New Penny by EpicIMS — your financial copilot

Invoicing that keeps the books honest.

EpicIMS is the finance suite for modern businesses. Create professional invoices, track payments and keep your books automatically connected — without maintaining separate systems.

Start using EpicIMS See how it works

Free to start · No card required

The EpicIMS invoices workspace with totals for paid, due, overdue and draft invoices
EpicIMS profit and loss on a phone

Real screens from a demo workspace

Integer-centmath, no rounding drift
6 languageson every invoice PDF
One clickfrom draft to client inbox
Org-scopeddata, by design

The EpicIMS workspace

Everything between “sent”
and “settled.”

01Invoice

Issue it once, properly.

Draft, issue and email a branded PDF in one click. Issuer details freeze at issue, so the document never changes behind your back.

INV-0142
Halcyon Health
Amount
$12,000.00
Status
Sent

01EpicIMS Invoicing

Every invoice, from draft to paid, in one register.

Issue branded PDFs in six languages, email them in one click, and record full or partial payments. Balances, credits and overdue flags update the moment money moves.

  • Partial payments & credit notes
  • PDF + email delivery
  • Overdue tracking built in
EpicIMS invoice register with a partially paid invoice open in the detail panel

02EpicIMS Receivables

Know who owes what — and who pays on time.

Each client carries payment terms, a risk rating, invoiced-to-date and outstanding balance, so chasing the right account takes seconds, not a spreadsheet.

  • Net 7 → Net 90 terms
  • AAA–C risk ratings
  • Year-to-date receivables
EpicIMS client directory with risk ratings, payment terms and outstanding balances

03EpicIMS Reports

A live P&L, not a month-end project.

Cash-basis revenue and categorised expenses roll into a variance statement for any period — MTD, QTD, YTD or custom — ready to export as CSV or PDF.

  • Period-over-period variance
  • Expense categories
  • CSV & PDF export
EpicIMS profit and loss variance statement for the year to date

Your cash flow shouldn't surprise you

What are late payments costing you?

Move the sliders. This is the cash that, on an average day, sits in your clients' accounts instead of yours.

Cash tied up in late invoices$9,666

EpicIMS flags every overdue invoice, shows who pays late by client, and lets you send a reminder in one click — so you know what's paid and what's next.

EpicIMS Mobile

Your books,
in your pocket.

The whole workspace works on your phone. Check who's paid, chase what's overdue, log an expense and glance at your margin between meetings — no app to install.

EpicIMS invoice register on a phone
EpicIMS profit and loss summary on a phone
EpicIMS client receivables on a phone

EpicIMS Intelligence · Penny

Meet Penny.
Ask your books anything.

Penny is your financial copilot — built into EpicIMS and grounded in your books. Ask in plain language and get answers drawn from your real invoices, clients, expenses and P&L, right where you work.

  • Grounded in your data. Every figure comes from your own workspace, with exactly the access you have.
  • Asks before acting. Drafts, sends and payments wait on a confirm card. Nothing runs on its own.
  • Can't delete, can't hide. Penny has no delete tools, and every change Penny makes is in the audit log.

Try asking

EpicIMS Expenses

Expenses in. Books updated.

Every subscription, flight and rent payment is categorised the moment it's entered — and flows straight into your profit & loss.

EpicIMS expenses list with vendors, categories and amounts

Six invoice languages

English, German, French, Spanish, Italian and Dutch — with VAT and issuer details per invoice.

Multiple companies

Switch between organizations in one click. Every record is scoped to its company.

Credit notes & voids

Correct an issued invoice the proper way, with a credit note or a void that keeps the paper trail intact.

Trust & security

Your ledger is yours alone.

Every transaction leaves a clear record, and your financial data stays organized — and private — as your business grows.

Close the month
before it closes on you.

Invoices, payments, expenses and your P&L in one connected workspace. Set up in under two minutes.

Start using EpicIMS Explore the product