Operational Platform
Multi-tenant CRM, ERP, AP Portal, Financial Close, and Operational Planning — unified in a single platform built for mid-market companies.
Phase 2 Complete — Active Development
Operational Platform
Multi-tenant CRM, ERP, AP Portal, Financial Close, and Operational Planning — unified in a single platform built for mid-market companies.
Everything finance, operations, and sales teams need — integrated from day one.
Quotes, orders, contracts, billing schedules, invoicing, AR tracking, and collections. Advance and arrears billing, milestone and usage-based, with amendment history.
Requisitions, purchase orders, goods receipt, and three-way matching. Approval routing with configurable thresholds and delegation.
Email inbox ingestion, OCR via AWS Textract, confidence scoring, learned GL coding, PO matching with tolerance rules, and a queue-based processing console.
Double-entry posting engine with balance validation, chart of accounts, period management, journal approval workflows, and trial balance reporting.
Lead and opportunity tracking, account hierarchy, contact management, activity logging, pipeline visibility, and transaction-level email tracking.
Custom fields, custom transaction types, picklists, and validation rules. Tenant-configurable without code changes. The foundation everything else builds on.
State machine definitions, conditional transitions, serial/parallel approval chains, delegation, escalation, and event-driven triggers.
BambooHR, DocuSign, Concur, Harvest, QuickBooks, OCC, and JIRA — with a common framework for field mapping, sync logging, error queues, and external key management.
Operational budgets, rolling forecasts, cash flow forecasting, and variance analysis. Supports multi-entity consolidation and scenario planning.
Item master, warehouses, transaction tracking, and cost layer valuation. Supports standard cost, FIFO, and weighted average methods.
Asset lifecycle management, multiple depreciation books, configurable methods (SL, DDB, MACRS), disposal, and impairment tracking.
ASC 842-compliant ROU asset and lease liability calculations, payment schedules, modification and termination workflows, and journal automation.
ASC 606 engine with performance obligation tracking, standalone selling price allocation, variable consideration, and automated rev rec schedule posting.
Project budgets, task tracking, labor and material costing, work order management, and project-level GL dimension posting.
Prepaid and deferred expense amortization schedules with automatic posting, allocation engines for cost spreading, and full audit visibility.
Executive dashboards, configurable KPI metrics, financial reports (P&L, balance sheet, cash flow), and self-service reporting with drill-down.
ML-based AP GL coding suggestions trained on historical decisions — vendor × description × amount × department → suggested account, dimensions, and amortization treatment.
Append-only, immutable action log. Every create, update, delete, approve, post, and reverse is recorded with before/after snapshots. No exceptions.
Three end-to-end business processes, deeply integrated.
From initial quote with e-signature through billing schedule generation, invoice delivery, AR aging, and cash receipt application.
From purchase request through approval, dispatch, goods receipt, AP invoice matching, coding, and GL posting.
Journal entry creation, approval, posting with balance validation, period management, and financial reporting.
Modern stack, enterprise reliability.
Four products that share data and feed each other.
NL-to-production-code across the full SDLC
Operational intelligence & workforce analytics
Agentic AI & AI coworkers
CRM + ERP + AP Portal + Financial Close