Streamline your finances, maximise your productivity
Simplify quotations, invoicing, payments and account statements with OneCosec’s finance tools — saving time and driving efficiency.
No credit card needed · 14-day free trial
Quotations
Create professional quotations for prospects and clients in minutes and manage them all in one system. Track which quotes are open, accepted or expired, and convert accepted quotations straight into invoices and projects — no re-typing.
How this benefits you:
- Win work faster: Branded, accurate quotes out the door in minutes.
- Nothing forgotten: Every quotation tracked with its status and follow-ups.
- Quote to cash: Accepted quotes flow directly into invoicing and delivery.
Invoices
Create professional invoices in minutes using flexible templates that suit your brand. Set up recurring invoices, send automatic reminders, and accept partial payments — with every transaction organised in one place.
How this benefits you:
- Get paid faster: Automated reminders reduce late payments.
- Look professional: Consistent, branded invoices every time.
- Stay organised: Track invoice history without spreadsheets or guesswork.
Payments
Track every payment with ease and automatically match them to the right invoices. Clients receive instant confirmations while you enjoy a smoother, more reliable payment process.
How this benefits you:
- Less manual work: No chasing or manual reconciliation.
- Fewer errors: Payments and invoices stay perfectly aligned.
- Happier clients: Clear, timely payment confirmations build trust.
Credit & Debit Notes
Handle adjustments confidently by issuing credit or debit notes linked directly to invoices. Keep records accurate, compliant and easy to audit — without unnecessary complexity.
How this benefits you:
- Clear financial records: Every adjustment documented and traceable.
- Simpler refunds: Faster, smoother resolution for clients.
- Compliance made easy: Stay accurate and audit-ready at all times.
Statement of Account (SOA)
The SOA consolidates data from quotations, invoices and payments to give clients a clear, up-to-date snapshot of transactions, paid amounts and outstanding balances.
How this benefits you:
- Build client trust: Full visibility into transactions.
- Reduce disputes: Clear summaries prevent misunderstandings.
- Save time: No more manual statement preparation.
Accounting Integrations (Xero & QuickBooks)
Invoices sync automatically with Xero and QuickBooks, keeping your accounting software up to date without duplicate entry. All invoices remain linked to each client for a complete financial history in one place.
How this benefits you:
- No double entry: Seamless syncing saves hours.
- Complete client visibility: See how each client has engaged with your services over time.
- Cleaner books: Accurate, real-time accounting data.