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THE AI-NATIVE BUSINESS OS

One product for your
whole business.

Connect finance, sales, inventory, operations and people through one shared data and AI layer.

Explore features View solutions
23business areas
365capabilities
1connected business OS
BUILT AS ONE SYSTEM

Everything works together.

Every workflow shares the same business context. Your teams can work across customers, money, stock, projects and people without losing the complete picture.

01

Run daily operations

Manage documents, transactions, inventory, tasks, service and people.

02

Work with AI

Find answers, extract information, prepare work and review recommended actions.

03

Grow with control

Manage organizations, branches, roles, permissions and audit records.

COMPLETE PRODUCT

Explore every capability.

Search the complete product or open a business area to see everything included.

23 areas · 365 capabilities
01Multi-Organization and Multi-Branch Management21 capabilities
  • Organization creation and editing
  • Unique organization identifiers and business slugs
  • Switching between authorized organizations
  • Organization-specific branding
  • Currency and timezone configuration
  • Tax and document configuration
  • Organization membership management
  • Organization invitations
  • Owner, administrator, member, and custom-role access
  • Organization-level audit records
  • Subscription and resource-limit enforcement
  • Branch creation and maintenance
  • Branch-specific addresses and contact details
  • Assignment of users and employees to branches
  • Branch-level access restrictions
  • Branch switching
  • Branch-specific financial accounts and budgets
  • Branch-level inventory
  • Stock transfers between branches
  • Branch-level audit logs
  • Enterprise-wide audit records for cross-branch activities
02User Roles and Access Control12 capabilities
  • User invitation and acceptance
  • Organization membership management
  • Branch membership assignment
  • Custom role creation
  • Individual role-permission mappings
  • Feature-level read and write permissions
  • Route-level access checks
  • Read-only access modes
  • Access-denied handling
  • Plan-based feature restrictions
  • Administrative impersonation with tracked sessions
  • Audit logging for administrative and sensitive operations
03Business Dashboard14 capabilities
  • Total sales
  • Revenue
  • Expenses
  • Net profit
  • Outstanding receivables
  • Outstanding payables
  • Overdue invoices
  • Bills due soon
  • Pending and overdue tasks
  • Low-stock and out-of-stock alerts
  • Current appointments
  • Sales, expense, profit, and receivable trends
  • AI-generated business recommendations
  • Quick actions for commonly created records
04Customer and Supplier Management10 capabilities
  • Customer creation and editing
  • Archive and restoration
  • Duplicate-record detection
  • Branch association
  • Customer contact persons
  • Invoice and payment history
  • Customer statistics
  • Outstanding-balance calculation
  • Transaction history
  • Printable customer statements
05Quotes, Invoices, and Credit Notes27 capabilities
  • Quotation creation and editing
  • Customer and contact selection
  • Line items, quantities, units, rates, discounts, and taxes
  • Draft and issued states
  • Expiration dates
  • Terms and notes
  • Document numbering
  • Duplicate-document operations
  • Printing and PDF generation
  • Public document links
  • Email delivery
  • Conversion or association with invoices, projects, and CRM deals
  • Invoice creation and editing
  • Itemized products and services
  • Multiple taxes per line item
  • Percentage or fixed discounts
  • Due-date calculation
  • Draft, sent, partial, paid, overdue, and related document states
  • Recording and allocating customer payments
  • Outstanding-balance calculation
  • Printable and downloadable invoices
  • Secure public document viewing
  • Email-delivery history
  • Association with projects and CRM records
  • Creation of credit notes from invoices
  • Inventory effects for stock-tracked items
  • Historical party and line-item snapshots
06Bills, Expenses, and Accounts Payable17 capabilities
  • Supplier bill creation and editing
  • Bill numbers, dates, due dates, references, notes, and statuses
  • Itemized bill lines
  • Tax and discount calculations
  • Supplier payment recording
  • Outstanding and overdue balance calculation
  • PDF generation and printing
  • AI-assisted bill capture
  • Inventory adjustments for purchased stock
  • Expense creation and editing
  • Expense-category configuration
  • Supplier association
  • Branch and project allocation
  • Tax and amount calculation
  • Attachments and evidence
  • Archive and restoration
  • Financial reporting inclusion
07Payment and Accounting Management12 capabilities
  • Configurable chart of accounts
  • Account transactions
  • Customer receivables
  • Supplier payables
  • Branch-level financial accounts
  • Budgets
  • Payment allocations
  • Financial snapshots
  • Revenue and expense tracking
  • Profit calculation
  • Tax calculation
  • Transaction and audit histories
08Point-of-Sale Operations19 capabilities
  • POS overview
  • Register-based sales interface
  • Product search and selection
  • Customer assignment
  • Quantity, discount, and tax calculation
  • Cash, card, and other payment methods
  • Held and resumed sales
  • Sales history
  • Returns and refunds
  • Store-credit ledger
  • Receipt generation
  • POS outlets and registers
  • Cashier-to-register assignments
  • Cashier sessions and shifts
  • Cash-in and cash-out movements
  • Register reconciliation
  • User POS preferences
  • Item-specific POS preferences
  • POS reporting
09Product Catalogue, Inventory, and Warehouses17 capabilities
  • Product and service management
  • Configurable item types
  • Configurable units of measurement
  • Sale and purchase prices
  • Tax assignments
  • Branch-specific item availability
  • Stock levels
  • Stock-in and stock-out transactions
  • Inventory adjustments
  • Reorder and low-stock monitoring
  • Item activity history
  • Warehouse creation
  • Warehouse-to-branch access
  • Warehouse inventory
  • Branch inventory
  • Transfers between branches or storage locations
  • Inventory-related dashboard warnings
10Customer Relationship Management21 capabilities
  • Lead creation and editing
  • Configurable lead sources
  • Lead tags
  • Lead status and ownership
  • Duplicate-lead detection
  • Duplicate dismissal and restoration
  • Lead merging and merge restoration
  • Conversion of leads into customers, companies, contacts, or deals
  • Company and contact management
  • Deal pipelines
  • Configurable deal stages
  • Deal values and expected closing dates
  • Stage-history tracking
  • Competitor tracking
  • Activities, calls, meetings, and tasks
  • Notes and attachments
  • CRM timelines
  • Saved views
  • Sales orders
  • Quotation association
  • AI-assisted lead and deal extraction
11Appointment Management9 capabilities
  • Appointment creation and editing
  • Customer and staff association
  • Date, time, duration, and location
  • Appointment types and configurable settings
  • Status tracking
  • Appointment notes
  • Calendar-oriented views
  • Branch-aware scheduling
  • Dashboard reminders and daily appointment indicators
12Project and Contract Management14 capabilities
  • Project creation and maintenance
  • Project status, dates, value, and description
  • Team-member assignment
  • Project tasks
  • Time entries
  • Project expenses
  • Quotation links
  • Invoice links
  • Financial and progress tracking
  • Contracted service definitions
  • Planned service visits
  • Billing schedules
  • Recurring visit generation
  • Project and customer associations
13Service Operations and Job Cards15 capabilities
  • Service templates
  • Job-card creation
  • Scheduling
  • Customer, location, project, and asset information
  • Technician or employee assignments
  • Task and checklist tracking
  • Time logs
  • Materials consumed
  • File attachments
  • Customer or supervisor approvals
  • Activity history
  • Service-report generation
  • PDF service reports
  • Recurring service definitions
  • Automatic creation of due recurring jobs
14Support and Ticket Management11 capabilities
  • Ticket creation
  • Configurable ticket categories
  • Support teams and team members
  • Priority and status tracking
  • Assignment to responsible personnel
  • Customer and contact association
  • Conversation messages
  • Attachments
  • Ticket activity history
  • Organization-specific support settings
  • Ticket filtering and detail views
15Human Resources and Payroll25 capabilities
  • Employee creation and editing
  • Employment details
  • Branch assignment
  • Organizational units and departments
  • HR profiles
  • Employee documents
  • Assigned company assets
  • Employee timeline
  • Shift configuration
  • Attendance recording
  • Attendance corrections
  • Leave-type configuration
  • Leave balances
  • Leave requests
  • Holidays
  • HR audit logs
  • HR reports
  • Payroll configuration
  • Salary and compensation details
  • Payslip creation and editing
  • Earnings and deduction components
  • Payroll-period management
  • Printable and downloadable payslips
  • Gratuity or end-of-service calculations and reports
  • Organization-specific payroll settings
16Form Builder and Public Forms13 capabilities
  • Form creation
  • AI-assisted form generation
  • Multiple field types
  • Required and optional fields
  • Form sections and configurable layout
  • Public forms addressed through organization and form slugs
  • Form preview
  • Form publication
  • Submission storage
  • Submission review
  • Individual submission detail
  • AI-generated submission summaries
  • Plan-based access and submission metering
17Email Capture and Unified Inbox9 capabilities
  • Inbound email configuration
  • Webhook-based message ingestion
  • Sender, recipient, subject, body, and attachment processing
  • Email webhook logs
  • AI-assisted information extraction
  • Duplicate handling
  • Processing-status records
  • Unified inbox conversations
  • Inbox messages and message history
18Document Design, Delivery, and Public Access14 capabilities
  • Organization logos and branding
  • Document templates
  • Email templates
  • Automatic numbering sequences
  • Quotes, invoices, bills, payment receipts, credit notes, payslips, and service reports
  • Server-generated PDFs
  • Browser printing
  • Email delivery
  • Delivery history
  • Secure public links
  • Token-based external viewing
  • Public PDF downloads
  • Document-contact selection
  • Historical data snapshots
19Reports and Analytics21 capabilities
  • Sales summaries
  • Sales by customer
  • Payments received
  • Outstanding receivables
  • Aged debtors
  • Purchases by supplier
  • Accounts payable
  • Tax and value-added-tax reports
  • POS sales and register reports
  • Refund and return reports
  • Inventory status
  • Human-resource and attendance reports
  • Payroll reports
  • Service-operation reports
  • Multi-year financial comparisons
  • Date-range filtering
  • Branch filtering
  • Chart-based visualization
  • Tabular analysis
  • Report favorites
  • CSV-oriented data export utilities
20Collaboration, Notifications, and Application Inbox11 capabilities
  • Assignable tasks
  • Task status, due date, and priority
  • Record-linked tasks
  • Comments
  • User mentions
  • Collaboration activity history
  • User notifications
  • Read and unread states
  • Application inbox items
  • Per-user dismissals
  • Links from notifications to relevant records
21Artificial-Intelligence Features25 capabilities
  • Conversational business assistant
  • Specialized agents for finance, sales, inventory, CRM, projects, HR, and other domains
  • Natural-language querying of current business information
  • AI-generated dashboard suggestions
  • Bill image and document extraction
  • Lead extraction from unstructured text
  • Deal extraction from unstructured text
  • Form generation from written descriptions
  • Form-submission summarization
  • Email-to-lead capture
  • WhatsApp response automation
  • Voice-call automation
  • Retrieval-augmented access to approved business knowledge
  • File-assisted agent conversations
  • Thread and message history
  • Human handoff and assignment
  • Structured read and write tools
  • Confirmation and validation before sensitive writes
  • Tool execution audit logs
  • Idempotency controls
  • AI failure records
  • Token and estimated-cost monitoring
  • Feature-specific usage accounting
  • Quota reservation and settlement
  • Subscription-based AI limits
22WhatsApp Automation16 capabilities
  • OAuth-based account connection
  • Embedded signup support
  • WhatsApp business-account discovery
  • Phone-number connection
  • Webhook subscription
  • Inbound message ingestion
  • Conversation and message storage
  • AI-generated replies
  • Configurable agent instructions and knowledge
  • Test-message delivery
  • Recent-message monitoring
  • Connection removal
  • Encrypted access-token storage
  • OAuth state validation
  • Webhook-signature validation
  • Processing-status and failure recording
23AI Call-Centre Functionality12 capabilities
  • Call-centre agent profiles
  • Agent personality, objectives, and instructions
  • Connected telephone numbers
  • Campaigns
  • Inbound and outbound calls
  • Call-status tracking
  • Previous-call context
  • Follow-up creation
  • Lead creation from calls
  • Usage-duration tracking
  • Voice add-on billing
  • Call and administrative audit logs
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