Quote Faster. Track Spend. Report with Confidence.

Simplify financial operations, improve billing accuracy, and gain real-time control over costs and forecasts. This workspace centralizes everything from quoting to asset depreciation—empowering finance teams with actionable insight and reliable reporting across departments.

Workspace Highlights

  End-to-end invoicing from estimates to billing

  Budget planning with forecast modeling

  Centralized time and expense tracking

  Fixed asset depreciation tracking

  Integrated compliance and documentation controls

  Real-time financial reporting by role or project

Turn Revenue and Costs Into Strategy

From initial estimates to finalized budgets, this workspace ties project billing, asset tracking, and financial reporting into one cohesive system. Get the clarity to manage spend, forecast expenses, and align financial planning with operational execution.
Built for transparency. Trusted for accuracy.

Integrated Systems

This workspace is fully integrated with the following enterprise systems:

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ERP (Enterprise Resource Planning)

Quote, Invoice, and Track in One Flow

Move seamlessly from estimation to invoicing and reconciliation. Centralized tools help you quote accurately, invoice promptly, and track payments effortlessly.

Everything you Need All in one Platform

Control Budgets and Forecast Spending

Manage budgets by department, project, or timeline. Analyze actuals versus plan and make adjustments with forward-looking insight.

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Link Financials to Assets and Compliance

Track depreciation and ownership of fixed assets while attaching relevant financial documents for audits and internal controls.

Your Personal Guide on Every Page

From the first click to the final step, Ikhana, your on-screen tutor, shows you how it all works. Every field, every button, every page – explained with clarity, just a tap away.

Help Where You Need It - Instantly!

Workspace Apps

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Invoices & Quotes
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Fixed Asset Management
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Custom Reporting
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Accounts & Transactions
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Ad-Hoc Reporting

Stop the Spreadsheet Shuffle. Start Owning Your Financials.

Disconnected quotes, invoices, and budget forecasts slow down reporting and decision-making. This workspace unifies financial data—so you can manage spend in real time, link dollars to operations, and eliminate the guesswork from your financial strategy.

“We finally have our quoting, invoicing, and actual spend in one place. It’s made month-end reporting smoother and decision-making faster.”
Rachel Cortez
Finance Manager, regional contracting firm

Build Financial Clarity Into Every Workflow