Built for firms with 1–50 employees
Run your practice, not your paperwork.
Client management, invoicing, certification tracking, document intelligence, HR, payroll, compliance, and AI automation — connected in one platform. Replace the spreadsheets, disconnected tools, and manual processes holding your practice back.
Sound familiar?
"A certification expired 2 months ago. You found out from a client."
No proactive tracking means compliance gaps surface at the worst possible time.
"3 hours every week on invoicing. For a 5-person firm."
Manual invoicing eats into billable hours and delays cash collection.
"The compliance audit is in 6 weeks. You start preparing today."
Without continuous audit readiness, prep becomes a fire drill every time.
"My accountant asks for receipts I threw away three months ago."
Without document capture at the point of purchase, tax time means scrambling through shoeboxes and email.
"We use one tool for invoicing, another for contracts, another for time tracking. None talk to each other."
Disconnected tools mean re-entering data, missing context, and wasting hours every week.
"A new hire started Monday. Onboarding paperwork took until Wednesday."
Without digital HR, hiring means printing, signing, scanning, and filing — for every single employee.
Practice Management
Built for your practice
Client management, invoicing, certification tracking, and compliance — the tools professional services firms use every day.
Client Invoicing
Create and send professional invoices from your phone or desktop. Time-based or fixed-fee billing, payment links, recurring invoices, and automatic payment reminders.
Certification Tracking
Never miss an expiration — proactive multi-tier reminders, renewal workflows, and a compliance dashboard that shows every license, certification, and insurance policy across your team.
Expense Tracking
Snap a photo of a receipt — AI extracts vendor, amount, date, and category. Mileage tracking, per-diem rules, and expense policies with approval workflows.
Contract Management
Store, search, and manage client contracts with AI-powered extraction of key terms, renewal dates, and obligations. E-signatures built in — send and sign from your phone.
Compliance Management
Regulatory framework tracking, policy management, audit readiness scoring, and continuous monitoring. Stay compliant year-round, not just before audits.
Vendor Management
Track subcontractors, suppliers, and service providers. Insurance certificate monitoring, W-9 collection, 1099 tracking, and vendor performance scoring.
Finance & HR Modules
Back-office operations
Finance, HR, payroll, and reporting — the operational foundation that lets your team focus on clients, not admin.
HR & Payroll
Employee directory, onboarding workflows, time tracking, leave management, and payroll through Gusto integration. From your first hire to your fiftieth.
Financial Reporting
P&L, Balance Sheet, Cash Flow, and Budget Variance reports — export to PDF, CSV, or Excel. AI-generated narrative summaries for partners and stakeholders.
Bank Import & Reconciliation
Import bank statements, auto-match transactions to invoices and expenses, and reconcile with exception-based review. Minutes instead of hours.
Budget Monitoring
Set budgets by department, project, or client. Real-time tracking of actual vs. budgeted spend with alerts when thresholds are approaching.
Approval Workflows
Multi-level approval chains for expenses, invoices, and purchases. Amount-based routing, delegation rules, escalation, and complete audit trail.
1099 Tracking
Track contractor payments year-round. W-9 collection, payment aggregation, and 1099 preparation — automated, not a January scramble.
Platform Capabilities
Platform intelligence that multiplies your team
Beyond practice management, Muin's platform capabilities give your firm AI-powered operations. These work across every feature above — compounding the value of a single connected platform.
Document Intelligence
Upload contracts, proposals, invoices, and receipts — AI reads, classifies, and extracts structured data automatically. 30+ document types supported out of the box.
AI Agents
Purpose-built agents for invoice processing, duplicate detection, expense categorization, compliance monitoring, and deadline tracking. They run continuously — like adding staff focused on operations.
Smart Forms
Visual form builder with conditional logic, multi-page flows, and AI form generation. Client intake forms, project requests, feedback surveys — all digital with workflow triggers.
Smart Payments
Cards, ACH, NFC tap-to-pay, payment links, and recurring billing via Stripe. 0.5% platform fee — transparent pricing with no hidden charges.
Workflow Automation
Automated invoice reminders, certification renewal alerts, expense approval routing, and client onboarding sequences. Visual builder, no code required.
Communications Hub
Email, SMS, and WhatsApp from one inbox. Client notifications, payment confirmations, and automated sequences — all unified and tracked.
One platform replaces six
Most professional services firms cobble together separate tools for invoicing, contracts, accounting, HR, email marketing, and compliance. Muin connects it all.
Before Muin
- FreshBooks or QuickBooks for invoicing ($19–$200/mo)
- DocuSign for contracts ($15–$65/mo)
- Excel for certification tracking
- Gusto or ADP for payroll ($40–$150/mo)
- Mailchimp for client communications ($13–$350/mo)
- Google Drive for document storage (free but unstructured)
6 disconnected tools. $100–$800+/mo. No single source of truth.
With Muin
- Invoicing, payment links, recurring billing, and ACH
- Contract management with AI extraction and e-signatures
- Certification tracking with proactive alerts
- HR, onboarding, and payroll via Gusto integration
- Email, SMS, and WhatsApp communications
- Document intelligence — AI reads and organizes everything
One platform. One data set. One subscription.
Also built in — no extra cost
Running a professional services firm goes beyond client work. These capabilities come with every Muin plan.
E-Signatures
Send contracts, NDAs, and engagement letters for digital signature. Track status and store signed copies automatically.
Muin Go Mobile
Send invoices, capture receipts, sign contracts, and check reports — all from your phone, even offline.
Reporting & Analytics
Scheduled reports (PDF, Excel), AI narrative summaries, revenue dashboards, and client profitability analysis.
Audit Trail
Every transaction, approval, and status change logged with timestamps and user attribution.
Integrations
Connect to QuickBooks, Xero, Google Drive, Slack, Microsoft Teams, and more.
Bank Import
Import bank statements, map transactions, and reconcile with AI-assisted matching.
Cash Flow Forecasting
AI-driven predictions based on historical patterns, receivables, and payables.
Security & Compliance
Role-based access, encryption at rest and in transit, complete audit trail, and PCI-compliant payments.
Built for every type of professional services firm
Consulting Firms
Project-based invoicing, client proposals with e-signatures, expense tracking per engagement, and deliverable management.
Law Firms
Time-based billing, contract management, compliance tracking, client communications, and trust accounting with fund segregation.
Architecture & Engineering
Certification tracking for PE/RA licenses, project-based budgets, vendor coordination, and document-heavy workflows.
Marketing & Creative Agencies
Client proposals, project billing, freelancer management with 1099 tracking, and integrated communications for campaigns.
IT & Managed Services
Recurring service billing, SLA tracking, vendor management for subcontractors, and compliance documentation.
Independent Practitioners
Solo lawyers, consultants, therapists, and coaches — invoicing, scheduling forms, client communications, and tax-ready expense tracking.
Ahmed (illustrative scenario), Business Owner
"You started a business to do great work for clients, not to fight with spreadsheets."
Ahmed runs a 12-person consulting firm. Before Muin, he tracked certifications in a spreadsheet (two expired before anyone noticed), sent invoices from QuickBooks (then chased payments manually), managed contracts in Google Drive (good luck finding the latest version), and handled HR onboarding with paper forms. Now, certification alerts come 90 days before expiration. Invoices go out automatically with payment links. Contracts are searchable with AI-extracted key terms. New hires complete onboarding digitally before day one. And the AI assistant answers "Which clients have overdue invoices?" in seconds.
Bring your data with you
Import clients, invoices, contracts, and financial data from QuickBooks, FreshBooks, Xero, spreadsheets, or any system that exports CSV. White-glove migration support for beta partners.
How Muin compares
An honest look at how Muin stacks up against popular tools for professional services firms. Each tool has its strengths — we believe in transparent comparisons.
| Capability | Muin | FreshBooks | HoneyBook | QuickBooks Online |
|---|---|---|---|---|
| Invoicing & Billing1 | Yes | Yes (core strength) | Yes | Yes (core strength) |
| Expense Tracking | Yes | Yes | Basic | Yes (core strength) |
| Document Intelligence2 | Yes | Receipt capture only | No | Receipt capture only |
| Contract Management + E-Signatures | Yes | No | Yes (proposals + contracts) | No |
| HR & Payroll3 | Yes (Gusto) | Via Gusto add-on | No | Yes (QBO Payroll) |
| Certification Tracking | Yes | No | No | No |
| AI Agents & Automation | Yes | No | Basic automations | No |
| Communications Hub4 | Email + SMS + WhatsApp | No | Email only | No |
| Vendor Management | Yes | No | No | Basic (1099 tracking) |
| Smart Forms | Yes | No | Yes (client-facing) | No |
1 FreshBooks and QuickBooks have mature invoicing with deep accounting integrations. Muin includes invoicing as part of a broader platform.
2 FreshBooks and QuickBooks offer receipt scanning and basic data extraction. Muin's document intelligence covers 30+ document types with AI classification, field-level extraction, and confidence scoring.
3 QuickBooks offers its own payroll product. FreshBooks partners with Gusto. Muin integrates with Gusto for payroll and benefits.
4 HoneyBook includes email-based client communication. Muin includes email, SMS, and WhatsApp with automated sequences.
Disclaimer: This comparison is based on publicly available pricing pages and product documentation from FreshBooks (freshbooks.com/pricing), HoneyBook (honeybook.com/pricing), and QuickBooks Online (quickbooks.intuit.com/pricing) as of early 2026. Pricing, features, and plans change frequently — we encourage you to verify directly with each provider. FreshBooks and QuickBooks are mature products with deep accounting capabilities that Muin does not aim to fully replace for complex accounting workflows. Muin is not affiliated with or endorsed by any of these companies. All trademarks are property of their respective owners. If you believe any information here is inaccurate, please contact us and we will update it promptly.
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Beta Offer
Beta customers get 50% off all plans for their first year. Shape the platform alongside our team.
Sign Up for BetaJoin firms building the future of professional services operations.
Invoicing, contracts, compliance, HR, AI, and finance — all connected. One platform for your entire practice.
Sign Up for BetaBeta Notice: Muin is preparing for beta. Features described on this page may be in development, subject to change, or not yet available. See our beta agreement for details.