Track your finances, close more leads, and communicate faster with this month’s updates
This month is all about financial clarity and smarter client communication. We’ve rolled out tools that give you a clear picture of your business finances, automate tedious tasks, and help you stay connected with leads and clients—all so you can spend less time on admin and more time doing what you love.
Cashflow
Your financial overview just got a major upgrade. The new Cashflow view brings your payments and expenses together in one place, giving you a clear snapshot of your net income over time. It updates automatically, so you can track performance and make informed financial decisions. Think of it as your business’s financial pulse—always current, always clear.
Import expenses from bank account
Say goodbye to manual entry. You can now link your business bank account and import business spending directly into HoneyBook expenses. HoneyBook expenses also directly syncs into Cashflow—making keeping your books up to date faster and easier, with less room for error and more time for the work that actually grows your business.
Project profit
Know exactly how much you’re making on every project. The new profit graph displays your payments and expenses side by side for each project, so you can see net earnings at a glance. Whether you’re evaluating which services are most profitable or planning your pricing strategy, this view gives you the clarity you need to make smarter business decisions.
Email drafts
HoneyBook’s email drafts just got even better. They automatically generate personalized email responses based on your tone, industry, and project context—no prompting needed. Now with one-click tone adjustments, flexible length options, and enhanced personalization, you can communicate like yourself in a fraction of the time.
Referral suggestions
Referrals are one of the most powerful ways to grow your business, but asking can feel awkward. The new referral suggestions feature takes the guesswork out of the process with a pre-written email and editable referral link. It’s easy for you to request, simple for clients to share, and fully trackable from lead to booked, so your happy clients can help fuel your business growth.
Follow up suggestions for unresponsive leads
Catch warm leads before they go cold, without having to remember who you need to circle back with or what to say. HoneyBook AI now flags recently contacted leads who haven’t replied, and provides a ready-to-send follow-up email to help you re-engage. It’s like having a virtual assistant who never forgets to follow up.
Want to get started and try out these new features? Log in to your HoneyBook account to get started.
