Product tour

Nine modules, one ledger — in depth.

Every module below shares one chart of accounts and one set of customers, suppliers, items, and users. Scroll or use the left index to jump between them.

Accounting

Double-entry general ledger with multi-currency, multi-company consolidation, and automated month-end checks.

  • Trial balance, balance sheet, P&L, GL and cash-flow reports
  • Automated FX revaluation and auto-reversal on period rollover
  • Controller Review runs 9 consistency checks before you close
  • FiscalPeriodSignoff freezes GL posting once the period is signed
General ledger
Posted
DATEENTRYMEMOACCOUNTDEBITCREDIT
Apr 18JE-0217Sales · Northwind1100 Bank12,480.50
Apr 18JE-0217Revenue4000 Sales12,480.50
Apr 17JE-0216Payroll6100 Wages18,400.00
Apr 17JE-0216Payroll1100 Bank18,400.00
Apr 16JE-0215Stock adj.1300 Inventory2,140.00

Selling

Quote to cash in one pipeline — revenue, AR and sales tax land automatically.

  • Quotations convert to sales orders with pricing rules applied
  • Sales invoices post revenue, AR and tax in one transaction
  • Credit notes + partial payments + customer statements
  • AR aging report with overdue flags and DSO tracking
Sales · Invoices
Apr 2026
INVOICECUSTOMERAMOUNTSTATUS
INV-0428Acme Holdings$12,400PAID
INV-0427Northwind Trading$8,950OPEN
INV-0426Globex Corp.$4,200OVERDUE
INV-0425Initech Ltd.$15,600PAID
INV-0424Hooli Systems$2,100DRAFT
47 open$184,320 outstanding6 overdue

Buying

From purchase request to three-way match — supplier bills never go unapproved.

  • PO → receipt → bill workflow with three-way matching
  • Approval thresholds on purchase submit; no GL post until approved
  • AI invoice scanning turns supplier PDFs into draft bills
  • GRNI (Goods Received Not Invoiced) posts automatically, reconciles on bill match
Full procurement chain
  • Purchase requests with budget checks
  • Multi-approver workflows by amount
  • Automatic accrual on receipt
  • Supplier statements + payment runs

Inventory

Stock movement wired to the ledger — every delivery, transfer, and adjustment posts COGS.

  • Multi-warehouse, multi-bin stock tracking
  • Moving-average valuation with backdated-post repost + guard
  • Stock reconciliation with auto-generated journal adjustment
  • Material requests, transfers, and batch / serial tracking
Inventory
1,248 SKUs
SKUITEMON HANDSTATUS
SKU-0420-AIndustrial control unit142In stock
SKU-0420-BReplacement board28Low
SKU-0311-XTorque sensor TSM-80Out
SKU-0512Cable harness 3m4,880In stock

Documents

Supplier PDFs in, structured invoice drafts out — AI extraction with the source attached forever.

  • Scan from mobile camera, upload, or email
  • Claude + GPT-4o extraction with confidence scores
  • Source file stays linked to the voucher for audit
Invoice scan
EXTRACTED
FABRIKAM INDUSTRIES
1420 W Randolph St · Chicago IL
INVOICE #INV-0430
Date: Apr 02, 2026
Terms: Net 30
Industrial control unit — 12 × $2,480.00
Extended warranty — 12 × $180.00
Installation & setup — 48 × $125.00
TOTAL $86,112.75
Vendor
Fabrikam Industries
99%
Invoice #
INV-0430
99%
Date
Apr 02, 2026
97%
Due date
May 02, 2026
92%
Amount
$86,112.75
99%
GL account
5200 · Operations
86%

Approvals

Policy-based approvals on SI, PI, PE, and JE — with a full trail.

  • Threshold rules by amount and document type
  • Owner + admin gates on organization-binding actions
  • Submit blocked until approval is APPROVED
  • Rejections logged with actor, reason, and timestamp
Approvals
3 PENDING
PO-0118
Shenzhen Electronics
$18,420
pending
EXP-0042
Travel · London
$2,840
pending
INV-0431
Adatum Corp.
$4,200
approved

CRM

Lead to contract, inside the same system that will invoice and collect.

  • Lead → Opportunity → Quotation → SI conversion chain
  • Stage gates and activity logs per account
  • Contract with sign + status workflow
From prospect to payment
  • Lead capture and qualification
  • Opportunity pipeline with stage transitions
  • Quotation generation with pricing rules
  • Contract signing and tracking

Projects

Time, cost and billing tied to projects — see profitability as the work happens, not at year-end.

  • Fixed-price and T&M billing modes per project
  • Timesheets with per-user billable / non-billable toggle
  • Per-project profitability dashboard
  • Invoice generation from approved timesheet lines
Project-centric accounting
  • Fixed-price vs time & materials per project
  • Timesheets with billable / non-billable toggle
  • Per-project profitability snapshots
  • Invoice generated from approved timesheets

Manufacturing

BOMs and work orders for companies that actually build things.

  • Multi-level BOM with active / default per item
  • Work Order → stock issue + complete with auto SLE posting
  • Cancellation reverses stock and GL atomically
Make, track, cost
  • Multi-level bill of materials
  • Work-order scheduling
  • Automatic SLE posting on complete
  • Full reversal on cancellation