People and papers
Every counterparty, with its papers and its chats
An address book, and a chat per client that books what it is told.
Counterparties, their paper and their chats
Every counterparty with its rails, documents, payments and debt in one place, and the paper filed by a schema you set in words.
A counterparty is one place, not five: its rails, its documents, its payments and any debt between you live under one name. Documents are filed by a schema you write in words, and a whole run is a plan you read first and undo in one press.
Payments and batches in depth →Who are we dealing with, and on which rails?
ArrivesRead asFiled under
Every file that arrives is read and named by its type, then filed under the schema you set for the space in words.
A chat that books what it is told
A chat per client or per team: a sentence becomes a row on one press, and a claim goes to the approvers with buttons in their own chat.
A sentence in Slack or Telegram becomes a row on one press, a colleague's claim goes to the approvers with buttons in their channel, and a client gets a chat where the invoice arrives with its PDF. Nothing is booked silently: a dropped file gets a question first.
The Slack app →Can the team do this from Slack or Telegram?
Questions
The questions that come first.
Can a client be paid from Slack or Telegram?
An expense can be booked from the chat in one press and a claim goes to the approvers with buttons in their channel; a payment itself still goes through the queue and the signatures your rule asks for.
How are documents filed?
By a schema you write in words: what arrives is read, named as an invoice, a receipt or a contract, and filed under the folder the schema names; a whole run is a plan first and is undone in one press.
Can an accountant see the book without a seat in the team?
Yes. Open and share gives one account, one folder or the whole book to a person outside the space, read only by default and for as long as you keep the link open.
See it on your own books.
Thirty minutes: we connect an account, drop a real bill in, and close a month together.