Watch it workbefore you sign up

32 videos

• 1:41

  Getting startedOne platform, one database, AI throughoutThe whole product in one pass — what it replaces, and why one database underneath changes what the AI can answer.Watch on YouTube
• 1:52

  Getting startedGetting started: set up your workspace in 2 minutesFrom signing up to a working workspace, in real time.Watch on YouTube
• 0:27

  AIAllwis Concierge — ask your books anythingType or say what you want in plain English and watch it plan the steps, show them for approval, then run them across the app.Watch on YouTube
• 0:29

  Finance & accountingOne-click AI bank reconciliationImport a statement, auto-match what it can, and take AI account suggestions on the rest — with the GST treatment coded as you go.Watch on YouTube
• 1:55

  Multi-entityConsolidation — group figures you can follow back to the ledgerEach entity's own ledger becoming the group figure: translated at the rate shown beside it, intercompany eliminated, checked for balance, and backed by the audit trail.Watch on YouTube
• 1:06

  Finance & accountingReceipts, read and codedUpload a photo or PDF of a receipt and get the merchant, date, total, tax and every line item back filled in and coded to an expense account, ready for a person to mark reviewed.Watch on YouTube
• 0:20

  Finance & accountingAI bill audit — catch errors before you payHow the audit reads an incoming bill during approval, what it flags, and why it never changes an amount itself.Watch on YouTube
• 1:51

  Finance & accountingRevenue recognition — invoiced once, earned over the months it coversActivate a schedule on an invoice line, defer the whole amount on the issue date, and recognise each month's slice at month end — with a rollforward that ties to the ledger.Watch on YouTube
• 1:08

  Finance & accountingWhen a bank line won't reconcileSee why a Matched line has nothing to post against, ask the Concierge with the problem already attached, or release the lines for coding in one click.Watch on YouTube
• 1:36

  ReportingMonth-end reports — who owes what, and a division's real costsInvoice and bill registers, customer and supplier roll-forwards that have to add up, both sides of every contact on one row, and a division's P&L with its share of shared costs.Watch on YouTube
• 1:28

  ComplianceEthical clearance letters for a new clientAsk a client's previous accountant for professional clearance from the client's own record, keep the letter exactly as sent, and record what came back.Watch on YouTube
• 2:03

  Finance & accountingGetting paid — invoices, documents and NDAs in one customer portalWhat your customer sees: every invoice with a pay button, the documents you shared, and the NDA to sign — in one place they can reach without a login you have to manage.Watch on YouTube
• 1:53

  Finance & accountingSupplier admin — one address for invoices, one place for the paperworkGive suppliers a single import address for bills and a portal for their bank details and documents, so chasing paperwork stops being a job.Watch on YouTube
• 1:39

  Finance & accountingChase what you are owedFind what is overdue in Aged Receivables, send one customer their statement, and send a reminder that is drafted for you and firms up the longer an invoice goes unpaid — or leave it to the weekday sweep, which never chases the same invoice twice in a week.Watch on YouTube
• 0:34

  ReportingBudgets, forecasts and what-if comparisonsDraft next year from your own journal history, refine it in a grid, and compare what-ifs against it.Watch on YouTube
• 0:25

  ReportingComment on any report figureLeave a question or a task against a single number, so the answer lives with the figure instead of in a thread.Watch on YouTube
• 0:31

  ReportingBuild your own dashboard KPIs — no codeAssemble the numbers your business actually runs on and put them on the front screen.Watch on YouTube
• 2:17

  ReportingExcel & Google Sheets — live reports in your spreadsheetDrop a live, refreshable report into a workbook, with a native chart, running under your own permissions.Watch on YouTube
• 1:48

  Getting startedMake it yours — themes, your colours and your brandThree themes that repaint in place rather than reloading, a red–green setting that moves the status green onto teal, a colour for each company in a group, and your own logo and typefaces on the documents customers see.Watch on YouTube
• 1:42

  Finance & accountingSpreadsheet workpapers — the working behind every journalBuild the schedule in a real spreadsheet, post the journal from it, and keep the workpaper frozen beside the entry so the audit trail is the working itself.Watch on YouTube
• 2:12

  Sales & CRMFrom a Discovery Call to a Deal, Proposal and JobA discovery call becomes a deal, then a proposal, then a job with its scope already set — without re-keying what was said on the call.Watch on YouTube
• 0:23

  Sales & CRMAI deal scoring — every score explainedWhy a deal scored what it did, what to do next, and where the reasoning came from.Watch on YouTube
• 2:00

  Sales & CRMContracts, MRR & ARR for software companiesContracts and price steps on won deals, ARR derived as at any date, and the bridge that explains every movement — new logos, upsells, price changes and churn.Watch on YouTube
• 0:27

  AIAI meeting notes — paste a transcript, get a summary and tasksTurn a call into a summary, decisions and assigned tasks against the right client record.Watch on YouTube
• 0:28

  Jobs & timeRebuild a day — find the billable hours you forgot to logReconstruct last Tuesday from the work already recorded, and turn the blocks into time entries.Watch on YouTube
• 0:18

  PayrollPayroll — PAYG, super and KiwiSaver for AU and NZA pay run end to end, with tax, super and KiwiSaver calculated for every employee, and the payroll journal posted to your real chart of accounts.Watch on YouTube
• 1:36

  ComplianceAML / CTF for accounting practices — what's mandatoryWhat the Act actually requires of a practice now Tranche 2 has captured accountants, then the programme itself: onboarding with identity and beneficial-ownership checks, screening, and raising a report.Watch on YouTube
• 0:31

  Marketing & webAI website builder — a whole site from one sentenceDescribe the business and get a published site, then edit any block by hand.Watch on YouTube
• 0:21

  Marketing & webEvents & ticketing that posts straight to your booksSell tickets from your own site and have the money land in the ledger coded correctly, GST and all.Watch on YouTube
• 0:27

  Marketing & webAccommodation & stays on a real ledgerTake bookings and deposits for rooms or properties, with the revenue posted properly rather than exported later.Watch on YouTube
• 0:26

  Sales & CRMRound-robin booking links — one link, your whole teamShare one booking link that finds whoever on the team is free, in their own timezone.Watch on YouTube
• 2:39

  Sales & CRMOne calendar for the businessEvery connected account on one month, week or agenda view, with bookings, task due dates, stays and compliance deadlines on the same grid — and an event added here lands on the account you choose.Watch on YouTube