Spend Management
Accounts Payable built for distributors. Know what you owe, to whom, and when it's due — before it becomes a problem.
Bill Entry
Enter supplier bills manually or import them from PDF, Excel, or CSV. Line-item detail with expense account and cost center coding. Attach scanned invoices and packing slips.
Approval Workflows
Multi-level approval routing by amount, department, or expense account. Managers review and approve bills from any device. Full audit trail of every approval decision.
Payment Runs
Batch payments by due date, supplier, or payment method. Support for ACH, check, and wire transfers. NACHA file export for direct bank submission. Payment confirmation tracking.
Recurring Bills
Schedule repeating bills — rent, utilities, software subscriptions, equipment leases. Auto-generation on your schedule with due-date awareness. Modify amounts before posting.
Budgets & Cost Centers
Set monthly and annual budgets by expense account and cost center. Real-time variance tracking against actual spend. Alerts when categories approach or exceed thresholds.
Supplier Finance Profiles
Store payment terms, banking details, tax IDs, and 1099 classification per supplier. Default expense accounts and approval chains per supplier. Payment history and aging by supplier.
1099 Compliance
Track 1099-eligible payments throughout the year. Supplier classification by 1099 category. Year-end summary export ready for tax filing.
18 Tiered Reports
AP aging summary and detail, cash requirements forecast, supplier spend analysis, budget vs. actual, payment history, expense by category, and more — all exportable to PDF or Excel.
Receivables
Accounts Receivable that closes the loop. Invoice customers, track payments, and manage collections — all connected to your quoting pipeline.
Invoice from Quotes
Convert a closed quote into an invoice with one click. All line items, pricing, and customer details carry over automatically. No double entry. No copy-paste errors.
Payment Recording
Record payments by ACH, check, wire, cash, or Stripe. Partial payments supported with automatic remaining-balance tracking. Payment receipts generated automatically.
Aging Dashboards
AR aging by customer with drill-down to individual invoices. Color-coded buckets — current, 1-30, 31-60, 61-90, 90+ days. Click any customer to see their full payment history and outstanding balance.
Statement Runs
Generate account statements for all customers or a filtered subset. Delivery tracking — know who received their statement and who hasn't opened it yet. Schedule recurring monthly runs.
Late Fees & Discount Terms
Configure late fee rules — flat amount or percentage after N days past due. Early payment discount terms (2/10 Net 30, etc.) applied automatically. Manual override when needed.
Credit & Debit Memos
Issue credit memos for returns, pricing adjustments, or goodwill. Debit memos for undercharges. Both link back to the original invoice for a complete transaction history.
12 Tiered Reports
AR aging summary and detail, customer balance summary, collection forecast, payment history by customer, revenue by period, invoice register, and more — all exportable to PDF or Excel.
Ask anything. See everything.
Insight Studio and Ask AI let you query all your finance data in natural language. No SQL. No report builder.
Natural Language Queries
Type questions like "Which suppliers am I paying late?" or "Show AR aging by customer" or "What's my DPO trend this quarter?" and get instant dashboards, charts, and tables.
Insight Studio
Pre-built finance dashboards that update in real time. Cash position, AP/AR summary, DPO/DSO trends, top suppliers and customers by volume. Drill into any number.
Ask AI
A conversational interface to your finance data. Ask follow-up questions, refine results, and export findings. The AI understands your chart of accounts, supplier names, and customer relationships.