Finance

Customer invoices from orders, jobs, and time; vendor bills matched to POs and receipts; payments, AR and AP; costing per job or product; recurring charges and statements. Your accounting system stays the ledger; Finance is where the work happens.

  • Owns
  • Invoices
  • Vendor bills
  • Payments
  • AR / AP
  • Costing
  • Time & billing

A few of the views inside Finance.

Inside the app

What lives in Finance.

One app owns the whole domain. These are the workflows, views, and features inside it, rather than a separate tool for each.

  • Invoices from orders, jobs, milestones, or time
  • Time & billing with narratives and rates
  • Vendor bills with three-way match
  • Costing: estimate vs actual per job or product
  • Recurring charges, reminders, and collections
  • Statements for owners and clients
  • Sync to QuickBooks, Xero, or your ERP
AI inside the app

What your agent does in Finance.

  • Drafts the invoice from the order, job, or hours and sends on approval
  • Matches vendor bills to POs and receipts and flags what doesn't line up
  • Chases what's overdue in a tone you set, and escalates by your rules
  • Explains a variance: "why is J-2198 over estimate?"

Every person gets their own agent; teams can share one. Sensitive actions wait for approval, and every action is logged with the data it used and the outcome.

Built with AI

Need it different? Describe it.

Add a field, a stage, a rule, a view, or a workflow inside this app. It's built on the same records and permissions, as open code you can change again.

Add a "finance" view for my team: only what's mine, due this week, with the agent's drafts on top.

See Finance on your data.

Book a demo and bring a real example. We'll show you the app on your data, with the agent doing the work.