Every transaction matters.
Financial accounting, warehouse management and time accounts on one transactional foundation. Keep resources and every change traceable.
An offer with the full context.
Customers, addresses, line items and payment terms come together in an offer. Services and amounts stay structured. Your team works with the same business data used by CRM, documents and authorized agents.
A commitment becomes operational work.
Orders connect customer information, line items and agreed terms. The commercial view stays connected to your team's tasks and documents. Configure the transition from offer to order around your approval process.
Stay connected through invoicing.
Invoice items, due dates and payment terms are part of the same business context. A shared object model keeps information connected so answering a question does not start with searching for a file.
Keep outstanding amounts in view.
Linked payments show amounts, dates, methods and status. Paid amounts are totaled. Review outstanding transactions together with the customer relationship and invoice details.
One transaction. Start to finish.
One module. Many possibilities.
Financial accounts and fiscal years
Organize financial transactions by account and fiscal year so entries and balances can be reviewed within the relevant period.
Offers, orders and invoices
Keep commercial documents connected to the same business transaction, supporting the work from an initial offer to its related invoice.
Warehouses, locations and inventory
Connect inventory to its warehouses and locations, and examine changes alongside the transactions that move those resources through your business.
Time tracking and time accounts
Connect recorded working time to time accounts so hours worked and their effects on the relevant balance remain traceable together.
Transaction templates and approvals
Give recurring transactions a consistent structure and review the proposed changes before an approval allows the next processing step.
Entries, balances and audit logs
Read an account balance alongside its entries, using activity information to understand changes in the context of each transaction.
Where everything connects.
Customers meet transactions
Relationships continue beyond an offer. Contacts, notes and commercial transactions stay connected.
Connect your existing ERP
Start with a defined data scope and run AIOS alongside your established systems.
Prepare recurring work
Have agents gather information and prepare next steps. Your team reviews and approves.