Your finances, finally working as one.Your finances,finally workingas one.
Paydesk is the modern financial platform for payments, invoicing, reporting and growth. Every account, card and customer in one calm workspace, updated the moment money moves.
Everything you need to get paid, pay out andstay ahead.Everythingyouneedtogetpaid,payoutandstayahead.
Three everyday jobs, finally handled in one place. Scroll through how Paydesk takes care of your customers, your vendors and your team.
NSNorthwind StudioINV-2041
Amount due, Oct 12
$2,450.00
CardBankWallet
4242 4242 4242 4242Pay $2,450.00
Secured by Paydesk · PCI DSS Level 1
Collected this week
$18,420.00
14.2%
MTWTFSS
Paid on time
92%
Paid in 2.4 seconds
01
Easy payment chart
Let's make it easy for your customersLet'smakeiteasyforyourcustomers
Share a payment link, embed a checkout or send a smart invoice. Customers pay by card, bank transfer or wallet in their own currency, and every payment lands in one live chart the moment it clears.
Payment links
Hosted checkout
Cards, wallets and transfers
Automatic reminders
Smart retries
Instant receipts
Upcoming bills
12 bills · $24,860.40 due this week
Auto-pay on
AWAmazon Web ServicesDue Oct 2$3,240.18Scheduled
FFigmaDue Oct 4$540.00Approved
WWeWorkDue Oct 5$8,900.00Needs approval
UUpworkDue Oct 7$1,275.00Scheduled
GWGoogle WorkspaceDue Oct 9$312.00Paid
Batch payout
$24,860.40
12 bills · runs Friday at 9:00
Pay automatically
Recurring invoice sentAtlas Robotics · every 1st of the month
3 bills captured from email
02
Automate payments
Automate your daily vendor paymentsAutomateyourdailyvendorpayments
Create and customize professional invoices in a few clicks and let Paydesk handle the rest. From recurring invoices to scheduled payouts, every bill moves on its own, with approvals built in.
Recurring invoices
Approval workflows
Scheduled payouts
Bills captured from email
Batch payments
Live status tracking
Approval rules
Who can approve what, set once
MCMaya ChenFinance leadUp to $50,000
LPLeo ParkOperationsUp to $10,000
IDInes DuarteFounderUnlimited
46h
saved by the team this month through automatic reconciliation
Team activity
MCMaya Chenapproved 4 invoices2m
LPLeo Parkreconciled 18 transactions12m
IDInes Duarteexported the Q3 report1h
03
Increase productivity
Increase your team's productivityIncreaseyourteam'sproductivity
Give everyone the right access and let the busywork run itself. Paydesk reconciles transactions, routes approvals and keeps your books export-ready, so your team gets hours back every week.
Easy payment
Collecting payments should be seamless and hassle-free, for you and for every customer.
Easy accounting
Every transaction arrives categorized and reconciled, ready for your accountant.
010203
NSNorthwind StudioINV-2041
Amount due, Oct 12
$2,450.00
CardBankWallet
4242 4242 4242 4242Pay $2,450.00
Secured by Paydesk · PCI DSS Level 1
Collected this week
$18,420.00
14.2%
MTWTFSS
Paid on time
92%
Paid in 2.4 seconds
Upcoming bills
12 bills · $24,860.40 due this week
Auto-pay on
AWAmazon Web ServicesDue Oct 2$3,240.18Scheduled
FFigmaDue Oct 4$540.00Approved
WWeWorkDue Oct 5$8,900.00Needs approval
UUpworkDue Oct 7$1,275.00Scheduled
GWGoogle WorkspaceDue Oct 9$312.00Paid
Batch payout
$24,860.40
12 bills · runs Friday at 9:00
Pay automatically
Recurring invoice sentAtlas Robotics · every 1st of the month
3 bills captured from email
Approval rules
Who can approve what, set once
MCMaya ChenFinance leadUp to $50,000
LPLeo ParkOperationsUp to $10,000
IDInes DuarteFounderUnlimited
46h
saved by the team this month through automatic reconciliation
Team activity
MCMaya Chenapproved 4 invoices2m
LPLeo Parkreconciled 18 transactions12m
IDInes Duarteexported the Q3 report1h
03Product experience
One workspace forevery financial move.Oneworkspaceforeveryfinancialmove.
Dashboards, payments, transactions, analytics and reports, designed as one product. Pick a view, or let the tour play.
app.paydesk.com/overview
Overview
Your workspace at a glance. Drag widgets to rearrange.
Customize
Total balance, all accounts
$248,560.40
12.4% this quarter
$150K$200K$250K
OctNovDecJanFebMarAprMayJunJulAugSep
Cash runway
18.4months
At the current burn of $41.9K a month
Upcoming bills
PRPayroll runSep 30$28,600.00
AWAmazon Web ServicesOct 2$3,240.18
WWeWorkOct 5$8,900.00
Team cards
Engineering$6,420 of $10,000
Marketing$7,180 of $8,000
Operations$2,310 of $6,000
Spend by category
Payroll$42.6K
Software$9.8K
Marketing$8.4K
Office$6.1K
01 / 05
Every account in one live view
Balances, cash flow and upcoming bills across every bank, card and currency, refreshed the second money moves.
Real-time balances
Runway forecast
Custom widgets
04How Paydesk works
From first connection tocompounding growth.Fromfirstconnectiontocompoundinggrowth.
Four steps, most of them automatic. Teams are live on Paydesk in an afternoon.
Step 01 / Five-minute setup
Connect
Link bank accounts, cards, payment processors and your accounting tool in minutes. Over 12,000 banks are supported.
12,000+ banksStripeXero
Step 02 / One shared workspace
Manage
Send invoices, pay vendors and approve spend from one shared workspace, with the right access for every teammate.
INV-2041 sent$2,450.00
Step 03 / Updated in real time
Analyze
Live dashboards turn every transaction into insight. Revenue, burn and runway are always current, never a month late.
Revenue+38%
Step 04 / Hours back every week
Grow
Forecast with confidence, collect faster and reinvest the hours you get back into the work that moves the business.
6 days faster collections
05Paydesk use cases
Built for the wayyou work.Builtforthewayyouwork.
Make it easy for your customers, whatever your size. From a one-person studio to a finance team of fifty, Paydesk shapes itself around how you get paid.
01Freelancers
Invoice paid+$3,200.00
01 / Use case
Freelancers
Send polished invoices, get paid in days and keep money for taxes set aside automatically.
Paydesk turns every payment, bill and payout into a live picture of revenue, spending, cash flow and growth, then tells you what changed.
Paydesk insightAt your current burn, cash runway extends to 18.4 months, and customers are paying 6 days faster than last quarter.At your current burn, cash runway extends to 18.4 months, and customers are paying 6 days faster than last quarter.
Revenue, last 12 months
$1.10M$1.10M
38.2% vs last year
RevenueExpenses
$0K$50K$100K$150K
OctNovDecJanFebMarAprMayJunJulAugSep
Monthly revenue and expenses, in thousands of dollars
Month
Revenue
Expenses
Oct
62
48
Nov
68
51
Dec
71
55
Jan
74
53
Feb
79
57
Mar
85
60
Apr
91
62
May
96
64
Jun
104
67
Jul
112
70
Aug
121
73
Sep
134
76
Cash flow
Net, last 12 weeks
W38 net flow +$14.8K
More in than outMore out than in
Payments
Share of volume by method
$4.2Ba year
Cards54%
Bank transfer28%
Wallets13%
Other5%
Expenses
September, by category
Payroll$42.6K
Software$9.8K
Marketing$8.4K
Office$6.1K
Travel$3.2K
Other$5.9K
Growth
Paying customers, year over year
+38.4%+38.4%
588 customers, up from 425
Forecast
Cash runway at current burn
18.4 mo18.4 mo
TodayTarget: 24 months
07And so much more
Everything else,already built in.Everythingelse,alreadybuiltin.
0106
01
Accounts receivable12,480.00
Revenue12,480.00
Software expense540.00
Operating account540.00
Balanced
End-to-end accounting
Double-entry books that keep themselves up to date. Categorize, reconcile and close without leaving Paydesk.
02
Integrated platform
Banking, payments, bills and payroll in a single system, so nothing falls through the gaps between tools.
03
Payment reports
Settlements, fees, refunds and payouts broken down by method, currency and customer, ready to share.
04
Linen tote82%
Ceramic mug46%
Notebook setLow stock
Inventory
Stock levels move with every sale and purchase order, with low-stock alerts before you ever run out.
05
EUR account
€22,480.54
Operating
$182,340.12
Banking
Multi-currency accounts, virtual and physical cards, and same-day transfers, all inside your books.
06
M
T
W
T
F
S
S
Timesheets
Track billable hours by client and project, then turn them into accurate invoices in a single click.
08Integrations
Works with the tools youalready love.Workswiththetoolsyoualreadylove.
Connect your store, CRM, accounting software and team chat in a few clicks. Data flows both ways, so every system stays in sync.
Higher customer retention with branded checkout
1.67x1.67x
Less time spent reconciling accounts every month
29%29%
Native integrations, with more every month
120+120+
Paydesk
StStripe
ShShopify
SlSlack
XeXero
QbQuickBooks
HsHubSpot
SfSalesforce
GmGmail
NoNotion
ZaZapier
NsNetSuite
GsGoogle Sheets
09Trust and security
Security isn't a feature. It's thefoundation.Securityisn'tafeature.It'sthefoundation.
Your money and your data move through infrastructure built to the standards of the world's largest banks.
01 / Security
Bank-grade encryption
AES-256 encryption at rest, TLS 1.3 in transit and hardware security modules guarding every key.
02 / Reliability
99.99% uptime
Active-active infrastructure across three regions, monitored around the clock by an on-call team.
{ "amount": 12480.00, "currency": "USD" }
03 / Data protection
Your data, your rules
GDPR-ready, SOC 2 Type II audited, with regional data residency and granular permissions.
04 / Payment infrastructure
PCI DSS Level 1
Tokenized card data, 3D Secure and real-time fraud scoring on every single payment.
The details other platforms leave to you, handled from the first invoice.
Generate compliant e-Way bills the moment an invoice is raised. Paydesk fills in transporter, route and tax details automatically, so goods move without paperwork delays.
Auto-filled from invoices
Bulk generation
Validity alerts
Billing questions land in one shared inbox with the customer's invoices, payments and history beside them. Resolve disputes and refunds in a single click.
Shared billing inbox
One-click refunds
Full customer history
Set tax rules once per item, customer or region, and Paydesk applies the right rate everywhere, from the first quote to the final filing.
Rules per item and region
Automatic rates
Filing-ready summaries
11Pricing
Simple pricing thatscales with you.Simplepricingthatscaleswithyou.
The most competitively priced platform in the market. Every plan starts with a 30-day free trial.
Yes. Every plan starts with a 30-day free trial with full access to all features, and you don't need a credit card to begin.
Absolutely. Upgrade, downgrade or switch between monthly and yearly billing at any time from your workspace settings. Changes are prorated automatically.
Cancel whenever you like, with no fees and no long-term contracts. Your plan stays active until the end of the billing period, and you can export all of your data.
Yes. Add your logo, custom fields, payment terms, notes, tax IDs and line-item details, then save them as templates so every invoice goes out consistent.
Plans are billed per active user, monthly or yearly. Yearly billing saves 30%, and read-only viewers such as your accountant are always free.
Your data is encrypted in transit and at rest, processed on PCI DSS Level 1 infrastructure and audited to SOC 2 Type II standards every year.
13Client reviews
What our customers aresaying.Whatourcustomersaresaying.
Paydesk has been a game-changer for our business. The interface is intuitive, the automation just works, and our month-end close went from a full week to two days.
SRSophia RodriguezFounder, Lumen & Co
Incredible UI
It is the first finance tool our whole team actually enjoys opening. Every number is exactly where you expect it, and the dashboards look as good as they read.
JBJordan BrianProduct designer, Kinetic
Life changing
We said goodbye to spreadsheets and three separate tools. Payroll, vendor bills and reporting now live in one place, and our accountant loves us for it.
ADAnnie DevyFinance manager, Halcyon Health
Highly recommend
Paydesk has been a game-changer for our business. The interface is intuitive, the automation just works, and our month-end close went from a full week to two days.
SRSophia RodriguezFounder, Lumen & Co
Incredible UI
It is the first finance tool our whole team actually enjoys opening. Every number is exactly where you expect it, and the dashboards look as good as they read.
JBJordan BrianProduct designer, Kinetic
Life changing
We said goodbye to spreadsheets and three separate tools. Payroll, vendor bills and reporting now live in one place, and our accountant loves us for it.
ADAnnie DevyFinance manager, Halcyon Health
Highly recommend
Paydesk has been a game-changer for our business. The interface is intuitive, the automation just works, and our month-end close went from a full week to two days.
SRSophia RodriguezFounder, Lumen & Co
Incredible UI
It is the first finance tool our whole team actually enjoys opening. Every number is exactly where you expect it, and the dashboards look as good as they read.
JBJordan BrianProduct designer, Kinetic
Life changing
We said goodbye to spreadsheets and three separate tools. Payroll, vendor bills and reporting now live in one place, and our accountant loves us for it.
ADAnnie DevyFinance manager, Halcyon Health
Highly recommend
Paydesk has been a game-changer for our business. The interface is intuitive, the automation just works, and our month-end close went from a full week to two days.
SRSophia RodriguezFounder, Lumen & Co
Incredible UI
It is the first finance tool our whole team actually enjoys opening. Every number is exactly where you expect it, and the dashboards look as good as they read.
JBJordan BrianProduct designer, Kinetic
Life changing
We said goodbye to spreadsheets and three separate tools. Payroll, vendor bills and reporting now live in one place, and our accountant loves us for it.
ADAnnie DevyFinance manager, Halcyon Health
Great for teamwork
Paydesk has truly transformed the way we handle billing. Recurring invoices run themselves, approvals happen in minutes, and nobody on the team chases customers anymore.
MOMichel O'NeilOperations lead, Northwind Studio
Just love it
As a small business owner, managing invoices and payments used to be a nightmare. Since we moved to Paydesk, getting paid takes days instead of weeks.
PNPriya NairOwner, Oakline Goods
Saves me time
Support for every payment method and currency made selling abroad effortless. We now collect from customers in thirty countries without thinking about it.
KDKevin DouglasCEO, Vertex Labs
Great for teamwork
Paydesk has truly transformed the way we handle billing. Recurring invoices run themselves, approvals happen in minutes, and nobody on the team chases customers anymore.
MOMichel O'NeilOperations lead, Northwind Studio
Just love it
As a small business owner, managing invoices and payments used to be a nightmare. Since we moved to Paydesk, getting paid takes days instead of weeks.
PNPriya NairOwner, Oakline Goods
Saves me time
Support for every payment method and currency made selling abroad effortless. We now collect from customers in thirty countries without thinking about it.
KDKevin DouglasCEO, Vertex Labs
Great for teamwork
Paydesk has truly transformed the way we handle billing. Recurring invoices run themselves, approvals happen in minutes, and nobody on the team chases customers anymore.
MOMichel O'NeilOperations lead, Northwind Studio
Just love it
As a small business owner, managing invoices and payments used to be a nightmare. Since we moved to Paydesk, getting paid takes days instead of weeks.
PNPriya NairOwner, Oakline Goods
Saves me time
Support for every payment method and currency made selling abroad effortless. We now collect from customers in thirty countries without thinking about it.
KDKevin DouglasCEO, Vertex Labs
Great for teamwork
Paydesk has truly transformed the way we handle billing. Recurring invoices run themselves, approvals happen in minutes, and nobody on the team chases customers anymore.
MOMichel O'NeilOperations lead, Northwind Studio
Just love it
As a small business owner, managing invoices and payments used to be a nightmare. Since we moved to Paydesk, getting paid takes days instead of weeks.
PNPriya NairOwner, Oakline Goods
Saves me time
Support for every payment method and currency made selling abroad effortless. We now collect from customers in thirty countries without thinking about it.
KDKevin DouglasCEO, Vertex Labs
14Resources
Insights from thePaydesk desk.InsightsfromthePaydeskdesk.
Playbooks, guides and ideas for running the money side of a growing business.