Invoices, payments, and customer context — all in one place.
Every invoice is tracked, versioned, and audit-ready — from draft to paid, nothing slips through.
Monitor revenue, overdue balances, and billing schedules — all at a glance.
Every transaction carries origin tags, line snapshots, and a full status trail.
Separate invoice series, bank accounts, and legal headers — per entity, by design.
Quick answers to what matters before you decide.
Both — with a clean boundary: deals and billing feed invoices, and AI adds customer context via activities.
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