Financial documents that feel like notes

astonfred1 pts0 comments

TYPECLERK — Financial Documents for macOS

macOS menu bar app

Financial docs that feel like notes.

Create invoices, quotes, and estimates directly from your menu bar. Track time by project, then bill hours as line items with one tap.<br>Real-time multi-currency conversion, quantity×rate rows, a shared client book — always one keystroke away.

Get free — macOS 13+

See how it works

Free. No account. No telemetry.

DOCUMENTS

GBP<br>Invoice April 2025<br>£8,500

USD<br>Quote — Branding<br>$3,200

clients<br>$24.1k<br>£18.9k<br>€22.3k

retainers<br>$56.2k<br>£44.1k<br>€52.0k

EUR<br>Retainer — Acme Corp<br>€4,200

GBP<br>Retainer — Studio IX

£3,500<br>paid

How it works

Write the way you think.

Each line in a document is an entry. TYPECLERK reads each line in sequence<br>and builds the running total — handling currencies, percentages, and deductions automatically.

Line format

Name Amount<br>in base currency

Name Amount USD<br>auto-converted

Name 20%<br>% of total above

Name 5×200<br>qty × unit rate

Discount -500<br>deduction

Any text line<br>comment / header

Status tracking

draft<br>sent<br>accepted<br>paid

Name a document "Invoice", "Quote", or "Estimate" to unlock status tracking and PDF export.

DOCUMENTS

INVOICE MARCH 2025<br>sent

~£9,480

4 entries · live rates

Consulting

5 × £1,200

6,000

Expenses<br>480<br>USD

Travel<br>150<br>EUR

VAT<br>20%

REVENUE£7,900

VAT (20%)£1,580

TOTAL£9,480

PNG

TABLE

PDF

Features

Everything in one place.

Live Conversion

Tag any row with a currency code. Rates are fetched live and amounts converted to your base currency automatically.

USD<br>EUR<br>JPY<br>CLP<br>+28 more

Folder Totals

Group documents into folders. Each folder shows a live running total across all its documents, always shown in USD, GBP, and EUR.

retainers<br>$56.2k<br>£44.1k<br>€52.0k

Document Types

Name a document "Invoice", "Quote", or "Estimate" to unlock status tracking — from draft to paid — and one-click PDF export.

draft<br>sent<br>accepted<br>paid

Export Anywhere

Copy as a formatted PNG image, paste as tab-separated data into Excel or Google Sheets, or save as a PDF invoice.

Percentage Rows

Write VAT 20% and it computes against the running total of every row above. Perfect for tax, commission, or markup.

Menu Bar Native

Lives in your menu bar. Opens instantly, closes when you click away. No Dock icon, no windows — zero friction.

Quantity × Rate

Write Consulting 5×1200 to multiply a quantity by a unit price. Exports and PDFs show the breakdown as a sub-annotation.

Consulting<br>£6,000

5 × £1,200

Client Contact Book

Save clients to a shared book and fill contact details with one tap — no re-typing names, emails, or addresses across documents.

PICK<br>SAVE

Search Documents

Instantly filter documents by name, client name, or company with the search toggle at the top of the list. Results update as you type.

Search documents…

Time Tracker

Start a timer or log hours manually, organised by project. Bill tracked entries directly as line items into any document — amounts, rates, and descriptions included.

START<br>STOP<br>→ bill to doc

NEW

Voice Dictation

Tap the mic and speak your line items. Numbers auto-convert to digits, quantities format as 5×1200, and saying "next row" jumps to the next line.

REC

"next row…"

Multi-currency

32 currencies.<br>One document.

Mix currencies freely within a single document. TYPECLERK fetches live rates and converts every foreign-currency row to your base currency before computing the total.

Rates provided by the fawaz Ahmed Currency API — free, no API key required.

Supported currencies

NEW DOCUMENT

NAME

Invoice April 2025

CURRENCY

GBP

GBP<br>USD<br>EUR

CREATE DOCUMENT

Simple by design

Two fields.<br>Infinite flexibility.

Creating a document takes seconds. Name it, pick a base currency, start writing rows. TYPECLERK handles the math.

Type any ISO currency code — GBP, CLP, JPY, or any of 32 supported currencies

Validation confirms the code is supported before you save

Change the name later with a right-click → Rename, drag into a folder anytime

Time Tracker

Track hours. Bill in one tap.

Log time against colour-coded projects with a running timer or a manual hours field. When it's time to invoice, insert entries directly as line items — with description, duration, and rate — into any document you choose.

01 — Projects

Documents

TIMER

Design Sprint

● 0:14:22

■ STOP

Strategy Work

3h worked · 2h billed

▶ START

Retainer — Acme

1.5h worked · 1.5h billed

▶ START

02 — Log time

Timer

Design Sprint

1.75h worked · 0h billed

0:14:22

Brand guidelines

■ STOP

UNBILLED1.25h

Initial research

45m

112.50

Wireframes

30m

75.00

↗ Insert all 2 entries to doc…

TABLE

PNG

03 — Bill to document

Back

INSERT TO DOC

LINES TO INSERT

Initial research 0.75×150

Wireframes 0.5×150

GBP<br>Invoice April 2025

GBP<br>Retainer — Acme Corp

EUR<br>Quote — Brand Work

Billed entries are marked with a green checkmark — tap any to jump straight to the document they were inserted into.

Voice Input

NEW

Dictate your rows.<br>Hands-free.

Tap the mic and speak...

document documents currency name line invoice

Related Articles