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Inside Experi

From the work you do to the money you’re owed.

See how today’s priorities, completed work, invoices, follow-ups and payment records fit together—then follow the guide for your own workflow.

Try Experi freeExplore the workflows
Experi Today dashboard with paid, awaiting-payment, overdue and unbilled-work cards, an invoicing performance chart and an awaiting-payment age chart.
See what needs you today. See the work and money that need attention, then use the charts to understand invoicing performance and the age of unpaid balances.

Choose the job you want to get done

Workflow 01

Start with a clear workspace

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

Free core tools; Pro reports and automation

Read the step-by-step guide →
Experi Today dashboard with paid, awaiting-payment, overdue and unbilled-work cards, an invoicing performance chart and an awaiting-payment age chart.
See what needs you today. See the work and money that need attention, then use the charts to understand invoicing performance and the age of unpaid balances.
See 1 more screen from this workflow
Invoice table showing fictional draft, sent and paid workshop invoices.
Find the right invoice. Filter by status, client or date, then open an invoice to review its details and payment history.

Workflow 02

Invoice the job, not a blank page

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

Templates, inventory and printing on Free and Pro; invoice limits apply

Read the step-by-step guide →
Current Experi New Invoice form with client, dates, currency, branding, line-item and payment-detail controls ready to complete.
Start with a clear invoice. Start blank or open the template picker, then review the customer, work, prices, dates and payment details before saving.
See 3 more screens from this workflow
Invoice editor with the fictional client, dates, currency and reusable line items.
Build a clear customer invoice. Review prices, vehicle notes and payment instructions before issuing.
Experi invoice page with the More actions menu expanded to show the Print copy action alongside document tools.
Print when a customer needs paper. Open More actions and choose Print copy. Review the invoice status and content before handing a printed copy to a customer.
Paid Experi invoice with business branding, customer and line-item details, totals, payment information and follow-up actions.
Keep the complete invoice history together. Open one invoice to review what was sent, its totals and payment status, then use the available document and follow-up actions.

Workflow 03

Keep repeat work ready to recall

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

Free and Pro

Read the step-by-step guide →
Inventory showing workshop products, services, stock quantities and low-stock indicators.
A catalogue for repeat work. Stock value is an operational estimate, not an accounting valuation.
See 1 more screen from this workflow
Two reusable invoice templates for workshop servicing and mobile diagnostics.
Save a useful starting point. Saved templates do not copy the customer, invoice number, dates or sending schedule.

Workflow 04

Agree the work before billing

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

Free quote allowance; Pro for unrestricted core quoting

Read the step-by-step guide →
Quote list with fictional draft, sent and accepted estimates.
Track the work being agreed. Keep draft, sent and accepted quotes in view, then open the agreed work when you are ready to create an invoice.

Workflow 05

Turn tracked work into billable work

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

Pro

Read the step-by-step guide →
Projects list showing fictional servicing jobs and their billable work.
Keep work attached to its client. Organise jobs by client and review their status, value and billable work in one place.
See 2 more screens from this workflow
Time tracking with a timer, entry form and UK calendar-week totals.
Capture the work while it is fresh. Use the timer or add time manually. Weekly totals cover Monday through today.
Unbilled time and expense summaries grouped by client project.
Review what still needs invoicing. Only billable work not already linked to an invoice belongs here.

Workflow 06

Turn supplier paperwork into reviewed records

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

Pro; Email-to-Bill availability and limits apply

Read the step-by-step guide →
Experi Suppliers page with search, supplier records and an Add Supplier action in the current workspace layout.
Keep supplier details ready for the next bill. Keep supplier contacts and payment details together so Draft Bills and recorded costs are easier to review.
See 3 more screens from this workflow
Bills list with fictional supplier invoices, pending balances and paid records.
Keep supplier costs visible. Track supplier invoices, due dates and outstanding balances, and record payments to keep their status up to date.
Draft-bill review form with supplier, amount and date fields.
Review before confirming a bill. Check the supplier, dates and amounts against the original document before confirming. The example confidence score is a review aid, not a guarantee of accuracy.
Expense form with project, date, category, amount and billable controls.
Separate business costs from billable costs. Categorise business costs and mark work-related expenses as billable when they need to be passed on to a client.

Workflow 07

Know what is actually being chased

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

Free manual reminder allowance; Pro automation and recovery tools

Read the step-by-step guide →
Chasing filtered to fictional overdue invoices with automation turned off.
See the next follow-up. Review overdue invoices and the next follow-up. Search filters the rows while summary cards describe the workspace.

Workflow 08

Make repeat billing deliberate

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

Pro; connected-provider eligibility applies

Read the step-by-step guide →
Two fictional recurring monthly billing schedules, both paused.
Review the next billing cycle. Check billing frequency, the next invoice date and series status. Paused schedules do not generate new invoices.
See 1 more screen from this workflow
Recurring invoice editor for a fictional monthly fleet-maintenance retainer, showing frequency, next date, end date and line items with automatic sending unchecked.
Review the schedule and reusable invoice lines. Review the frequency, next date and reusable invoice lines. Automatic sending is optional and should be checked before activating a series.

Workflow 09

Correct records without losing the history

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

Pro credit notes; inventory on Free and Pro

Read the step-by-step guide →
Credit notes list with one fictional draft goodwill adjustment.
Review a correction before issue. Prepare invoice corrections for review before issuing. A credit note does not automatically return products to stock.

Workflow 10

Share the business, keep control of access

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

Pro team creation and invitations; existing access revocation remains available

Read the step-by-step guide →
Team members with owner-controlled access revocation and a pending viewer invitation.
Control shared access. Review members, roles and pending invitations. Owners can revoke access when a colleague no longer needs the workspace.

Workflow 11

Understand what the numbers mean

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

Pro reporting; Tax Planner availability and eligibility apply

Read the step-by-step guide →
Cash-flow forecast with explicit calendar dates, separate overdue balances and weekly expected payments.
Read the forecast week by week. A forecast, not a bank balance. Estimated spending uses recent expenses and overdue invoices are kept separate.
See 1 more screen from this workflow
Quarterly Summary with a record-review checklist, recorded income and expenses, and an explicit filing-status disclaimer.
Review the records for each period. A records checklist, not an MTD eligibility assessment, tax calculation or proof of an HMRC submission.

Workflow 12

See income beyond invoices

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

Pro, availability-controlled rollout; may not appear in every workspace

Read the step-by-step guide →
Other Sales page with Add sale, Add multiple and Import CSV controls, and a summary of twelve fictional non-invoice sales.
Record sales beyond invoices. Choose Add sale for one transaction, Add multiple for rows or Import CSV for a reviewed upload. Availability-controlled Pro preview.
See 1 more screen from this workflow
Financials with fictional business classifications, profit/loss and review warnings.
Review the bigger picture. Bring counter sales and other business income into one management view. Availability-controlled Pro preview; these records are not a bank balance or an HMRC submission.

Workflow 13

Check the evidence behind payment records

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

Pro; bank CSV matching is separate from connected bank feeds

Read the step-by-step guide →
Bank reconciliation upload area explaining review and match confirmation.
Start with your bank CSV. Upload a bank statement CSV and review the proposed matches before confirming invoice payments.

Workflow 14

Give clients a clearer experience

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

Free client allowance; Pro portal and agreement tools

Read the step-by-step guide →
Fictional client record with related invoices, quotes, projects and portal controls.
One place for the client relationship. See related invoices, quotes and projects, and manage the client's private portal access from their record.
See 1 more screen from this workflow
Service agreements list showing a fictional draft fleet-servicing scope.
Keep the scope alongside the job. Keep the agreed scope alongside each client and track documents from draft through review and acceptance.

Workflow 15

Give an agent only the access it needs

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

Pro; off by default until an owner approves a connection

Read the step-by-step guide →
Experi MCP and Agents settings with agent access off, an OAuth security explanation, the MCP endpoint and a compatible client configuration example.
Connect an agent without sharing a password. MCP is a Pro feature and stays off until you approve a connection. OAuth uses Experi sign-in, scoped permissions, PKCE and revocable access.

Workflow 16

Make the workspace fit your business

Review branding, message wording, Developer API access and secure MCP connections while keeping account and workspace settings in the right scope.

Plan, role, verification and integration requirements vary

Read the step-by-step guide →
Business Profile settings for fictional Oakfield Garage, with contact details, business address, default currency and payment terms.
Set up the business shown on your documents. Set the contact details, currency and payment terms for the selected workspace, ready to use on your documents.
See 3 more screens from this workflow
Experi Branding settings with a business logo, supported upload formats, brand colour controls and an explanation of where the branding appears.
Make every invoice look like your business. Upload a logo and choose invoice colours once. Pro applies them to previews, shared invoices and newly generated PDFs for the selected business.
Experi Message Templates settings for reusable invoice, quote and agreement email wording.
Reuse the right message for each document. Set reusable email wording for the selected business, then review the recipient and message before sending a document.
Experi MCP and Agents settings with agent access off, an OAuth security explanation, the MCP endpoint and a compatible client configuration example.
Connect an agent without sharing a password. MCP is a Pro feature and stays off until you approve a connection. OAuth uses Experi sign-in, scoped permissions, PKCE and revocable access.