Find the details you need faster
Find the details you need alongside your current work, without searching other tools.
Issue an invoice, record an expense and check incoming payments. See what has been paid and what is overdue in one place. Prepare advance invoices, credit notes, recurring invoices and payment reminders.
Example voice conversation: Finance
Prepare an invoice for Alza.cz for office maintenance, CZK 45,000 excluding VAT, due in 14 days.
The invoice draft is ready. I filled in the billing details from your CRM.
Invoice · Alza.cz · CZK 45,000 excl. VAT · Due in 14 days · Draft ready
Issue it and send it to the customer's billing email.
The invoice has been issued. I queued the PDF for delivery to the customer's billing email.
Invoice · Alza.cz · CZK 45,000 excl. VAT · Due in 14 days · PDF queued
And enable automatic reminders for it.
Done. If the invoice remains unpaid after its due date, a reminder will follow your configured rules.
Invoice · Alza.cz · CZK 45,000 excl. VAT · Due in 14 days · Reminders enabled
Find the details you need alongside your current work, without searching other tools.
Review your records to check their current status and decide what to work on next.
Connected apps share information, so you do not have to enter the same details again.
Manage invoices, expenses and payments and keep track of unpaid bills.
Use customer, job or payment details in other apps you have enabled. Your team can work from the same information without entering it again.
Explore connected appsStart for free and see how much manual data entry and information chasing you can eliminate.