Planned capability
Explore the workflows we’re building.
Make every payment explainable.
Match money coming in and going out to the contracts and records behind it.
Shared operating account
Product preview · Illustrative data
Bank movement
ACH-22910
$10,000
Sep 18, 2026
Operating account · ··4412
Suggested match
Needs reviewMatching reference and amount
- INV-8801 · Materials$6,000
- INV-8804 · Travel$4,000
Remaining $0
Demo only—no bank connection. This $10,000 split is a separate fixture and is not added to portfolio collections.
Sample scenario · September–October 2026
Review suggested matches
See why a deposit was suggested—matching reference and amount—before confirming it.
Handle shared accounts
Split a $10,000 deposit across more than one invoice when contracts share an operating account.
Correct a match with a history
Undo a demo match, then put it back. Corrections stay visible instead of silently rewriting the record.
Sample scenario
One $10,000 deposit, two records
A $10,000 operating-account deposit is allocated $6,000 to INV-8801 and $4,000 to INV-8804. Remaining to assign: $0. This scenario is independent of the portfolio totals.
Questions
No. The planned workflow supports allocating transactions from a shared business account.
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Contract management
Keep terms, responsibilities, costs, and collections connected from the start of the work.
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Invoicing
Follow each invoice from preparation to collection, including the payments that arrive in parts.
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Cash flow
Explore upcoming collections and obligations to understand when cash could get tight.
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