A connected workspace for growing companies
Bring sales, purchasing, inventory and finance into one working rhythm. Follow the records behind every invoice, payment and month-end decision.
Talk through your workflowBuilt around the work. Connected to the books.
Example Company
Illustrative product preview with sample data. Review your company’s records and findings in the ERP.
The breadth of an ERP. A clearer daily workspace.
Start with the work in front of you. Explore the connected records and tools your team can use as it grows.
Keep customer conversations connected to orders, deliveries, invoices and credit notes. Review what is outstanding before recording the next receipt.
How it works
Follow an example from quotation to recorded payment. Each step keeps its source documents connected, with human review before submission.
STEP 01
Sales builds a quote from the CRM. Pricing rules applied.
QUO-0118
CAD 24,820.00Example customer
Illustrative product preview with sample data. Review your company’s records and findings in the ERP.
Explore a full example monthA small change. A connected picture.
Try a sale in miniature. Adjust the invoice and receipt, then explore how the balance and example journal entries connect.
CAD 2,500 invoiced − CAD 1,000 received = CAD 1,500 remaining
| Account | Debit | Credit |
|---|---|---|
| Bank | CAD 1,000 | — |
| Accounts receivable | — | CAD 1,000 |
Select the invoice or receipt card to inspect its example entry.
Illustrative amounts in CAD, with taxes excluded. This example creates no business records.
Document intelligence, with you in control
Give your team a clearer starting point for invoice entry. Keep the original alongside extracted fields, confirm the details, then create the draft.
Try the sample invoice. No files are uploaded or records saved.
Original document
PINV-DRAFT
A clearer path to the month’s books
Bring supporting documents, balances and review findings together. Use financial checks to investigate differences and prepare for sign-off.
Follow an example invoice into its journal and receivable ledger. Keep the source reference in view as the perspective changes.
Example service invoice
CAD 2,500Review the source before submission.Source reference: DEMO-SINV-001
Illustrative CAD entry excluding tax; no records are created.
Transaction currency and company-base amounts serve different purposes. Try an example quote.
Configured approval policies gate submission for supported financial documents.
Key financial actions record actors, document references and financial changes for review.
Built around the people doing the work
Give each conversation a common starting point: the company’s records.
For owners
Review receivables, payables and financial reports with the records behind them.
Check the invoice status and remaining balance before planning the next follow-up.
Example priorities and records. Monetary amounts are CAD; role permissions depend on your company’s configuration.
A practical way to begin
Agree a focused first scope, prepare the records and validate a representative period with your team.
Confirm company, base currency, financial year and the workflows you plan to use.
Review accounts, tax policies, access roles and the approval rules your team needs.
Check master data, opening balances and outstanding documents with the people who own them.
Run a representative month, review the source evidence and decide what is ready for daily use.
Sales and purchasing, accounting, inventory, projects, CRM, manufacturing, documents and approvals are available. Start with your company’s actual workflows and review the relevant setup before use.
Invoice extraction assists data entry and can create a purchase-invoice draft after review. You confirm the fields and use the normal document workflow. Financial Q&A assists reading and explanation; it does not replace your review.
You can manage company-specific records within an organization and switch the active company. Documents retain their own company context. This is not a claim of consolidated group accounts.
The website is available in English, Chinese and French. The ERP interface supports English and Chinese. Financial documents support transaction currencies and exchange rates, with company-base amounts kept separately. Foreign transactions need the appropriate currency, price and rate setup.
Discuss the workflows you want to run, then review company settings, accounts, tax policies, master data and opening balances. Validate a representative business period before relying on the system for daily operations.
See how sales documents connect to invoices, payments, and customer balances.
Explore featureUpload source documents, review extracted fields, and create a purchase-invoice draft.
Explore featureReview financial documents through the configured approval workflow before submission.
Explore featureYour next step
Open your ERP workspace, or discuss the company setup and workflows you want to validate.