Today & money
Priorities, overdue invoices, bills and cash snapshots.
Product direction
Focus on the everyday essentials first.
Our initial focus is trades and service businesses and the bookkeepers who support them. Wider sector modules will be shaped by evidence from the pilot.
Explore now — with fictional data.
Work & records
Completed-job and invoice-preview examples, with supporting records.
Practice
A four-client portfolio, client drill-down and guided answers.
Later possibilities, not launch promises.
Staffing, hospitality takings, stock, property and wider document workflows remain possible future modules. They are not available to activate or buy, and their scope may change.
The first job is to prove that the core review workflow is useful.
Planned operational workflows
Diary, important dates & customer updates.
CVRT reminders from dates you record, a wider connected diary, delay impact review and customer-update drafts are part of the intended control-centre experience. These are planned workflows, not live services. External changes and messages will require approval.
Explore the illustration →