01 TABLESCustomersJobsInvoicesStockJobs4 recordsCustomerStatusAmountMoyo BuildPaidR38 400Naidoo LogisticsOverdueR64 200Dube PlumbingInvoicedR12 950Van Wyk HomesQuote sentR8 700 Data Keep customers, orders, jobs and stock in tables as easy as a spreadsheet, but built for a team and set up around how your business works.
02 WHENJob marked as doneWAIT3 daysCHECKInvoice still unpaid?THENSend payment reminderAutomatic Automation The next step happens automatically: an invoice reminder goes out when a job is done, or a manager is asked to approve a big order.
03 RAccountingEmailWhatsAppWebsiteBMSone systemIn sync Integration Connect the other software you use through its API, so information flows between systems instead of being retyped by your team.
04 Ask your businessFinanceWhich invoices are overdue?Checked 214 invoices3 invoices are overdue,totalling R83 250.Want me to send reminders?Send reminders AI Assistants answer questions using your business information, with fine-grained permissions, enterprise-grade security and access controls.
05 Team accessWho can see whatTMThandi M.Sees everythingOwnerJVJames V.Invoices and paymentsFinancePNPriya N.Quotes and customersSales Access Control Each team member sees and changes only what they should, so information stays organised and sensitive details stay protected.
06 Your processesGrowingQuotesMonth 1InvoicesMonth 2JobsMonth 4Add your next process Grows With You Add new information, steps and processes as your business grows, without replacing your system or starting over.
