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Finance & Billingwaveapps.com

Wave + Pitchsite Integration

Free accounting meets professional proposals with Wave + Pitchsite

Wave is a free accounting, invoicing, and payments platform used by millions of small businesses and freelancers. It's a go-to for early-stage agencies watching their costs. Connecting Wave to Pitchsite gives you automatic invoice creation from proposals — professional billing at no extra software cost.

How to use Wave + Pitchsite

A step-by-step look at how Wave and Pitchsite work together.

1

Connect via Wave API

Authenticate Pitchsite with your Wave account using your Wave API credentials. Your customers and invoice products sync to Pitchsite.

2

Map proposal services to Wave products

Link each proposal service type to a Wave product/service — price, description, and income account category carry over from your Wave setup.

3

Auto-create Wave invoices on signature

When a Pitchsite proposal is accepted, Wave creates a draft invoice immediately — line items, client details, and payment terms pre-populated from the proposal.

4

Create Wave customers from proposal data

New clients from Pitchsite proposals are created as Wave customers automatically — name, email, and billing address populated without manual entry.

5

Send invoices and collect payments via Wave Payments

Use Wave Payments to accept credit card payments on invoices created by Pitchsite — all in one free platform for early-stage agencies.

Use cases

Real ways agencies use Wave and Pitchsite together.

Zero-cost proposal-to-invoice workflow

For bootstrapped agencies, Wave + Pitchsite means professional proposals and automatic invoicing with zero additional software cost — Wave is free, Pitchsite handles the proposal side.

Freelancer side-project billing

Managing a side business? Pitchsite handles the proposal; Wave handles the books. One accepted proposal → one Wave invoice, automatically.

Clean client financial records

Every Pitchsite proposal creates a corresponding Wave customer and invoice — your bookkeeping is clean without any manual effort.

Simple accounting for growing agencies

As an agency scales its first 10 clients, Pitchsite + Wave provides a solid, free foundation. When you outgrow Wave, the Pitchsite integrations with QuickBooks and Xero are ready.

Key benefits

Why agencies connect Wave to Pitchsite.

  • Wave is free — ideal for early-stage agencies keeping costs low
  • Invoices auto-created from accepted Pitchsite proposals
  • Customer records created in Wave from proposal client data
  • Wave Payments enables card payment collection on auto-generated invoices
  • Clean, accurate bookkeeping without manual data entry
  • Easy migration path to QuickBooks or Xero as your agency scales
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Pitchsite

Wave + Pitchsite

Free accounting meets professional proposals with Wave + Pitchsite

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Frequently asked questions

Is Wave really free?

Yes. Wave accounting, invoicing, and receipt scanning are free. Wave Payments (credit card processing) charges a per-transaction fee, but the core product is free.

Can I use Wave Payroll with Pitchsite?

The Pitchsite integration is specifically for invoicing and customer records. Wave Payroll (available in the US and Canada) operates independently within Wave.

Does Pitchsite work with Wave's recurring invoices?

Yes. Monthly retainer proposals in Pitchsite can create Wave recurring invoice schedules, automatically generating and sending invoices on the agreed date.

What happens if I upgrade from Wave to QuickBooks later?

Pitchsite supports both. You can switch the active accounting integration from Wave to QuickBooks without affecting your proposal history or templates.

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