Core Financials
General Ledger
Secure, automate, and customize your full GL
Accounts Receivable
Manage incoming payments effortlessly
Accounts Payable
Automate vendor payments
Treasury Operations
Get global cash visibility faster
Tax Compliance
Take the pain out of global tax compliance
Procurement Control
Streamline purchasing and approvals
Balance Verification
Speed up end-to-end reconciliation
Financial Close
Close faster and with more accuracy
Sales Order Processing
Simplify order-to-cash processes
Cost Distribution
Allocate faster, without manual effort
Authorization Processes
Tailor approvals to your needs
Advanced Accounting
Revenue Recognition
Accelerate revenue recognition with AI
Flux Analysis
Create custom flux reports with AI insights
Prepaid Amortization
Save time on amortization and avoid errors
Subscription Billing
Automate recurring billing processes
Fixed Asset Management
Control the entire asset lifecycle
Assist AI & MCP Integration
Intelligent AI Assistant Across All Departments
Our AI assistant seamlessly integrates with every department through Model Context Protocol (MCP), providing real-time insights, automation, and intelligent decision support tailored to each team's unique needs.
Sales
AI-powered forecasting and pipeline management
Finance
Automated reconciliation and financial insights
Marketing
Campaign analytics and budget optimization
Human Resources
Workforce planning and compliance automation
IT/Tech Support
Intelligent ticketing and resource management
Legal
Contract management and compliance tracking
Conversational AI
Agents
Configure intelligent AI agents for automated interactions
Contacts
Manage customer and stakeholder contact information
Campaigns
Create and monitor AI-driven communication campaigns
Logs
Track and analyze all conversational AI interactions
CRM and Drive
CRM
Comprehensive customer relationship management with intelligent insights and automated workflows
Due Diligence
AI-powered customer verification, compliance checks, and risk assessment automation
Inventory
Item
Manage product catalogs, SKUs, and item master data with complete traceability
Truck Arrivals
Track and manage inbound shipments with automated arrival notifications
Item Receipts
Process receiving documents and update inventory levels in real-time
Quality Inspections
Conduct quality checks and maintain compliance with inspection workflows
Inventory
Real-time visibility into stock levels, locations, and inventory valuation
Warehouse & Bins
Optimize warehouse operations with multi-location and bin management
Stock Transfers
Seamlessly transfer inventory between locations with automated tracking
Roles and Permission
Custom Role Templates
Start with pre-configured roles like CFO, Finance Manager, Procurement Manager, or Inventory Specialist
Granular Permissions
Define access control for every module, report, and data field in the system
Role-Based Access Control
Assign roles by department, seniority, or function with multi-role support per user
Approval Workflows
Configure approval chains based on roles with automatic routing and escalation
Audit Trail
Track all permission changes and role assignments with complete audit history
Team Management
Organize users by teams and departments with hierarchical permission inheritance
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