For small business
Run small business finance admin without making every workflow a separate system
A connected workspace for small business owners who need supplier evidence, customer billing, receivables, payroll preparation, and staff time to move through clearer, reviewable workflows.
The everyday bottleneck
The work is simple. Keeping it together is not.
The problem is rarely one missing document. It is the time spent rebuilding the story after work is done, a payment is late, or your bookkeeper needs answers.
Supplier receipts, customer invoices, and payments are stored in separate places
Managers need an answer on outstanding cash but the data is not ready for a quick review
Staff hours are not approved when payroll preparation begins
A business owner is forced to rebuild the same operational picture at every month-end
What changes
One workspace, fewer loose ends
- Keep vendor evidence and customer sales records in their own focused workflows under one workspace
- Use Receivables to review invoices, balances, payments, and the next follow-up action
- Prepare payroll with employee records, pay inputs, run reviews, and payslip workflows where configured
- Assign work, collect time, approve entries, and bridge approved hours into payroll preparation when both modules are active
A practical walkthrough
- 1Capture supplier evidence and send customer invoices while routine work is happening.
- 2Review outstanding balances in Receivables before the weekly cashflow discussion.
- 3Have managers approve submitted staff hours before they are used for payroll preparation.
- 4Review the payroll run, then export the records your finance or adviser workflow needs.
- Business Operations Bundle
- Payroll & Employee Pay Runs
- Staff Time & Tasks
- Tax Evidence & Expenses
- Sales Invoices
What does the Business Operations Bundle include?
The Bundle includes Tax Evidence & Expenses, Sales Invoice, Payroll, and Timesheets in one workspace. Add-ons remain capacity extensions and do not replace a base module.
Can I start with individual modules?
Yes. Start with the workflow causing the immediate problem, such as receipts or customer billing, and add modules later. You do not need Payroll or Timesheets unless you are running staff workflows.
How do Timesheets and Payroll work together?
Timesheets can be used independently. When both Timesheets and Payroll are active, approved time can be bridged into payroll preparation while the two modules continue to own their separate records.
Ready to see it in your workspace?
Start with one module, choose the Bundle when you need everything connected, and keep your historical records readable as your billing changes.