Start the day with the work that is yours.

Approvals, forms, and tasks sit on the first screen. A person with cash permission also sees collections, the balance, and what is coming due.

One glance
The day’s money

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What is on the first screen.

First setup
A new company gets a short list of first steps. You invite someone, pick a ready process, and run the first request. When you are done, you close the list.
My work
Approvals, forms to fill, and tasks that are waiting on you sit on cards. You approve or reject the first ones from here. You can add a note.
Current position
A person with cash permission sees what is to be collected and paid, what is overdue, the cash and bank balances, and coming invoice and cheque dates. If foreign currency is on, each currency’s balance is there too.

First setup

A new company gets a short list of first steps. You invite someone, pick a ready process, and run the first request. When you are done, you close the list.

Look, decide, and carry on.

The morning’s work is not hunted across screens.

01
See my work
Approvals, forms, and tasks sit on cards.
02
Give the decision
You approve or reject the first ones from here.
03
See the money
With cash permission, collection, balance, and due dates are here too.