Operational dashboard
Company performance
Cashbook indicators only—not statutory accounts or accounting profit.
Rolling 12 months
Sales, collections & expenses
Selected period
Top products & services
Selected period
Top customers
Cashbook
Expense categories
Commercial pipeline
Estimate & quotation funnel
Action required
Work queues
Recent activity
Invoices
Billing records
All invoices
Shared enquiries inbox
New interest. Shared follow-up.
New enquiries are unassigned. Claim one to start following up.
Filter enquiries
0 enquiries
Google Forms connection · Administrator
Before invoicing
Estimates, quotations & proformas
Prepare an estimate or quotation, record customer approval, then convert it without overwriting the original.
Approval queue
Recurring invoice drafts
Scheduled runs create drafts only. Review each draft before an invoice number is assigned.
Schedules
Recurring billing
Payment records
Receipts
Issue a receipt for money received, with or without an invoice. You can enter a new payment or use an existing one.
Money received
Payments
Record payment only to acknowledge a reported transfer, or choose Issue receipt once funds have arrived. Payments received on account can be applied to an invoice later.
Outgoing costs
Expenses
Supplier bills, subscriptions, advertising and reimbursement claims move through approval, payment and statement matching. This is not the statutory general ledger.
Spending overview
Cashbook totals use the actual MYR payment plus recorded bank/card fees. They are not a profit-and-loss statement.
Expected costs
Subscription renewals
Schedules create an expected draft and reminder only. Staff must attach and check the actual supplier bill.
Statement import
UOB and card CSV
Human confirmation
Statement lines
Suggestions never match automatically. Confirm each match or record a reviewed exception.
Monthly handoff
Accountant pack
Locked history
Finalized packs
Accountant mapping
Vendors, categories & accounts
Vendors
Categories
Payment accounts
Client directory
Clients
Save billing details once. Reuse them on invoices, quotations and payments.
Review existing names
These names come from existing records. Review each before adding it. Nothing is merged, linked or changed automatically.
Catalogue
Products & services
Items are grouped by the work customers are buying. Guide prices become editable defaults in new documents. Only Administrators can change catalogue prices; each document still requires human review.
Access control
Team members
Account ExecutiveCreate invoices and use the catalogue.
Accounts ManagerAlso maintain service details, record payments and approve commercial workflows.
AdministratorAlso control catalogue prices, users and Stripe settings.
Security audit
Team activity
Earlier conversations & project proposal drafts
How this assistant works
The assistant prepares drafts only. It cannot approve, issue, share, send or accept documents. Generated content is not legal advice.
Draft workspace
What can I help you prepare?
Tell me what you need in your own words. I’ll ask for the customer, services, pricing and dates one question at a time.
Use Record payment for transaction text or slips—a separate, private review, without AI. Keep identity numbers, account numbers and other sensitive data out of general chat.
Guided mode
Customer
ProjectDetails collected 0 fields
Payment text and slips open a private review, outside this conversation. Keep identity numbers, account numbers and other sensitive data out of general chat.
PDPA governance
Policy library
Drafts are not legal advice. The privacy notice and controlled policies require external Malaysian legal review before becoming effective.