Board Room
The board's view. Each directive shows phase, health and trend, with the key results and guardrails behind it. Nothing here is typed in: progress is computed from the operating records in the modules below.
In designStrategy Lab
Executives test a decision on a snapshot of the real figures. Scenarios are compared as ranges with their assumptions on record, and an approved scenario becomes the plan.
In designInvoice and ledger
A quote accepted in CRM becomes an invoice here without re-keying. Amounts are exact, the postings are visible, and a repeated request carries a receipt so it can never double-post.
In development| Item | Qty | Unit | Total |
|---|---|---|---|
| Managed services, October | 1 | 12,400.00 | 12,400.00 |
| Change requests (6 hours) | 6 | 185.00 | 1,110.00 |
| Subtotal | 13,510.00 | ||
| GST 10% · 1,351.00 | |||
| Total | AUD 14,861.00 | ||
| Account | Debit | Credit |
|---|---|---|
| 1200 Trade receivables | 14,861.00 | |
| 4000 Services revenue | 13,510.00 | |
| 2200 GST collected | 1,351.00 |
Exact arithmetic · receipt key INV-2026-0418 · a replay returns the same posting
Pipeline
One record of every relationship, in any currency. Won deals flow to ERP; pipeline coverage flows to Intelligence and to the board's guardrails.
In developmentQuote accepted → invoice raised in ERP with no re-keying
Group dashboard
Every metric carries its lineage and freshness. Definitions are governed, so the board and the executive look at the same number computed the same way.
PlannedWorkflow builder
Processes and decision rules are drawn, tested on a sandbox and published with approval. Running instances stay pinned to their version.
In design| Variance ≤ 2% | Auto-approve |
| 2% to 10% | Finance approval |
| > 10% | Agent investigates, then CFO |
Agent action with approval
An agent reads, proposes and waits. Where a person would need approval, so does the agent, checked at the moment of execution and written to the same audit trail.
In design- Read12 invoices overdue more than 14 days
- ProposeSend reminder to 9 customers · hold 3 under dispute
- Approvalcrm.customer.send_reminder × 9 requires Finance approval
- ExecuteNot started · budget used 0.4 of 2.0 units
Every read, proposal and action is written to the same audit trail as a person's.