Step-by-step Workflows

Approve a compatible AI agent through Experi, choose the work it may do and revoke access without sharing your password.

Use a consistent client record, control private portal links and review service-agreement scope before requesting acceptance.

Build a mechanic invoice using reusable labour and parts, then choose email delivery or a paper handover.

Choose a team role, track the invitation, verify the selected workspace and revoke access when the job is finished.

Keep supplier costs organised, review extracted bill fields and distinguish a bill from an expense or a stock receipt.

Use the dedicated Chasing view to distinguish automatic follow-up, paused work and invoices that need attention.

Track billable work against a client project, review what remains unbilled and avoid charging for the same entry twice.

Correct a customer charge without confusing the credit document, money returned and products put back into stock.

Choose between a one-off scheduled invoice, a recurring series and Stripe Autopilot, and check what will run automatically.

Record counter or ecommerce sales, classify business activity and understand management results without double-counting income.

Understand the dates, assumptions and source records behind each report instead of treating every total as cash in the bank.

Review bank CSV matches before confirming them, then export the right workspace and period for your adviser.

Prepare a clear estimate, follow its acceptance and convert agreed work without treating a quote as payment.

Review business details, invoice branding, message wording, API access and secure MCP agent connections in the right workspace.

Create a useful item catalogue, record deliveries and returns, and understand what changes stock when invoicing.

Set up the right business, create a useful first draft and understand the dashboard before adding automation.