BreakingAML/CTF compliance for accountants — ready for AUSTRAC Tranche 2, live 1 July 2026→
AI-native · Built for multi-entity service businesses — tailored to your specific requirements

Run your business
on one AI-native platform

From first enquiry to final invoice — sales, jobs, timesheets, proposals, finance, payroll, and support in one place. Multi-entity across AU, NZ, US and UK. Run it on any model, even a private LLM. And an open platform developers build on — and publish to the Cultiver Marketplace.

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Preview · invite-only

Allwis — Finance · Dashboard

Finance dashboard

✦ AI
Export
Cash
$412k
Revenue MTD
$286k
Overdue AR
$38k
Net margin
32%
Cash flow · last 7 months▲ 18% YoY
✦AI: 3 invoices overdue >30d · ~8 months runway at current burn
Pipeline
$1.24m
Won QTD
$340k
Win rate
41%
Open deals
27
DealAI scoreValue
Karaka Foods NZ · Enterprise88$120k/yr
Meridian Group · Annual licence94$48k/yr
Bluestone Capital · Finance add-on72$36k/yr
✦AI: 4 deals at risk this week · 2 ready to close · follow-ups drafted
🇦🇺 AU Pty
$2.41m
🇳🇿 NZ Ltd
$1.82m
🇬🇧 UK Ltd
£0.74m
🇺🇸 US Inc
$1.10m
AccountSumElim.Consol.
4000 · Revenue$6.07m($0.38m)$5.69m
1200 · Intercompany$0.38m($0.38m)$0.00
3900 · NCI share—$0.21m$0.21m
✓Intercompany eliminated · FX translated · consolidated in minutes
Client accounts · Q224 clients · 3 due this week
Harbour Point Trust
Trust · AU
BAS due 28 Jul
Meridian Group Pty
Company · AU
Reconciled ✓
Karaka Foods NZ
Company · NZ
GST drafted
Bluestone Capital
Company · AU
AML: Medium
✦AI drafted 3 BAS returns · 2 flagged for your review
Portfolio · Investor capital accountsNAV $27.7m
HoldingOwnershipNAV
Fund I (HoldCo)100%$18.4m
Portfolio Co A68%$6.2m
Portfolio Co B45%$3.1m
✓Ownership-weighted net assets · investor statements ready
One brain for the whole business

A dozen disconnected apps.
Or one that just works.

Sales, finance, payroll, jobs, marketing and support usually mean a separate login, a separate bill and a separate silo for each. Allwis runs all of it on shared data and one AI brain.

Allwis

The whole business in one system

AccountingCRMPayrollJobsProposalsMarketingHelpdeskReporting
Extend further
POSE-commerceWHS & safetyEquipment hire+ build your own
Add modules from the Cultiver Marketplace — or vibe-code your own
The service business operating system

Win the work. Deliver it.
Bill it. All in one place.

Every stage of a service engagement — enquiry, proposal, delivery, time, invoice, support — runs on shared data, context, and AI. One system, not a stack of disconnected apps.

  • ⬡
    Kanban deal pipelineSequential stage progression, drag-and-drop, audit trail, deal notes, and parent deal relationships
  • ◎
    Subscription line items ✦ AIMRR normalisation across all billing cycles — AI forecasting and deal scoring out of the box
  • ✉
    AI email triage & draft replies ✦ AISummarises each inbound email, flags whether it needs a response, and drafts an editable reply — plus next-step suggestions and at-risk deal alerts
  • ◎
    Company & contact enrichmentGoogle Places and LinkedIn enrichment — keep your CRM accurate without manual data entry
  • ▦
    Stage transition audit trailFull history of every deal movement — who changed it, when, and why — with optional approval gates
Pipeline · AI deal scoring
DealScore · Value
Karaka Foods NZ
Enterprise Rollout
88$120k/yr
Meridian Group
Annual SaaS Licence
94$48k/yr
Tidal Works
Platform Migration
61$22k
✦ AI Forecast
Q2 pipeline confidence: $168k · 72% close probability
  • ⊟
    Jobs & projectsRun engagements end-to-end — milestones, tasks, job costing, WIP, and utilisation, all linked to the originating deal
  • ◷
    Timesheets & time-to-invoiceCapture billable time with a one-tap timer, approve it, then turn approved hours straight into an invoice — no re-keying
  • ▤
    Proposals & quotes ✦ AITemplate-driven proposals with public approval links — accept online and Allwis auto-creates the job and the invoice
  • ◴
    Staff rates & profitabilityPer-staff cost and charge-out rates feed live margin on every job — see what's actually making money
  • ⊞
    Service workflowsConfigurable job stages and approval gates per service line — onboarding, delivery, sign-off, handover
Services · Job & delivery board
JOB-0312 · Website Rebuild In delivery
Budget
120h
Logged
78h
Margin
41%
✓
Discovery & scope
Complete · 14h
◷
Build & review
In progress · 64h logged
▤
Client sign-off
Pending · approval link sent
✦ Ready to bill
62h approved · $11,160 ready to invoice this milestone
  • ◎
    Complete chart of accountsFull double-entry bookkeeping with AU & NZ-compliant account types, GST/BAS, and P&L · Balance Sheet · Trial Balance · GST Return reports
  • ◫
    Unified invoicing & AP/AROutgoing invoices and incoming bills with approval workflows, purchase orders, and tax calculations
  • ⚑
    AI anomaly auditing ✦ AIFlags unusual transactions and inconsistencies — flags only, never auto-adjusts. Human stays in control.
  • ⊞
    Bank reconciliationCSV/OFX import, AI-powered transaction matching, automatic journal entries, exception handling
  • ⌀
    Payroll — STP Phase 2, Super, PAYG · KiwiSaver, PAYE, ACCFull AU & NZ payroll: pay runs, payslips, leave entitlements, Single Touch Payroll (AU), and commission tracking with AI review + human approval
  • ◈
    Multi-entity consolidation AU & NZGroup reporting with intercompany elimination, FX translation, profit deferral, and non-controlling interests. Provision a new entity's full chart of accounts top-down in one click
  • ◭
    Portfolio & investor layerFor holdcos, agencies, and groups: roll up entities into a portfolio, track investor capital accounts, and report across the whole structure
  • ▦
    Custom report builder ✦ AICompose your own P&L, balance-sheet, and operational reports from a guided spec — share them with the right audiences and ask follow-up questions in plain English
  • ⛉
    AML/CTF compliance AU & NZClient due diligence (KYC), AI risk rating, PEP & sanctions screening, ongoing monitoring, and SMR/TTR reporting — ready for AUSTRAC Tranche 2 (1 July 2026) and the NZ AML/CFT regime
  • ⚡
    Wise payments · Xero & QuickBooks migrationPay suppliers directly via Wise. Migrate from Xero (direct API) or QuickBooks (guided CSV import) gradually with built-in cutover tooling — no big-bang switch
Finance · Multi-entity group view
Consolidated Group Report Jun 2026
🇦🇺 Allwis AU Pty
$241k
Revenue
🇳🇿 Allwis NZ Ltd
$182k
Revenue
Account
Date
Debit
Credit
Bal.
4000 · Revenue
Jun 3
—
$14,200
$82,400
2100 · GST Collected
Jun 3
—
$2,130
$12,360
6100 · Wages
Jun 5
$8,400
—
$42,100
⚑AI flagged: Possible duplicate — INV-2041 matches INV-2038
  • ◈
    Campaign managementEmail, PPC, content, events, and social — managed in one unified view with UTM/attribution tracking
  • ⬡
    Drag-and-drop form builder7 pre-built templates — lead gen, survey, waitlist, event registration, contact, and more
  • ▦
    Landing page builderBlock-based editor with 3 starter templates. Publish directly or embed in your existing site
  • ✉
    Email sequencesMulti-step drip campaigns with conditional branching, merge fields, and open/click tracking
  • ◎
    Google Ads & Meta Ads integrationConnect ad accounts, view spend and attribution data alongside your CRM pipeline
Marketing · Campaigns
Campaign
Status
Opens
Conv.
June Launch Email
Live
42%open
18leads
SMB Google Ads Q2
Live
$2.40CPC
34conv.
Onboarding Sequence
Live
68%done
91active
Webinar Invite — Jul
Draft
—
—
Re-engagement Aug
Paused
29%open
6leads
  • ⟳
    Visual workflow builderDrag-and-drop automation canvas — connect triggers, actions, filters, and AI steps visually
  • ◎
    10 trigger typesEvent, schedule, form submission, deal stage change, manual, webhook, and more
  • ⬡
    AI action steps ✦ AIDrop AI-powered steps into any workflow — classify, summarise, draft, score, route
  • ▦
    Branching, delays & merge fieldsConditional logic, cron scheduling, time delays, resume-on-condition, and dynamic merge fields
  • ✉
    10 action typesEmail, notification, webhook, create/update record, AI action, Slack message, and more
Workflow · Deal won automation
⚡
Deal stage → Closed Won
Trigger · Deal stage change
↓
✦
AI: Draft welcome email
AI action step
↓
◎
Filter: Deal value > $10k
Condition · Branch
↓ (yes)
✉
Add to onboarding sequence
Action · Email sequence
↓
⊞
Create invoice (30-day terms)
Action · Finance · Invoice
  • ✉
    Microsoft Outlook syncFull two-way email sync via Microsoft Graph API — emails attached to the relevant contact or deal
  • ⬡
    Real-time in-app notificationsPowered by Supabase Realtime — instant alerts for deal activity, approvals, and workflow events
  • ◎
    Support ticket system ✦ AIBuilt-in ticketing with AI triage, priority scoring, routing, and suggested resolutions
Comms · Inbox
KF
Sarah · Karaka Foods
Re: Enterprise rollout timeline
2m
MG
Alex · Meridian Group
Signed proposal — ready to proceed
18m
TW
Jordan · Tidal Works
Migration questions — a few blockers
1h
AI
Allwis AI
✦ 3 deals need follow-up today
8h
🎟 Open ticket
TKT-0041 · Pine St Bakery — PAYE question
✦ AI suggested: Link to PAYE calculator guide
  • ⊙
    Support ticket system ✦ AIFull-featured help desk with AI triage — classifies by product area, urgency, and sentiment before a human even sees it
  • ⬡
    AI-suggested resolutions ✦ AIAI reviews each ticket against your knowledge base and past resolutions, and drafts a suggested response for agent review
  • ⟳
    Workflow-powered escalationsAuto-escalate by SLA breach, customer tier, or keyword — route to the right agent using the same visual workflow builder
  • ◫
    CRM-linked contextEvery ticket is linked to the customer's contact and company record — agents see deal history, invoice status, and recent emails in one pane
  • ◎
    Real-time notificationsPowered by Supabase Realtime — agents see new tickets and customer replies the instant they arrive, no polling required
Support · Ticket queue
Open tickets 4 open · 1 urgent
TKT-0048 · Karaka Foods NZ Urgent
Payroll run failed — STP submission error
✦ AI: Likely STP gateway timeout — workaround ready
TKT-0047 · Pine St Bakery Medium
GST return figures don't match Xero import
✦ AI: Rounding diff in tax period — draft reply ready
TKT-0046 · Tidal Works Low
How do I set up multi-entity consolidation?
Plus Jobs & Projects Timesheets Proposals & Quotes Payroll & HR · STP Phase 2 Task Management Custom Reports & BI Multi-entity Consolidation Portfolio & Investor Layer Concierge (Cmd-J) SSO & Domain Auto-join Cultiver Marketplace
Multi-entity & consolidation

Run a whole group of companies
as if it were one business

Most platforms make you stitch separate accounts together with spreadsheets at month-end. Allwis treats the group as a first-class structure — spin up a new entity top-down, trade between them, and consolidate the full picture in minutes — across Australian, New Zealand, US and UK entities, with AU & NZ compliance built in at every level.

  • ⚡
    Top-down entity provisioningAdd a new company and Allwis builds its full chart of accounts, tax setup, and defaults from the group template in one click — no manual rebuild per entity
  • ⇄
    Intercompany trading & eliminationBill, loan, and transfer between entities. At consolidation, matching intercompany balances and revenue are eliminated automatically so the group isn't double-counted
  • ◈
    FX translation & unrealised profit deferralMixed-currency groups translate to the parent's reporting currency. Profit on inventory or assets transferred between entities is deferred until it leaves the group
  • ◭
    Non-controlling interests & ownership weightingPart-owned subsidiaries split correctly between the parent and minority holders, with net profit attributed by ownership share
  • ▦
    Portfolio & investor layerRoll entities into a portfolio, track investor capital accounts — contributions and distributions — and report ownership-weighted net assets across the structure
  • ⊞
    One ledger, every viewDrill from a consolidated group report straight down to a single entity, account, or transaction — no exports, no reconciliation between systems
Finance · Group consolidation worksheet
Consolidated P&L — Allwis Group FY2026
🇦🇺 AU Pty
$2.41m
🇳🇿 NZ Ltd
$1.82m
🇬🇧 UK Ltd
£0.74m
Account
Sum entities
Eliminations
Consolidated
4000 · Revenue
$5.41m
($0.38m)
$5.03m
1200 · Intercompany A/R
$0.38m
($0.38m)
$0.00
1500 · Transferred assets
$0.92m
($0.06m)
$0.86m
3900 · NCI share
—
$0.21m
$0.21m
✓Intercompany balances matched & eliminated · FX translated · profit deferred
Minutes
Consolidation that used to take a month-end week
1 click
Provision a new entity's full accounting setup
Unlimited
Entities, currencies & ownership tiers per group
AU · NZ · US · UK
Run entities across four jurisdictions, AU/NZ tax built in
Who it's for

Built for service businesses —
and the builders who extend them

Whether you run an accounting practice, manage a group of entities and investors, or build software on top of Allwis, the platform meets you where you are.

⊟

Accounting & service firms

Accounting and bookkeeping practices, consultancies, professional services, and field-service operators. Quote the work, deliver it, track the time, and bill it — with client ledgers, AML and payroll in the same system.

  • ✓Proposals → jobs → timesheets → invoice
  • ✓Live job costing, WIP & utilisation
  • ✓AML/CTF, full AU & NZ payroll & compliance
◭

Multi-entity groups & investors

Family offices, private equity, holding companies and agency groups running several entities at once. Provision a new entity top-down and consolidate the whole structure — and the portfolio — in minutes.

  • ✓One-click entity provisioning
  • ✓Intercompany elimination, FX & NCI
  • ✓Portfolio rollup & investor reporting
Cultiver
⌬

Developers & software publishers

Build modules, workflow nodes, and AI agents on a clean SDK — then publish to the Cultiver Marketplace, the app store where businesses discover and install Allwis extensions, and get paid. Allwis is the identity and data layer; Cultiver handles distribution and billing.

  • ✓Ship extensions to thousands of businesses
  • ✓Marketplace billing & revenue share
  • ✓Partner / Builder tier for app developers
Why one platform

One system instead of
a stack that fights you

Every tool you bolt together is another export, another reconciliation, another subscription, another thing that breaks. Allwis replaces the stack — so the friction, the manual work and the cost go with it.

⌁

Enter it once

Data flows proposal → job → timesheet → invoice → ledger automatically. No re-keying, no copy-paste between apps.

⇄

No reconciliation between tools

One ledger across every entity — no month-end spreadsheet stitching separate systems together, no "which number is right?"

◱

Lower cost & overhead

Retire the CRM, the accounting tool, the payroll app and the helpdesk. One subscription, one bill, fewer integrations to maintain.

◎

One source of truth

Sales, finance, jobs and support share the same records. Context follows each client across every module — nothing falls through the cracks.

◷

Close faster, with less risk

AI drafts, audits and flags; a human approves. Month-end, consolidation and compliance move faster with fewer errors.

◭

Scales with the group

Add an entity, a jurisdiction or a client and the whole system already knows how to consolidate it — no new tool, no rebuild.

Model-flexible intelligence

AI that knows your whole business

Every AI feature has cross-module context — not just the screen you're on. Run it on Claude, another leading model, or your own private LLM. With a clear principle: suggest, flag, draft. Never auto-act. And an admin decides which AI features run, and which must mask personal data first.

⌘

Concierge command bar

Hit Cmd‑J anywhere and ask in plain English. The Concierge plans the steps, shows you exactly what it'll do, and only acts once you approve.

✓ Plan-first · You confirm every action
⬡

Deal scoring & forecasting

Scores every deal on engagement, profile fit, email sentiment, and stage velocity. Forecasts pipeline close probability weekly.

✓ Read-only · Never moves a deal
⚑

Invoice anomaly detection

Reviews every invoice against historical patterns and supplier norms. Flags duplicates, outliers, and suspicious entries for human review.

✓ Flags only · Never auto-adjusts
◎

Commission review

Auto-calculates sales commissions against your rules, then presents an AI-reviewed summary for human approval before any payout.

✓ Human-approved · Full audit trail
✦

Workflow AI steps

Drop AI-powered steps into any automation — classify leads, summarise tickets, draft emails, route to the right team, generate reports.

✓ Configurable · Fully transparent
✉

Email summaries & next steps

Reads email threads and surfaces key actions, blockers, and draft replies — attached to the deal or contact automatically via Outlook sync.

✓ Outlook sync · Private by default
⟳

Support ticket triage

Classifies incoming tickets by product area, urgency, and sentiment. Suggests resolution paths and routes to the right team member.

✓ Suggestion only · Human routes
⛉

Governed AI controls

Turn any AI feature on or off per workspace, and force PII masking on sensitive tasks. Every AI call is logged with model, latency, and outcome.

✓ Admin-controlled · Fully auditable
Your AI · your model · your data

Choose any model — or run it
entirely on your own infrastructure

Allwis isn't locked to a single AI vendor. Pick the best model for each job — Claude, GPT, Gemini, an open-source model, or a private LLM running inside your own network. With a local model, your business data never leaves your environment.

AI model Per organisation · per task
C
Claude
Anthropic · deep reasoning & audit
Cloud
G
GPT
OpenAI · general purpose
Cloud
◆
Gemini
Google · multimodal
Cloud
⌂
Local / self-hosted LLM
Llama, Mistral, Qwen · runs in your network
On-prem · private
With the local option selected, no business data leaves your environment.
🛡️

Data stays in your environment

Run a local or self-hosted model and sensitive records are processed on your own servers — nothing is sent to a third party.

🔒

No external-provider exposure

Keep regulated, confidential or client data off external AI APIs entirely — eliminating a whole class of data-leak and compliance risk.

⊘

Never used for training

Your data is yours. It's never used to train Allwis's models or any external provider's models — full stop.

⚖️

Right model for each task

Match capability to cost — a powerful cloud model for deep analysis, a fast local one for everyday automation.

Extensibility · Mobile · Marketplace

Built to bend around how you work.

No incumbent lets a small business reshape the platform itself. Allwis does — three ways. Use what's built in, vibe-code your own, or install from the marketplace.

Pillar 01 · Built-in + vibe-code

Vibe-code your
workflows

Describe what you want in plain English. Allwis builds it and runs it. No tickets. No waiting on engineering.

  • Visual builder with 10 trigger types
  • AI-powered action steps
  • Branching, delays, merge fields, webhooks
  • Live for non-technical staff
▸ You type "When a deal closes over $5k, send the proposal to legal and Slack me."
✓ Allwis builds Trigger → Branch ($5k+) → Email + Slack → Live in 30s
Pillar 02 · Allwis on the road

Field-ready PWA.
Install from any browser.

A real mobile experience — not a shrunken desktop. Built for sales reps, service techs, and anyone who works outside the office.

  • No app store · install from any browser
  • Voice notes in Australian English
  • Customer sign-off on-site (digital signature)
  • Works offline · syncs when you're back
Good morning, Sarah
3 open visits today
Call
Visit
Note
Acme CorpJane S.
BuildRightTom K.
NorthlandPita R.
Pillar 03 · Cultiver Marketplace

Install — or
publish & earn.

Businesses install industry packs and integrations in one click. Developers publish their own extensions as software publishers — and get paid through marketplace billing.

  • Industry templates (trades, accounting, services)
  • Publish extensions · marketplace revenue share
  • Custom AI agents and workflow packs
  • One-click install · isolated per tenant
▸ Browse · Install · Run
⊞ Tradie Job Pack★ 4.8 · 142 installs
◇ Practice Ignition Sync★ 4.9 · 89 installs
⌥ Industry CoA — NZ Builders★ 4.7 · 56 installs
Launching H2 2026
New · AU & NZ regulatory

AML/CTF compliance, built in

Australia's Tranche 2 reforms bring accountants, bookkeepers and tax agents under the AML/CTF Act from 1 July 2026 — and NZ accountants are already captured under the AML/CFT Act. Allwis gives your practice the whole programme in one place, sitting right next to the client records and ledgers you already keep.

⛉

Customer due diligence (KYC)

Onboard clients with identity verification and beneficial-ownership capture for companies, trusts and partnerships — every check kept on a retained audit trail.

✓ AU & NZ · 7-year records
⚖

AI risk rating

Scores each client low / medium / high against structure, jurisdiction, PEP exposure and screening hits, with a written rationale. The officer confirms the rating.

✓ AI proposes · You confirm
◎

PEP & sanctions screening

Screens clients and beneficial owners against PEP, sanctions and adverse-media lists through an integrated provider — and falls back to manual review, never a silent pass.

✓ Provider-integrated
⟳

Ongoing monitoring

Re-screens clients automatically on a risk-based review cadence — high-risk far more often than low — and alerts the compliance officer the moment a match surfaces.

✓ Risk-based cadence
⚑

SMR & threshold reporting

Raise and track Suspicious Matter Reports and Threshold Transaction Reports (cash ≥ $10,000), ready to lodge with AUSTRAC (AU) or the FIU via goAML (NZ).

✓ AUSTRAC & NZ goAML
▦

AML/CTF program & AMLCO

Hold your written Part A risk assessment and Part B procedures, designate your AML Compliance Officer, and keep the program on a scheduled review.

✓ Part A/B · Officer designated

Allwis flags and drafts — a human always decides. Screening and reporting never auto-act.

Quote→Cash
Proposal · job · timesheet · invoice in one flow
Any LLM
Cloud or private · governed · runs in your environment
Multi-entity
Consolidation & FX across AU · NZ · US · UK entities
4 languages
Work in English, German, Spanish or French
Now in preview

Run your service business —
or build the next thing on it

Allwis is in invite-only preview while we partner with select AU & NZ service businesses and our first software publishers. Tell us which you are and we'll be in touch.

Request access Become a software publisher

Invite-only preview · Australian-hosted · AU & NZ compliance included