Startups & SMBs
Run the business on
one AI-native core
Founding teams get CRM, sales, invoicing, expenses, and core financials in one system. Hire us to keep the books, or run the platform yourself with Luca across modules as you grow.
Quote to cash
Deals, invoices, and cash share one customer spine — no export between sales and finance.
Books that stay current
Bank feeds, inbox receipts, and Luca-assisted posting keep the ledger close to reality.
Two ways to buy
Managed bookkeeping packages, or self-serve SaaS when your team wants to run the platform.
Day-one stack
Revenue, spend, and books together
Turn on the modules you need. They share customers, permissions, and Luca context from the first login.
Revenue
CRM through cash
Pipeline, quotes, orders, and invoices share one customer record. When sales closes a deal, finance sees receivables and revenue without a spreadsheet handoff.
CRM →Billing
Invoicing & collections
Send invoices from catalog-linked lines, track aging, and record payments against the GL. AR stays tied to the same books your controller closes.
Invoicing →Spend
Expenses & payables
Card feeds, receipts, and approvals route into the right accounts. Vendor bills and expense reports carry context finance can audit at month-end.
Expenses →Intake
Inbox triage
Synced mail lands in a review queue before it posts. Confirm receipts, vendor invoices, and CRM threads with bank-charge matching built in.
Inbox →Books
Accounting & treasury
Chart of accounts, journal entries, bank reconciliation, and financial statements on one ledger. Imports from QuickBooks and Xero get you live faster.
Accounting →Intelligence
Luca & analytics
Ask questions across CRM, invoicing, and the ledger. Executive dashboards refresh from tenant data — layout once, read live KPIs every morning.
Luca →In the product
Pipeline beside open AR
Sales and finance read the same operational facts — deals in CRM, invoices sent, balances due.
CRM pipeline
Invoice detail with balance due
Bookkeeping packages or self-serve SaaS
Managed retainers include software and fair-use AI. Prefer to run the workspace yourself? Self-serve plans meter platform usage — add modules as the team grows.
See pricing →Rollout path
Common starting modules
Most early-stage teams begin with CRM and invoicing, then layer expenses, inbox, and accounting as volume picks up.
Start with the path that fits
Hire us for a clean monthly close, or provision a self-serve workspace and import from QuickBooks or Xero when you are ready.
Coming from QuickBooks or Xero? See guided rollout →
Outgrowing the lean stack? See mid-market →