existing workflows and applications. Security features such as AES‑256 encryption, signed URLs, and role-based access controls are built in.

Key Takeaways

• Professional invoice creation with customizable templates, automatic numbering, multi-currency, and instant PDF generation
• Secure sharing options: password protection, expiration dates, and view limits, plus automated payment reminders
• Visual dashboards and analytics for sales trends, customer lifetime value, product performance, invoice aging, and payment timing
• Customer management with detailed profiles and segmentation
• Secure file vault with hierarchical folders, search, previews, granular permissions, and AES‑256 encryption
• RESTful API (OpenAPI 3.1) with granular API keys and audit logs; endpoints for invoices, customers, products, categories, payment methods, and exchange rates
• Role-based access, signed URLs, global CDN, and 99.99% uptime for reliability
• Tiered plans suitable for solo users, growing teams, and enterprises

How PineBill Works

PineBill streamlines invoice creation by combining product and customer data with customizable templates. Users can apply smart numbering, set tax rates, choose currencies, and auto-calculate totals. Invoices can be generated as PDFs instantly and saved to the secure file vault for organized record keeping.

Once invoices are issued, PineBill tracks their full lifecycle. Dashboards surface statuses such as draft, sent, paid, and overdue, enabling quick identification of aging invoices and cash flow patterns. Sharing controls allow sending via password-protected links with optional expirations and view limits, while automated reminders help reduce late payments.

For broader operations, PineBill maintains customer profiles with segmentation and lifetime value metrics, and provides analytics on sales performance and timing of payments. Teams and developers can integrate the platform via a RESTful API to automate tasks such as creating invoices, syncing customers and products, fetching currency rates, and reviewing activity through audit logs.

Core Benefits and Applications

PineBill supports common billing patterns across multiple industries. Examples include job costing and progress billing in construction and trades, billable hours and retainer management in legal services, project-based billing and licensing fees for creatives and freelancers, milestone-based consulting engagements, and subscription or project invoicing for IT and software.

Organizations benefit from reduced manual effort through auto-calculation and smart numbering, improved cash flow via reminders and invoice aging insights, and centralized records with secure document storage. Security and compliance needs are addressed through AES‑256 encryption, signed URLs, role-based access, and API auditing. The platform scales from single users to larger teams through configurable permissions, API coverage, and storage and invoicing limits aligned to plan tiers.

Pricing Overview

A 14-day free trial is available without a credit card requirement.