Sales walkthroughs
The revenue side, end to end.
- Building and sending a branded invoice
- Converting a quote
- Receiving and allocating a batch payment
- Issuing a credit note and refund
Product videos
See the workflow before you commit to it
Short walkthroughs of the paths you will use most, from raising a quote to locking a period.
Short
Focused walkthroughs
Real
Product, not slides
Live
Demo on request
Overview
What the walkthroughs cover
Each one follows a single job from start to finish, in the real product.
- Quote to invoice to payment, in one pass
- Importing a bank statement and reconciling it
- Receiving stock into two warehouses and transferring between them
- Running a profit and loss and drilling into a figure
Purchasing and stock
Everything from ordering to valuation.
- Purchase order to bill
- Receiving stock and landed cost
- Transfers between warehouses
- Stock adjustment and stocktake
Reporting and close
Getting the numbers out and closing the month.
- Dashboard and KPI setup
- Report center tour
- Cash vs accrual basis
- Month-end close and period lock
FAQ
Questions, answered
Can I get a live demo instead?
Yes. Request one through the contact page and we will walk your team through your own use case.
Do I need an account to watch?
No.
Are the videos subtitled?
We are adding captions progressively, starting with the setup and close walkthroughs.
Can you demo with our data?
Yes, in a trial tenant, once you have imported a sample of your master data.