Invoice on the person
A checkout or a prompt. The invoice lands on the same customer record.
See CRM features
AI-native Revenue Operations
Sales, invoices and inventory connected in one system for Revenue Operations
Manage sales, invoicing and inventory with documents linked to the customer record. Work in the apps or ask the AI assistant for help coordinating your Revenue Operations.
Loading demo…
Scroll to exploreOpen demo
From prompt to action
Ask whatever you want. 24/7.
Use the AI assistant to work with invoices, inventory and finance in the same applications your team already uses. The customer record and commercial documents stay connected whether you work by prompt or on screen.
- Ask whatever you want
- Same apps
- 24/7
Loading demo…
Scroll to exploreOpen demo
The documents
A sale in the store or at the register connects the invoice, stock movement and ledger entry to the same customer. Follow the commercial event without exporting between systems.
- SaleShop or POS
- InvoiceOn the person
- StockAt the location
- P&LIn the ledger
The screens stay yours.
Invoices, stock, and P&L are modules — not another product to sync.
Stock at the location
A sale decrements the warehouse. There is no shadow inventory on the side.
Explore StoreP&L from the same event
Payments post to the journal. The P&L comes from the same event.
Explore ReportingLoading demo…
Scroll to exploreOpen demo