Quote to cash

Stop losing money between the quote and the invoice

Estimate scope, build a budget, plan and deliver the work, track the progress, and bill in one connected flow.

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Leading firms rely on Scoro

It’s the most advanced quote-building process we saw. The way quotes then feed into a project is very powerful. It forces you to think about your project in detail from the quoting stage at the beginning right through to the end.

Lachlan Sellar, Head of Distributed Operations Collaborate Global

We chose Scoro for its user focused design and versatility that make it easy to set up quotes, projects, and invoices, create tasks and plan team members’ work.

Stefanie van der Leegte, Managing Director NOSUCH

Scoro has provided consistent, granular visibility over our project budget so we know exactly where a project might be at risk of over servicing.

Harv Nagra, Group Director of Operations SAENTYS

Project profitability has increased by 33% with Scoro, thanks to real-time project profitability tracking.

Luis Perez, Head of FP&A DGA Group

Our cash flow has increased by at least 66% with Scoro because team members can invoice immediately upon completion. Faster invoicing means we spend less time on invoice queries, as the work is fresh in our clients’ minds.

Louise Munro, Senior Account Manager Yellow Cherry

Consolidate your data

Run your whole quote-to-cash flow in one system, from estimating scope to planning the work and overseeing project finances. No copying data between tools to get answers. Reports and dashboards update in real-time.

Estimate with confidence

Build client-facing quotes and your internal cost estimate side by side, so margin is visible before a deal is won. Price multi-role deliverables with matrix-style estimation, and convert every confirmed quote straight into the project budget your team tracks against.

Build your project plan

Break the confirmed scope into phases and milestones, map dependencies on a Gantt chart, and keep delivery on the timeline you quoted. Project templates help set up repeat quotes and projects in seconds.

Track time and cost against the budget

Log time against the project, apply cost rates to see what delivery actually costs, and compare it to what you quoted while there’s still time to act. See where a project is heading before it’s over budget, not after.

Bill without handovers or double-entry

Invoice straight from the quote or from logged time, as partial, prepayment, scheduled, or credit invoices. Invoices sync to Xero, QuickBooks, Sage Intacct, or Exact Online, so nothing gets entered twice.

Automate the work with Scoro AI

Draft quotes, check budgets against what was quoted, or see what’s still unbilled from Claude or ChatGPT through the Scoro MCP server. Or let ELI, Scoro’s built-in AI teammate, handle it inside Scoro.

Suggested starter combo

Quote-to-cash flow for firms looking to consolidate and boost visibility

Quote it, deliver it, and bill it in one connected system

Create a free trial with this setup

Flexible by design

Expand as you grow

Estimate, Deliver, Track and Invoice are four of Scoro's eight core apps. The full suite can cover your business end to end, from sales and budgeting to delivery, resourcing, and finances. You can start with the simpler quote-to-cash flow and add on as your operational needs grow. Same data model, instant interlinkage. No re-platforming later.

Combinations start from €15 user / month

Meet ELI –
Scoro AI in action

Scoro AI comes to life through ELI – your smart companion, built into Scoro. Powered by AI and Scoro’s advanced data engine, ELI understands natural language, interprets complex business data, and helps you take action fast.

Explore Scoro AI
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See how Scoro can help deliver projects and improve your profitability.

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