Northgate · $4,180held
Cedar & Maindrafted
Demonstration libraryAR exception desk sample Cash & runway sample Control room sample Month-end close sample Dispatch sample Lead pipeline sample
Working systems, powering on.
Not screenshots. Each one is a live slice of a working system that holds its output for a person. Watch them come online, then search the full library below and open any one.
7.2 morunway · $486k cash
Payroll synchealthy
Bank feeddelayed
Invoice importfailed
Bank reconciliations
Accruals
Distribution noteheld
9:30Furnace service
11:00Overtime callheld
New
Qualifying
Booked
Demonstrations show what the systems can do. For Your Firm shows how differently they can be designed, twelve fictional firms, one service.
For Your Firm: all 12 systemsBrowse 21 working systems
Search by what you do, filter to your industry, or scan by the kind of work. Each is interactive, on sample data, and never sends anything.
- 31dNorthgate · $4,180A person decides14dCedar & Main · $1,290Drafted · heldApproval workflowWorking demonstration
AR Exception Desk
Overdue-invoice follow-up, run the way we would run it.
The weekly grind of chasing overdue invoices: prioritised, drafted in your voice, and held for a person to approve.
Open demonstration
- $820Sable SupplyApproved · held$7.4kNorthgate MechanicalNeeds 2nd approverApproval workflowWorking demonstration
Accounts Payable Approval
Vendor bills approved and held for payment, never paid.
The approval bottleneck on accounts payable: bills searched and filtered, approved by a person, and held for payment, with anything over a threshold requiring two approvers.
Open demonstration
- $48Client lunch · receipt okIn policy$310Software · no receiptHeld · reviewPolicy reviewWorking demonstration
Expense & Receipt Review
Employee expenses, checked against policy and held when they fail.
The line-by-line review of employee expenses and receipts: each auto-checked against a simple policy, approved by a person when in policy, and held for a person when a check fails.
Open demonstration
- Low3/4in copper elbow · 12 leftReorder heldOKPVC primer · 60 leftIn stockInventory & procurementWorking demonstration
Inventory & Reorder Approvals
Stock levels watched, reorders drafted, purchase orders held for approval.
The scramble of running out of parts: items below their reorder point are flagged, a person builds a reorder grouped by supplier, and each purchase order is held for approval before anything is placed.
Open demonstration
- BankReconciliationsDoneOwnerDistribution noteHeld · partner
Debits equal credits. Package held for sign-off.
Checklist & tie-outWorking demonstrationMonth-End Close Checklist
The monthly close, tracked to a tie-out and held for sign-off.
The month-end close: tasks grouped by area with owners, a progress meter, and a debit and credit tie-out that reaches in balance, with one blocked task and the finished package held for a person.
Open demonstration
- Cash on hand$486kRunway7.2 moMonthly burn$67k
Report held for review. Nothing is sent.
Reporting interfaceWorking demonstrationCash Flow & Runway Report
A read-only cash and runway report, ready to walk a client through.
The monthly scramble to answer how much cash is left and how long it lasts: cash, burn, runway, two scenarios, and receivables in one report a person shares.
Open demonstration
- Revenue$412kGross margin61.2%Bookings vs planoff track
Pack held for the partner. Nothing is sent.
Executive reporting (BI)Working demonstrationExecutive KPI Board
A monthly board pack that assembles itself, held for the partner to release.
The scramble to build a board pack every month: KPI tiles with trends, variance to plan, and a drafted commentary a person edits, then holds for sign-off before anything reaches the board.
Open demonstration
- Riverside fit-out18.2%Budget used86%Change orderheldProject financial controlWorking demonstration
Project Profitability & Change Orders
Every project margin, budget vs actual, and change order in one place.
The blind spot on whether a job is making money: budget used, forecast margin, and a cost breakdown per project, with change orders a person approves and holds for the client to sign.
Open demonstration
- Unbilled WIP$18.4kUtilisation68%Draft invoiceheld
Invoice held for review. Nothing is sent.
Time, billing & WIPWorking demonstrationTime, Billing & Utilization
Tracked time turned into billable value, held for review before it goes out.
The leak between hours worked and hours billed: a weekly timesheet, unbilled WIP by client, a draft invoice a person adjusts, and utilization by person, so nothing chargeable slips.
Open demonstration
- NewBeacon Dental · referralQualifyingWonCedar & Main · web formReply heldPipeline boardWorking demonstration
Lead Intake & Triage
Inbound leads, triaged across a pipeline a person drives.
The scramble of new inbound leads: sorted into New, Qualifying, Proposal, and Booked, with a first reply drafted in your voice when one is booked.
Open demonstration
- Monthly bookkeeping$900Payroll add-on$220Bundle · monthly total$1,120
Held for approval. Nothing is sent.
Configure & quoteWorking demonstrationEstimate & Proposal Builder
Build a client proposal and watch the price recompute, then hold it for approval.
The back and forth of pricing a client engagement: fixed base scope plus optional add-ons, with the subtotal, bundle discount, and monthly total recomputing live, then held for a person to approve.
Open demonstration
- 1Engagement letterDone2Grant read-only accessHeld for a personGated checklistWorking demonstration
Client Onboarding Tracker
Bring a new client on in gated steps, with one that waits for a person.
The scramble of onboarding a new client: engagement letter, read-only access, prior-year files, kickoff, and first reconciliation, advanced step by step, where granting access never completes on its own and is held for a person.
Open demonstration
Furnace service · 2.0h
Tue March 17 · 9:30 slot
Scheduled, held for dispatch. Nothing is sent.
Scheduling & dispatchWorking demonstrationJob Scheduling & Dispatch
Place unassigned jobs on the calendar, held for a dispatcher to confirm.
The daily puzzle of turning a pile of unassigned jobs into a schedule: pick a job, a day, and an open time, and it is held for dispatch, never sent on its own.
Open demonstration
- NewCase R-2140 · eligibilityVerifiedHoldCase R-2141 · missing IDHeld for staffIntake & eligibilityWorking demonstration
Patient Intake & Eligibility
The administrative front desk: intake, a sample eligibility check, and holds for missing information.
The front-desk work before a visit: new-patient intake, an eligibility check, and the back and forth chasing missing information, with everything held for staff and nothing submitted to an insurer.
Open demonstration
bank-statement-mar.pdf
Classified · March statement0.86Confirm before filingheldOperational consoleWorking demonstrationDocument Operations Console
Client documents in from everywhere, sorted and chased.
Document intake and the endless chase for missing paperwork: classified, checked against rules, and queued for human review.
Open demonstration
- JanBank statementReceivedMarPayroll summaryMissing · reminder heldClient request portalWorking demonstration
Document Collection Portal
Client paperwork, requested and chased in one place.
The endless chase for client documents: a per-client checklist of what is in, what is under review, and what is still missing, with a reminder a person approves.
Open demonstration
- ReqSigned lease · uploadedReceivedReqInsurance certificateAction neededClient portal (external)Working demonstration
Client Portal
The branded, self-service view a firm gives its clients.
The back and forth of getting things from clients: a portal where they see open requests, shared documents, a message thread, and invoices, and every action they take is held for the firm to review.
Open demonstration
[ prepared media, named placeholder ]
“Spring cleanup slots are open. Book yours before April.”
Preview held for the owner. Nothing is published.
Production pipelineWorking demonstrationSocial Content Production System
A business’s own media, turned into approved content options.
The production bottleneck between raw media and scheduled posts: prepared, captioned, and offered as options a person picks.
Open demonstration
Beacon Dental · routine · priority normal
Draft: “Happy to resend the W-9. It is attached.”
Held, not sent. Compliance routes to a person.
Triage inboxWorking demonstrationCustomer & Contractor Message Desk
Routine messages, triaged and drafted, approved by a person.
The routine inbound messages that eat a day: triaged, drafted in your approved voice, and never sent without a person.
Open demonstration
- Payroll sync · healthyBank feed · delayedInvoice import · failedMonitoring & reliabilityWorking demonstration
Workflow Reliability Control Room
How custom work is watched, not abandoned after launch.
The fear that a custom system quietly breaks. Every workflow is monitored, and a person is told before a silent failure costs a client.
Open demonstration
- 4dQ1 payroll filingDue soon21dAnnual reportOn trackObligations & deadlinesWorking demonstration
Compliance & Filing Calendar
Every filing and renewal on one timeline, prepared and held for sign-off.
The risk of a missed deadline: recurring filings, licenses, and corporate housekeeping sorted by urgency, each prepared by a person and signed off by a partner before anything is filed.
Open demonstration
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