The work, the people and the money

Every project hangs off the company, contact or deal it came from, so context is never a separate lookup.

Assignees, due dates, statuses and a comment thread per task, including notes left by your AI specialists.

Log time against the task and the project, so what a job actually cost is a fact rather than a feeling.

The way you do a job, written down once and reused — so the tenth one goes like the best one.

Your own clients raise requests in their portal and they arrive as tracked work, not as a lost email.

Workload, status and what is overdue, across every project at once.

Invite people and give each one exactly the areas they should reach — enforced in the data, not just the menu.

Your staff, their details and their history, per company.

Training and credentials shown beside each person, with expiry and lapse status visible before it becomes a problem.

The handbook and the procedures, versioned, in the place the work happens.

Contracts, reports and files shared with your clients — or with your own team — in their portal.

Ask the HR assistant to draft a policy, write up an SOP, or tell you whose certification lapses next.

One-off and recurring invoices, sent, chased and paid by card or bank transfer.

A client who owns three companies is one account with one payment stream, not three arguments about who owes what.

Chart of accounts, journal entries, profit and loss and balance sheet — cash or accrual, whichever you file on.

Offline payments recorded properly, and stale receivables reviewed one by one before anything is written off.

What is owed, what is overdue, and what a customer is worth — visible on the customer record itself.

Ask the Accountant assistant to review open invoices, flag credit risk, or explain what a write-off does to your tax position.

How people arrive, what they read, and where they leave — per site, on one screen.

Which channel produced the enquiry, followed all the way through to the work that came from it.

Calls handled, conversations had, automations run and what each one produced.

An optional module that scans the sources you configure and scores what it finds against your business profile.