Customer Relationship Management

Running a business isn’t just about making sales — it’s about managing purchases, tracking assets, recording every transaction, and keeping finances accurate. Sales, expenses, income, liabilities, profit, and loss all flow through different accounts and activities every day. When this information is scattered across spreadsheets, invoices, bank statements, and tools, it becomes difficult to see the real financial picture. I need one central system where all business activities come together — sales, purchases, assets, chart of accounts, and reports — so I can clearly understand performance, control costs, and make confident decisions.

As an Incorporation / Consultant:

As a consultant running an incorporated business, I deal with multiple clients, each with unique requirements. I need to send professional quotations, generate invoices, and keep track of payments — who’s paid, who hasn’t, and when follow-ups are needed. I also have to track HST collected and submitted for taxes, which becomes stressful during tax season if I’m not organized. I want a system that helps me manage all of this in one place — so I can focus on delivering great work, while staying compliant and financially on top of everything.

Frequent Business Travel

I travel a lot for work, and with each trip come multiple expenses — flights, hotels, meals, transportation, and client meetings. Managing and submitting all these receipts for reimbursement becomes a huge task if they're not properly tracked. Sometimes I lose receipts or forget details, which delays my reimbursements. I really need a system where I can log expenses as they happen, categorize them, attach receipts, and generate clean reports to submit — all in one place. It would save time, reduce stress, and make business travel a lot smoother.

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As a Small Business Owner

Running a small business means wearing many hats — from handling purchases and sales to managing customer quotations, sales orders, and invoices. I need to track what’s been ordered, what’s been delivered, and what’s been paid. On top of that, managing inventory, stock levels, and supplier relationships takes daily attention. I also want to keep an eye on my Chart of Accounts (CoA), monitor profit and loss, and understand where the business stands financially. But using expensive, complicated tools doesn’t work for small setups like mine. I need one smart, simple system to manage all this — so I can grow my business with clarity and control.

Managing My Collaborations

I collaborate across many roles — with businesses, as a student, and even as a social media influencer. Each role comes with its own set of projects, expenses, deliverables, and deadlines. Sometimes it's campaign content, sometimes it's a school assignment, or a business proposal — and it all overlaps. I need a simple way to track everything: which project belongs to which collaboration, what expenses are linked, what deadlines are coming up, and what’s already done. Right now, it’s scattered and hard to manage. I really need one organized space to bring all my collaborations together and keep my multitasking life on track.