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

Companies and the people inside them, started from a Google Places search or anything you paste, with every email, call, invoice and document on one record.

Checklists on a client's record for a project kickoff, an onboarding or a year-end, grouped under headings, with an owner and a due date on each item. Start each one from a reusable template.

Link each client to its folder in SharePoint, OneDrive, Google Drive, Dropbox or a network drive, and open it from the client's record — your files stay where they are.

A drag-and-drop pipeline in your own stages, with stage history, recurring-revenue tracking and forecast categories.

The AI scores each deal and suggests the next step, so reps work the opportunities most likely to close.

Every salesperson side by side — pipeline, won revenue, win rate and activity — against their recurring-revenue targets.

Proposals from your templates, priced from your own fee schedule, approved through a public link that raises the invoice — and optionally the job.

Collect a deposit the moment a proposal is accepted, and bill ongoing engagements on a schedule to the client's saved card.

A new proposal offers the line items from the closest proposals you've won for similar clients, each showing where it came from and its catalogue price, added one at a time.

AI-drafted proposal copy draws on what you already know about the client — recent calls, deal notes, open work and remembered facts — and on how you wrote the proposals you've won. It never sets a price or adds a line.

Keep your terms and conditions as versioned documents with a default per business; the client ticks to accept, and the exact wording they agreed to is kept on the proposal.

Send an NDA or your own agreement and have it signed from an emailed link, with the signed copy filed against the customer.

Send a client a checklist of documents you need. They upload in their portal, and reminders go out until it's complete.

Each uploaded file — PDF, photo, spreadsheet or Word document — is read against what you asked for: right document, right period, complete, can be opened. A hint only; accepting stays your call.

Annual recurring revenue at any date, with a bridge explaining the change — new logos, upsells, price changes and churn — plus net and gross retention.

Recurring revenue under contract each month for up to five years, and what renewals would add, with signed and projected figures kept apart.

Still selling in HubSpot? Won deals and their line items are copied in overnight, ready for ARR, renewals and revenue recognition.

Outlook and Gmail sync files customer email against the right deal and contact automatically.

The AI sums up each inbound email, flags whether it needs a response, and can raise the deal it's asking for — with a reply drafted when you ask.

Press Draft reply and the AI writes a reply from the whole thread, in your usual voice and aware of the client's open work. It never invents prices, dates or commitments, and nothing sends until you do.

One calendar across every connected Outlook and Google account, plus bookings, task and job dates and compliance deadlines.

Calls and meetings — recorded in Allwis, typed up or brought from your own notetaker — are summarised onto the timeline and turned into tasks.

From any captured call, the AI drafts the deal and a proposal built around what was said, for you to edit before saving.

What your calls, emails and support tickets taught you about each customer, on their record and linked to the conversation it came from.

Sales invoices, bills and credit notes in one place, with a draft → approve → send → paid workflow.

The AI reviews incoming bills during approval and flags anomalies — it never changes amounts.

Email or upload bills and receipts and they're read into structured bills, checked against what's already on file so nothing is paid twice.

Import statements by file, through Wise or over the API, and reconcile them against the ledger, with the document behind each line beside it.

When one bank payment covers several invoices or bills, see the combinations of open documents that add up to it, adjust the amounts, and settle them all in one step.

When several combinations of invoices add up to one payment, AI puts the likeliest first from the payment reference and the payer's remittance emails, and says why. Nothing is settled until you confirm.

Automatic reconciliation also looks for groups of invoices or bills that one payment settles, and leaves the likeliest in your suggested matches with the amount against each. Accept it to settle them all, or dismiss it.

The AI proposes the right account for bank transactions and journal lines; a person confirms before anything posts.

When you change the account the AI suggested for a payee or supplier, its next suggestion for them starts from your correction.

Chase overdue invoices in one click, or approve a batch of reminders, with wording that firms up as an invoice ages.

Take card payments through Stripe and Australian direct debit on invoices, deposits and recurring fees, with refunds and payouts handled in Allwis.

Pay approved bills from your Wise balance, singly or in a batch, to supplier bank details verified before payment.

Pay several bills from one supplier as one payment with one date and remittance reference. A bill whose invoice number has already been paid is refused, and a same-amount, same-day bill is held until you confirm it.

Suppliers see every bill they've sent and where it's up to, send new invoices, and request bank-detail changes your team must confirm.

Raise POs, receive against them, and match bills on order, receipt and invoice — optionally blocking bills over tolerance.

A full chart of accounts with manual and automated double-entry journals, tax treatment per line and a complete audit log.

Build schedules in a built-in spreadsheet and attach them to journal entries as a frozen copy.

Spread invoiced revenue across the period it's earned — straight-line, on delivery or by milestone — with monthly journals and a deferred revenue rollforward.

Spread costs paid up front — insurance, licences, rent — across the months they're used, with monthly journals and a rollforward.

Accrue a regular supplier's cost into the month it was incurred, before the bill arrives, reversed automatically when it does.

One list of invoices and bills booked in the wrong month, with the amount that belongs elsewhere and a link to fix it.

A close checklist covering reconciliations, drafts, depreciation, FX, payroll, intercompany, cut-off, unaccrued recurring bills and back-dated entries, then a period lock.

Drafts a month-end memo from the checklist and the accounts that moved most, each with its largest lines and a one-line explanation. Figures come from the ledger; edit it, then accept it.

P&L, Balance Sheet, Cash Flow and aged receivables and payables, on cash or accrual basis, by entity or group, exportable to PDF, Excel or CSV.

A rolling weekly cash forecast that shows each open invoice at its due date and at the date that customer usually pays, learned from their paid invoices, with an on-request plain-English explanation of the difference.

Annual financial statements for an entity or consolidated group, with last year's comparatives, notes built from the ledger and accounting policies, ready to export as PDF.

Every material change between two periods, traced to the customers, suppliers and sources behind it, so the question after the comparison column answers itself.

Each customer's or supplier's opening balance, activity and closing balance for any period, with every transaction behind it.

Comment on any report figure or raise a task against it, the way you would in a spreadsheet.

Insert any report into your own workbook as a live table and chart, refreshed in place and limited to what you're allowed to see.

Run a group of entities — Australian, New Zealand, Singaporean and more — each in its own currency, with its own chart of accounts and tax rates.

Group P&L, Balance Sheet and Cash Flow with currency translation, intercompany eliminations, goodwill and non-controlling interest.

A share register per organisation, director and shareholder loans with Division 7A minimum repayments, and trust distributions.

Import a director's own card statement once, tag each line to the company it was for or as personal, and each company records what it owes them — GST claimed only where it can be.

For accountants and bookkeepers: one list of every client showing what's waiting in each and which returns are due.

A private workspace for owners' own accounts, bills, loans and assets, with net worth including their companies. Nobody in the business can see it.

Your own dimensions — property, region, department — tagged on transactions and used as filters across reports.

Group accounts the way your management reports read — People Costs, Premises Costs — and see the P&L by those groups, by department or region as well.

Staying on Xero? Each Xero organisation syncs into its own entity overnight, so you can report on the whole group and run everything else here.

Bring accounts, contacts, opening balances and history across, with a go-live report proving the migration tied out.

Pay runs with PAYG or PAYE tax, superannuation and KiwiSaver calculated for each employee, paid by bank file.

Report each Australian pay run to the ATO through Single Touch Payroll Phase 2. Coming in Q4 2026.

Leave management, accruals and PDF pay slips, emailed to employees when a pay run is paid.

Before approval, see pay, tax and super that differ from each employee's recent payslips. Bank details changed close to payday must be confirmed before the run can be approved.

Staff view pay slips, leave balances and timesheets, and claim expenses from a photo of the receipt, signing in with a passkey.

Expense claims checked for duplicates against other claims, receipts and card charges, missing tax invoices and your limits, with an AI summary and suggested account beside Approve.

Generate employment and contractor agreements from your templates and send them for signature.

Commission calculated on paid invoices, AI-audited and held for human approval before payment.

Jobs with phases, budgets and checklists, created from an accepted proposal or a won deal, with progress billing and work in progress.

Suggests each task's hours from how long similar completed work actually took, applied with one click, and flags open tasks already running past what that work usually needed.

Book people onto jobs on a timeline, with leave and holidays taken into account and each person's committed hours against their week.

Every active job on one page, worst first, with a health status comparing budget spent against work delivered.

Log time with a one-tap timer or by hand, approve it, and bill it in one click — with reminders for anyone who left a day empty.

Pick a day and Allwis rebuilds it from your meetings, calendar, sent mail and edits, ready to log in a click. Only you can see it.

Pin practice numbers — overdue jobs, missing timesheets, utilisation, fee per hour — each opening the detail behind it.

Raise the bill you owe a contractor from their approved hours, as a recipient-created tax invoice.

Shared tasks across deals, jobs and tickets, on a list or a board, assigned to a person or a team that follows its members.

Drag-and-drop forms that feed straight into the CRM, with an email, SMS or WhatsApp alert the moment one is submitted.

A visual landing-page editor with templates and blocks; describe a change and the AI rewrites the page for you to review. See each page's views, sign-ups and conversion rate.

Put guides and other pages behind a free sign-up, protected from scrapers, with every sign-up becoming a contact.

Publish articles on your website with cover images, bylines and an automatic RSS feed.

Build audiences by hand or describe them in plain language, filtering on CRM and finance data.

Pick the handful of people worth a personal note. Allwis suggests who to approach and drafts each message for you to send yourself.

Multi-step sequences with branching and A/B testing.

Describe a form or an email sequence and the AI drafts it for you to preview. Consent wording stays your own, and a sequence is saved as a draft until you switch it on.

A visual builder to automate follow-up across the platform.

Describe an automation in a sentence and get a draft workflow to check: every trigger, field and step comes from a fixed list, emails are left for you to write, and nothing switches on until you do.

An automation step that sorts a record into one of your labels, fills in fields from what the record says, or drafts text that waits for a person to review.

Google Ads and Meta Ads spend and performance synced back into reporting.

Report enquiries, stay requests, deposits and event ticket sales, views and checkouts to your own Meta Pixel, from the browser and the server, with visitor consent.

Tickets with priority and assignees, and those left waiting longer than their priority allows are flagged for attention.

When the same question keeps arriving, a draft help article is written from how your team answered it, with the tickets it came from beside it. Nothing is published until you review it.

The AI prioritises and routes new tickets and drafts a suggested reply for the agent to review.

Customer emails become tickets automatically.

A branded portal where customers raise and track their own tickets.

An optional "Ask a question" box on your portal's help centre that answers only from the help articles you have published, links the article that covers it, and points to a support request when none does.

Filing-ready returns on cash or accrual basis, with what's still outstanding listed before you lodge and every transaction behind each figure.

Mark which suppliers are reportable for the TPAR, and withhold from suppliers who quote no ABN, reported on the BAS.

Checks an Australian entity's books for the issues an accountant most often fixes before a BAS or year end, each linked to the entries behind it.

For each bookkeeping review finding, the likely fix — recode, record as an asset, ask for an ABN — opening the right form already filled in. Nothing changes until you save it.

Lists entries written into periods that were already lodged or closed, or long after the fact.

For Australian entities: the unpaid PAYG, GST and super a director could be personally liable for, and when each window closes.

Lists the documents a company, trust or partnership is expected to keep in Australia, New Zealand, Singapore or the UK, shows which are missing, and checks the yearly ones are current.

Officeholders, members and share classes for each company, with share certificates, printable registers, directors' resolutions signed online, and a Form 484 data sheet for each change due at ASIC within 28 days.

Every new client gets a practice onboarding checklist, recording who did each step and when, with progress shown on the client list.

Tap Ctrl twice anywhere, or Ask on your phone, and say what you need — typed, spoken or as a photo. It shows every step before anything runs.

Ask for a webinar or a dinner in one sentence: the Concierge sets up the event, puts it on your website and drafts the invitation email to a list or a client group. You review and send it.

Each morning the AI summarises what changed across your business, with suggested actions.

The AI reads your live numbers and writes the few things worth acting on, each linked to where you fix it.

Every AI output names the provider and model that produced it, and every suggestion is logged for audit.

See AI cost by task and provider, set a monthly budget with a hard stop, and switch individual AI tasks on or off.

One status page ranking accounting, compliance and security issues by severity, each linked to where you fix it.

Type what you want to see and get a chart and table straight away, limited to the data you're allowed to see.

Build dashboards, custom reports and your own KPI metrics, and arrange the dashboard your way.

Build a board pack with commentary and a key-metrics dashboard, share it with directors by secure link, and export as PDF or a workbook.

Install Allwis on your phone for meetings, contacts, a timer, notes and site visits with customer sign-off — or add a task by voice.

Isolated workspaces with role-based access on every module, down to which entities each person can see.

Every sign-in is approved on a device the person holds — Face ID, Touch ID, Windows Hello or a phone — with no SMS codes.

Use the included allowance, your own provider key, or a model on your own hardware, and choose which handles each task. Requests with sensitive data can be held to your own model.

A REST API and an MCP endpoint. Outside AI agents get read-only access, and anything they want changed waits for a person to approve.

Download your ledger, invoices, bank transactions, employees and pay runs as CSV — even after a subscription lapses.

Your logo, colours and fonts across portals, proposals, invoices and emails, plus three themes and a colour-vision setting.

Get ready for SOC 2 or ISO 27001: controls, policies and evidence in one place, a public Trust Center and an auditor's pack in one click. Readiness, not a certification.

Private peer-to-peer video calls for up to six people, started from a meeting, contact or deal, with a guest link for anyone outside your team.

Public booking pages with availability rules, calendar sync and reminders. Share one link across the team and each booking goes to whoever is free.

Your website from a prompt or a template, with your branding, edited in a visual editor and published on your own domain.

Ask every customer for a Google review by text or email once the job is done — never twice in 90 days, never to anyone who opted out.

Describe a campaign and the AI drafts an email, an SMS or a designed newsletter in your brand. Edit it, check exactly who it reaches, and approve it before anything sends.

Turn an event, a product or a short brief into posts for Facebook, Instagram and LinkedIn, with a branded image. Nothing publishes until a person approves it.

Every connected mailbox in one inbox, sorted by AI into Needs you, FYI and Noise, with replies sent without leaving Allwis.

Team discussion in open or private channels, plus a channel per customer that their contacts can read and reply to from the client portal.

Budgets, forecasts and what-if comparisons drafted from your own journal history, with budget-vs-actual variance tracking and an AI review that proposes refinements you accept or dismiss.

Recurring billing for plan-based customers — each billing cycle drafts the invoice automatically.

A member directory with plans, recurring dues and automatic renewal invoicing.

Run a property's stays: units, an availability calendar and reservations that post to your accounts, with calendars synced both ways with Airbnb, Booking.com and Vrbo.

Sell tickets on your own website with Stripe checkout. Each event gets its own page, every order raises a real invoice, and guests get their tickets by email.

Rent courts, bays and lanes by the hour. Customers book and pay on your website, every booking raises a real invoice, and the front desk sees every court on one day board.

Multi-location stock with reorder thresholds and a full movement log. Stock comes off the shelf when an invoice is issued and goes back if it is voided.

An asset register with straight-line depreciation, month-end posting and disposal tracking.

Track everything that expires — insurances, registrations, licences, certifications and inspections — with reminders to a named owner on your own lead times.

Customer due diligence (KYC), risk rating, PEP & sanctions screening, ongoing monitoring and SMR/TTR reporting for AUSTRAC (AU) and DIA (NZ).

Moving from Xero? Brings the files attached to your supplier bills — supplier PDFs, receipts, delivery dockets — across onto the imported bills, in the background.