✔️ Generate audit-ready PDFs instantly
[Learn more →]Expenses

Track where your money’s going — without the mess.
✔️ Categorize spending
✔️ Snap tax amounts (GST, PST, VAT…)
✔️ See trends and upcoming reports
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Contacts & CRM

Everything about your customers — in one tidy place.
✔️ Custom status labels (Lead, Active, Inactive…)
✔️ Notes, reminders, and activity logs
✔️ Start invoices or estimates directly from contact
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Appointments & Tasks

Stay on top of your day — and your team’s too.
✔️ Assign tasks to team members
✔️ Track appointments, follow-ups
✔️ Built-in reminders that just work
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Smart Alerts & Automation

Set it and forget it (almost).
✔️ Auto-alerts for due reminders, expiring estimates
✔️ Visual cues + sound notifications
✔️ You’ll never forget a thing again
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️ Privacy & Control

Your business, your data, your rules.
✔️ Role-based access for teams
✔️ Separate databases per company
✔️ Built-in admin dashboard for oversight
[Learn more →]