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Business management

The business, structured.

Business management brings customer relations, invoicing, projects and operations together in business workspaces. AI coworkers can read data there and propose actions, within the access you set.

Business management

Business continuity

One line, from estimate to report.

In business management nothing stops between two screens: each step extends the previous one. Scroll, and the line moves on.

  1. Estimate
    D-2026-031

    CHF 5’400.00

    Accepted

    Shop renovation · 2 phases

  2. Project
    Shop renovation

    Phase 2 ongoing

    Ongoing

    Estimate · Phase 1 · Phase 2 · Handover

  3. Time
    Timesheets

    38 h logged

    Week 39

    3 people · phase 2

  4. Invoice
    F-2026-124

    CHF 1’250.00

    Sent

    Due 2 Oct

  5. Payment
    F-2026-109 · phase 1

    CHF 2’150.00

    Paid

    Received 14 Sep

  6. Reminder
    Reminder draft

    F-2026-124

    To review

    Prepared by an AI coworker, sent by you

  7. Report
    Invoice review

    CHF 4’850.00 open

    Ready

    Financial summary · to review

Illustrative example · fictional data. Available modules depend on your configuration.

Work with contacts, projects, tasks, estimates and invoices in structured business workspaces.

What you do there

  1. Customer relations

    Contacts, leads, estimates and proposals in one place.

  2. Invoicing

    Customer invoices, supplier bills and accounts, with their status.

  3. Projects and time

    Projects, tasks, events and timesheets to follow delivered work.

Interface reconstruction · fictional data

Illustrative scenario

Follow open invoices

One use case, step by step

  1. Person

    You open the list of sent and overdue invoices.

  2. AI coworker

    A read-only coworker prepares a due-date review every Monday.

  3. Person

    You decide on reminders and create any needed invoices yourself.

For AI coworkers

Tools available to coworkers: list invoices, list contacts, financial summary, and create an invoice — a write subject to the category’s access level.

What work would you delegate to AI?

Start with your use cases, applications and the level of delegation you want to introduce.

Let’s discuss your projectSee use cases

Applications

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