01AI Integration
- Conversational AI with contextual awareness
- Semantic search over vectorised data
- AI-driven data entry with rule-based logic
- Access rights management
02Financial Management
- Double-entry bookkeeping with a full chart of accounts
- Accounting periods: create, close, lock, reopen
- Turnover and balance calculated per period
- Multi-currency support (EUR, USD, extensible)
- Immutable audit trail: posted entries cannot be modified
03Reporting Dimensions
- Custom dimension types: project, cost centre, region, etc.
- Dimension values with validity periods (active from / to)
- Tagging on ledger entries, sales and purchase invoice lines
- Activate and deactivate dimensions as needed
04Billing & Documents
- Sales invoices: draft → confirmed → cancelled / credited
- Quotes, delivery notes, and credit notes
- Auto-numbering with atomic assignment
- Line-level tax calculation with net and gross totals
- Auto-posting to the ledger on confirmation
- Contact auto-fill from CRM
05Invoice Delivery
- Send invoices by email as PDF attachments
- Send e-invoices directly B2B via registry code
- Delivery history with status, attempts, and errors
- Edit recipient email directly in the invoice view
- Token quota controls sending volume: top up as needed
06Payments
- Record incoming and outgoing payments
- Stripe webhook integration
- Partial payment and prepayment allocation
- Unallocated cash tracking
- Two-phase ledger posting
07Contacts (CRM)
- Universal contact database shared across all modules
- Sales deals and pipeline tracking
- Logged interactions and full contact history
- Soft-delete / archive semantics
- Dynamic relationship and attribute types
- Auto-fill search
08Tasks & Workflow
- Task creation, assignment, and due dates
- Status tracking: open → in progress → done
- Full-text task search
- Complete and archive workflows
09Contracts
- Full lifecycle: draft → active → suspended → terminated
- Immutable version history on status transitions
- Party relationships and billing rule definitions
- Templates and legal clauses
- Semantic search throughout
10Recurring Billing
- Contract-to-invoice automation
- Billing schedule management: pause, resume, reset
- Quarterly, monthly, weekly, or daily billing
- Queue tracking for pending jobs
11Product Catalogue
- Physical goods, digital services, services
- Fixed, per-unit, tiered, volume, and flat pricing
- Price versioning with validity windows
- Bundles, variants, and COGS tracking
- Tax category mapping and semantic search
12Fixed Asset Accounting
- Asset register with serial and barcode numbers
- Straight-line depreciation with automatic period proration
- Batch depreciation runs for the entire organisation at once
- Asset write-off with automatic ledger entry
- Depreciation history per period: accumulated depreciation and book value
- Auto-trigger depreciation on accounting period close
13Platform Foundation
- Multi-tenant SaaS: schema per organisation
- Unified authentication: local login + Google OAuth2
- Organisation management and role-based access
- Package subscriptions: free / standard / premium
14Audit & Compliance
- Immutable audit log: all changes tracked
- Blockchain-style audit: tamper-evident chain
- Decimal arithmetic throughout: no silent rounding
15Settings & Reference Data
- Bank and IBAN management
- Employee data, locations, and projects
- Organisation profile settings
16Security
- Multi-tenant schema and database-level isolation
- End-to-end encryption for all security keys
- Scalable, pod-level processing and workload isolation