✦ The platform Xero and FreshBooks never built

Scope it. Prove it.
Get paid.

One shared workspace for vendors and clients — AI proposals, signed scope, milestone proofs, change orders, and Stripe payments. No more invoice disputes.

No credit card · No password · Free forever for 3 deals

✅ Scope disputes eliminated📎 Milestone proof uploads💬 WhatsApp alerts🛡️ Dispute evidence trail🤖 AI proposal drafting

From lead to paid in 4 steps

01

Create a deal

Add title, brief, and client email. AI drafts the proposal.

02

Client approves scope

Client gets a link, reviews line items, signs off.

03

Track milestones

Upload proof per milestone. Client approves each one.

04

Invoice & get paid

Invoice auto-generates from milestones. Stripe handles payment.

Everything vendors and clients need

All industries. Any project size.

📋

AI-Drafted Proposals

Describe your project in plain text or voice. AI writes the full scope and line items.

✍️

Scope Agreement

Both sides sign off on exactly what's included. Scope locks — no more "I thought it was included."

🏁

Milestone Tracking

Vendor uploads proof. Client approves. Invoice unlocks only from approved milestones.

🔄

Change Orders

Extra work gets a formal change order. Both sides approve. Evidence stays forever.

💬

Deal Comms

Every negotiation, revision, and approval in one thread — linked to the deal.

💳

Online Payments

Stripe payment link per invoice. Client pays in browser. No Stripe account needed on their side.

📱

WhatsApp Alerts

Scope approved, milestone done, payment received — straight to WhatsApp. Both sides.

🛡️

Dispute Evidence

If a client disputes, show them: signed scope, approved milestones, full message trail.

Why not just use Xero or FreshBooks?

FeatureXeroFreshBooksDealFlow
Scope agreement (both sign)
Milestone proof uploads
Change order tracking
Per-deal threaded comms⚠️
WhatsApp notifications
Client portal (no login)
AI proposal drafting
Dispute evidence trail

Simple pricing

Free

$0 forever

  • 3 active deals
  • Scope + milestone tracking
  • Online payments
  • Deal comms thread
Start free →
Popular

Pro

$12 / month

  • Unlimited deals
  • WhatsApp notifications
  • Custom invoice branding
  • AI proposal drafting
  • Dispute evidence trail
  • Priority support
Start Pro →

Frequently asked questions

What is DealFlow?

DealFlow is a vendor-client platform that covers the full project lifecycle — from AI-drafted proposals and scope agreements through milestone tracking, change orders, and Stripe-powered payments. Unlike Xero or FreshBooks, it starts before the invoice.

Who uses DealFlow?

Any vendor who works on projects: freelancers, agencies, contractors, consultants, home service providers, software developers. Clients are invited by the vendor and get their own portal.

How does scope agreement work?

The vendor creates scope line items (description, qty, unit price). The client reviews and approves each one. Once approved, scope locks — any extra work requires a signed change order. This eliminates "that wasn't included" disputes.

Does the client need to sign up?

Yes — the client creates a free account when they accept the invite link. This gives both parties a shared deal workspace.

How does payment work?

DealFlow generates a Stripe payment link per invoice. The client pays in their browser. No Stripe account needed on the client side.

What are WhatsApp notifications?

Vendors and clients can opt in to receive WhatsApp messages when key events happen: scope approved, milestone complete, invoice paid, new message. Powered by Twilio.

Stop losing deals to scope disputes

Start with 3 free deals. No credit card. No password.

Create your first deal →