BOS
BOS
Bill. Collect. Forecast.
The live view of your money - invoices, bills, forecasts and dashboards - built from what's actually happening in the business. Plugs into your accounting system for the books, ledger and statutory work.
· Why it's different
Most finance views live downstream and reconcile after the fact. Here, Finance reads directly from Sales (deals) and Delivery (engagements) - so you see the picture as it forms. For the ledger, tax and statutory work, we plug into Xero, QuickBooks, NetSuite and the systems already built for that.
Invoicing fires from won deals automatically. Forecast updates from pipeline weighted by stage.
Margin lives at the engagement level. Phase completion triggers billing.
Drafts invoices, flags AR risk, surfaces budget vs. actual without a chart of accounts walk.
· Capabilities
Won deals and completed phases trigger draft invoices, ready for approval. Sync back to your accounting system in one click.
No tabbing between systems to see "what's in, what's out, what's left".
New deal moves stage, new engagement starts, payroll changes - forecast adjusts.
Each module stands on its own. Together, they're something none of them can be: one system.