Sell with context
Keep quotations, orders, invoices and receipts connected, so the next step starts with the right record.
Explore salesFor owners and finance teams at growing companies
Invoices. Payments. One connected set of books.
Connect sales, purchases and accounting. Follow each invoice and payment to the related records and remaining balance.
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Sales invoice
INV-EXAMPLE-001- Invoiced
- 1,000
- Received
- 400
- Outstanding
- 600
1,000 invoiced − 400 received = 600 outstanding
Receipt allocated to this invoice
Payment received
PAY-EXAMPLE-001Fictional CAD amounts, excluding tax. This illustration creates no business records.
Follow a full business-month exampleTHE WORK BEHIND THE NUMBERS
Three everyday workflows. One shared context.
Start with the work your team already does. Follow the connection to the records that explain it.
Pay with control
Follow supplier orders, receipts and invoices before deciding what is ready to pay.
Explore purchasingReview with evidence
Move from an amount to its source, allocation and journal when it is time to review the books.
Explore accountingSee the working interface, or explore the fictional interactive examples.
A small change. A connected picture.
Move the payment. See what changes.
Try a sale in miniature. Adjust the invoice and receipt, then explore how the balance and example journal entries connect.
01 — 02
Make it your scenario.
Follow the moneyYour changes, connected
Open receivableCAD 1,500
CAD 2,500 invoiced − CAD 1,000 received = CAD 1,500 remaining
Example payment entry
Debits = credits| 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.
A practical way to begin
Start with the business you actually run.
Agree a focused first scope, prepare the records and validate a representative period with your team.
Confirm scope, data and review responsibilities before routine use.
Set the company context
Confirm company, base currency, financial year and the workflows you plan to use.
Agree the controls
Review accounts, tax policies, access roles and the approval rules your team needs.
Prepare the starting records
Check master data, opening balances and outstanding documents with the people who own them.
Validate one business period
Run a representative month, review the source evidence and decide what is ready for daily use.
EVIDENCE AND BOUNDARIES
See the safeguards. Read the limits.
The details matter when more people work with the same records. Inspect how access is explained, how actions are recorded and where control coverage is still partial.
Review the security overviewCompany context comes first
Inspect the checks that scope a request before a company’s records are read.
Explore the access checksActions have a source
Follow an illustrative draft, submission and cancellation with actor, source and status changes.
Open the audit exampleCoverage is stated plainly
The register distinguishes implemented, partial, unverified and unavailable controls.
Read the control register
Which parts of the business does it cover?
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.
Does AI submit financial documents for me?
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.
Can I work with more than one company?
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.
Which languages and currencies are supported?
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.
How should we get started?
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.
Your next step
Start with one workflow that matters.
Tell us what your team needs to connect. Use the example month to explore first, or request a conversation about your workflow.