Find the capability your next workflow needs.

Ask Koaila to help with accounting documents, company records and reports, or move into the operational form when the task needs direct review.

Turn supported invoice, bill and receipt files into an accounting workflow with document extraction, record matching and the original attachment kept with the result.

Bring supported documents into the accounting workflow through configured email intake, reducing the need to download and manually re-upload every supplier attachment.

Use the configured WhatsApp channel for supported conversations, document submission and notifications when you are away from the web workspace.

Configure remembered instructions and supported background activities so recurring accounting work can continue without repeating the same request every time.

Work directly with searchable records, contextual product choices, linked documents and workflow controls when a structured screen is better than a chat reply.

Create customer invoices with products, terms and tax treatment, keep order-linked pricing intact and produce branded documents for customer delivery.

Prepare a structured customer estimate with products, quantities and commercial terms before committing to the next sales or invoicing step.

Record supplier documents with the right vendor, dates, accounts and tax treatment, using direct forms or supported AI document-processing workflows.

Record sales corrections with the appropriate credit document and original-invoice context, rather than disguising a reduction as a negative new invoice.

Define recurring contracts with explicit service periods, cadence, proration and issuance rules, preserving what was agreed for each billed period.

Collect billable lines into a controlled billing document, track already-billed and remaining amounts, and apply a configured full or advance-and-balance policy.

Apply a shared billing identity or group pricing to selected customers while keeping their accounting identity and receivable ownership unchanged.

Set fixed or percentage sales rules with customer and group precedence, currency and quantity context, while preserving the price agreed on an existing order.

Work with transaction and home currencies, supported exchange-rate lookups and currency-aware commercial documents without confusing foreign exchange with bank connectivity.

Register fixed assets, link eligible supplier bills, select available depreciation rules and review schedules, postings and disposal through a dedicated asset workflow.

Give colleagues access to the company workflows they need, with distinct sales, purchasing, warehouse, manufacturing, banking and compliance responsibilities.

Work with the companies you are authorized to access while keeping each company's documents, settings, roles and reporting context separate.

Organize account references and available country fiscal content before recording transactions, so operational documents have an appropriate accounting destination.

Run purchasing, warehouse stock, sales orders and fulfillment in FOR:INVENTORY, with native lots, serials and stock movements rather than a separate inventory connector.

Organize stock across warehouses and bin locations, so receiving, picking and transfers refer to a specific physical place instead of a company-wide quantity.

Manage stocked products, internal components, purchasing units, tracking choices and costing in an operational catalogue connected to your commercial documents.

Order inventory from suppliers, keep expected quantities and dates visible, and distinguish what has been received from what has been billed.

Record incoming quantities against the right purchase order, warehouse, bin and tracking details, keeping physical receipt distinct from the supplier invoice.

Capture a customer's order with agreed prices and delivery details, reserve stock and follow fulfillment and invoicing without confusing an order with a shipment.

Distinguish physical stock from quantities already committed to sales, manufacturing and transfer workflows before promising or consuming the same goods again.

Turn selected sales-order or replacement demand into a picking task, with product, bin, lot and serial checks before the packing stage can proceed.

Turn completed picks into identifiable packages with recorded contents, weights and dimensions, ready to hand off to the shipment workflow.

Finalize outgoing goods against the correct order or replacement case, retaining package, quantity and source details with the stock movement.

Move goods between warehouses or bins with paired source and destination movements, preserving quantities, product tracking and inventory value.

Compare counted stock with recorded quantities in a defined warehouse scope and document discrepancies instead of directly editing calculated stock balances.

Introduce opening quantities or document stock corrections through explicit adjustment records with warehouse, tracking and cost information.

Keep lot identity with receipts, warehouse stock and downstream movements, so batch-specific work does not disappear into a single product total.

Identify individual stock units with serial numbers and preserve that identity through warehouse work, shipments and supported return workflows.

Work with stock and purchase/make units while preserving the conversion used by each source document, so catalogue edits do not rewrite historical quantities.

Compare stock, sales and manufacturing demand, incoming purchases and configured buffers to identify products that need purchasing or production attention.

Manage an RMA with explicit return and replacement decisions, original-shipment references, stock-aware receiving and independent progress for each physical leg.

Run native manufacturing with versioned bills of materials, material picks, ordered process steps, quality checks and recorded finished output in FOR:FACTORY.

Create a manufacturing job for a make-enabled product, release a frozen BOM recipe and track materials, operations and finished quantities through completion.

Define a versioned manufacturing recipe containing both component quantities and ordered process steps, with material assignments and quality requirements.

Give manufacturing process steps a clear operational home by assigning active work centers in the bill of materials.

Start, pause, resume, report and complete manufacturing steps with recorded timings, predecessor checks and visible progress instead of editable success statuses.

Prepare the complete material requirement from the released BOM, with warehouse, bin, lot and serial checks before production steps are unlocked.

Require quality evidence at the relevant manufacturing step and keep approval tied to the current operation rather than an unrelated or outdated inspection.

Record good and scrap quantities at the final manufacturing step, keeping output tied to the job's material, operation and quality evidence.

Connect material consumption, recorded output and work-in-progress information to the manufacturing job instead of treating production cost as a disconnected spreadsheet.

Connect eligible US and European bank accounts, read imported movements and choose how each account participates in the accounting workflow with FOR:EXCHANGE.

Use counterparty, reference, amount and currency context to match imported movements to supported accounting records, with review states for unresolved cases.

See bank permission status and renew access on the existing account, keeping consent expiry separate from transaction import and recovery progress.

Use the supported regional connection choice for eligible US or European bank accounts while keeping each account's currency and company context explicit.

Prepare supported credit-transfer and direct-debit files from eligible bills and invoices, with explicit bank details and company identifiers.

Prepare supplier-payment files from eligible open bills, choosing the originator bank, due-date scope and supported European or Italian CBI format.

Prepare supported customer-collection files from eligible invoices, using the configured creditor identification, bank details and appropriate CORE or B2B scheme.

Prepare the supported Italian Ri.Ba text file for eligible customer collections, using the company SIA code and the required Italian bank references.

Use supported Italian electronic-invoice sending and receiving workflows, with fiscal references, transmission outcomes and linked accounting documents.

Prepare supported Italian public-sector invoice data with the required recipient and procurement references before electronic transmission.

Connect tax-code setup, VAT registers, periodic summaries, reverse-charge handling and supported exports without treating every country's obligations as identical.

Inspect supported sales, purchases, reverse-charge, receipts and OSS registers with period filters, tax detail and the available legal-format exports.

Review supported periodic VAT calculations, adjustments and accounting entries, with Italian IVP18 output where applicable and explicit separation from annual tax filing.

Review eligible reverse-charge transactions and prepare supported Italian self-invoice documents using the source bill, fiscal classification and partner information.

Keep eligible OSS transactions and destination-country tax treatment visible in the supported VAT reporting workflow for cross-border sales.

Use the appropriate sales or purchase tax codes and available fiscal mappings so documents, electronic invoices and VAT reports share a coherent tax classification.

Use the supported Italian non-deductible VAT configuration and fiscal codes to distinguish the deductible and non-deductible treatment of purchases.

Review eligible intra-EU transactions, classify the required trade information and prepare the supported country reporting output for your filing workflow.

Review supported supplier withholding information by payment period, with vendor, document and withheld-amount detail for the accountant's annual preparation.

Use the configured legal-storage option for the supported Italian electronic-invoicing workflow, keeping it distinct from ordinary PDF attachments and report exports.

Use the supported Spanish Verifactu integration when the company's country, fiscal identity and service configuration are appropriate to the workflow.

Calculate supported US sales tax on new managed sales documents using configured registration states, destination information, product facts and valid exemption certificates.

Open standard and company-specific reports for finance, inventory and supported compliance workflows, with company and period context inside the platform.

Review the company's financial position and period results using available statement reports, with account classifications and source transactions behind the totals.

Inspect debit and credit activity for selected accounts and periods, with document references and supported account-by-account legal-format output.

Review the supported accounting journal with protocol and line numbers, document references, accounts, debits and credits for the selected company and period.

Review open inventory work and stock value through supported operations and valuation reports, including warehouse, lot and serial perspectives.

Export supported reports with the selected company, view and period, choosing the appropriate paginated legal output rather than assuming a visual download contains everything.

Review sent and received electronic invoices in the supported monitoring report, with document references, counterparties and processing or transmission status.

Ask for reusable company-specific analysis using the supported reporting data, while keeping standard compliance reports and authoring permissions distinct.

Review the supported US sales-tax reporting view with a selected period and optional state filter, using the recorded managed-tax evidence.

Turn supported spreadsheet rows into accounting records with explicit import instructions, target-document choices and processing outcomes through FOR:DATA.

Transform supported commerce, payment and file events into the intended accounting records using configured customer, product, tax and document rules.

Keep an existing external operations system and configure how its supported records reach QuickBooks or another supported landing workflow through FOR:FLOW.

Transform configured Shopify order events into supported accounting documents, with customer, product, shipping, discount and tax mapping defined for your business.

Map supported WooCommerce order events into invoices or sales receipts with explicit customer, line, fee, shipping, discount and tax rules.

Transform configured Stripe charge, invoice, payout and refund events into supported accounting records without confusing payment activity with bank-feed connectivity.

Process supported Amazon VAT Transaction Report data with explicit document, buyer and tax-reporting rules instead of treating a report upload as a universal marketplace sync.

Map supported Chargebee subscription and invoice events to the appropriate accounting document using explicit payment-state, customer and tax rules.

Connect configured Unleashed customers, products, sales and purchasing events to the appropriate QuickBooks accounting documents without duplicating inventory ownership.

Keep Katana as the manufacturing source and configure customer, product, sales, purchasing and completed-production accounting flows to QuickBooks.

Define how supported Mago transaction and master-data payloads become QuickBooks records, with deployment-specific mappings rather than a universal assumed schema.

Configure the supported event-data handoff through FOR:FLOW, agreeing the attendee, customer and accounting-document rules before processing ticketing activity.

Map supported ParkStreet distributor and logistics records into Unleashed sales and stock workflows through a configured FOR:FLOW integration.

Configure the supported handoff between DapSides logistics and the intended accounting or Unleashed workflow, with explicit source events and direction.

Receive supported CSV, XML, JSON or tabular files through configured secure file intake and transform their contents into the intended accounting records.