How We Help

Know Your Numbers and Your Stock In Real Time.

We connect your finance and inventory systems so you always know what you have, what you owe, and what's profitable — without spreadsheet guesswork.

Real-Time FinancialsStock AccuracyAI ReportingCash Flow Clarity
Book a Discovery CallSee Case Studies
Dashboard
Operations
Purchases
Sales Orders
Invoices
Reports
Live Sync
MW
Open Quotes
24
$486K pipeline value
Active Orders
18
$312K in fulfilment
Outstanding Invoices
$248K
8 overdue · 42 days avg
Cash Received — MTD
$184K
vs $220K forecast
Purchase Orders
12
$96K committed
Operations Overview
Quotes & Estimates
Purchase Orders
Invoicing
Stock
Financial Reports
Quote to Cash — Active Cycle
End-to-end · Auto-tracked
Estimation & Quoting
24 open quotes
✓
Estimate — Meridian Group
Labour + materials · Approved by client
$84K
Approved
✓
Quote — Pacific Holdings
Service contract renewal · Sent 3 days ago
$62K
Sent
!
Quote — Westbrook Legal
Expiring in 2 days · No response
$48K
Expiring
~
Draft — Alpine Ventures
Agent building estimate from scope notes
$36K
Drafting
Sales Orders & Fulfilment
18 active
📦
SO-2024-0841 · Meridian Group
Products + installation · Dispatched
$84K
Delivered
📦
SO-2024-0836 · Tane Industries
Service + equipment · In transit
$52K
In Transit
📦
SO-2024-0829 · Clearwater Ltd
Awaiting stock · ETA 3 days
$38K
Pending
Agent
Westbrook quote expiring in 2 days — follow-up drafted. Alpine estimate building now from scope doc.
Invoicing & Billing Cycle
$248K outstanding
Outstanding Invoices
8 overdue
INV-2024-0312 · Northern Energy
Due 28 days ago · 3rd reminder sent
$42K
Overdue
INV-2024-0318 · Pacific Holdings
Due 14 days ago · Payment plan requested
$38K
Overdue
INV-2024-0324 · Meridian Group
Due in 8 days · On time historically
$84K
Due Soon
INV-2024-0328 · Tane Industries
Due in 21 days · New invoice
$52K
Current
Purchase Orders
12 active · $96K
🛒
PO-2024-0184 · TechSupply NZ
Hardware components · ETA tomorrow
$28K
In Transit
🛒
PO-2024-0182 · ServiceParts Co
Maintenance parts · Received partially
$18K
Partial
Stock Overview
2 low
Installation Hardware Kit
Reorder point: 10 units
4 left
Network Switch — 24 Port
Reorder point: 5 units
12 left
Service Maintenance Kit
Reorder point: 8 units
6 left
Agent
Northern Energy 42 days overdue — escalation email sent. Installation kits below reorder point — PO drafted.
Agent Recommendations
Active
Revenue MTD
$312K
vs $380K target
Collected MTD
$184K
vs $220K forecast
Northern Energy — 42 days overdue
$42K unpaid · 3 reminders sent · Escalation email drafted for director.
→ Send escalation
Westbrook quote expiring in 2 days
$48K at risk · No response · Follow-up call brief prepared.
→ Send follow-up
Cash collection below forecast
$36K gap vs forecast MTD. Meridian $84K due in 8 days — confirm receipt expected.
→ View cash forecast
Installation kit stock critical
4 units remaining — below reorder point. PO drafted to TechSupply NZ · $8.4K.
→ Approve PO
Alpine Ventures estimate ready
Agent built $36K estimate from scope notes — review before sending.
→ Review estimate

What We Build

Connected systems for finance and inventory operations

QuotingAI Agent
↗
📝
Meridian Group — Estimate
Labour + materials · Client approved
$84K
Approved
📝
Pacific Holdings — Quote
Service renewal · Sent 3 days ago
$62K
Sent
📝
Westbrook Legal — Quote
Expiring in 2 days · No response yet
$48K
Expiring
📝
Alpine Ventures — Draft
Agent building from scope notes
$36K
Drafting
Agent Active
Westbrook follow-up drafted · Alpine estimate building now from scope doc
Estimation & Quoting
Build accurate estimates from scope notes, track every quote through to approval, and follow up automatically before they expire.
PurchasingStock
↗
🛒
PO-0184 · TechSupply NZ
Hardware components · ETA tomorrow
$28K
In Transit
🛒
PO-0182 · ServiceParts Co
Maintenance parts · Received partially
$18K
Partial
📦
Installation Hardware Kit
4 units remaining · Reorder point: 10
Low
Critical
📦
Network Switch — 24 Port
12 units · Healthy stock level
12
Good
Agent Active
Installation kits below reorder point — PO drafted to TechSupply · $8.4K
Purchase Orders & Stock Control
Tracks purchase orders from raised to received, monitors stock levels, and raises reorder POs automatically before you run out.
InvoicingAI Agent
↗
🧾
Northern Energy · INV-0312
42 days overdue · 3rd reminder sent
$42K
Overdue
🧾
Pacific Holdings · INV-0318
14 days overdue · Payment plan requested
$38K
Overdue
🧾
Meridian Group · INV-0324
Due in 8 days · Always pays on time
$84K
Due Soon
🧾
Tane Industries · INV-0328
Due in 21 days · Newly issued
$52K
Current
Agent Active
Northern Energy escalation drafted · Reminders sent automatically on schedule
Invoicing & Billing Cycles
Generates invoices from approved orders, sends payment reminders on schedule, and escalates overdue accounts before cash flow is impacted.
FinanceAI Agent
↗
📊
Revenue MTD
vs $380K monthly target
$312K
82%
💰
Cash Collected MTD
vs $220K forecast · $36K gap
$184K
64%
⚠️
Outstanding Receivables
8 invoices overdue · Avg 42 days
$248K
At Risk
📈
Quote Pipeline Value
24 open quotes · 68% avg conversion
$486K
Strong
Agent Active
Cash flow report generated · $36K gap flagged · Meridian receipt expected in 8 days
Financial Reporting Agent
Tracks revenue, cash collected, and outstanding receivables in real time — surfacing gaps and forecasting shortfalls before they become problems.

How We Work

Getting started is straightforward.

Step 01

Audit your finance operations

We map every invoice, reconciliation, and reporting process — finding every manual step costing your team time.

Step 02

Design the connected workflow

We design the complete finance and inventory workflow end-to-end, agreed before we configure anything.

Step 03

Build it and layer in AI

Zoho Books and Inventory configured and connected, with AI agents reconciling transactions and flagging anomalies automatically.

Step 04

Stay as your partner

Ongoing support as your supplier base grows, new product lines are added, and reporting requirements evolve.

⛽ Distribution · GCO Fuels · New Zealand

GCO Fuels cut monthly invoicing from 10 days to 5 hours with AI-powered reconciliation.

"It has freed me up to focus on the business rather than be stuck in the business."

Rod Gabb

Managing Director · GCO Fuels

Read the full case study →

10 days → 5 hrs

Monthly invoicing

3

Supplier formats reconciled

0

Manual reconciliation errors

Ready to Fix Your Finance and Inventory Operations?

Book a discovery call and we'll show you exactly what automated finance and inventory operations look like for your business.

Book a Discovery CallSee Case Studies

10 days → 5 hrs

Monthly invoicing time

3

Supplier formats reconciled

0

Manual reconciliation errors