Retail
The shop first. The admin follows.
Suppliers, deliveries, rent, till: it matches each payment with its invoice, tracks deadlines and prepares the file for your accountant.
Typically, at yours
- Many suppliers, many small invoices
- Delivery notes without invoices, invoices without notes
- Rent, charges, insurance, subscriptions
- An accountant waiting for till and purchases every month
For example
The supplier who invoices late
Delivery in March, invoice in May. It links both and flags the gap.
Double payments
The same invoice paid twice. It sees it at matching and prepares the refund request.
The month's file
Purchases, charges, rent: sorted, matched, ready for the accountant.
What it does
- 01
Read
Mailboxes, invoices, receipts, scanned mail, bank statements.
- 02
File
Every document has its place: by month, supplier, type. Catalogued, found in one search.
- 03
Match
Each bank transaction with its document. Missing or wrong document (name, address, VAT): the correction request is ready.
- 04
Track
One case per transaction: status, next action, deadline. VAT, taxes, rent, leasing, mail.
- 05
Prepare
Drafts of requests and reminders, deliveries to the accountant. You click.
What it never does without you
It doesn't pay. It doesn't send. It doesn't sign. It doesn't commit your company.
Draft mode
Every e-mail, every request waits for your approval.
Log
Every action is traced, dated, readable.
Kill switch
One gesture, and all sending stops.
Sending cap
A maximum number of sends per day, and a copy to you every time.