Castle · built for small business
Invoicing, payments, and books in one system—plus scheduling and job checklists so the office and the field run from the same playbook.
Results
Castle keeps your books in one place: income, expenses, receipts, and reporting. Run reports when you need them and stay ready for tax time—without the spreadsheet chaos.
Create estimates and invoices in a few clicks. Accept credit card and bank payments through secure checkouts—no extra bolt-ons. Track from quote to deposit to paid.
One calendar for the whole business. Add or move a job in one place and it updates for everyone. No double-booking, no “I didn’t see that”—office and field on the same page.
Crews complete job checklists from a phone or tablet at the job site—segments, requirements, materials. Clock in/out, send quotes, and close out work without calling the office.
The platform
Invoicing, estimates, secure payments, accounting, receipts, and payroll in one place—plus scheduling and field checklists so office and field stay aligned.
See the platform in action
Who it's for
Stay organized and tax-ready. Castle gives you invoicing, estimates, secure payments, accounting, receipts, and payroll in one place—plus jobs and scheduling so you can answer “What’s the status?” and “What did we bill?” without digging through inboxes or old files.
Key functionality
The right tools, not more paperwork. Your team is on the road—they need to see the schedule, clock in and out at the job site, send quotes, and complete checklists without calling the office or losing a day to data entry.
Key functionality
Run the business without the bookkeeping headache. Castle gives you everything you’d expect—invoicing, secure payments, accounting, payroll—plus one calendar for office and field and in-the-field checklists. So you’re tax-ready and job-ready.
Key functionality
Why Castle
Books and tax time under control—plus scheduling and field checklists so you’re tax-ready and job-ready.
Send professional invoices and estimates in a few clicks. Track from quote through billing and payment.
Accept credit cards and bank payments. Secure checkouts built in—no extra bolt-ons.
Track income and expenses, manage cash flow, and use reporting that helps you decide. Scan and store receipts.
One calendar for office and field. Add or move a job in one place—it updates for everyone. No double-booking.
Job checklists completed at the job site from a phone or tablet. Nothing falls through the cracks.
"Castle makes your life a whole lot easier and takes that worry off you. We tried other tools—they’re more complicated and don’t do scheduling or field checklists. We need one place."
Operations lead
HVAC contractor, Midwest US
"Castle’s invoicing is solid. We haven’t had a single unpaid invoice slip through, thanks to how easy it is to create, send, and follow up. Plus the crew sees the same schedule we do."
Office manager
General contractor
"It’s not just software—it’s peace of mind. You deserve to know your taxes aren’t something you have to sweat over all year. And the field checklists mean nothing gets missed on the job."
Owner
Electrical services
Plans
Every plan includes secure payments and tax-ready books. Contact us for a quote—we'll match the right tier to your team.
Castle and Archer bundled — the complete platform for office and field
Everything in Basic, plus tools to grow client relationships and inventory
We'll work with you to develop custom improvements for your company's needs
Pricing is not published online — request a quote and we'll recommend the right tier after a short discovery call. All plans include secure checkouts and US-based support.
With invoicing, payments, and accounting in one system, you spend less time hunting for numbers and more time running the business. Castle adds scheduling and field checklists so the field runs from the same playbook.
Features are designed to work together—meaning less to worry about. Tax-ready and job-ready.
Castle vs Wave
Castle covers the same ground as leading small business money apps: professional invoices, estimates and deposits, secure credit card and bank payments, accounting, receipts, and payroll in one place so you stay organized and tax-ready. Secure checkouts so customers can pay you fast.
Where we go further: automatic scheduling and in-the-field checklists. One calendar for office and field so everyone works from the same plan. Job checklists (segments, requirements, materials) completed at the job site from a phone or tablet. Tax-ready and job-ready.
If you need the full money suite and scheduling and field operations in one system, we’d like to hear from you.
Schedule a demo →Field workflow
Castle matches leading money apps on invoicing and books—and adds synced scheduling and field checklists competitors don't offer in one place.
| Feature | Castle | Wave | QuickBooks | FreshBooks | Xero |
|---|---|---|---|---|---|
| Invoicing & estimates | ✓ | ✓ | ✓ | ✓ | ✓ |
| Secure online payments | ✓ | ✓ | ✓ | ✓ | ~ |
| Accounting & receipts | ✓ | ✓ | ✓ | ~ | ✓ |
| Payroll | ✓ | ~ | ✓ | — | ~ |
| Office & field scheduling | ✓ | — | ~ | — | — |
| In-the-field job checklists | ✓ | — | — | — | — |
FAQ
