Previewing as Finance — pages and figures are scoped to exactly what they can see.
Group revenue MTD
—
—
Outstanding payables
—
Across vendors & invoices
Outstanding receivables
—
—
Open orders
—
4 flagged / delayed
Group revenue trend last 6 months
Payables vs receivables
Companies Manage companies →
Needs attention across the group
Company
Issue
Severity
Amount
Revenue MTD
—
—
Orders this month
—
—
Active leads
—
—
Supplier balance
—
—
Revenue by product type this period
—
Total
Today's follow-ups
Money received last 14 days
Orders by status
27
Open
0
Open queries
0
No reply past 4h
—
Avg first reply
—
Avg time to resolve
All 0Open 0In progress 0Waiting 0Resolved 0Unassigned 0
Ref
Customer
Subject
Order
Channel
Priority
Assigned to
Status
Age
Lead
Product
Stage
Est. value
Next follow-up
Priority
Owner
Actions
All 0Today 0Upcoming 0Overdue 0Completed 0
Customer
Stage
Last contact
Next follow-up
Assigned to
Priority
Actions
Status
All 0New 0Active 0At Risk 0Inactive 0Blocked 0
Type★ VIP only 0
Customer
Contact
Type
Orders
Lifetime value
Credit held
Owes us
Last order
Status
Actions
Leads & conversions last 6 months
Lead status mix
Conversion funnel
Where leads come from
Customer status breakdown
Needs attention today
Lead source performance
Source
Leads
Converted
Conversion rate
Est. value
Recent activity
Every account money moves through. Each one can charge you differently to receive and to send — set both. A fee of 0 means it doesn't apply.
every account below works it out on this amount, so you can see which is cheapest before a big one. It changes nothing — it is a calculator.
Your books are kept in Naira and stay there. A currency here is a lens — it changes what the
₦/$ switch at the top can show you, never what is recorded. Add the ones you actually quote, buy or report in.
Currencies & rates
Add a currency
The rate is only a starting point. Every past top-up and order keeps the rate it was made at,
so changing anything here never rewrites history.
This is what customers see. Every invoice, receipt and PDF this company issues carries these details — so each business in the group speaks for itself.
PNG, JPG or WebP, under 400KB. A square image works best. With no image, the initials below are used.
Set the discount once, here. Every product follows it automatically, so you only
type a price yourself for the few that are different — do that on the Pricing page.
A tier that a kind of customer is using can't be removed, and neither can a kind that has customers on it.
Price tiers
Kinds of customer, and what each pays
Pick a customer on an order and their kind decides the price — you never choose a tier by hand.
Add a kind here (VIP, Staff, Partner) and give it a tier; add the tier itself above.
These fill the dropdowns on Add vendor. Anything already in use can't be removed.
Vendor types
What kind of supplier they are — this decides how they're grouped on Suppliers & Partners.
How you pay them
The route the money takes — bank transfer, cash, crypto.
When payment is due
The terms you agreed — this is what drives whether a bill shows as overdue.
When a customer becomes VIP, At Risk or Inactive
VIP is met by either threshold. Idle days count from the customer's last order. These drive the labels on the Customers tab.
Where leads come from
Fills the source dropdown on New lead and Add customer, and the source breakdown in CRM Analytics. Saved as you add or remove.
What customers complain about
Fills the category dropdown when logging a query, and groups them on the Queries tab. A category in use can't be removed. Saved as you add or remove.
Deleted items are kept here for 30 days before being purged.
Everything deleted anywhere in the system lands here and can be restored. Only roles with Permanently clear deleted items can purge it — set that in Team & Permissions.
Item
Type
Deleted by
When
Action
Orders today
0
Pending fulfillment
6
Flagged / issue
2
Avg. order value
₦0
Order status
All 0Pending 0Processing 0Delivered 0Flagged 0Cancelled 0
Payment
Any 0Unpaid 0Part paid 0Paid 0Overpaid 0Refunded 0
Order
Customer
Product
Paid into
Amount
Fulfilled via
Status
Payment
₦0
Outstanding
0
Overdue
0
Partly paid
₦0
Collected
All 0Unpaid 0Partly paid 0Overdue 0Paid 0
Invoice
Customer
Issued
Due
Total
Paid
Balance
Status
Action
Money customers have paid that you haven't earned yet.
Someone overpaid, left a deposit, or an order failed and they'd rather use the money on something else than take a refund.
It sits here until they spend it or you pay it back — and it is not income.
Total customer credit
₦0
Money sitting in your account that belongs to customers. It becomes income only when they spend it on an order.
Holding money 0Used up 0All 0
Customer
Credit balance
Source / reason
Related order
Date
Actions
0
Receipts issued
₦0
Total received
₦0
This month
All 0Against invoice 0Direct sale 0From credit 0Voided 0
Receipt
Customer
For
Paid into
Amount
Date
Order
Wallet balance vs usage last 30 days
Runway & alerts
Outstanding by vendor
Profit from API orders delivered only
All suppliers
Supplier
Type
Balance / owed
30d usage
Status
Last transaction
Action
Prepaid API providers. Marking an order Fulfilled debits the provider cost here automatically; flagging it back credits the wallet. Click a provider for its full history.
Default rate ₦1580/$1 · each wallet uses its own blended cost
Vendors and partners you pay directly — freelancers, physical stock, and Pay & Deliver partners. A company that also has an API wallet appears in both tabs from one record.
AllFreelancersPay & DeliverYou oweHolding your money
Products are shortcuts. Tag one to a supplier wallet and save its cost — then on an order you just pick it and type what the customer paid. Cost stays editable on every order.
You only price the exceptions. Every product takes its tier's standard discount unless you set one here — those say set for this one.
The right tier is picked automatically from the customer's type when you create an order. Change a standard discount →
Turn a price red under% profit
Cash position
₦0
Collected this month
₦0
Paid out this month
₦0
Still to collect
₦0
Where the cash went
this month
Earned vs collected
the gap is what you are owed
₦0
Owed to us →
₦0
We owe →
₦0
Expenses this month →
Owed to us
₦0
We owe
₦0
Net position
₦0
Needs attention
0
All 0Overdue 0Vendors 0One-off bills 0
0 parties owed₦0 paid this month
Owed to
Type
What for
Amount
Due
Status
All 0Due now 0Overdue 0Not yet due 0
0 customers owing now excludes orders not yet delivered₦0 collected this month
How long it's been owed
Customer
Document
Total
Balance
Due
Status
Revenue
₦0
Gross profit
₦0
Net profit
₦0
Net margin
0%
what you keep per ₦100 sold
From sale to profit
this month, against last
Revenue & net profit last 6 months
Also this month
against last
₦0
Running costs this month
—
Biggest category
₦0
Payment fees · charged per sale, not a running cost
Payment fees are not a running cost. They're taken out of each sale by the gateway, so they sit between gross profit and net profit — counted once, never twice.
By category
Description
Category
Amount
Date
Status
Money moved between your accounts
not a cost — only the fee is
Margin by category
Watch list
What each way of getting paid actually costs you. Steering big orders to a zero-fee channel is usually the fastest margin win.
Method
Orders
Collected
Fees
Net received
Fee rate
₦0
Revenue
0
Orders delivered
₦0
Gross profit
₦0
Net profit
Last 6 months revenue, gross and net
Month by month
0
Customers who bought
0
Bought more than once
0
First-time buyers
₦0
Revenue per customer
Top customers
Your lists
everything on record, not just the period above
This period
Profit & loss — spreadsheet
the statement plus every order behind it
CSV ↓
Profit & loss — statement
formatted to print or send on
PDF ↓
Roles add up — someone with two roles gets everything either one allows, and a narrower role never takes access away.
Person
Roles
Department
Companies
Status
Last active
Pick a role, switch on what it may reach. Nothing changes until you press Save changes — you see first how many people it affects.
Note: this prototype hides data in the browser. Real enforcement needs the backend, where the server simply never sends restricted fields to that role.
Salaries owed for the current month. Paying here comes straight out of cash and lands in Expenses as a running cost.
Person
Department
Monthly salary
Paid
Remaining
Status
Every payment made to staff — salaries, bonuses, advances and reimbursements. Use this to answer “what have we paid this person?”
Date
Staff
Type
Amount
Paid from
Note
Each company keeps its own orders, customers, expenses and reports. The group view adds them together.