Built for people who do everything themselves.
Solo brings the tools you actually need into one calm, organized workspace — no feature bloat, no enterprise complexity.
Invoicing
Professional Invoicing
Create polished invoices in minutes. Add line items, set payment terms, generate PDFs, and send directly to clients.
- Multi-step invoice creator with live preview
- Automatic line item calculations, tax, and totals
- PDF generation with your business branding
- Track status: draft, sent, viewed, paid
Multi-Currency Invoicing
Invoice clients in their local currency with live exchange rate conversion.
- 17 supported currencies (USD, EUR, GBP, CAD, AUD, and more)
- Live exchange rate conversion at invoice time
- Revenue Intelligence normalizes to your default currency
- Per-invoice currency selection with symbol formatting
Recurring Billing
Set up automated recurring invoices and let Solo handle the scheduling so you never miss a billing cycle.
- Weekly, biweekly, monthly, or custom intervals
- Auto-generate and send invoices on schedule
- Pause or cancel recurring series anytime
- Track recurring revenue alongside one-time invoices
AI
AI-Powered Workflows
Let AI draft emails in your voice, suggest your daily priorities, and generate proposals and case studies.
- Email drafts that match your communication style
- Daily task suggestions based on your projects and deadlines
- Proposal generator with client context
- Each workflow has a fixed credit cost — you always know what you’re spending
Rate Advisor
See how your effective hourly rate compares to industry benchmarks for your field.
- Effective hourly rate calculated from paid invoices and tracked time
- Industry benchmark comparison for your field
- Trend tracking over time to see your rate trajectory
- Actionable suggestions to improve your earning rate
Lead Scout
AI-powered market research and lead discovery to help you find and reach new clients.
- Market research for your industry and niche
- Discover potential clients that match your skills
- AI-drafted outreach emails in your voice
- Available on Solopreneur and Studio plans
AI Contract & Proposal Generation
Draft professional contracts and proposals with AI assistance, then send for e-signature.
- AI-assisted contract and proposal drafting
- Type-to-sign e-signatures via client portal
- Full lifecycle tracking: draft, sent, viewed, signed
- Customizable templates with your business details
Pipeline
Client & Project Management
Keep every client relationship and project in one place. Track status, budgets, deadlines, and notes — so nothing falls through the cracks.
- Unlimited clients with contact details, notes, and company info
- Project tracking with status, budget, hourly rate, and deadlines
- Client health scores (frequency, recency, revenue, payment behavior)
- Link projects to clients for automatic context
Contracts & Client Portal
Create contracts and proposals from templates or AI generation. Give clients a branded portal for invoices, projects, and e-signatures.
- Contract and proposal templates with AI-assisted generation
- Type-to-sign e-signatures via branded client portal
- Clients view projects, invoices, and contracts in one place
- Full lifecycle tracking: draft, sent, viewed, signed
Workspace
Notes
A rich-text workspace for ideas, meeting notes, and project plans.
- Full rich-text editor with formatting and checklists
- AI-powered related notes that surface as you write
- Search instantly across all your notes
- Pin important notes for quick access
Organized by Default
Keep your workspace tidy with folders, pinning, and smart filtering.
- Create folders with custom colors and icons
- Pin notes to the top for easy access
- Filter by folder, date, or search query
- Move notes between folders as projects evolve
Operations
Time Tracking & Burnout Prevention
One-click timer that follows you across pages. See your real effective hourly rate per project.
- Start/stop timer that persists across sessions
- Manual time entry for past hours
- Effective hourly rate calculation per project
- Weekly hour limits with configurable alert thresholds
Revenue Intelligence
Set revenue goals and watch your progress in real time. Cash flow projections show what’s coming.
- Monthly, quarterly, or annual revenue goals
- 30/60/90-day cash flow projections from unpaid invoices
- Client health scores (0-100) based on real behavior data
- Celebration when you hit your targets
Payments & Accounting Sync
Accept payments through Stripe. Sync invoices and customers with QuickBooks Online.
- Stripe Connect for accepting credit card and ACH payments
- Automatic payout to your bank account
- QuickBooks Online sync for invoices and customers
- Connection status monitoring with easy setup
Integrations
Stripe Payments
Accept credit card and ACH payments with Stripe Connect. Funds arrive in your bank in 2 business days.
- One-click Stripe Connect onboarding
- Hosted payment pages — no custom checkout code
- Auto-reconcile paid invoices in real time
- 2-day payouts directly to your bank account
Calendar Sync
Connect Google Calendar and Calendly to keep your schedule in sync with your projects.
- Google Calendar two-way sync
- Calendly appointment booking integration
- Deadline visibility across all projects
- Time-blocking for focused work
Accounting & More
Sync with QuickBooks for accounting, with Etsy and Notion integrations on the way.
- QuickBooks Online sync for invoices and customers
- Etsy integration (waitlist — coming soon)
- Notion integration (coming soon)
- Connection status monitoring with easy setup
Get Paid, Your Way
Accept payments however your clients prefer. Solo connects to Stripe for cards and ACH, or generate invoices with your own bank details for direct transfers.
Stripe Payments
Let clients pay instantly by credit card or ACH bank transfer. Funds arrive in your bank automatically.
- One-click Stripe Connect onboarding
- Hosted payment pages — no custom checkout code
- Auto-reconcile paid invoices in real time
Bank Transfer & Manual Payment
Include your bank details directly on invoices for clients who prefer wire transfers, ACH, or checks.
- Add payment instructions to invoice templates
- Mark invoices paid manually when funds arrive
- Full audit trail of payment status changes
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