Watch it workbefore you sign up

49 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
• 0:30

  Multi-entityGroup consolidation — ownership, intercompany flows and board packsWho owns whom and the loans and fees moving between the companies, checked from both sides; each company's own ledger translated and eliminated into the group figure, with checks that are never plugged; a comment or a task on any figure; and a group board pack that starts from the consolidated figures.Watch the short version on YouTubeWatch the full walkthrough · 2:06 →
• 2:17

  Getting startedMoving from XeroConnect Xero and bring across accounts, contacts, products and opening balances, then export Account Transactions from Xero and upload it for the transaction detail — every click shown.Watch on YouTube
• 1:18

  Getting startedKeep Xero, add the restKeep each company's books in Xero, sync them in overnight, and run group reporting, clients and jobs in Allwis around them — moving a ledger across stays optional.Watch on YouTube
• 0:23

  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 the short version on YouTubeWatch the full walkthrough · 1:06 →
• 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
• 0:24

  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 the short version on YouTubeWatch the full walkthrough · 1:51 →
• 0:26

  Finance & accountingCut-off review — what's sitting in the wrong monthFind every invoice and bill line whose service period runs across months while the whole amount sits in one, see how much is out of place per currency, and jump straight to the schedule that spreads it.Watch the short version on YouTubeWatch the full walkthrough · 1:15 →
• 0:31

  Finance & accountingPrepaid expenses — the service period, read off the billUpload a supplier's invoice and get the prepaid schedule offered with the dates printed on it, then watch the capitalisation and the ledger agree in deferral reconciliation.Watch the short version on YouTubeWatch the full walkthrough · 1:22 →
• 0:31

  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 the short version on YouTubeWatch the full walkthrough · 1:08 →
• 0:30

  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 the short version on YouTubeWatch the full walkthrough · 1:36 →
• 0:29

  ReportingWho owes you, and why — from the aging report to the customerAged receivables by customer, then the invoices behind each total, a part-paid invoice owing only its balance, and the customer's insights: what they are worth, where they rank and how fast they pay.Watch the short version on YouTubeWatch the full walkthrough · 1:10 →
• 0:28

  ReportingBoard packs that add upBuild a board pack from the reports you already run, lead it with key metrics from across the business, then issue it so the figures freeze and share it with your directors.Watch the short version on YouTubeWatch the full walkthrough · 1:07 →
• 0:29

  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 the short version on YouTubeWatch the full walkthrough · 1:28 →
• 0:27

  ComplianceNew client onboarding, every step ticked and datedEvery client you onboard gets a checklist in four stages — tick a step and who did it and when is recorded, mark what doesn't apply, add steps of your own, and see how far along every client is.Watch the short version on YouTubeWatch the full walkthrough · 1:17 →
• 1:32

  ComplianceBefore you lodge — what a return is still waiting onOpen a BAS or GST return and see everything it is still waiting on — bank lines to reconcile, draft bills, unfinished pay runs — listed before you lodge, due when the return is.Watch on YouTube
• 1:11

  ComplianceEvery client's returns — which are ready to lodgeSee every client's BAS and GST returns in one list — which are ready to lodge and which are still waiting on something — then ask the Concierge for the same answer.Watch on YouTube
• 0:31

  Jobs & timeThe numbers you can still changeOutcomes like revenue and debtors at the top, the signals that move first underneath — jobs overdue, missed deadlines, timesheets not entered, productivity — each one click from the job, timesheet or utilisation view behind it.Watch the short version on YouTubeWatch the full walkthrough · 1:28 →
• 0:24

  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 the short version on YouTubeWatch the full walkthrough · 2:03 →
• 0:18

  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 the short version on YouTubeWatch the full walkthrough · 1:53 →
• 0:28

  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 the short version on YouTubeWatch the full walkthrough · 1:39 →
• 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
• 0:27

  ReportingAllwis for Excel — live reports in the workbook you already useInsert a live P&L as a real Excel table, chart it against budget as a variance or waterfall, and refresh it without losing your own formulas.Watch the short version on YouTubeWatch the full walkthrough · 1:36 →
• 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
• 0:22

  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 the short version on YouTubeWatch the full walkthrough · 1:42 →
• 0:25

  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 the short version on YouTubeWatch the full walkthrough · 2:12 →
• 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
• 0:27

  Sales & CRMEmail briefs — what each email asks, and the job it belongs toEvery email as a headline, its key figures and the decision it wants — then filed to the job it's about, with anything that disagrees with the job flagged first.Watch the short version on YouTubeWatch the full walkthrough · 1:20 →
• 0:24

  Finance & accountingBookkeeping review, accounting answers and your accountant's sign-offThe checks an accountant makes before a BAS or year end, run against your ledger — then a tax question answered as general information and sent to your accountant to confirm.Watch the short version on YouTubeWatch the full walkthrough · 1:27 →
• 1:01

  Finance & accountingClient questions, answered and signed off by your firmA client's question answered by the Concierge as general information, sent to the practice with their note, and confirmed, corrected or queried from one queue.Watch on YouTube
• 0:24

  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 the short version on YouTubeWatch the full walkthrough · 2:00 →
• 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
• 0:31

  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 the short version on YouTubeWatch the full walkthrough · 1:36 →
• 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
• 0:23

  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 the short version on YouTubeWatch the full walkthrough · 2:39 →
• 0:29

  AIYour own AI — Allwis on a model you run yourselfA connector beside your own model dials out to Allwis, Test answers from your machine, self-hosted-only mode refuses cloud providers, and every AI answer names the model that wrote it.Watch the short version on YouTubeWatch the full walkthrough · 1:19 →
• 0:29

  Marketing & webYour website, wired in — a site from a prompt, connected to the businessDescribe the business and the AI drafts the site; modules add events and booking pages; a contact-form enquiry notifies the team, lands as a contact and raises a reply task; events, live stay availability and appointment booking on the same site.Watch the short version on YouTubeWatch the full walkthrough · 2:09 →
• 0:28

  Finance & accountingInventory, traced — stock by location, landed cost and reorderingStock counted per location; a reorder report ranked by shortfall; every change a dated movement with a reason; a delivery received at cost, with freight apportioned onto the landed unit cost.Watch the short version on YouTubeWatch the full walkthrough · 1:32 →
• 1:55

  ComplianceSOC 2 and ISO 27001 readiness, inside your business platformEvery control as a checklist with its evidence, policies published and accepted, access reviews and suppliers filed as evidence, a Trust Center page and the auditor's pack in one click.Watch on YouTube
• 1:41

  Sales & CRMCustomer discussions — every conversation with the customer in one placeTeam channels, a channel per customer that their contacts read and answer from the portal, and the discussion on a deal kept beside the deal.Watch on YouTube
• 1:48

  Marketing & webCourt booking for tennis, padel and pickleball clubsCourts booked and paid for by the hour on your own website, each booking a real invoice, and the front desk's day board showing every court.Watch on YouTube