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Tailor is a headless, composable Enterprise Resource Planning (ERP) platform designed to provide businesses with a flexible and customizable solution for managing operations. Unlike traditional ERP systems, Tailor offers a modular architecture that allows companies to select and integrate only the components they need, ensuring a tailored fit for their unique workflows. This approach enables rapid deployment, with businesses able to implement and customize the platform within weeks, significantly reducing the time and resources typically required for ERP integration. Key Features and Functionality: - Modular and Composable Architecture: Tailor's ERP system is built with a modular design, allowing businesses to activate only the necessary modules, such as inventory management, order processing, production management, and cost accounting. This flexibility ensures that companies can scale and adapt the system as their needs evolve. - API-First Design: The platform's open API-first approach facilitates seamless integration with a wide range of tools and services, including Shopify, ShipStation, Loop, and QuickBooks. This ensures a unified operation by connecting various off-the-shelf tools and omnichannel marketplaces on a single platform. - Low-Code Customization: Tailor provides a developer-friendly, low-code environment that enables rapid customization of out-of-the-box applications or the creation of entirely new ones. This empowers businesses to build solutions that precisely match their operational requirements without extensive development resources. - AI-Enhanced Inventory Management: The platform incorporates AI capabilities to automate inventory tasks, such as reading documents, filling in data, and maintaining accurate inventory across all channels. This reduces manual data entry and minimizes errors, leading to more efficient operations. - Secure and Scalable: Tailor is SOC 2 compliant, ensuring enterprise-grade data protection. Its architecture is designed for fast processing at scale, allowing businesses to handle millions of transactions without performance degradation. Primary Value and Solutions Provided: Tailor addresses the limitations of traditional ERP systems by offering a customizable and scalable solution that adapts to the specific needs of modern businesses. By enabling companies to integrate only the necessary modules and providing a low-code platform for rapid customization, Tailor reduces the complexity and cost associated with ERP implementation. Its API-first design ensures seamless integration with existing tools, facilitating unified operations across various channels. Additionally, the incorporation of AI-driven features automates routine tasks, enhances accuracy, and allows businesses to focus on strategic growth initiatives. Overall, Tailor empowers companies to streamline their operations, improve efficiency, and scale effectively in a dynamic business environment.

Experience the ultimate multi-currency solution for simplified billing, efficiently handling all currency conversions like a breeze. - Smart Billing feature effortlessly track bills, payments, and key KPIs in real-time. - Multi–Currency Support manage international clients and transactions, ensuring seamless financial operations across different currencies. - Clock anytime, anywhere with our app and Office Add-on—device-independent! - Task Management phases schedules, helping teams grasp progress and spot risks. - Instant KPI insights with MATTEROOM’s unified backend for accurate analytics. - Integrate with various platforms to simplifies business workflow and enhances productivity – iManage Work, NetDocuments, Quickbooks Online, Microsoft OneDrive, Google Workspace.

Sheet Director add-on helps to manage and control bi-directional data flow between Google Sheets and from G Suite, CRM, Accounting, Productivity, Marketing, Payment, Time Tracking, Ticketing, Social etc apps. Sheet Director supports 45+ apps across various categories. KEY FEATURES ► Manage Services - manage multiple services from single Google Sheet connecting to several Apps. These services can be listed, edited, executed and deleted. ► Connect with Apps through various authentication mechanisms (key, oAuth1, oAuth2, etc). ► Bi directional data flow - Query (pull) and Post (push) service types ► Query Apps to pull data and present results into Google Sheet ► Comprehensive Query features - field selection, custom filters, sorting, limit results etc. ► Choose or create the destination sheet and start cell ► Prepare and Post data from Google Sheets into Apps ► Conditional Posting - Post your records to Apps when it meets your own custom conditions ► Manual and automatic (scheduled) execution of services - Set monthly, weekly, daily, or hourly refreshes and automate your services. ► Success notification with a templated email message ► Error notification is sent when there is a failure in processing the configured services. ► Execution Logs to monitor automated executions Automate your day-to-day reporting with awesome dashboard, visualizations from cross-platform/app data mashups. Sheet Director is a great API Connector/ Integrator and the best alternative/ complementary to Zapier, Supermetrics, Automate.io, Workato, SheetsGo, JSON Importer, etc. APPLICATIONS AND SERVICES Below are the applications supported along with services offered. Remember that there is no limit to your creativity to use Sheet Director wherever you feel it fits and whatever use cases that you may have. ֍ G Suite Apps to Google Sheets: ► Google Sheets ➥ Distribute - Segment data from a source sheet and send that data across 'n' number of sheets based on configuration. ➥ Backup - Take back up of Google Sheets by cloning/ copying into the preset folder. ► Email ➥ Send Email - Send contents from a Google Sheet as PDF and Inline table to the client via Email. ➥ Mail Merge - Send emails by merging data from Google Sheets with a templated email message ► Google Drive to Google Sheets ➥ List File -Select a folder from google drive and list all files in it inside a Google sheet. ► Google Calendar to Google Sheets ➥ Get Events - Query and pull calendar events from Google Calendar into Google Sheets. ➥ Post Events - Post Google Sheet data into calendar to create Calendar events. ► Google Tasks to Google Sheets ➥ Get Tasks - Pull all tasks from Google Tasks and present it in Google Sheets. ➥ Post Tasks - Post data from Google Sheets to Google Tasks ► Google Contacts to Google Sheets ➥ Get Contacts - Pull all contacts from Google contacts into Google Sheets. ➥ Post Contacts - Push data from Google Sheets into Google Contacts. ► Google Classroom to Google Sheets ➥ Query - Query all contents from Google Classroom and present it in Google Sheet. ► Google Admin to Google Sheets ➥ Query - Query all contents from Google Admin and present it in Google Sheets. ► Google Analytics to Google Sheets ➥ Query - Query all contents from Google Analytics and present it in Google Sheets. ֍ Google Apps to Google Sheets: ► Google My Business to Google Sheets ➥ Query - Query data from Google My Business and present it in Google Sheets. ► Youtube to Google Sheets ➥ Query - Query data from Youtube and present it in Google Sheet. ► Youtube Analytics to Google Sheets ➥ Query - Query data from Youtube Analytics and present it in Google Sheets. ֍ Accounting Systems to Google Sheets: ► QuickBooks to Google Sheets ➥ Query - Pull data from QuickBooks entities & reports and present it into a Google Sheets. ➥ Post - Push data from Google Sheets to QuickBooks entities ► FreshBooks to Google Sheets ➥ Query - Pull data from FreshBooks and present it into Google Sheets. ➥ Post - Push data from Google Sheets to FreshBooks. ► Xero to Google Sheets ➥ Query - Pull data from Xero and present it into Google Sheets. ➥ Post - Push data from Google Sheets to Xero ► Zoho Books to Google Sheets ➥ Query - Pull data from Zoho Books objects like invoices, expenses and present it into Google Sheets. ➥ Post - Push data from Google Sheets to Zoho Books objects. ► Zoho Invoice to Google Sheets ➥ Query - Pull data from Zoho invoices objects like contacts, invoices and present it into Google Sheets. ➥ Post - Push data from Google Sheets to Zoho invoice objects. ► Zoho Expense to Google Sheets ➥ Query - Pull data from Zoho Expenses objects like contacts, expenses and present it into Google Sheets. ► Wave to Google Sheets ➥ Query - Pull all the data from Wave objects and store it into a Spreadsheet ➥ Post - Push the data from Google Sheet into Wave ֍ CRM Systems to Google Sheets: ► Hubspot to Google Sheets ➥ Query - Pull data from HubSpot objects and present it in a Spreadsheet. ➥ Post - Push data from spreadsheet to HubSpot. ► Salesforce to Google Sheets ➥ Query - Pull all contacts from Salesforce objects and store it into a spreadsheet. ➥ Post - Push all contacts from spreadsheet to Salesforce. ► Insightly to Google Sheets ➥ Query - Pull data from Insightly objects and store it into a spreadsheet. ➥ Post - Push data from spreadsheet to Insightly. ► Copper to Google Sheets ➥ Query - Pull data from Copper objects and store it into a spreadsheet. ➥ Post - Push data from spreadsheet to Copper. ► Capsule to Google Sheets ➥ Query - Pull data from Capsule objects and store it into a spreadsheet. ➥ Post - Push data from spreadsheet to Capsule. ► EngageBay to Google Sheets ➥ Query - Pull data from EngageBay objects and store it into a spreadsheet. ➥ Post - Push data from spreadsheet to EngageBay. ► Zoho CRM to Google Sheets ➥ Query - Pull data from Zoho CRM objects and store it into a spreadsheet. ➥ Post - Push data from spreadsheet to Zoho CRM. ► Agile CRM to Google Sheets ➥ Query - Pull data from Agile CRM objects and store it into a google sheet ➥ Post - Push data from Google sheet to Agile CRM. ► Vtiger CRM to Google Sheets ➥ Query - Pull data from Vtiger CRM objects and store it into a google sheet ֍ Productivity Apps to Google Sheets: ► Asana to Google Sheets ➥ Query - Pull data from Asana objects and store it into a spreadsheet. ➥ Post - Post data from Google Sheets into Asana objects. ► Trello to Google Sheets ➥ Query - Pull data from Trello objects and store it into a spreadsheet. ➥ Post - Post data from Google Sheets into Trello objects. ► Airtable to Google Sheets ➥ Query - Pull data from Airtable objects and store it into a spreadsheet. ► Smartsheet to Google Sheets ➥ Query - Pull data from Smartsheet and present it into Google Sheets. ➥ Post - Post data from Google Sheets into Smartsheet. ֍ Payment Apps to Google Sheets: ► PayPal to Google Sheets ➥ Query - Pull data from PayPal objects and store it into a spreadsheet. ► Stripe to Google Sheets ➥ Query - Pull data from Stripe objects and store it into a spreadsheet. ֍ Time tracking Apps to Google Sheets: ► Clockify to Google Sheets ➥ Query - Pull data from Clockify objects and store it into a spreadsheet. ► Harvest to Google Sheets ➥ Query - Pull data from Harvest objects and store it into a spreadsheet. ֍ Marketing Apps to Google Sheets: ► Mailchimp to Google Sheets ➥ List Members - Pull data from Mailchimp objects and store it into a spreadsheet. ➥ Post - Push data from spreadsheet to Mailchimp.EngageBay to Google Sheet ► Active Campaign ➥ Query - Pull data from ActiveCampaign objects and store it into a spreadsheet. ➥ Post - Push data from spreadsheet to ActiveCampaign. ► Get Response to Google Sheets ➥ Query - Pull data from GetResponse objects and store it into a spreadsheet. ➥ Post - Push data from spreadsheet to GetResponse. ֍ Ticketing Apps to Google Sheets: ► Zendesk to Google Sheets ➥ Query - Pull data from Zendesk objects and store it into a spreadsheet. ► Freshdesk to Google Sheets ➥ Query - Pull data from Freshdesk objects and store it into a spreadsheet. ► JIRA to Google Sheets ➥ Query - Pull data from JIRA entities and store it into a spreadsheet. ► Zoho Desk to Google Sheets ➥ Query - Pull data from Zoho Desk objects and store it into a google sheet ֍ Shipping Apps to Google Sheets: ► ShipStation to Google Sheets ➥ Query into Sheet - Pull data from Shipstation entities and store it into a spreadsheet. ֍ Project Management Apps to Google Sheets: ► Zoho Projects to Google Sheets ➥ Query - Pull data from Zoho Projects entities and store it into a spreadsheet. ► Zoho Bugtracker to Google Sheets ➥ Query - Pull data from Zoho Bugtracker entities and store it into a spreadsheet. ► Zoho Subscriptions to Google Sheets ➥ Query - Pull data from Zoho Subscriptions objects and store it into a spreadsheet. Zoho Creator to Google Sheets ► Query - Pull data from Zoho Creator objects and store it into a spreadsheet. SUPPORT For more details refer https://sheetdirector.jivrus.com/ Contact us at https://www.jivrus.com/about/contact-us or email support@jivrus.com for any query or feature request. Check all our products at https://www.jivrus.com/products

Integrate2CloudApps is a Canadian-based CRM and ERP systems engineering firm specializing in Salesforce solutions. As both a Salesforce System Integrator and Independent Software Vendor Partner, I2C Apps offers a comprehensive suite of pre-built, customizable solutions designed to streamline business processes and enhance Salesforce platforms for clients across the USA and Canada. Key Features and Functionality: - Multi-Cloud Salesforce Implementations: I2C Apps delivers tailored implementations across various Salesforce clouds, including Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Revenue Cloud, Mulesoft, Tableau, Slack, Financial Services Cloud, and Field Service Lightning. These implementations aim to improve sales, forecasting, lead nurturing, opportunity management, customer experience, productivity, and operations. - Integrations: The firm specializes in integrating Salesforce with other systems such as Netsuite, Microsoft, Oracle, SAP, Sage, QuickBooks, HubSpot, and Infor. This ensures a seamless data strategy, empowering resources and stakeholders with accurate and consolidated information. - Re-Implementations: For clients dissatisfied with their current Salesforce configuration, I2C Apps offers risk-free consultations to assess and realign Salesforce strategies, ensuring optimal performance and alignment with business objectives. - Gap Analysis & Solution Design: The company provides discovery, gap analysis, current and future state architecture assessments, and solution design recommendations to build scalable and adaptable solutions that accommodate future business growth. Primary Value and Solutions for Users: I2C Apps addresses the challenges organizations face in implementing and optimizing Salesforce solutions by offering: - Industry-Specific Customization: Tailoring Salesforce solutions to meet specific industry requirements, ensuring a precise fit for each business sector. - Enhanced Customer Engagement: Implementing robust Salesforce functionalities that streamline customer interactions, drive engagement, and foster long-term relationships through personalized customer journeys, automated workflows, and insightful analytics. - Data Integrity and Migration: Ensuring smooth transitions by handling data migration from legacy systems to Salesforce, coupled with comprehensive data cleanup processes to maintain accuracy and integrity. - Change Management and Training: Prioritizing people change management by conducting training sessions and implementing adoption programs to equip users with essential skills and knowledge, fostering a culture of proficiency. - Continuous Support and Maintenance: Providing ongoing support, monitoring, and maintenance services post-implementation to ensure adaptability to evolving business needs and guarantee the ongoing optimization of Salesforce implementations. By leveraging I2C Apps' expertise, organizations can achieve strategic alignment of their Salesforce solutions with unique objectives and key performance indicators, leading to improved business results and sustained growth.

Loop ERP is a purpose-built ERP solution for scrap metal recycling, aggregate, brokerage, and other circular economy and weight-based commodity businesses. It runs natively inside Oracle NetSuite, connecting operations, logistics, inventory, and finance in a single system — replacing the disconnected tools and manual workarounds most businesses in these industries still rely on. The problem Loop solves is straightforward: materials-based operations are operationally complex, but most ERP systems weren't built for them. Scale house data lives in one system. Inventory lives in another. Finance is working off exports that are already a day old. Settlements get reconciled manually. The result is wasted time, reporting delays, and financial data that doesn't reflect what's actually happening in the yard. Loop fixes that by connecting every transaction — from the first scale ticket to the final invoice — inside one system, in real time. What Loop ERP handles: Loop manages inbound and outbound ticketing, scale house operations, bin-level inventory tracking, material regrades, settlement processing, dispatch, and compliance reporting. For aggregate businesses, that includes quarry and production workflows — run-of-mine tracking, crushing circuit management, and load ticket creation tied directly to customer invoicing. For scrap and recycling operations, Loop covers settlement adjustments, material pricing against published indices like AMM and Fastmarkets, and compliance integrations including NMVTIS and LeadsOnline. Brokerage operations get contract management, multi-party settlement tracking, and full financial visibility across every transaction. Who it's for: Loop is built for operations that have outgrown QuickBooks or a generic ERP that requires constant customization to handle industry-specific workflows. It's a strong fit for companies processing physical materials at scale, managing complex or index-based pricing, running multi-site or multi-entity operations, or carrying compliance reporting requirements specific to their industry. If your team is spending significant time reconciling data between systems, Loop was built to eliminate that work. Built on NetSuite: Because Loop runs natively on Oracle NetSuite, customers get enterprise-grade infrastructure — multi-entity accounting, role-based access controls, audit trails, and financial reporting — without building on a proprietary platform. Loop adds the industry-specific layer that generic NetSuite implementations don't include: the workflows, terminology, automation, and integrations that make the system actually fit how these businesses operate. Implementation and support: Loop is implemented and supported by a team with direct experience in circular economy and commodity industries. Every implementation is scoped to the business, not a generic template, and support is provided by people who understand the operational complexity these industries manage every day.

Ayyla is an AI-powered event management platform built specifically for wedding planners. It brings everything — clients, vendors, budgets, timelines, and documents — into one command center, so planners can stop juggling spreadsheets, WhatsApp threads, and disconnected tools. What makes Ayyla different: Ayyla features dual interfaces — a full business management dashboard for planners and a dedicated client portal where couples can track their wedding progress, view updates, and collaborate with their planner in real time. No more endless email chains or missed details. Key Features: Planner Features Lead Management — Kanban-style pipeline to track every prospect from first inquiry to signed contract Projects — Dedicated workspaces with a full set of wedding management tools for each event To-Dos — Unified task view pulling assignments from every active project into one place AI Wedding Assistant — Conversational AI fine-tuned with deep wedding industry knowledge, supporting text and image inputs Digital Assets — AI-powered Pinterest search and board creation for project inspiration Mapped Moments — Airbnb-style portfolio showcasing past projects with photos pinned on a map Supplier Hub — Structured vendor database with contact details and project history across all events Supplier Analytics — Data-driven insights on vendor performance, pricing, and usage patterns Financial Tracking — Revenue and expense monitoring by category with QuickBooks integration coming soon Templates Library — AI-generated contracts, invoices, questionnaires, task lists, budgets, and proposals Client Collaboration Features Meet My Planner — Calendly integration for couples to book meetings directly from the portal To-Dos — Shared task lists with assignments for both planner and couple Sticky Notes — Lightweight space for quick thoughts and reminders within the project Questionnaires — AI-generated, custom-built, or template-based client questionnaires Docs Hub — Google Drive integration keeping all shared files accessible to both parties Moodboard — AI-powered Pinterest search for couples to build visual inspiration boards Supplier Hub — Collaborative space for planner and couple to agree on the final vendor list Budget Tracker — AI-powered budget builder with payment schedules, payee tracking, and real-time spending visibility Seating Studio — Visual canvas for table layout design using uploaded venue floorplans with drag-and-drop guest seating Big Day Schedule — Minute-by-minute wedding day timeline orchestrating all suppliers and the couple Security-first approach: Full tenant isolation, AES-256 encryption, Stripe-powered payments, and AI data sanitisation — your client data stays private and protected.

CoolEdge helps Australian trade and service businesses manage customers, quote, schedule work, manage jobs and get paid. Use the web dashboard in the office and the CoolEdge mobile app in the field to keep your whole team connected from the first enquiry to the final invoice. Built for air conditioning, electrical, plumbing, roofing, painting, carpentry and building, landscaping, cleaning, pest control, solar and other trade businesses. QUOTE WITH CONFIDENCE - Create itemised quotes using your price list, labour, materials and reusable kits. - Build plumbing and electrical quotes from task catalogues with parts, products, favourites and add-ons. - Use dedicated split, ducted, multi-head, VRV and repair quoting tools for air conditioning. - Load saved templates or duplicate existing quotes. - Add site photos, drawings and sketches to branded quote PDFs. - Send online quote links so customers can view, approve, sign and pay online. MANAGE JOBS AND TEAMS - Turn accepted quotes into jobs, schedule visits and assign staff. - View and manage schedules from the dashboard while field staff access their jobs through the mobile app. - Manage job phases, variations and progress, and send on-the-way SMS updates. - Keep customer details, site information, notes, photos and documents together. - Complete forms and checklists, capture photos and signatures, and create branded PDF records. - Track time against jobs and review team timesheets. - Manage leads and link quotes and jobs back to enquiries. COMMUNICATE WITH CUSTOMERS Manage email and SMS conversations in a shared customer inbox. Attach files, share document links, use message templates and track delivery status. Listen to voicemail recordings and view available transcripts and summaries. GET PAID AND TRACK COSTS - Create invoices from quotes and jobs or raise standalone invoices. - Take card payments on site or send online payment links. - Record deposits and part payments and track outstanding balances. - Capture receipts with automatic extraction of supplier, date and total. - Manage purchase orders, supplier bills, expenses and job profitability. - Sync eligible invoices with Xero or QuickBooks Online and monitor sync status. RUN YOUR BUSINESS FROM ONE PLATFORM Use the CoolEdge web dashboard for administration, scheduling, reporting, quoting, invoicing and business management, while your team uses the mobile app to manage work from the field. Apply your business branding to customer documents, control access with team roles and permissions, and manage GST-aware pricing built for Australian businesses. Available features depend on your industry, plan, enabled services and team permissions. Questions or feedback? Contact hello@cooledge.com.au

Vertex is an AI-native CRM and growth platform. It brings sales pipeline, marketing analytics, meetings, communications, billing and OTT/SaaS subscription management into one system on a single database. Its built-in AI assistant goes beyond answering questions to doing the work. It creates deals, drafts sales orders, builds discounts and custom plans, books meetings and sends email, all from a plain-English chat. Each action the assistant takes appears as a result card that you review and approve before anything is committed. Money-related and bulk actions always go through an approval step. Every action runs within the user’s own permissions and is fully audited, so teams can automate busywork without giving up control. The assistant also watches your numbers, such as MRR, churn and funnel conversion, then flags what changed and suggests the next move. Because every product shares one database, an anonymous website visitor, a lead, a deal and a paying subscriber are the same record from start to finish. Marketing analytics follow the full path from visitor to lead to deal to revenue, and you can drill down to a single session. A unified inbox ties email, SMS, WhatsApp, voice and support tickets to the right contact and deal. Booking pages include reminders, verified bookings and two-way Google and Microsoft calendar sync. Vertex was built running real streaming subscriptions, and it includes deep billing for subscription businesses: Quotes, invoices, multi-currency subscriptions and dunning, all synced with Stripe For OTT and streaming: per-region pricing, trials, pauses, win-back campaigns, and retention offers that trigger automatically when a subscriber tries to cancel For SaaS: multi-tenant billing with MRR, NRR and churn tracking, plan-based entitlements and quotas, self-serve checkout and upgrades, and a customer billing portal Customers bring their own provider keys for Stripe, email, SMS and AI. This means no metered markup, and customer data and credentials stay under their ownership. Key features Agentic AI assistant with approval cards, permission scoping and audit logs Contacts, companies, deals and a workflow automation engine Marketing analytics from visitor to lead to deal to revenue Meeting scheduling with two-way Google and Microsoft calendar sync Unified inbox for email, SMS, WhatsApp, voice and tickets Quotes, invoicing, subscriptions, multi-currency billing and dunning OTT subscriber management, including churn and retention offers Multi-tenant SaaS billing, entitlements and a customer billing portal Full REST API Integrations with Stripe, Google, Microsoft 365, Gmail, Telnyx, Postmark, WhatsApp, Google Ads, Meta Ads, Xero, QuickBooks, Slack, Zapier and Claude

Vertex is an AI-native CRM and growth platform. It brings sales pipeline, marketing analytics, meetings, communications, billing and OTT/SaaS subscription management into one system on a single database. Its built-in AI assistant goes beyond answering questions to doing the work. It creates deals, drafts sales orders, builds discounts and custom plans, books meetings and sends email, all from a plain-English chat. Each action the assistant takes appears as a result card that you review and approve before anything is committed. Money-related and bulk actions always go through an approval step. Every action runs within the user’s own permissions and is fully audited, so teams can automate busywork without giving up control. The assistant also watches your numbers, such as MRR, churn and funnel conversion, then flags what changed and suggests the next move. Because every product shares one database, an anonymous website visitor, a lead, a deal and a paying subscriber are the same record from start to finish. Marketing analytics follow the full path from visitor to lead to deal to revenue, and you can drill down to a single session. A unified inbox ties email, SMS, WhatsApp, voice and support tickets to the right contact and deal. Booking pages include reminders, verified bookings and two-way Google and Microsoft calendar sync. Vertex was built running real streaming subscriptions, and it includes deep billing for subscription businesses: Quotes, invoices, multi-currency subscriptions and dunning, all synced with Stripe For OTT and streaming: per-region pricing, trials, pauses, win-back campaigns, and retention offers that trigger automatically when a subscriber tries to cancel For SaaS: multi-tenant billing with MRR, NRR and churn tracking, plan-based entitlements and quotas, self-serve checkout and upgrades, and a customer billing portal Customers bring their own provider keys for Stripe, email, SMS and AI. This means no metered markup, and customer data and credentials stay under their ownership. Key features Agentic AI assistant with approval cards, permission scoping and audit logs Contacts, companies, deals and a workflow automation engine Marketing analytics from visitor to lead to deal to revenue Meeting scheduling with two-way Google and Microsoft calendar sync Unified inbox for email, SMS, WhatsApp, voice and tickets Quotes, invoicing, subscriptions, multi-currency billing and dunning OTT subscriber management, including churn and retention offers Multi-tenant SaaS billing, entitlements and a customer billing portal Full REST API Integrations with Stripe, Google, Microsoft 365, Gmail, Telnyx, Postmark, WhatsApp, Google Ads, Meta Ads, Xero, QuickBooks, Slack, Zapier and Claude

Kordis AI is the AI operations layer for hourly staffing, built in Canada for temp and hourly staffing agencies running 25 to 100 active workers in light industrial and warehouse, private-pay nursing and PSW, and banquets, events and hotels. It is built for one specific person: the agency owner who is still the one answering the phone at 4 a.m. when a worker doesn't show up. If that is your week - confirmation calls, re-typing the same worker into three systems, chasing a forklift certificate that expired last Tuesday, turning a client's timesheet spreadsheet into something payroll can actually use - Kordis AI does that work. WHAT IT DOES Applicant screening. Outbound phone screens with recorded transcripts and a composite score against a rubric you define per role. You read the score and skim the transcript instead of making twenty calls. Shift confirmation. Every booked worker gets an automated call or text ahead of the shift. You only hear about the ones who didn't reply. Auto-dispatch. Open shifts go out to your own bench ranked by reliability, rather than blasted to everyone at once. No-show coverage. When a worker doesn't arrive, replacement outreach starts from your existing roster before you have seen the message. The client sees a worker, not an apology. Credential tracking. Expiry dates for forklift classes, Smart Serve, Serving It Right and any credential you define, with renewal texts at 90 days, 2 weeks and 3 days, and a hard dispatch block on a lapse. Worker text line. A two-way SMS number that handles routine worker questions. The ones that genuinely need you still reach you. Payroll preparation. Client timesheets in, payroll-ready export out, matched worker by worker. No name gets entered twice. WHAT IT DOES NOT DO Kordis AI is not a system of record and does not try to become one. Keep your accountant. Keep QuickBooks. Keep your payroll provider. Keep the client relationships you built. Kordis AI is the operations layer around the tools you already run, not a rip-and-replace. JURISDICTION AND APPROVAL Ontario, British Columbia and Alberta employment rules are enforced in software rather than left to memory: permitted calling windows, statutory holiday premiums and overtime thresholds are computed per province from the shift date. Statutory pay and overtime are calculated deterministically from scheduled hours and rates, never generated by a language model. Every action that touches money or contacts a person is staged for the owner's explicit approval before it executes. Nothing calls a worker or books an hour without you tapping yes. PRICING Flat CA$499 per month for up to 100 active workers, with a CA$249 founding rate for the first three months. Two-week free trial

GoFleetAI is an AI-powered Transportation Management System (TMS) designed to enhance the efficiency and safety of fleet operations for companies managing between 30 to over 300 trucks. By leveraging advanced artificial intelligence, GoFleetAI evaluates every dispatch decision across seven critical factors in under 100 milliseconds, ensuring optimal routing and resource allocation. Key Features and Functionality: - AI Dispatch Engine: Utilizes a seven-factor deterministic scoring system that assesses distance, Hours of Service (HOS) availability, equipment compatibility, weather conditions, fuel efficiency, driver preferences, and urgency. This rapid evaluation supports three autonomy modes: suggest, auto-assign, and full-auto. - Command Center: Provides a real-time operations dashboard featuring a dispatch Gantt timeline, live fleet map, exception board, and capacity planner, all within a unified workspace. A persistent KPI strip offers an immediate overview of fleet status. - Live GPS & Geofencing: Displays real-time truck positions on an interactive map with status-coded markers. Geofence zones automatically detect arrivals, departures, and detention events, enhancing operational oversight. - Weather-Aware Routing: Integrates weather alerts to overlay on the fleet map, flagging loads routed through storm zones and adjusting dispatch scoring accordingly to maintain safety and efficiency. - HOS & Compliance: Features a comprehensive FMCSA Hours of Service command center with split-sleeper optimization, restart planning, real-time violation alerts, and ELD integration, ensuring DOT audit readiness. - Exception-Driven Operations: Highlights only critical issues such as late pickups, detention, HOS violations, missed check calls, breakdowns, and weather disruptions, allowing dispatchers to focus on tasks that require immediate attention. - Document Intelligence: Employs AI-powered email-to-load conversion, OCR document scanning, and automated Bill of Lading (BOL) processing, streamlining documentation workflows. - Full Accounting Suite: Offers invoicing, accounts receivable, factoring, driver and carrier settlements, fuel accounting, claims management, and payroll, all integrated with QuickBooks Online for seamless financial operations. - Driver Mobile App: Provides a native mobile application for drivers, enabling dispatch acceptance, stop check-ins, document capture, navigation, messaging, and digital BOL signatures, with offline functionality and background synchronization. Primary Value and Solutions: GoFleetAI addresses the complexities of fleet management by automating and optimizing dispatch decisions, thereby reducing operational inefficiencies and enhancing safety. The system's rapid AI-driven evaluations minimize empty miles, ensure compliance with HOS regulations, and adapt to adverse weather conditions, leading to cost savings and improved service reliability. By integrating various operational aspects into a cohesive platform, GoFleetAI empowers fleet managers to make informed decisions swiftly, scale operations effectively, and maintain a competitive edge in the transportation industry.

inletAP is an accounts payable tool for property management companies and the bookkeepers who serve them. Instead of uploading documents or logging into a portal, each property, entity or portfolio gets its own intake email address. Vendors send invoices there directly, and inletAP parses the message and its attachments into structured fields: vendor, invoice number, invoice and due dates, total, tax, currency, purchase order number, property and line items. Every extracted field carries its own confidence score and an evidence panel showing the line of source text the value was read from, with an explicit note when the value does not appear verbatim in the document, so a reviewer checks a value instead of re-keying the invoice. Any document whose vendor, invoice number, date or total scores below 70% goes to a review queue instead of on to an approver. The threshold is fixed at 70% and is not configurable. Coding rules match on the sender, the intake address the invoice arrived on, and values on the document. A rule can set the GL account, quarantine a sender, auto-approve a document, or assign a named reviewer; rules run in priority order and every match is explained on the document. One invoice can be split across every property it covers - by amount, percent, even share, unit count or square footage - on every plan, including the free one. Approvals route by amount tier and by property, with SLA timers and an overdue alert. Separation of duties is an optional workspace setting, off by default; when an administrator turns it on, the person who edited an invoice or sent it for approval cannot approve it. Every bill is compared against what that vendor has billed for that property before and against every invoice you already hold. A finding does not hold the bill and does not contact the vendor: the one exception is a top-tier duplicate, which cannot be exported until a person decides. Approved bills post to QuickBooks Online through the official Intuit OAuth app, or export as a CSV whose columns you define yourself. Xero, AppFolio, Buildium, Yardi and Rent Manager are not built: no connector, no per-product template, no date. Every field edit, approval and export is written to an append-only audit log with actor and timestamp, and no API route can edit or delete it. inletAP moves no money - no payment rails, no bank credentials, no cards - and it replaces neither a property management system nor a general ledger. It sits upstream of both, between the vendor's email and the ledger. There is no SOC 2 report. There is a free tier of 25 invoices a month with no credit card, and every plan includes unlimited users, properties, vendors and entities, so approvers do not have to be rationed. A no-signup test is available: forwarding a vendor invoice to test@try.inlet-ap.com returns the extracted fields with a confidence score on each one.

ProfitTracker gives project-based companies real-time control of project finances. See forecast profitability, purchasing, invoicing and cash flow of every project while it is still running, catch variances early and protect your margins. The problem Margins can slip away before you notice. When orders, purchasing, hours and accounts live in different places, project finances are hard to keep up to date. Costs and commitments show up late, the same data is entered twice, and variances surface only once there is less room to act. How it works The customer order becomes a sales order with milestones. Purchase orders are sent from the project, goods receipts are recorded when deliveries arrive, and invoices are created from the milestones. Actual, Committed and Planned add up to a forecast result for every project, so you see the variance as soon as it appears, not when the books are closed. Key features • Sales orders with milestones and change orders • Budgets per project and budget line • Purchase orders, goods receipts and partial deliveries • Forecast result per project: Actual + Committed + Planned • Invoicing from milestones • Cash flow per project and across projects • Hours and labour cost on projects • Stock and stock withdrawals on projects • Dashboard with margin per project against target Who it is for Businesses that deliver projects and manage purchasing: technical contractors, engineering firms, make-to-order manufacturers and other project-based companies. Project managers get control of their own projects, and management gets the full picture across the portfolio. Integrations Connects to Tripletex, PowerOffice Go, Fiken, Visma eAccounting, Finago, Xero, QuickBooks Online and Sage Accounting. Data is synchronised between the systems, so nothing is entered twice. Supplier invoices, the general ledger and VAT stay in your accounting software. You don't need to change accounting software to get better project control. Getting started Connect your accounts, create your first project from the customer's order, a template or a previous project, and follow forecast profitability, purchasing, invoicing and cash flow while the project runs. Start with one project and expand when you're ready. Pricing Free plan for one user and one project. Pro from USD 27 per user per month billed annually, with a 14-day free trial and no credit card required. Enterprise pricing for 20+ users. About us ProfitTracker is built by the team behind CostTracker, which has helped project-based companies control project costs since 2016.

Aviara Invoices checks every invoice against its purchase order, the goods received and the underlying contract before anyone approves it. It runs on top of the ERP you already use, so your ERP stays the system of record and there is nothing to migrate. Three checks, not two. Contracts and invoices sit on one platform, so each invoice is tested against the purchase order for lines billed above the agreed price or never ordered, against the goods received for quantities beyond what was delivered, and against the contract rate including change orders. Most AP tools cannot run the third check, because the contract lives in another system. The platform is built around COVA, the AI orchestrator inside Aviara Connect. COVA directs specialist agents, runs matching, chasing, payment follow-ups and collections in the background, and remembers vendor history and how your team resolved past exceptions. COVA proposes. A person approves every invoice, and only approved invoices are written back to the ERP. Payables: invoice intake without templates, including scanned documents. Many-to-many matching across several purchase orders and partial deliveries. Tolerance rules per vendor or category. Approval routing by amount, vendor, category or entity, with multi-step chains for higher-value invoices, auto-approval below a threshold and a separate path for non-PO invoices. Automatic credit memos on confirmed discrepancies. Account coding written back to the ERP. Receivables: invoice generation, automated reminders and chasing, payment matching and collections workflows. The Email Agent connects to Gmail, Outlook or a shared AP inbox. It picks up invoices, catches duplicates, replies to vendors, runs follow-ups and keeps every thread with its record. Teams can go live before an ERP connector is in place. For India: GST on invoices, vendor GSTIN validation and TDS deductions. Integrations: Zoho Invoice, Zoho ERP, QuickBooks, NetSuite, Sellercloud and Plexxis ERP, plus webhooks and REST API. Documents arrive from email, direct upload, Google Drive, SharePoint, Dropbox, Box, Amazon S3 and Azure Blob. Other ERPs are connected by our engineers during deployment. Hosted on Microsoft Azure in India, the US or the UK at the customer’s choice, with on-premise and customer-cloud deployment also available. AES-256 at rest, TLS 1.2+ in transit, keys in Azure Key Vault, role-based access, separate data per customer, and a full audit trail. Customer data is never used to train AI models. SOC 2 Type II in progress. In production today, with more than $100K saved by catching overbilling before payment. Typical go-live is four to six weeks.

Missing Link is a procurement-to-payment data switching provider, connecting suppliers and customers across all industries. We help our clients refine, digitalise and manage their entire procurement process, saving them time, money - and many headaches! We connect businesses of all sizes, using all forms of electronic data interchange, be it XML, EDI, IDOC, CSV via countless methods, including FTP, SOAP, SFTP, FTPS, Connect:direct, Odette and even email. Our service connect systems that include SAP, SAP Business One, Baan, Oracle, Pastel, Pastel Evolution, Accpac, Quickbooks as well as custom systems. We also provide an online environment where all these business transactions can be dealt with, queried and managed, providing a single point for buyers to order and sellers to service.

A simple invoice-making tool for small business owners to make invoices for their customers and manage record of their customers invoices and finances from anywhere anytime. With OlaBooks you can create an invoice in less than a minute and share it with your customers. Keep records of unlimited invoices and unlimited customers with tax, discounts, and multi-currency options. With strong integrations with other apps like Quickbooks, Freshbooks, etc it allows one to organize and manage invoices from one place. Keep records of unlimited invoices and unlimited customers. We design this invoicing tool to make invoicing simple and easy for you. Built for: ✅contractors. ✅freelancers. ✅owner-operators. ✅creatives. ✅entrepreneurs. ✅ other small business owners. Features. ✅Multi-Currency. ✅Add Tax on products. ✅Add Discounts in your currency or in percentage. ✅Directly share links to invoices with your customers. ✅Share via email.

TatvaRatings is a credit-market intelligence platform for Indian banks, NBFCs, credit teams, and advisory firms. It parses publicly published credit rating press releases from India's seven SEBI-registered credit rating agencies -- CARE, CRISIL, ICRA, India Ratings, Acuite, Brickwork, and Infomerics -- into one structured schema covering borrowers, rating actions, rated facilities, key financials, and lender-wise annexures. Its core differentiator is lender-side indexing: rather than answering only "what is this company's rating?", TatvaRatings lets users ask "which companies borrow from this bank?", "which lenders are active in this sector?", or "which borrowers were recently downgraded?" Every figure is presented as a floor, not a total, with a stated as-at date, since lender disclosure depends on issuer consent. TatvaRatings is market intelligence, not exposure monitoring, and is built by Tatva Fintech Pvt. Ltd., based in Pune, India.

3DLogistiX: Visualize Your Warehouse, Optimize Your Operations 3DLogistiX is an innovative Warehouse Management System (WMS) that redefines how businesses manage their inventory and logistics. Moving beyond traditional tabular data, 3DLogistiX creates a real-time 3D digital twin of your entire warehouse, offering unparalleled visibility and intuitive control over your operations. This immersive visualization empowers small to medium-sized businesses (SMBs) to eliminate inefficiencies, reduce costs, and accelerate fulfillment. Key Features & Capabilities: Real-Time 3D Warehouse Visualization: Experience your warehouse in a fully interactive 3D environment. See inventory levels, product locations, and operational flows instantly, providing a clear, intuitive understanding of your entire facility. AI-Powered Picking & Slotting (PrediX Slotting®): Leverage artificial intelligence to generate optimized pick paths, reduce travel time, and strategically place fast-moving items for maximum efficiency. PrediX Slotting® minimizes shuffling and wasted motion, ensuring your stock is always in the ideal location. Intelligent Replenishment (RepleniX®): Automate purchase order suggestions based on real-time stock levels, historical demand, and supplier lead times. The 3D view highlights low inventory, guiding timely restocking decisions. Dynamic Cycle Counting (DynamiX Count®): Maintain real-time inventory accuracy without halting operations. Our system directs staff to high-impact locations and fast-moving items, immediately flagging discrepancies for quick resolution. Comprehensive Inventory Management: Gain instant visibility into all stock levels, movements, and locations within the 3D environment, ensuring precise tracking and control. Seamless Multi-Channel Order Fulfillment: Streamline picking, packing, and shipping across all your sales channels with support for batch processing and direct carrier integrations. Robust Integration Capabilities: Easily connect 3DLogistiX with your existing e-commerce platforms, accounting software (e.g., Xero, MYOB, QuickBooks), and shipping tools for centralized data and streamlined workflows. Why Choose 3DLogistiX? 3DLogistiX transforms complex warehouse data into actionable, visual insights. By leveraging its unique 3D interface and intelligent automation, businesses can achieve: Enhanced Operational Efficiency: Drastically reduce picking times, optimize travel routes, and streamline replenishment processes. Superior Inventory Accuracy: Real-time visibility and guided cycle counting minimize errors and ensure precise stock control. Maximized Space Utilization: Intelligent slotting and visual warehouse optimization help you make the most of every square foot. Reduced Operational Costs: Minimize errors, optimize labor, and lower shipping expenses through smart automation and real-time data. Faster Order Fulfillment: Get products out the door quicker with optimized workflows and efficient multi-channel support. Designed for modern SMBs, 3DLogistiX provides the power of a sophisticated WMS with an intuitive, visual approach that simplifies warehouse management and drives business growth.

CoContractor is roofing software in an iPhone app. It runs the job from the storm to the signed contract: storm and hail maps, door knocking, inspection photos and reports, roof measurements, estimates with e-signature, invoices paid by bank, and team chat, all on one property file the whole team shares, with an AI assistant named Brigg built in. Built for roofing companies, from solo roofers to companies with many locations and hundreds of reps, on retail and insurance jobs. Storm and hail maps: free hail maps for the US, with live hail swaths from NOAA radar, storm alerts by state and hail size, and every storm ranked by the properties it hit. Most addresses have up to five years of hail history, and a storm's hail area becomes a territory for your reps. Door knocking: one tap logs the knock with GPS, Next door opens the next property to knock, and territories split up the map. Knocks, notes, photos, and new properties save without signal and send when the rep is back online. Managers see doors knocked, inspections booked and done, and signed jobs by rep, with a leaderboard. Photos and reports: photos land on the property with spoken captions and markup, and CoContractor builds a branded inspection report with the storm history, sent by email and text. You see when it's opened, and the homeowner can pick a time for the next visit from the report. Proposals: measure the roof on the map with the 3D scan, order EagleView or 1ESX, or upload a report you already have. Quantities come from the measurements and prices from your pricebook, and the homeowner picks good, better, or best and signs on the rep's phone. The signature is time-stamped and located, the three-day cancellation notice is in the contract, and the signed copy is emailed and filed. Insurance jobs: share the carrier's claim from email or a picture of the paper copy, and the app's AI reads it into the estimate: the lines for the main building and other structures, RCV, depreciation, ACV, the deductible, and the net claim. Getting paid: invoices go out from the property, the homeowner pays by bank transfer on a page with your company's name, and QuickBooks Online stays current. Your team: channels, direct messages, and a conversation on every property, a calendar with Google Calendar sync, and roles, with a team for each location. Brigg, the AI built into the app, answers from the company's own account. He books inspections, sets up EagleView orders, writes team posts, and prints reports, each as a card the rep checks. Nothing happens until the rep taps. Pricing: the Field plan is $119 a month with one seat included, $40 a month for each extra seat, and $15 of AI a month included, with more in $10 packs. 14-day free trial, then month to month: no contract, cancel anytime.

Amplify OMS is a comprehensive office management software tailored specifically for audiology clinics, designed to streamline operations and enhance patient care. Accessible from any device with an internet connection, it offers a mobile-friendly interface that ensures practitioners can manage their practice efficiently, whether in the office or on the go. Key Features and Functionality: - Telehealth Integration: Seamlessly integrates with Zoom to facilitate TeleAudiology appointments, with automated invitations and instructions sent to patients. - Patient Care Management: Developed with input from hearing practice managers and front office staff, it enables real-time tracking of critical patient data through intuitive workflows. - Dashboarding: Provides instant access to essential data on a single screen, customizable for different employee roles to enhance productivity. - Financials & Billing: Offers tools for efficient tracking and billing, including invoice creation, gross margin tracking, and QuickBooks Online integration to eliminate double entry. - Scheduling & Reminders: Features an easy-to-use scheduling system with minimal keystrokes, along with text and email appointment confirmations. - Reporting: Equipped with a comprehensive suite of reports to evaluate staff performance, measure gross margins, assess marketing effectiveness, and analyze third-party sales. - Dynamic Form and Report Generator: Allows customization of forms and reports to reflect the clinic's brand, providing clear and comprehensive data for physicians and insurance carriers. - Cloud File Storage: Enables digital storage and management of an unlimited number of audiograms and other important files per patient, ensuring easy access to pertinent information. - Marketing Lists and Automated Marketing: Facilitates the creation of targeted mail and call lists, with options for DIY or premium automated marketing to enhance revenue and free time. - Online Appointment Booking: Integrates with the clinic's website to allow new or existing patients to book appointments directly online. - Task Management & Recalls: Simplifies tracking, organizing, and assigning office tasks, with real-time notifications for patient callbacks. - Real-time Notifications and Intercompany Messaging: Keeps staff updated with database changes and enables seamless communication within the team. - Calendar Broadcast and Sync: Exports and syncs schedules with major calendars like Apple Calendar and Outlook, and offers real-time, bidirectional integration with Google Calendar. - Lead Forms and Automated Review Requests: Allows creation of customized lead forms for website deployment and automatic sending of review requests post-appointment. - HIMSA Noah Sync: Provides real-time bidirectional synchronization between HIMSA Noah and Amplify OMS. - Integrated SMS, Phone, and Email: Facilitates communication with clients and colleagues directly within the platform. - Google Sheets Sync: Enables easy export of data to Google Sheets, with options for automated exports and reports on demand. Primary Value and Solutions Provided: Amplify OMS addresses the unique challenges faced by audiology clinics by offering a centralized platform that enhances operational efficiency, improves patient engagement, and supports financial management. Its comprehensive suite of features ensures that clinics can manage patient care, scheduling, billing, and marketing seamlessly, leading to improved patient satisfaction and increased revenue. By automating routine tasks and providing real-time data access, Amplify OMS empowers audiology professionals to focus more on patient care and less on administrative burdens.