AI for quotes, projects & invoices
AI for quotes, projects & invoices
SalesHookAI is a business management platform for self-employed professionals, tradespeople, and service companies. It combines quotation and invoicing tools with time tracking, scheduling, and fleet management. Its AI assistant, Zera, can create draft quotes from a description of a job and answer questions about business figures, quotes, invoices, and unpaid items. A typical workflow begins with entering a project description to generate a quote. Customers can sign quotes through a link on their phone without creating an account. An accepted quote can be converted into an invoice, including an e-invoice when required. The platform also provides an audit log, records of open items, and reminders. Drafts are not sent without the user’s approval. SalesHookAI supports ZUGFeRD and XRechnung e-invoices, exports to DATEV, Lexware, and sevDesk, and is described as GDPR compliant with a data processing agreement and GoBD-compliant record keeping. Its servers are located in Germany, and AI processing takes place in the EU. Users can connect their account to Claude through OAuth to query business information and prepare quote drafts. The service offers a seven-day free trial without requiring a credit card, with monthly plans and features that vary by plan.