Chart of accounts, invoicing, payments and operational revenue sit beside production and sales data — so finance sees the same job numbers the factory and showroom already use.
Operational finance: ledger, invoicing and payments without leaving Smart Office Tools.
Operations moves fast while finance rebuilds margin in Excel because nothing posted where the jobs actually live.
Accounting connected to quotes, production, inventory and installation — not a parallel universe.
Configurable chart of accounts and tax handling.
Customer invoicing from orders with stage billing rules.
Supplier AP workflow integrated with purchasing and AI parsing.
Payment recording, allocations and dunning visibility.
Job and project P&L with material, labour and overhead buckets.
Bank reconciliation support with import and matching aids.
Period close checklist and posting controls by role.
Export paths for your external accountant or Smart Office Tools consolidation.
Quote converts with deposit rules and tax profile attached.
Production release or dispatch triggers stage invoice per contract.
Payments match open AR; exceptions route to credit control.
Margin reports update with COGS from inventory and labour actuals.
Control stock and offcuts in real time, surface smart reorder needs, and manage suppliers from the same operational view.
Track leads and contacts, manage visual opportunity pipelines, and turn sales activity into quotes and orders without losing context.
Run email campaigns, monitor real-time KPIs and build operational reports that show what actually moves margin.
Book a demo and we will walk a sample window job from quote through invoice to job profitability view.
