These docs explain what PactTailor does for bookkeeping firms, how to move from spreadsheet chaos into one workspace, and how billing and payment automation behave.
Create a workspace, add your first client, and move from a blank canvas to a working proposal in minutes.
Bring legacy data in through CSV or XLSX with mapping previews, row validation, and deterministic storage into Supabase.
Use Stripe-powered checkout and payment links so proposal acceptance flows straight into invoices and paid work.
The launch article breaks down the exact proposal → signature → payment → task sequence and why bookkeeping firms care about compressing it.
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