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Finance

Your numbers, at a glance.

Cash, profit and every invoice in one place, including what's overdue, with the reminder drafted for you.

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Screens from our demos: made-up companies with sample numbers. Yours is built around how your business runs.

Your finances

Cash, runway and margin in one snapshot.

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Your finances, in a demo
Profit and loss, in a demo

Profit and loss

Revenue, costs and expenses in one statement.

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Cash flow

Where your cash is, and where it goes if nothing changes.

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Cash flow, in a demo
Invoices, in a demo

Invoices

What you're owed and how old it is. Overdue ones get a friendly reminder drafted for you.

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Tax and reserves

Estimated tax, what's set aside, and how healthy your reserves are.

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Tax and reserves, in a demo

It never moves money.

Every payment stays with you. The system tracks it, flags it and drafts the reminder.

Approvals

Nothing goes out without your OK.

The Agent drafts. A person on your team approves every email, post and payment before it goes out.

The rest of the system

One system for every department.

Every department shares the same data, the same Agent and one login.

Team productivityYour calendar, to-dos and inbox in one place.SalesEvery lead, meeting and deal, with follow-ups drafted.MarketingPosts, ads, search and email, in your voice.OperationsProjects, plans and support, and what's slipping.StrategyGoals turned into a weekly plan.

Let's build yours.

One 30-minute call. We map your business.

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