Use the ledger, cash flow, comparisons and budgets to investigate balances. Subledger reconciliation and frozen close packs support a structured period review.
Keep the next step connected to the last.
Bring everyday business workflows into one workspace.
Connect customer records, quotations, invoices, purchasing and finance, then explore the project and operational workflows that fit your business.
From the customer conversation to the invoice
Record the customer identity and enquiry, agree the scope in a quotation and choose the eligible invoice, order or service-project handoff. Review delivery, billing and payment as distinct steps.
From the supplier order to recorded stock
Keep approved orders, receipts and supplier bills connected. Review matching variances and allocate additional costs between remaining inventory and sold-stock expense. Follow transfers through dispatch and receipt.
From recorded work to a billing review
Keep the project agreement, dated time, approvals and corrections together. Review materials and attributable costs alongside eligible billing. Split entries that cross an included-hours allowance.
From the overview to the records
One workspace across the working day.
Continue permitted work through the mobile browser and return to the desktop for detailed review. The native companion adds selected phone workflows as its release becomes available.
Choose a starting point and check the fit
Browse the industry profiles, inspect a feature and compare the plan. Bring a specialist requirement to a direct product conversation.