Everything Allwis does
One product in place of the whole stack — CRM, accounting, payroll, marketing, proposals and helpdesk — with AI built into every module. Here's the full picture.
CRM & Sales
From first touch to closed-won, on one pipeline with the context already attached.
Organisations & Contacts
Companies and the people inside them, auto-filled from Google Places and enriched from LinkedIn so records start complete.
CSV & Excel Contact Import
Bring organisations and people in from any system — columns like company, contact name, email, phone and address are detected and mapped automatically, with a review step before import.
Sales Pipeline
A six-stage Kanban with enforced stage progression, full stage history, MRR tracking, and forecast categories.
AI Deal ScoringAI
AI scores each deal and suggests the next step, so reps work the opportunities most likely to close.
Quotes & Proposals
Template-driven proposals with public approval links that auto-generate an invoice — and optionally a job — the moment they're accepted.
Email Sync
Outlook / Microsoft Graph two-way sync threads customer email against the right deal and contact automatically.
AI Email Triage & Draft RepliesAI
AI summarises each inbound email, flags whether it needs a response, and drafts an editable reply when it does.
Finance & Accounting
A full ledger — not a bolt-on. Bank to balance sheet, multi-entity and multi-currency from day one.
Unified Invoicing
Incoming and outgoing invoices in one table with a draft → approve → send → paid workflow and atomic payment recording.
AI Invoice AuditAI
AI reviews incoming bills during approval and flags anomalies — it never silently changes amounts.
Duplicate & Statement DetectionAI
Email-imported documents are classified (invoice vs statement vs receipt) and cross-checked against bills already on file, so a supplier statement can't be paid twice.
AI Bank ReconciliationAI
CSV / OFX upload with AU/NZ bank-format detection plus the Wise API — AI matches each transaction against the ledger and proposes reconciliations for you to confirm.
AI Categorisation & GL SuggestionsAI
AI proposes the right account for bank transactions and journal lines; a human confirms before posting.
Chart of Accounts & Journals
A full chart of accounts with manual and automated double-entry journals and audit trails.
Purchase Orders & PO Matching
Raise POs and match incoming bills against them before approval.
Financial Reporting
P&L, Balance Sheet, Cash Flow, Aged Receivables and GST/VAT returns, with Excel export.
Month-End Close
A close cockpit that checks bank reconciliation, drafts, depreciation, FX revaluation, payroll and intercompany balances, then locks the period against back-dated posting.
Multi-Entity & Multi-Currency
Run a group of entities each in its own currency, with foreign-exchange handling and AU/NZ GST/VAT built in from day one.
US Entities (early access)
Add a US subsidiary to your group: USD books on a US chart of accounts, US-format invoices with EIN, and a federal compliance calendar (Forms 941 and 940, W-2, 1099-NEC, estimated tax).
Multi-Entity Consolidation
FX translation, intercompany elimination and non-controlling interest, rolled up into one set of group reports.
Tracking Categories
User-defined dimensions (property, region, department, …) tagged onto journal, invoice and bank lines — per line, per whole invoice, or auto-applied from remembered supplier defaults — exposed as filters across reports, with configurable allocation of shared amounts (in full, equal split, or proportional to an account group).
Migrate from Xero or QuickBooks
Bring your chart of accounts, contacts, opening balances and historical account transactions across — a direct Xero API import, or a guided CSV import for any other system.
Payroll & HR
Pay people correctly in Australia and New Zealand, with the compliance built in.
PAYE / PAYG Payroll
Pay runs with PAYE/PAYG tax, KiwiSaver and Superannuation calculated for each employee.
ABA Direct Entry & STP
Export an ABA direct-entry file for AU pay runs and report through Single Touch Payroll.
Leave & Pay Slips
Leave management, accruals and per-employee pay slips.
Commission TrackingAI
Auto-calculated commission on paid invoices, AI-audited and held for human approval before payment.
Employee Portal
A self-service portal where staff view pay slips, leave balances and timesheets.
Jobs & Time
Quote it, schedule it, do the work, and bill the time back out — without re-keying anything.
Jobs & Costing
Job costing with milestones, work-in-progress and utilisation tracking, created straight from an accepted proposal.
Timesheets
Time entry and approval against jobs, with one-click time-to-invoice billing.
Dispatch
Schedule and assign jobs to the field team.
Tasks
A shared to-do list that threads across deals, jobs and tickets.
Marketing
Capture demand and nurture it automatically — builders, sequences and ad sync in one place.
Form Builder
Drag-and-drop forms with seven starter templates that feed straight into the CRM.
Landing Pages
A visual landing-page editor with three templates, published on public URLs.
Email Sequences
Multi-step sequences with branching and A/B testing.
Workflow Automation
A visual builder with ten action types to automate follow-up across the platform.
PPC Sync
Google Ads and Meta Ads spend and performance synced back into reporting.
Website & Client Apps
Describe your business and AI builds you a complete, state-of-the-art website — then add booking, memberships and accommodation as native modules, all sharing the same CRM and ledger.
AI Website BuilderAI
Tell the AI what your business does and it generates a full, on-brand website — pages, copy, layout and imagery — ready to publish on your own domain, then refine it visually, block by block.
Appointment Booking
Let customers self-book online — real-time availability, automated reminders and confirmations that flow straight into jobs, staff calendars and invoicing.
Membership Management
Turn your site into a membership platform — gated member areas, tiers, sign-ups and renewals, with recurring billing recorded through the ledger.
Accommodation Management
Manage properties, rooms and rates with an online availability calendar, direct bookings and guest records — every reservation becomes an invoice automatically.
Custom Domains & Hosting
Publish on your own domain with SSL and hosting included — no separate website tool, and every enquiry lands directly in your CRM.
Helpdesk
Turn inbound questions into tracked tickets your customers can follow.
Ticket Management
Tickets with SLA timers, priority and assignees.
AI Triage & Reply DraftsAI
AI prioritises and routes new tickets, and drafts a suggested reply — pulling from similar resolved tickets — for the agent to review and send.
Inbound Email Tickets
Customer emails become tickets automatically via the inbound webhook.
Customer Portal
A public, cookie-less portal where customers raise and track their own tickets.
Compliance
Meet AU and NZ obligations without leaving the platform.
AML / CTF
Customer due diligence (KYC), risk rating, PEP & sanctions screening, ongoing monitoring and SMR/TTR reporting for AUSTRAC (AU) and DIA (NZ).
GST / VAT Returns
GST/VAT calculated through the ledger and produced as a filing-ready return.
AI, built in
AI works inside every module — scoring, auditing, suggesting and summarising as you go.
Allwis ConciergeAI
A Cmd-J command bar that turns plain English into a planned, confirm-before-run action across the app — with ready-made example prompts matched to your role.
Daily BriefingAI
Each morning AI reads what changed across your business and delivers a short narrative with suggested actions — in the app, and by email if you opt in.
Instant Business BriefingAI
The moment your data import finishes, AI reads your books and hands you a state-of-your-business summary — cash position, overdue receivables, top customers, pipeline and a 13-week cash-flow outlook.
Invoice ExtractionAI
PDF bills are read and turned into structured invoice data on upload.
Email SummarisationAI
Long threads are condensed to the decision and the next step.
AI Decision LogAI
Every AI suggestion is logged with retries, a circuit breaker and structured reasoning for auditability.
Platform & Admin
Multi-entity, multi-currency and secure-by-default — the foundation under everything above.
Business Health Dashboard
One status page that scans accounting integrity, lodgement deadlines, AML/KYC and access security, ranks every finding by severity, and links straight to where you resolve it.
Multi-Tenancy & RBAC
Row-level-security isolation per tenant with role-based access control on every module.
Custom Reports & Dashboards
Build dashboards and custom reports over your own data, with defined audiences.
Branding
Your logo and identity across portals, proposals, invoices and emails.
ABN Lookup Auto-fill
Search the Australian Business Register during setup — legal name, ABN, business structure and GST status auto-fill and verify as you type.
Integrations
Xero and QuickBooks migration, Microsoft Outlook, Stripe & Stripe Connect, Wise, Google Places, Proxycurl, Resend and Azure Document Intelligence.
Connects with
Built for multi-entity service businesses — accounting and bookkeeping firms, family offices, private equity, and field-service operators — with multi-currency and AU/NZ tax handling built in.
Stop stitching tools together
Allwis is in invite-only preview. Tell us about your business and we'll be in touch.
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