3 channels feeding
1 autonomous dashboard

ORGANIZATION

• Company profile Your tax registry, chamber of commerce and bank accounts, stored once. Every document you issue takes its data from here.
• Summary How the business is doing this month and how each location is doing: sales, costs, profit, cash, customers and suppliers.

OPERATIONS

• Production The internal work behind each sale: where each order stands and what is left to deliver.
• Documents Everything you issued and everything you filed, with its number, amount and reference. Downloadable whenever they ask.
• Contacts Customers, suppliers, employees, creditors and shareholders in one directory, with the data you need to invoice them.

MANUAL

• Issue a document When you would rather do it yourself: quote, invoice, receipt, disbursement voucher or certificate, in a form.
• Bulk capture Drop several documents, a folder or a ZIP, and Lucía extracts, classifies and posts the whole batch.
• Reconciliations The day's close: invoices against vouchers, until the difference is zero and the day is closed.

ACCOUNT

• My profile Your name, your email and your password. Yours, kept apart from the company data.
• Plan & billing Your plan, how long it runs, how many documents you have used and your whole organization billed as one.
• Referrals Your link to bring in customers and the commission you earn for each one, month after month.
• Help The manual of everything you can ask Lucía for, and how to ask her.