Startups & SMBs
Run the business on
one AI-native core
Founding teams get CRM, sales, invoicing, expenses, and core financials in one system — with Luca across modules and prepaid credits that scale with real usage.
Quote to cash
Deals, invoices, and cash share one customer spine — no export between sales and finance.
Books that stay current
Bank feeds, inbox receipts, and Luca-assisted posting keep the ledger close to reality.
Pay for usage
Prepaid credits fund platform usage. Add modules when the business needs them.
Day-one stack
Revenue, spend, and books together
Turn on the modules you need. They share customers, permissions, and Luca context from the first login.
Revenue
CRM through cash
Pipeline, quotes, orders, and invoices share one customer record. When sales closes a deal, finance sees receivables and revenue without a spreadsheet handoff.
CRM →Billing
Invoicing & collections
Send invoices from catalog-linked lines, track aging, and record payments against the GL. AR stays tied to the same books your controller closes.
Invoicing →Spend
Expenses & payables
Card feeds, receipts, and approvals route into the right accounts. Vendor bills and expense reports carry context finance can audit at month-end.
Expenses →Intake
Inbox triage
Synced mail lands in a review queue before it posts. Confirm receipts, vendor invoices, and CRM threads with bank-charge matching built in.
Inbox →Books
Accounting & treasury
Chart of accounts, journal entries, bank reconciliation, and financial statements on one ledger. Imports from QuickBooks and Xero get you live faster.
Accounting →Intelligence
Luca & analytics
Ask questions across CRM, invoicing, and the ledger. Executive dashboards refresh from tenant data — layout once, read live KPIs every morning.
Luca →In the product
Pipeline beside open AR
Sales and finance read the same operational facts — deals in CRM, invoices sent, balances due.
CRM pipeline
Invoice detail with balance due
Prepaid credits, not seat tiers
Each tenant runs on prepaid USD credits for platform usage. Start with signup credit, top up when you need more, and add modules as the team grows — one balance funds the whole org.
See pricing →Rollout path
Common starting modules
Most early-stage teams begin with CRM and invoicing, then layer expenses, inbox, and accounting as volume picks up.
Start with the modules you need
Provision a tenant in minutes. Import from QuickBooks or Xero when you are ready, or run greenfield from day one.
Coming from QuickBooks or Xero? See guided rollout →
Outgrowing the lean stack? See mid-market →