Your business.One clear workspace.

• App launcher & search
• Workspace settings
• Team invitations
• Roles & app permissions
• Project access controls
• Subscription & billing
• Support conversations
• Annotated support screenshots
• Saved English / Chinese preference
• Feedback & issue reporting

Overview

• Cash & account balances
• Income, expenses & profit
• Cash history & movements
• Receivables & payables
• Review & approval queue
• Budget usage & alerts
• Procurement progress
• Search company records

Documents

• Upload original documents
• Camera scanning & page review
• Review extracted fields
• Correct totals, tax & line items
• Track payment evidence
• Assign accounting & context
• Compare duplicate documents
• Match invoice & receipt
• Review before posting
• View & download originals
• Archive or delete documents

Money

• Income & expense drafts
• Balanced journal posting
• Reversals with original history
• Foreign amounts & exchange rates
• Transaction search & CSV
• Statement import & mapping
• Review bank matches & duplicates
• Cash locations & movements
• Cash counts & discrepancies

Sales & suppliers

• Customer invoice drafts
• Issue invoices & post receivables
• View recorded invoice payments
• Invoice print, PDF & CSV
• Supplier profiles & contacts
• Supplier bank & legal details
• Merge duplicate suppliers
• Copy suppliers between companies
• Bills & recorded full payments

Purchasing

• Supplier files, links & notes
• Evidence extraction & review
• Compare supplier offers
• Prices, freight & payment terms
• Technical fit, MOQ & lead times
• Save comparison drafts
• Primary & backup suppliers
• Approve or reject purchases
• Purchase orders & cancellation

Products & stock

• Separate product workspaces
• Assembly organization
• Component catalog & photos
• Specifications & make-or-buy
• Supplier sourcing & alternatives
• Procurement owners & priorities
• Stage history, blockers & dates
• Orders, shipping & tracking
• Stock counts & reorder alerts
• Receipts & stock consumption
• Restock & replacement activities

Reports

• Profit & loss
• Balance sheet
• Trial balance
• Cash flow & position
• Receivable aging
• Payable aging
• Recorded inventory valuation
• Project register margins
• Budget versus actual
• General ledger
• Bank reconciliation report
• Recorded tax summary
• Audit activity & FX exposure
• Search, print & PDF reports

Controls

• Company profiles & isolation
• Company archive & recovery
• Chart of accounts
• Tax, currency & fiscal settings
• Accounting period controls
• Team access profiles
• Audit log & export
• Company JSON export
• Display & notification settings
• Budgets & due-date cash forecast
• Project budget & revenue register
• Rule-based financial questions

Projects & tasks

• Projects, colors & team access
• Week & month views
• Cross-project personal focus
• Owners, status & task filters
• Dates & estimated duration
• Progress percentages & sub-steps
• Drag to reschedule & prioritize
• Forward, move & postpone tasks
• Notes & task completion
• People & project membership
• Activity retries & cancellation

Client pages

• Publish & unpublish client pages
• Project identity & summary
• Planned & forecast completion
• Milestones & weighted progress
• Select tasks to publish
• Calendar items & project updates
• Photo & video galleries
• Media captions, dates & visibility

• Projects & client details
• Quarter-day time logging
• Log the whole team together
• Daily notes & editable history
• Project-specific hourly rates
• Custom day length & currency
• Automatic hours, days & cost
• Team cost breakdown
• Paid-through dates & months
• Outstanding work totals
• CSV reports by date range
• All-project JSON export