Companies & finance teams
One desk for your financial operations.
Keep legal entities, teams, projects and responsibilities clear while you manage everyday spending.
Start with what needs doing.
Useful starting tasks—not a blank chat box.
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01
Review this month’s commitments
See what has been requested or ordered but not yet paid.
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02
Prepare the unpaid-bills list
Gather bills awaiting payment with their evidence and approval status.
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03
Compare actuals with the budget
Check spending against the budget for a team or project.
What matters to a finance team.
Structure that reflects how your organisation works.
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Entities and teams
Organise spending by legal entity, team and project, with a named person responsible.
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Approvals with evidence
Each request carries the documents and the next action for the approver.
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Budgets and commitments
Compare actual spending and commitments with the budget you set.
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Reports you can share
Produce reports for review and share them with the people who need them.
From request to record.
A calm path for everyday spending.
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1. Capture
Bring receipts and invoices into one inbox.
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2. Review
Check the extracted details beside the original.
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3. Approve
Route to the responsible person under your policy.
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4. Track payment
Approval and payment are separate states, each visible.
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5. Report
Prepare reports for finance, managers and your accountant.
Clear responsibility
Everyone knows who decides.
Roles and permissions decide who can view, submit, approve and administer. Delegation covers absence without widening anyone’s authority, and the actual decision-maker is always recorded.
- Roles and permissions by workspace
- Delegation with start and end dates
- Approval history on every request
- Budgets and reports by team or project
Controls stay yours.
The agent never acts beyond the person using it.
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Preview before applying
AI-prepared changes show the affected records before anything is applied.
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No approving or paying by itself
Approvals and payments keep their own controls and permissions.
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Evidence retained
Original documents remain attached to the records they support.
Questions from this audience.
Can we use several legal entities?
The product is designed around workspaces that can hold your entities, teams and projects. Ask us how it fits your structure.
Is AI required for approvals?
No. Approvals work with the familiar screens, and the AI, Hybrid and Classic views share the same records and permissions.
How is pricing decided?
Plans are Free, Standard and Pro. Final prices and allowances come from the approved commercial catalogue.
See it with sample data.
Try the workflow first, or start with your own workspace.