From a won deal to money received.
Customer details, invoice lines and approval decisions, connected to the work that created them.
Acme workspaceIllustrative dataYour customer workspace
Good relationships start with the details.
| Name | Company | Status |
|---|---|---|
| OCOlivia Chen | Acme Studio | Customer |
| PSPriya Sharma | Northstar Labs | Lead |
| JWJames Wilson | Orbit Ventures | Customer |
| ETEmma Thompson | Bloom & Co | Lead |
Keep every deal moving
One pipeline. A clear next step.
Qualified1
Proposal1
Won1
A clear view of your finances
Follow the invoice through to payment.
| Invoice | Customer | Balance |
|---|---|---|
| INV-2026-00001 | Acme Studio | $865.30 |
| INV-2026-00002 | Northstar Labs | $250.00 |
| INV-2026-00003 | Orbit Ventures | Paid |
When the deal is won
Your next step, already mapped out.
- Sales eventDeal marked as won
- Finance actionCreate an invoice draft
- Your reviewCheck the details, then issue
Invoices from draft to paid
Add line items, discounts and taxes. Review and issue a uniquely numbered invoice, then download its PDF and record received payments.
Expenses with a clear trail
Capture the vendor, amount, currency, included tax and receipt reference. Submit an expense for approval before recording payment.
Currencies managed your way
Choose the currencies your company works in. KWD supports three decimal places; existing records keep their denomination when defaults change.
Payment entries record money already received or paid. Payment collection, bank reconciliation and automated invoice delivery need provider connections.
A little less busywork.
A lot more possibility.
Bring your team into one workspace.