Admin & documents
The daily admin routine, running on its own
Every document that comes in is filed, matched and routed for approval. Every payment that's due is chased automatically. You step in only when a decision is needed.
Document handling
From inbox to filed and approved
Every incoming document goes through the same calm, predictable flow.
- Step 1
Documents land in one place
Email, upload or scan — every document your business receives arrives in a single inbox.
- Step 2
They're matched to the right process
An invoice is matched to its order, a contract to its customer — automatically, with no manual sorting.
- Step 3
No retyping into other systems
Fields extracted from the document populate the relevant record directly — nothing copied by hand.
- Step 4
Approvals and deadlines are tracked
Every document that needs a signature or a decision is routed to the right person, with reminders before it's due.
Payment collections
Getting paid, without the awkward calls
Outstanding payments are tracked and chased on a schedule you set — politely, consistently, without anyone forgetting.
- Step 1
Every open balance is tracked
Unpaid invoices and installments are monitored automatically, so nothing slips past its due date unnoticed.
- Step 2
Reminders go out on schedule
Customers get a courteous reminder before and after the due date, in the tone and channel you choose.
- Step 3
Escalation follows your rules
If a payment stays open too long, the case moves up automatically — to a manager, or to a firmer message.
- Step 4
A person decides on exceptions
Special cases and disputes are flagged for a team member — the system never sends anything sensitive without approval.
What it replaces
One workspace instead of five habits
- A shared drive full of loose invoice PDFs
- Manually retyping documents into spreadsheets
- Sticky notes and calendar reminders for approvals
- Chasing payments by memory or by a spreadsheet of dates
- Searching email threads to find who approved what
Less admin. More time to run the business.
Open a workspace, connect one process, and see how much of the daily routine handles itself.
