๐๏ธ Back Office
The paperwork and the numbers. Everything in this app works
from the same connections and uploads โ set it up once, here.
๐๏ธ Paperwork Vault
On
Every bill, invoice and renewal, handled.
Documents filed this month
5 filed this month
To set up: Document types; Renewal register; Expected monthly records
Open Paperwork Vault โ
๐ Bookkeeper's Assistant
On
The monthly close, assembled for your accountant.
Last close filed
1 filed
To set up: Expense categories (defaults are fine)
Open Bookkeeper's Assistant โ
๐ Numbers & Inventory
On
Know your numbers and your stock, at a glance.
Items needing attention
4 need attention
To set up: First sales/items import; Reorder points
Open Numbers & Inventory โ
๐งพ Quote Desk
On
Quotes priced from your own rules and receipts.
Quotes open
0 open
To set up: Price rules in the Playbook
Open Quote Desk โ
๐ฏ Supplier Hunter
On
Price creep caught; better terms drafted.
Creep flags open
2 flags
To set up: File a few supplier invoices
Open Supplier Hunter โ