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Product / Finance Add-on

Cleaning company invoicing software, connected to the work.

Win quotes with e-signature, turn signed-off bookings into invoices with one click, and track every purchase order back to the project. Read more on our cleaning company invoicing software page, or keep reading below for quotes, purchases and built-in payroll calculation. The finance loop that closes itself, no second accounts tool needed.

Xota · Finance
Quotes
Invoices
Purchases
J
Uninvoiced bookings
137
Outstanding
£38,019.74
Paid this month
2026W14
Cityline Offices
Due 13 May
£3,031.02
2026W13
Harbour Health Services
Due 06 May
£3,155.46
2026W10 Overdue
Northbridge Housing
Due 15 Apr
£3,398.77
2026W9 Overdue
Riverside Retail
Due 09 Apr
£3,094.35
01 · QUOTES

Win the work. Sign it with a fingertip.

Build branded quotes with one-off and recurring line items. Send by email with a tracked delivery receipt, or share a public link, no login needed. Clients accept with an e-signature on their phone. Won quotes convert to projects in one click, with the brief and images carried over.

  • Draft → Sent → Won / Lost with status tracking
  • One-off and recurring line items (weekly, 4-weekly, monthly, quarterly, annually)
  • Public shareable link, client signs on any device, no login
  • Email delivery tracked, sent, opened and bounced, all logged on the quote
Won quotes become projects. Brief, images and client all carry over.
Quote Q-0148 Won
Cityline Offices
Issued
12 Apr 2026
Valid until
12 May 2026
Signed by
Amy Brooks
Monthly deep clean · 8 hours
One-off £2,400
Weekly office clean · every Mon
Recurring £800 / mo
Compliance check · every 2 weeks
Recurring £400 / mo
One-off total
£2,400
Recurring
£1,200 / month
Client signature
Amy Brooks
Accepted 14 Apr, 09:22
IP 82.24.18.113
02 · INVOICES

Invoicing built straight on top of signed-off bookings

Every invoice line comes from a real signed-off shift, with the date, task, team member, notes and photos carried through to the public view. Clients see exactly what they’re paying for, with the evidence attached. Fewer disputes, faster cash.

  • Draft → Sent → Paid / Void lifecycle
  • Pull in “Available bookings” to build a monthly invoice in seconds
  • Public shareable link, booking photos and notes included
  • Outstanding, paid & overdue totals on one dashboard
Invoice 2026W14 Sent
Cityline Offices
Issued
13 Apr 2026
Due
13 May 2026
Total
£3,031.02
Items
Available bookings (12)
Apr 15
General Clean · Cityline HQ
Taylor · 2h 30m · “Comp completed, incorrect key…”
£112.50
Apr 15
Compliance Check · Cityline Annex
Morgan · 2h · “Clean & comp”
£90.00
Apr 16
Deep Clean · Cityline HQ
Alex · 3h · “Completed including the EML”
£135.00
24 items · VAT 20%
Net £2,525.85 + VAT £505.17
Total
£3,031.02
03 · PURCHASES & STOCK

Every pound spent tracked back to the job

Raise purchase orders against suppliers and allocate them to a project or to stock. Buy in bulk and release to projects as needed, Xota keeps the cost trail intact so your margin maths is always right.

  • Draft → Ordered → Paid / Delivered → Cancelled workflow
  • Allocate each line to a project or hold in stock
  • “Purchase from Stock” releases inventory to a project with its own sale price
  • Supplier records with contact, terms and purchase history
Purchase orders
+ New Purchase
Draft
Ordered (8)
Paid
Delivered
PO-0241
CleanPro Supplies
Project Cityline HQ · Cleaning chemicals (x4)
14 Apr
£284.50
PO-0240
Bristol Safety Gear
Stock PPE kits (x20) · Internal
13 Apr
£640.00
PO-0239
Harbour Hygiene
Project Harbour Clinic · Specialist sanitiser (x6)
12 Apr
£180.00
PO-0238
CleanPro Supplies
Stock Microfibre bulk pack
11 Apr
£95.20
04 · MARGIN REPORTS

Know which projects actually make money

Every purchase line carries cost and sale price. Xota rolls them up by project, supplier or category so you can see, at a glance, which contracts are healthy and which are eating your lunch. Filter by date range, drill into any row.

  • Cost vs sale vs margin, per project, supplier and category
  • Date-range presets (This Month, Last Month, This Year)
  • Margin % badges turn red when contracts slip under threshold
  • Export-ready for the accountant at month end
Purchase report · April
By project
Total cost
£4,820
Total sale
£7,640
Margin
Project Cost Sale Margin %
Cityline HQ
£1,240
£2,100
£860
41%
Harbour Clinic
£980
£1,720
£740
43%
Northbridge Block B
£1,620
£2,200
£580
26%
Riverside Annex
£980
£1,620
£640
39%
Weston Hall
£1,000
£1,150
£150
13%

Public links, no login

Quotes and invoices share via a secure token URL. Clients sign or pay without needing an account.

Email delivery tracked

See if the client opened the quote or invoice. No more “did you get my email?” calls.

Invoices lock once raised

Once an invoice is raised it locks, so the numbers a client sees can’t drift after the fact.

Finance that’s part of the operation

Quote → Invoice in one loop

No re-typing. Won quote creates a project. Signed-off bookings fill the invoice.

Every line = evidence

Invoice lines are signed-off bookings with photos and notes attached. Disputes disappear.

Margin per project

Cost, sale and margin rolled up per job, so you know what’s profitable before the year ends.

Explore the rest of Xota

Finance FAQs

Straight answers on invoicing, quotes and payroll inside Xota.

Can I invoice straight from signed-off cleaning bookings?

Yes. Xota's cleaning company invoicing software pulls signed-off bookings straight onto the invoice, with the date, task, team member, notes and photos carried through. Nothing gets re-typed and clients see exactly what they are paying for.

Can clients view invoices and quotes without logging in?

Yes. Every invoice and quote has a public shareable link that needs no login. Clients open it on any device, see the full breakdown with photos, and sign quotes with an e-signature straight from the link.

Can I export quotes and reports as PDFs?

Yes. Quotes and margin reports both generate as PDFs you can send on or file for the accountant. Invoices are shared as a public link rather than a PDF, so the client always sees the live, up-to-date version.

Does Xota calculate payroll for cleaning teams?

Yes. Xota's cleaning company payroll software calculates payroll runs and entries directly from bookings, absences and travel time, with hourly rates resolved automatically. Payroll is viewed in-app; there is no payslip or CSV export.

Does Xota integrate with Xero, QuickBooks or Sage?

Not directly today. Xota calculates payroll and raises invoices inside the platform, so most cleaning companies run the whole job from booking to invoice in one place. There are no direct Xero, QuickBooks or Sage integrations yet. A public REST API is available for teams who want to build their own connection, and accounting integrations are on the roadmap.

Do I need a separate accounts package alongside Xota Finance?

Most cleaning companies run quotes, invoices, purchases and payroll calculation entirely inside Xota without a second tool. If your accountant needs the numbers, margin reports and quotes export as PDFs, and the public REST API is there for teams that want to build a custom export.

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