Trailing Paper is one product, not a bundle of upsells. Every feature listed here is included. No "Plus tier," no "advanced reporting add-on," no per-user fees.
Send beautiful, professional invoices that customers can pay instantly — no more PDFs lost in inboxes or "did you get my email?" check-ins.
When you send an invoice, your customer gets an email with a link to a hosted page styled to your brand. They see the line items, the total, and a "Pay Securely" button — that's it. No login, no app, no friction.
Give prospects a polished estimate they can approve, decline, or request changes on — all from a hosted page. When they approve, hit "Convert" and you've got an invoice ready to send.
For retainer clients, monthly subscriptions, or quarterly billing — set the cycle once and Trailing Paper generates and sends each invoice automatically. Pause, resume, or end whenever.
Card, ACH, digital wallets, and casual peer-to-peer — all supported, all reconciled automatically. We're a registered payment facilitator, so you don't deal with Stripe, processors, or merchant accounts.
Visa, Mastercard, Amex, Discover. Apple Pay and Google Pay supported automatically. Funds deposited to your bank in 1–2 business days.
Lower fees than card processing — ideal for larger invoices. Customer enters routing/account info once on the hosted pay page; we handle the rest.
For casual or recurring relationships. Generate a Venmo deep-link or display your Zelle handle right on the invoice.
Every payment processed shows up in your transactions feed instantly. Funds settle to your linked bank account on the next business day, and you can see exactly which invoices are part of each payout.
Connect bank accounts via Plaid (12,000+ US institutions). Transactions flow in, get auto-categorized, and match to invoices and bills.
Each connected account shows up as a branded card with the bank's color theme, logo, masked account number, current balance, and last sync time. Click to drill into transactions, filter by date, search by merchant.
The reconciliation queue surfaces every unmatched bank transaction and intelligently suggests the invoice, bill, or expense it likely belongs to.
Every report is real-time — generated the moment you open it from current invoices, bills, and bank balances. No "rebuild reports" button, no waiting.
Revenue, COGS, expenses, and net profit broken down by category and time period. Compare any range to the prior period side-by-side.
Real-time assets, liabilities, and equity. Drill into any line item to see the underlying transactions.
Operating, investing, and financing activities. See exactly where the money came from and where it went.
Who owes you, how much, and how late. Sorted by days overdue with one-click reminder send.
Who you owe, prioritized by due date so you never miss a payment.
Tax collected per period, ready to file. US-only, with state-by-state breakouts.
If you have an LLC for the consulting work, an LLC for the rental property, and another for the side business — Trailing Paper handles all of them at no extra cost.
The Enterprise Dashboard rolls up cash, AR, AP, revenue, and expenses across every company you have access to. Snapshot view shows where you stand right now; the consolidated P&L chart shows the trend over the last 12 months.
Run a holding company that bills your operating company a management fee? Got an LLC that owns the building your business rents? Intercompany invoicing handles it cleanly: invoice on the sender side automatically becomes a bill on the receiver side, with payments synced both directions.
Vendors get the same first-class treatment as customers: avatars, balances, payment history, and one-click bill payment.
Track everything you owe vendors. Convert POs to bills when received, mark bills paid manually or via reconciliation.
Each vendor gets a profile with real outstanding balance, payment history, and intercompany badge if applicable.
Map every expense to your chart of accounts. Set rules for recurring ones so they categorize automatically.
If your business has a website, an e-commerce store, or a custom internal tool, you can wire it directly into Trailing Paper.
Generate an API key from your dashboard and you're set — push customers, create invoices, record payments, query reports. No OAuth dance, no client secrets to manage.
# Send an invoice via API curl -X POST "https://trailingpaper.com/api/invoices" \ -H "Authorization: Bearer tp_live_..." \ -H "Content-Type: application/json" \ -d '{ "customer_id": 42, "items": [{ "name": "Q2 Retainer", "quantity": 1, "unit_price": 4250.00 }], "send_email": true }'
Every feature on this page is included in the $29.99/mo plan. There's nothing else to buy.
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