LedgerOS · Planning · Master Feature Registry
Future Navigation Map
Planned sidebar structure. Not the live navigation — planned modules stay hidden until built.
Planning artifact only — no backend, Supabase, or auth changes. Every record here is a design contract for future implementation.
Overview
Dashboard, health, alerts.
0 features
Accounting
Ledger, close, allocation, reporting.
29 features
General LedgerCore Accountingsidebar
/ledger/generalChart of AccountsCore Accountingsidebar
/ledger/accountsJournal EntriesCore Accountingsidebar
/ledger/journalsReversing EntriesCore Accountinghidden_until_built
—Locked PeriodsCore Accountinghidden_until_built
—Monthly CloseCore Accountingsidebar
/closeTrial BalanceCore Accountingtab
—Balance SheetCore Accountingtab
/reportsProfit & LossCore Accountingtab
/reportsCash Flow StatementCore Accountingtab
/reportsAccounting PoliciesCore Accountinghidden_until_built
—Closing ChecklistCore Accountinghidden_until_built
—Accounting ReconciliationCore Accountinghidden_until_built
—Accountant Export PacketsCore Accountinghidden_until_built
—CCA Service RevenueRevenue Allocationhidden_until_built
—Pass-Through Fee AllocationRevenue Allocationsidebar
/cash-availability/allocationsTax AllocationRevenue Allocationhidden_until_built
—Deferred RevenueRevenue Allocationhidden_until_built
—Refundable DepositsRevenue Allocationhidden_until_built
—Qualifier PayablesRevenue Allocationhidden_until_built
—Third-Party CostsRevenue Allocationhidden_until_built
—Revenue RecognitionRevenue Allocationhidden_until_built
—Allocation RulesRevenue Allocationsidebar
/cash-availability/rulesAllocation PreviewRevenue Allocationtab
—Allocation AuditRevenue Allocationtab
—Expired Reserve ReviewRevenue Allocationtab
—Dormant Pass-Through ReviewRevenue Allocationtab
—Controlled ReclassificationRevenue Allocationhidden_until_built
—Refund ReviewRevenue Allocationhidden_until_built
—Banking & Cash
Bank feeds, cash forecast, reserves, checks.
68 features
Bank AccountsBanking & Cashsidebar
/bankingNavy Federal ImportBanking & Cashhidden_until_built
—Transaction ReviewBanking & Cashsidebar
/banking/transactionsTransaction MatchingBanking & Cashtab
/banking/transactionsBank ReconciliationBanking & Cashsidebar
/banking/reconciliationOutstanding ChecksBanking & Cashtab
—Cash ForecastBanking & Cashtab
/cash-availabilityTrue Available CashBanking & Cashsidebar
/cash-availabilityRestricted CashBanking & Cashtab
—Payroll ReserveBanking & Cashtab
—Tax ReserveBanking & Cashtab
—Commission ReserveBanking & Cashtab
/compensation/reservesPass-Through ReserveBanking & Cashtab
—Cash GuardrailsBanking & Cashsidebar
/automation/cash-controlsCash Transfer ApprovalBanking & Cashhidden_until_built
—Bank Fee TrackingBanking & Cashtab
—Interest TrackingBanking & Cashtab
—Check WriterCheck Writing & Disbursementshidden_until_built
—Check RegisterCheck Writing & Disbursementshidden_until_built
—Voucher ChecksCheck Writing & Disbursementshidden_until_built
—Three-Per-Page ChecksCheck Writing & Disbursementshidden_until_built
—Single ChecksCheck Writing & Disbursementshidden_until_built
—Blank Check StockCheck Writing & Disbursementshidden_until_built
—Preprinted Check StockCheck Writing & Disbursementshidden_until_built
—Top/Middle/Bottom CheckCheck Writing & Disbursementshidden_until_built
—Custom Check TemplatesCheck Writing & Disbursementshidden_until_built
—Check Alignment TestCheck Writing & Disbursementshidden_until_built
—Check Stub CustomizationCheck Writing & Disbursementshidden_until_built
—Signature RulesCheck Writing & Disbursementshidden_until_built
—Dual SignatureCheck Writing & Disbursementshidden_until_built
—PayeeCheck Writing & Disbursementshidden_until_built
—MemoCheck Writing & Disbursementshidden_until_built
—Payment ReasonCheck Writing & Disbursementshidden_until_built
—GL MappingCheck Writing & Disbursementshidden_until_built
—ApprovalCheck Writing & Disbursementshidden_until_built
—Print QueueCheck Writing & Disbursementshidden_until_built
—PrintedCheck Writing & Disbursementshidden_until_built
—ReleasedCheck Writing & Disbursementshidden_until_built
—ClearedCheck Writing & Disbursementshidden_until_built
—VoidedCheck Writing & Disbursementshidden_until_built
—… 28 more
Sales & Billing
Customers, estimates, invoices, receivables.
21 features
CustomersInvoicing & Receivablessidebar
/customersEstimatesInvoicing & Receivablessidebar
/estimatesProposalsInvoicing & Receivableshidden_until_built
—InvoicesInvoicing & Receivablessidebar
/invoicesRecurring InvoicesInvoicing & Receivablessidebar
/invoices/recurringCredit NotesInvoicing & Receivablessidebar
/invoices/credit-notesCustomer StatementsInvoicing & Receivablestab
—DepositsInvoicing & Receivablestab
—RetainersInvoicing & Receivablestab
—Milestone BillingInvoicing & Receivableshidden_until_built
—Progress BillingInvoicing & Receivableshidden_until_built
—Subscription BillingInvoicing & Receivableshidden_until_built
—Payment LinksInvoicing & Receivableshidden_until_built
—Payment RemindersInvoicing & Receivablestab
—Late FeesInvoicing & Receivableshidden_until_built
—Client PortalInvoicing & Receivableshidden_until_built
—Fully Custom Invoice TemplatesInvoicing & Receivableshidden_until_built
—Invoice Template VersioningInvoicing & Receivableshidden_until_built
—Margin PreviewInvoicing & Receivablestab
—Invoice Allocation PreviewInvoicing & Receivablestab
—Collection PrioritizationInvoicing & Receivablestab
/automation/collectionsPurchases & Spend
Bills, expenses, subscriptions.
16 features
Expense SubmissionExpenses & Reimbursementssidebar
/expenses/submitReceipt UploadExpenses & Reimbursementssidebar
/expenses/receiptsOCR / Receipt ExtractionExpenses & Reimbursementshidden_until_built
—Expense ReportsExpenses & Reimbursementstab
/expenses/reportsExpense ApprovalExpenses & Reimbursementssidebar
/expenses/approvalsReimbursementsExpenses & Reimbursementshidden_until_built
/expenses/reimbursementsMissing ReceiptExpenses & Reimbursementstab
—Duplicate DetectionExpenses & Reimbursementstab
—Policy EngineExpenses & Reimbursementshidden_until_built
/expenses/policiesSmart MatchingExpenses & Reimbursementshidden_until_built
/expenses/matchingBank MatchExpenses & Reimbursementstab
—Subscription MatchExpenses & Reimbursementshidden_until_built
/expenses/subscriptionsClient-Reimbursable ExpenseExpenses & Reimbursementshidden_until_built
—Expense RecoveryExpenses & Reimbursementshidden_until_built
/expenses/recoveryVendor SpendExpenses & Reimbursementssidebar
/expenses/vendorsPre-Spend RequestsExpenses & Reimbursementshidden_until_built
/expenses/pre-spendCompensation & Participation
Plans, calculations, statements, commission types.
47 features
Commission AllocationRevenue Allocationhidden_until_built
/compensation/reservesCompensation PlansCompensation Intelligencesidebar
/compensation/plansParticipantsCompensation Intelligencesidebar
/compensation/participantsAttributionCompensation Intelligencesidebar
/compensation/attributionEvidenceCompensation Intelligencesidebar
/compensation/attribution/evidenceEligibilityCompensation Intelligencesidebar
/compensation/eligibilityConflictsCompensation Intelligencesidebar
/compensation/attribution/conflictsCalculationsCompensation Intelligencesidebar
/compensation/calculationsVerificationCompensation Intelligencesidebar
/compensation/verificationCompensation ApprovalsCompensation Intelligencesidebar
/compensation/approvalsReservesCompensation Intelligencesidebar
/compensation/reservesPayablesCompensation Intelligencesidebar
/compensation/payablesPayment BatchesCompensation Intelligencesidebar
/compensation/payment-batchesStatementsCompensation Intelligencesidebar
/compensation/statementsHoldbacksCompensation Intelligencesidebar
/compensation/holdbacksAdjustmentsCompensation Intelligencesidebar
/compensation/adjustmentsReversalsCompensation Intelligencechild_only
—ClawbacksCompensation Intelligencesidebar
/compensation/clawbacksDisputesCompensation Intelligencesidebar
/compensation/disputesCompensation ReconciliationCompensation Intelligencesidebar
/compensation/reconciliationAccounting PreviewCompensation Intelligencechild_only
—Compensation SimulatorCompensation Intelligencesidebar
/compensation/previewSales CommissionCommission Typeshidden_until_built
—Tara Brand Ambassador ParticipationCommission Typeshidden_until_built
—Referral CommissionCommission Typeshidden_until_built
—Strategic Partner Revenue ShareCommission Typeshidden_until_built
—Affiliate CommissionCommission Typeshidden_until_built
—Channel Partner Revenue ShareCommission Typeshidden_until_built
—Software Revenue ParticipationCommission Typeshidden_until_built
—Recurring CommissionCommission Typeshidden_until_built
—Residual CommissionCommission Typeshidden_until_built
—Renewal CommissionCommission Typeshidden_until_built
—Expansion CommissionCommission Typeshidden_until_built
—Upsell CommissionCommission Typeshidden_until_built
—Cross-Sell CommissionCommission Typeshidden_until_built
—Milestone BonusCommission Typeshidden_until_built
—Team BonusCommission Typeshidden_until_built
—Leadership BonusCommission Typeshidden_until_built
—Spot BonusCommission Typeshidden_until_built
—Contest BonusCommission Typeshidden_until_built
—… 7 more
Payroll & People
Payroll, benefits, appreciation, international staff.
67 features
Birthday GiftsEmployee Appreciation & Culturehidden_until_built
—Anniversary GiftsEmployee Appreciation & Culturehidden_until_built
—Holiday GiftsEmployee Appreciation & Culturehidden_until_built
—Gift CardsEmployee Appreciation & Culturehidden_until_built
—Team LunchesEmployee Appreciation & Culturehidden_until_built
—Recognition AwardsEmployee Appreciation & Culturehidden_until_built
—Employee ContestsEmployee Appreciation & Culturehidden_until_built
—Company CelebrationsEmployee Appreciation & Culturehidden_until_built
—Appreciation EventsEmployee Appreciation & Culturehidden_until_built
—Culture SpendEmployee Appreciation & Culturehidden_until_built
—Retention CorrelationEmployee Appreciation & Culturehidden_until_built
—Engagement CorrelationEmployee Appreciation & Culturehidden_until_built
—ADP Payroll IntegrationPayroll & Workforcehidden_until_built
—Payroll SummaryPayroll & Workforcehidden_until_built
/payrollPayroll VariancePayroll & Workforcehidden_until_built
—SalaryPayroll & Workforcehidden_until_built
—Hourly WagesPayroll & Workforcehidden_until_built
—OvertimePayroll & Workforcehidden_until_built
—CommissionsPayroll & Workforcehidden_until_built
—BonusesPayroll & Workforcehidden_until_built
—ReimbursementsPayroll & Workforcehidden_until_built
—Retro PayPayroll & Workforcehidden_until_built
—Correction PayPayroll & Workforcehidden_until_built
—Supplemental PayPayroll & Workforcehidden_until_built
—Holiday PayPayroll & Workforcehidden_until_built
—Travel PayPayroll & Workforcehidden_until_built
—Per DiemPayroll & Workforcehidden_until_built
—StipendsPayroll & Workforcehidden_until_built
—SeverancePayroll & Workforcehidden_until_built
—GarnishmentsPayroll & Workforcehidden_until_built
—Employer TaxesPayroll & Workforcehidden_until_built
—Payroll LiabilitiesPayroll & Workforcehidden_until_built
—Payroll ClearingPayroll & Workforcehidden_until_built
—Special Pay RequestsPayroll & Workforcehidden_until_built
—Payroll ReconciliationPayroll & Workforcehidden_until_built
—Health InsuranceEmployee Benefitshidden_until_built
—DentalEmployee Benefitshidden_until_built
—VisionEmployee Benefitshidden_until_built
—Life InsuranceEmployee Benefitshidden_until_built
—DisabilityEmployee Benefitshidden_until_built
—… 27 more
Travel & Events
Travel, conventions, education.
30 features
Travel RequestTravel, Events & Developmenthidden_until_built
—Travel ApprovalTravel, Events & Developmenthidden_until_built
—Trip BudgetTravel, Events & Developmenthidden_until_built
—Company TripsTravel, Events & Developmenthidden_until_built
—ConventionsTravel, Events & Developmenthidden_until_built
—Trade ShowsTravel, Events & Developmenthidden_until_built
—RetreatsTravel, Events & Developmenthidden_until_built
—Client VisitsTravel, Events & Developmenthidden_until_built
—International TravelTravel, Events & Developmenthidden_until_built
—Registration FeesTravel, Events & Developmenthidden_until_built
—FlightsTravel, Events & Developmenthidden_until_built
—HotelsTravel, Events & Developmenthidden_until_built
—Ground TransportTravel, Events & Developmenthidden_until_built
—MealsTravel, Events & Developmenthidden_until_built
—BoothsTravel, Events & Developmenthidden_until_built
—SponsorshipsTravel, Events & Developmenthidden_until_built
—SwagTravel, Events & Developmenthidden_until_built
—ShippingTravel, Events & Developmenthidden_until_built
—Travel StipendsTravel, Events & Developmenthidden_until_built
—Per DiemTravel, Events & Developmenthidden_until_built
—Event ROITravel, Events & Developmenthidden_until_built
—Lead TrackingTravel, Events & Developmenthidden_until_built
—Partnership TrackingTravel, Events & Developmenthidden_until_built
—Continuing EducationTravel, Events & Developmenthidden_until_built
—Personal Development BudgetTravel, Events & Developmenthidden_until_built
—Education WalletTravel, Events & Developmenthidden_until_built
—CertificationsTravel, Events & Developmenthidden_until_built
—Professional MembershipsTravel, Events & Developmenthidden_until_built
—Training HoursTravel, Events & Developmenthidden_until_built
—Training ROITravel, Events & Developmenthidden_until_built
—Profitability & Intelligence
Markup, marketing, forecasting, AI, relationship graph.
162 features
AI Invoice StudioInvoicing & Receivableshidden_until_built
—Payment LikelihoodInvoicing & Receivableshidden_until_built
—Smarter Billing RecommendationsInvoicing & Receivableshidden_until_built
—Revenue Leakage DetectionInvoicing & Receivableshidden_until_built
/intelligence/leakageProduct CostMarkup & Micro-Marginhidden_until_built
—Client PriceMarkup & Micro-Marginhidden_until_built
—Fixed MarkupMarkup & Micro-Marginhidden_until_built
—Percentage MarkupMarkup & Micro-Marginhidden_until_built
—Tiered MarkupMarkup & Micro-Marginhidden_until_built
—Rush MarkupMarkup & Micro-Marginhidden_until_built
—Processing MarkupMarkup & Micro-Marginhidden_until_built
—Administrative MarkupMarkup & Micro-Marginhidden_until_built
—Technology SurchargeMarkup & Micro-Marginhidden_until_built
—Pass-Through MarkupMarkup & Micro-Marginhidden_until_built
—Contract AllowanceMarkup & Micro-Marginhidden_until_built
—Lost Markup DetectionMarkup & Micro-Marginhidden_until_built
—Markup MarginMarkup & Micro-Marginhidden_until_built
—Vendor Cost Increase AlertMarkup & Micro-Marginhidden_until_built
—Estimated vs Realized MarkupMarkup & Micro-Marginhidden_until_built
—Markup ProfitabilityMarkup & Micro-Marginhidden_until_built
—Expense AttributionExpenses & Reimbursementshidden_until_built
—Expense AnomaliesExpenses & Reimbursementshidden_until_built
/expenses/intelligenceExpense CopilotExpenses & Reimbursementshidden_until_built
/expenses/copilotConsultantsResearch, Consulting & Innovationhidden_until_built
—Regulatory ResearchResearch, Consulting & Innovationhidden_until_built
—Product ResearchResearch, Consulting & Innovationhidden_until_built
—Market ResearchResearch, Consulting & Innovationhidden_until_built
—App DevelopmentResearch, Consulting & Innovationhidden_until_built
—AI ExperimentationResearch, Consulting & Innovationhidden_until_built
—Proof of ConceptResearch, Consulting & Innovationhidden_until_built
—Pilot ProgramsResearch, Consulting & Innovationhidden_until_built
—Data PurchasesResearch, Consulting & Innovationhidden_until_built
—Advisory ServicesResearch, Consulting & Innovationhidden_until_built
—Research BudgetResearch, Consulting & Innovationhidden_until_built
—DeliverablesResearch, Consulting & Innovationhidden_until_built
—OutcomesResearch, Consulting & Innovationhidden_until_built
—Revenue SupportedResearch, Consulting & Innovationhidden_until_built
—Time SavedResearch, Consulting & Innovationhidden_until_built
—Risk ReducedResearch, Consulting & Innovationhidden_until_built
—IP CreatedResearch, Consulting & Innovationhidden_until_built
—… 122 more
Owner & Entity
Owners, investors, multi-entity, profit sharing.
80 features
Profit-Sharing PlansProfit Sharing & Ownership Participationhidden_until_built
—Profit-Sharing PoolsProfit Sharing & Ownership Participationhidden_until_built
—Net Income BasisProfit Sharing & Ownership Participationhidden_until_built
—Contribution Profit BasisProfit Sharing & Ownership Participationhidden_until_built
—ThresholdsProfit Sharing & Ownership Participationhidden_until_built
—Reserve RequirementsProfit Sharing & Ownership Participationhidden_until_built
—Distribution ApprovalProfit Sharing & Ownership Participationhidden_until_built
—Profit-Sharing StatementsProfit Sharing & Ownership Participationhidden_until_built
—Owner DistributionsProfit Sharing & Ownership Participationhidden_until_built
—Investor DistributionsProfit Sharing & Ownership Participationhidden_until_built
—Strategic Partner DistributionsProfit Sharing & Ownership Participationhidden_until_built
—Affiliate PaymentsProfit Sharing & Ownership Participationhidden_until_built
—Capital AccountsProfit Sharing & Ownership Participationhidden_until_built
—Preferred ReturnsProfit Sharing & Ownership Participationhidden_until_built
—Revenue ShareProfit Sharing & Ownership Participationhidden_until_built
—Phantom EquityProfit Sharing & Ownership Participationhidden_until_built
—Equity MilestonesProfit Sharing & Ownership Participationhidden_until_built
—VestingProfit Sharing & Ownership Participationhidden_until_built
—Repurchase TermsProfit Sharing & Ownership Participationhidden_until_built
—Ownership TrackingProfit Sharing & Ownership Participationhidden_until_built
—Distribution ForecastProfit Sharing & Ownership Participationhidden_until_built
—Distribution ReconciliationProfit Sharing & Ownership Participationhidden_until_built
—Owner DrawsOwner Financehidden_until_built
—Owner DistributionsOwner Financehidden_until_built
—Owner ContributionsOwner Financehidden_until_built
—Owner ReimbursementsOwner Financehidden_until_built
—Company Expense Paid PersonallyOwner Financehidden_until_built
—Personal Expense Paid by CompanyOwner Financehidden_until_built
—Due to OwnerOwner Financehidden_until_built
—Due from OwnerOwner Financehidden_until_built
—Shareholder LoanOwner Financehidden_until_built
—Loan to OwnerOwner Financehidden_until_built
—Loan from OwnerOwner Financehidden_until_built
—Mixed-Use ExpenseOwner Financehidden_until_built
—Mortgage ReviewOwner Financehidden_until_built
—Utility ReviewOwner Financehidden_until_built
—Personal Vehicle ReviewOwner Financehidden_until_built
—Business-Use PercentageOwner Financehidden_until_built
—Owner Transaction Review QueueOwner Financehidden_until_built
—Accountant ReviewOwner Financehidden_until_built
—… 40 more
Legal, Tax & Community
Legal, tax, charity, giveaways.
58 features
Escheatment / Unclaimed PropertyRevenue Allocationhidden_until_built
—Legal BillsLegal, Tax & Professional Serviceshidden_until_built
—Legal MattersLegal, Tax & Professional Serviceshidden_until_built
—Legal RetainersLegal, Tax & Professional Serviceshidden_until_built
—Matter NumbersLegal, Tax & Professional Serviceshidden_until_built
—Privileged DocumentsLegal, Tax & Professional Serviceshidden_until_built
—AttorneysLegal, Tax & Professional Serviceshidden_until_built
—AccountantsLegal, Tax & Professional Serviceshidden_until_built
—ConsultantsLegal, Tax & Professional Serviceshidden_until_built
—Tax AdvisorsLegal, Tax & Professional Serviceshidden_until_built
—Federal TaxesLegal, Tax & Professional Serviceshidden_until_built
—State TaxesLegal, Tax & Professional Serviceshidden_until_built
—Payroll TaxesLegal, Tax & Professional Serviceshidden_until_built
—Sales TaxLegal, Tax & Professional Serviceshidden_until_built
—Use TaxLegal, Tax & Professional Serviceshidden_until_built
—Franchise TaxLegal, Tax & Professional Serviceshidden_until_built
—Estimated TaxesLegal, Tax & Professional Serviceshidden_until_built
—Property TaxesLegal, Tax & Professional Serviceshidden_until_built
—International TaxLegal, Tax & Professional Serviceshidden_until_built
—Tax DepositsLegal, Tax & Professional Serviceshidden_until_built
—Tax ReservesLegal, Tax & Professional Serviceshidden_until_built
—Tax NoticesLegal, Tax & Professional Serviceshidden_until_built
—Tax DeadlinesLegal, Tax & Professional Serviceshidden_until_built
—Tax PenaltiesLegal, Tax & Professional Serviceshidden_until_built
—Tax InterestLegal, Tax & Professional Serviceshidden_until_built
—Tax Opportunity RadarLegal, Tax & Professional Serviceshidden_until_built
—Potential DeductionsLegal, Tax & Professional Serviceshidden_until_built
—Potential CreditsLegal, Tax & Professional Serviceshidden_until_built
—Capitalization ReviewLegal, Tax & Professional Serviceshidden_until_built
—Accountant ReviewLegal, Tax & Professional Serviceshidden_until_built
—Legal ReviewLegal, Tax & Professional Serviceshidden_until_built
—DonationsCharity, Nonprofit & Communityhidden_until_built
—SponsorshipsCharity, Nonprofit & Communityhidden_until_built
—In-Kind ContributionsCharity, Nonprofit & Communityhidden_until_built
—Volunteer EventsCharity, Nonprofit & Communityhidden_until_built
—ScholarshipsCharity, Nonprofit & Communityhidden_until_built
—Charitable PartnershipsCharity, Nonprofit & Communityhidden_until_built
—Community EventsCharity, Nonprofit & Communityhidden_until_built
—Matching GiftsCharity, Nonprofit & Communityhidden_until_built
—Nonprofit VerificationCharity, Nonprofit & Communityhidden_until_built
—… 18 more
Assets & Procurement
Purchasing, fixed assets, vendors.
25 features
Purchase RequestsProcurement, Vendors & Assetshidden_until_built
—Quote ComparisonProcurement, Vendors & Assetshidden_until_built
—Vendor SelectionProcurement, Vendors & Assetshidden_until_built
—Purchase OrdersProcurement, Vendors & Assetshidden_until_built
—ReceivingProcurement, Vendors & Assetshidden_until_built
—Three-Way MatchProcurement, Vendors & Assetshidden_until_built
—Vendor ContractsProcurement, Vendors & Assetshidden_until_built
—Approved VendorsProcurement, Vendors & Assetshidden_until_built
—W-9Procurement, Vendors & Assetshidden_until_built
—Insurance DocumentsProcurement, Vendors & Assetshidden_until_built
—Vendor RiskProcurement, Vendors & Assetshidden_until_built
—Vendor PerformanceProcurement, Vendors & Assetshidden_until_built
—Price ChangesProcurement, Vendors & Assetshidden_until_built
—EquipmentProcurement, Vendors & Assetshidden_until_built
—ComputersProcurement, Vendors & Assetshidden_until_built
—PhonesProcurement, Vendors & Assetshidden_until_built
—VehiclesProcurement, Vendors & Assetshidden_until_built
—FurnitureProcurement, Vendors & Assetshidden_until_built
—Fixed AssetsProcurement, Vendors & Assetshidden_until_built
—DepreciationProcurement, Vendors & Assetshidden_until_built
—AssignmentProcurement, Vendors & Assetshidden_until_built
—WarrantyProcurement, Vendors & Assetshidden_until_built
—DisposalProcurement, Vendors & Assetshidden_until_built
—Gain/LossProcurement, Vendors & Assetshidden_until_built
—Insurance TrackingProcurement, Vendors & Assetshidden_until_built
—Automation
Rules, approvals, guardrails.
20 features
No-Code RulesAutomation & Controlssidebar
/automation/rulesTriggerAutomation & Controlschild_only
—ConditionAutomation & Controlschild_only
—ActionAutomation & Controlschild_only
—ApprovalAutomation & Controlschild_only
—Exception QueueAutomation & Controlssidebar
/automation/exceptionsUnified Approval CenterAutomation & Controlssidebar
/automation/approvalsCash GuardrailsAutomation & Controlssidebar
/automation/cash-controlsBudget ControlsAutomation & Controlssidebar
/automation/budget-controlsSubscription ActionsAutomation & Controlssidebar
/automation/subscription-actionsRevenue RecoveryAutomation & Controlssidebar
/automation/revenue-recoveryBonus ControlsAutomation & Controlssidebar
/automation/bonus-controlsData QualityAutomation & Controlssidebar
/automation/data-qualityIntegration HealthAutomation & Controlssidebar
/automation/integration-healthAction PlansAutomation & Controlssidebar
/automation/action-plansDecision LogAutomation & Controlssidebar
/automation/decision-logEscalationsAutomation & Controlschild_only
—Scheduled JobsAutomation & Controlschild_only
—Draft-Only AutomationAutomation & Controlschild_only
—Human ApprovalAutomation & Controlschild_only
—Integrations
External systems.
23 features
Zoho CRMIntegrationshidden_until_built
—Zoho FormsIntegrationshidden_until_built
—Zoho Books MigrationIntegrationshidden_until_built
—Zoho BillingIntegrationshidden_until_built
—Navy FederalIntegrationshidden_until_built
—ADPIntegrationshidden_until_built
—Command CenterIntegrationshidden_until_built
—Client PortalIntegrationshidden_until_built
—Business Services HubIntegrationshidden_until_built
—QualifierConnectIntegrationshidden_until_built
—ComplianceConnectIntegrationshidden_until_built
—Sales Intelligence OSIntegrationshidden_until_built
—Guided SalesIntegrationshidden_until_built
—Tara OSIntegrationshidden_until_built
—Marketing PlatformsIntegrationshidden_until_built
—ReplitIntegrationshidden_until_built
—LovableIntegrationshidden_until_built
—VercelIntegrationshidden_until_built
—GitHubIntegrationshidden_until_built
—OpenAIIntegrationshidden_until_built
—Other AI ProvidersIntegrationshidden_until_built
—EmailIntegrationshidden_until_built
—Document SystemsIntegrationshidden_until_built
—Admin
Users, roles, security, audit.
25 features
Audit LogCore Accountingsidebar
/auditUsersAdmin & Userssidebar
/admin/usersInvitationsAdmin & Userschild_only
—ActivationAdmin & Userschild_only
—DeactivationAdmin & Userschild_only
—SuspensionAdmin & Userschild_only
—LockAdmin & Userschild_only
—Password ResetAdmin & Userschild_only
—SessionsAdmin & Userschild_only
—Session RevocationAdmin & Userschild_only
—RolesAdmin & Userschild_only
—PermissionsAdmin & Userschild_only
—Custom RolesAdmin & Userschild_only
—DepartmentsAdmin & Userschild_only
—ManagersAdmin & Userschild_only
—Approval LimitsAdmin & Userschild_only
—Entity AccessAdmin & Userschild_only
—Sensitive AccessAdmin & Userschild_only
—Feature AccessAdmin & Userschild_only
—MFAAdmin & Userschild_only
—Security EventsAdmin & Userschild_only
—Login HistoryAdmin & Userschild_only
—Service AccountsAdmin & Userschild_only
—Integration CredentialsAdmin & Userschild_only
—Audit ReviewAdmin & Userschild_only
—