Services · Typical project
Money without ten spreadsheets
Online money accounting for a service studio: invoices, payments, acts, client debts.
Task
Revenue was estimated by eye. Invoices came from Word, payments were color-marked in a sheet, acts got lost in email. Month-end money picture was assembled manually.
Constraints
Bookkeeping already existed — no need to duplicate it. Needed an operational contour for leadership and managers: who owes, who paid, what is closed.
Solution
A browser finance module: counterparties, invoices, payments, acts, simple reports. Roles limited: managers see their clients, leadership sees the summary.
Result
Debts are visible without calling accounting. Repeat invoices are not issued “from memory”. The month closes with reconciliation, not file archaeology.
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Request
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