Free Tools for Q2C Automation

TypeSafe released a free suite of quote-to-cash tools spanning seven stages of the lead-to-cash cycle, including an invoice parser, invoice generator, and a tool that tests typed AI decisions on quote-to-cash text using TypeSafe's Jev model. The tools require no signup, and the invoice generator saves nothing on TypeSafe's servers. The suite also includes a 9-sheet Google Sheets AR collections template, 15 copy-paste prompts for running accounts receivable inside Claude Cowork, and an MCP connector that lets users connect RevExOS or install the Invoice Parser skill inside Claude.

Free generators, calculators, and checkers for every stage of the lead-to-cash cycle, from quoting and invoicing to collections, reconciliation, and revenue. No signup required. Start here The three tools people use most. Every tool is also listed under its stage below. Test typed AI decisions on quote-to-cash text: discount approvals, PO vs invoice checks, dispute replies, collections urgency, and contract changes. Uses TypeSafe's Jev model. Upload invoices PDF or image and extract header and line-item data automatically. Review, fix anything, and export as CSV, a QuickBooks/Xero-ready CSV, JSON, Excel, or a branded PDF summary. Build a professional invoice with your logo, line items, and taxes, and download it as a PDF. No signup, nothing saved on our servers. Stage 1 Qualifying demand and handing a deal to finance Stage 2 Pricing models, rate cards, proposals, and quotes Build a quote or estimate, download it as a PDF, and once your client accepts it, convert it straight into an invoice with the same line items. Build a proposal with a scope of work and pricing, download it as a PDF, and convert it to an invoice once your client accepts. Price a project from roles, hours, and bill and cost rates, check gross margin against your target, and open the result as a quote. Current prices and plan contents for ChatGPT, Claude, Copilot, AI APIs, and billing tools like Stripe and Chargebee, checked weekly, with a log of every price and packaging change. Stage 3 Signed terms, purchase orders, and the handoff to billing See how your payment terms and DSO compare to verified benchmarks for your industry and size. Select your industry - results are instant. Credit, new charge, and net amount for a mid-cycle upgrade, downgrade, seat change, or cancellation, with a copy-ready invoice explanation. Stage 4 Creating, checking, and delivering accurate invoices Upload a client’s purchase order and pull the buyer, vendor, and line items straight into the Invoice Generator - the PO number carries over automatically. Upload a PO and invoice for an AI match, or add goods receipt quantities for a full 3-way match with price and quantity tolerances. Six questions about your ARR, stack, and billing complexity. Get a specific recommendation between SAP BRIM, Zuora, Salesforce Revenue Cloud, Stripe Billing, or DIY. Six questions about how and where you sell. Get a specific recommendation: Merchant of Record, direct processor, or hybrid - plus which platform to look at. Stage 5 Collections, dunning, and accounts receivable Pick how overdue an invoice is, fill in the details, and get a ready-to-send follow-up email, tuned by stage and by how much you want to protect the relationship. Enter the invoice date and terms Net 30, EOM, Net 30 EOM to see the due date and the day the cash actually lands, including clients who pay late. Interest owed on an overdue invoice by monthly or annual rate, or UK statutory interest with fixed compensation, plus a ready-to-send reminder. 30 specific checks across invoice terms, dunning cadence, payment methods, and dispute resolution - the four levers that actually move Days Sales Outstanding. 15 copy-paste prompts for running accounts receivable inside Claude Cowork: dashboards, collections outreach, call log analysis, dispute briefs, and cash forecasts. A 9-sheet Google Sheets template for running AR collections: aging buckets, cadence stages, promise-to-pay tracking, and a daily action queue. Stage 6 Matching payments to invoices and closing them out Stage 7 Revenue recognition, deferred revenue, and reporting End-to-end diagnostics and AI tools that span every stage Map your current Quote-to-Cash tools - CRM, quoting, contracts, accounting, collections - and instantly see every integration gap and revenue risk. Connect RevExOS as a custom MCP connector, or install the Invoice Parser skill, to parse invoices and generate AR collection emails inside Claude. The blog shows how to do the same work with Claude and automation tools. Found a bug or want a tool that is not here? Tell me.