Payments & operations
Keep the money movements connected.
Track bills, claims, purchasing, refunds and matching without losing the original purchase.
- AI + familiar tools
- Role-scoped
Designed for the whole workflow.
Track bills, claims, purchasing, refunds and matching without losing the original purchase.
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Payments and matching
Record settlements and match them to the expenses they relate to.
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Requests and purchasing
Follow a request through purchase orders to the resulting expense.
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Linked records
Keep refunds, instalments and claims connected to the original purchase.
From request to settled.
Each stage stays linked to the one before.
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1. Request
Raise a purchase request or claim.
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2. Purchase
Record the order, bill or expense.
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3. Settle
Record the payment, instalment or refund separately.
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4. Match
Link settlements to the underlying expense.
What you can do
Workflows for the money side of the desk.
Related workflows sit together, so a settlement never loses the purchase behind it.
- Payments and matching, including instalments.
- Claims, advances and petty cash.
- Requests and purchase orders.
- Recurring costs and contracts.
- Suppliers, refunds and deposits, and client-chargeable costs.
What this product is not.
Clear limits on financial work.
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Records and prepares
It records and prepares financial work. It does not autonomously transfer funds.
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Not a general ledger
It is not a full general ledger, does not run stock and does not replace payroll.
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Separate controls
Approval, payment and settlement keep their own permissions and records.
A few useful answers.
Does it move money for me?
No. It records and prepares financial work. It does not autonomously transfer funds.
Is it an accounting system?
No. It is not a full general ledger. It can prepare organised records for your accountant.
Can I track refunds?
Yes. Refunds and deposits can be linked back to the original purchase.
Can it handle purchase orders?
Requests and purchase orders are part of the operations workflows, with their own permissions.
Give your expenses a better place to work.
Start with a simple instruction. Keep the details—and the decisions—under your control.