Stop running your billing on a spreadsheet
Manual invoices, lost paper, version chaos and the endless chasing — the spreadsheet was never built to bill and collect. Palto is. And you can switch in an afternoon.
First 30 days free on Pro — everything included, no card. Then free for 20 invoices/mo.
A. Moodley · R 1,250.00
Invoice #1042 · sent on WhatsApp
The spreadsheet is quietly costing you
It feels free — until you count the late payments, the missed lines and the hours lost to admin that should run itself.
Invoices typed out by hand
Copy last month’s sheet, change the date, fix the numbers, hope you did not miss a line. Every invoice is a fresh chance to fat-finger a total.
Build an invoice in taps
Pick the client, tap your saved items, and the total — VAT and all — lands instantly. Send it on WhatsApp or email without leaving the screen.
Chasing payments by phone
The awkward “just following up” calls, the messages you keep meaning to send, the accounts that quietly slide past 60 days while you are busy working.
Reminders that chase for you
Polite, automatic nudges go out on WhatsApp on the schedule you set. The account keeps moving without a single uncomfortable phone call.
No idea who owes what
The real total owing is buried in a tab somewhere, half-updated. You only find the gaps when cash runs short at the end of the month.
Outstanding balances, live
Every client carries a running balance you can trust. See exactly what is owed, what is overdue, and who to nudge first — at a glance.
Nothing reminds anyone
A spreadsheet just sits there. It will never tell a client their invoice is due, and it will never tell you a job is ready to bill.
A system that nudges
Finish a job and it turns into a draft invoice. Due dates trigger reminders on their own. The admin happens whether you remember it or not.
Version chaos & lost files
Invoices_FINAL_v3(2).xlsx on a laptop, a paper book in the van, a number nobody can read. One spilled coffee and the month is gone.
One source of truth
Everything lives in one place, backed up and reachable from your phone or laptop. No duplicate files, no “which copy is right?”, nothing to lose.
You can switch in an afternoon
Moving off a spreadsheet sounds like a project. It is not. There is nothing to install, no training course, and no risk to your data — your spreadsheet stays exactly where it is while you set up.
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1
Add your business details
Your name, logo and banking — the things that make an invoice look like yours.
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2
Bring your client list across
Upload a spreadsheet and Palto’s AI maps it into clients and subjects — or skip it and let your list build itself as you invoice.
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3
Save the items you bill most
Set your prices once. From then on every invoice is taps, not typing.
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4
Send your first invoice today
On WhatsApp or email, with your banking details on it — the same afternoon you started.
Palto sits alongside your accounting — it does not replace it
QuickBooks and Xero are accounting ledgers, built for your books, your tax and your accountant. Palto is something different: operational invoicing, scheduling and WhatsApp billing for the front office — the day-to-day of quoting, booking, billing and getting paid.
Run the front office in Palto, keep the books in your ledger. The two work side by side: clean, consistent figures flow out of the everyday admin and straight into the accounts.
Palto — the front office
- Quotes & invoices
- Scheduling & auto-billing
- WhatsApp delivery & reminders
- Who owes what, live
Your ledger — the books
- General ledger
- Tax & VAT returns
- Payroll & reconciliation
- Year-end reporting
Switching, answered
The questions people ask before they leave the spreadsheet behind.
Can I import my spreadsheet?
Yes. Upload a CSV or Excel export of your client list and Palto’s AI maps the columns for you — check the preview, and your clients and their subjects import in minutes. No formatting rules, no setup fees. It brings your client list across, not your old invoices or balances — those stay behind with the spreadsheet.
Will it replace my accountant?
No — and it should not. Palto runs the front office: quoting, invoicing, reminders and getting paid. Your accountant still keeps the books and files your returns. Palto simply hands them clean, consistent figures instead of a messy spreadsheet.
How long does it take to switch?
An afternoon. Add your business details, save the items you bill most often, and send your first invoice the same day — your client list then builds itself as you go. There is nothing to install.
Is it really free to start?
Yes. The Free plan covers 20 invoices a month with no card and no catch. Move up to Pro for automated WhatsApp, scheduling and recurring billing only once you outgrow it.
Close the spreadsheet for good
Set up in an afternoon and send your first invoice on WhatsApp today.
First 30 days free on Pro — everything included, no card. Then free for 20 invoices/mo.