Des finances claires au quotidien

AI workspace assistant for structured operations, confirmations, and quota-aware usage.

• Natural-language operations across finance and ops.
• Draft confirmation and cancellation controls.
• Voice capture with built-in transcription.
• Attachment upload, parsing, and context injection.
• Live streaming replies with status timeline.
• Per-plan monthly quota visibility and enforcement.

External agent connectivity with permission boundaries.

• API-key-based external connections.
• Scope-based access permissions.
• Draft approval for write, delete, and export actions.
• Request-level audit logs.

Finance visibility and trend monitoring.

• Income and expense trend snapshots.
• Category and account breakdowns.
• Period-based performance views.

Track incoming revenue clearly.

• Income transaction logging.
• Source and category organization.
• Revenue summaries by period.

Capture and organize spend records.

• Expense transaction logging.
• Receipt and note attachments.
• Category and payee visibility.

Automate repeating income and expense flows.

• Recurring rule setup.
• Schedule and interval control.
• Status updates and next-run visibility.

Set guardrails for planned spend.

• Budget target and cap management.
• Progress tracking by period.
• Overspend visibility.

Manage cash balances and movements.

• Ledger-based cash balances.
• 30-day income and expense snapshots.
• Per-currency drill-down to cash transactions.

Track bank account activity in one workspace.

• Ledger-separated bank account records.
• Timeframe-based balance trend views.
• Traceable activity with statement-ready history.

Track card spend and balances.

• Ledger-separated credit card records.
• Payment due-date and annual-fee schedule visibility.
• Traceable balance trends and card activity history.

Unified transaction timeline across modules.

• Unified feed for income, expense, transfer, and adjustment records.
• Search, filter, and sort by date, amount, ledger, account, and category.
• Summary stats, cashflow view, and drill-down transaction details.

Never miss important due dates.

• Due-date reminders with status and account linkage.
• Search, filter, and sort by status, account, and due date.
• Card/table workflows with recycle-bin restore controls.

Track business assets and ownership records.

• Asset registry management
• Lifecycle and status tracking
• Financial context linkage

Log reimbursable and operational travel.

• Trip and route logging
• Distance and reimbursement tracking
• Export-friendly mileage history

Manage customer records tied to finance workflows.

• Client profile records
• Transaction linkage by client
• Client-level activity summaries

Keep collaboration context close to execution.

• In-workspace threaded messages
• Record-linked message context
• Team coordination workflows

Organize supplier relationships and spend context.

• Vendor profile management
• Spend tracking by vendor
• Vendor transaction history

Link operational work with financial outcomes.

• Project workspace records
• Income and expense linkage per project
• Project-level progress visibility

Track stock, valuation, and item movement.

• Inventory item management
• Location and quantity tracking
• Cost method and valuation controls

Scheduling workflows for multi-role teams.

• Appointment calendar scheduling
• Service booking workflows
• Team availability coordination

Hiring execution and candidate collaboration.

• Candidate pipeline management
• Job and requisition workflows
• Recruiting collaboration and reporting