Financial Operations Platform

Where every dollar
moves with purpose

iPaymer unifies invoicing, subscriptions, retainers, payouts, and banking into one intelligent platform — fully integrated with your CRM and operations.

NEW Get credit card processing starting at 1.8%
0+ Invoices Processed
0+ Active Businesses
0.9% Uptime
iPaymer Dashboard
Payment Received +$4,200.00
Revenue Growth +18.7%

Partners and Collaborators

OptSpot BBB Accredited Business Forbes IFA Supplier Forum IFA Member Google Cloud DoorDash Innovation Centre Kosovo Campaign Registry Denny's Asian Chamber of Commerce OptSpot BBB Accredited Business Forbes IFA Supplier Forum IFA Member Google Cloud DoorDash Innovation Centre Kosovo Campaign Registry Denny's Asian Chamber of Commerce

Everything your finances need,
nothing they don't

One platform to manage every dollar — incoming and outgoing — with full visibility and zero fragmentation.

Invoicing & Billing

Issue one-time or recurring invoices linked to customers, products, and subscriptions. Auto-update on payment.

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Subscriptions

Flexible billing cycles, auto-renewals, payment retries, proration, and multi-tier pricing for recurring revenue.

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Retainers

Let customers prepay and deduct as services are delivered. Real-time balance tracking keeps everyone aligned.

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Payouts & Payables

Manage vendor bills, schedule payments, and pay via ACH or RTP directly from your Kore.co Wallet.

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Service Jobs

Connect operational execution with billing — from estimate approval to job completion to invoice generation.

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Kore.co Wallet

Integrated banking — hold funds, send money, pay vendors, and transfer externally without leaving the platform.

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Estimates & Packages

Send structured estimates for approval, auto-convert to invoices. Bundle products into packages with self-subscribe links.

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Real-Time Dashboard

Revenue, receivables, subscriptions, cash position, bank balances, and cash flow forecasting — all at a glance.

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Lower your credit card
processing fees — significantly

iPaymer doesn't just manage your payments — we help you keep more of every transaction. Through our integrated credit card processing, businesses save hundreds to thousands per month compared to standard rates.

Up to 40% Lower processing fees
$0 Hidden fees or markups
24hrs Fast approval
Competitive rates tailored to your business volume
Accept Visa, Mastercard, Amex, Discover & more
Fully integrated with iPaymer invoicing & subscriptions
PCI-compliant, secure, and fast settlement
Apply for Better Rates

Free to apply. No commitment required.

**** **** **** 4821
SARAH MITCHELL09/28
VISA
**** **** **** 7356
JAMES THORNTON12/27
MC
You could save $3,200/yr

From estimate to cash,
fully automated

iPaymer connects every step of your financial workflow so nothing falls through the cracks.

1

Create & Send

Build estimates, invoices, or subscription plans and send them digitally for customer approval.

2

Approve & Convert

Customers approve estimates which auto-convert to invoices. Subscriptions activate with payment on file.

3

Collect Payment

Accept credit cards, ACH, or deduct from retainers. Failed payments auto-retry on schedule.

4

Sync & Reconcile

Cash position updates instantly. Accounting records sync to QuickBooks or Xero automatically.

Recurring revenue,
on autopilot

Manage complex subscription models with flexible billing cycles, multiple pricing tiers, automatic renewals, and smart payment retries — all from one place.

  • Monthly, quarterly, annual, or custom cycles
  • Proration for upgrades and downgrades
  • Credit card and ACH payment support
  • Contract and agreement management
Professional Plan Active
$ 299 /month
Next billing May 1, 2026
Payment method Visa ****4242
Status Active
Unlimited invoices
50 subscriptions
Multi-currency
API access
Auto-renewal scheduled Payment will be collected May 1

Plays nice with
your favorite tools

Seamless connections to accounting, payment, and operational platforms. Plus webhooks and REST APIs for custom integrations.

X
S
P
CC
MX
QuickBooks

QuickBooks

Auto-sync invoices, payments, and financial records

Xero

Xero

Seamless accounting integration and reconciliation

Stripe

Stripe

Accept cards and manage payment processing

PayPal

PayPal

Offer PayPal as a payment method to customers

CardConnect

CardConnect

Secure card processing and payment gateway

Morsix

Morsix

Inventory management and SKU-level tracking

Built for every team
across your org

Whether you're in finance, sales, operations, or the C-suite — iPaymer adapts to how you work.

Your financial command center

Monitor revenue, manage receivables and payables, control cash flow, and maintain audit-ready records — all in real time.

  • Monitor revenue, receivables, and outstanding invoices
  • Manage subscriptions, retainers, and recurring billing
  • Oversee vendor bills and payouts
  • Sync financial data with QuickBooks or Xero
  • Maintain audit-ready financial records
Daily Review
Revenue Today $12,450
Outstanding $38,200
Cash Position $284,100

Close deals, get paid faster

Create estimates, generate invoices, set up subscriptions, and give customers secure payment options that accelerate your pipeline.

  • Create and send estimates for customer approval
  • Generate invoices and packages from agreements
  • Initiate subscriptions for recurring services
  • Share secure payment links with customers
  • Track payment status for follow-ups
Sales Pipeline
Estimates Sent 24
Approved 18
Pending Payment 6

Deliver work, bill automatically

Track service jobs from approval to completion. When the work is done, invoices generate automatically with full traceability.

  • Track service jobs from approval to completion
  • Ensure services align with approved estimates
  • Trigger invoicing upon job completion
  • Track inventory usage tied to services
  • Maintain traceability between work and revenue
Active Jobs
In Progress 12
Completed Today 7
Invoices Generated 5

The full picture, at a glance

Consolidated financial insights for strategic decisions — revenue trends, cash flow forecasts, and performance metrics.

  • Monitor overall revenue and cash flow
  • Review subscription and recurring revenue
  • Assess outstanding receivables and payables
  • Evaluate financial forecasts
  • Ensure financial alignment with strategy
Executive Summary
Monthly Revenue $284K
MRR Growth +14.2%
Cash Runway 18 mo

Ready to take control
of your finances?

Join hundreds of businesses using iPaymer to streamline payments, automate billing, and grow with confidence.

Book a personalized demo with our team.