Everything you need to run the firm
One platform that sells, invoices, assigns, collects and accounts — automatically
Client Management (CRM)
Complete profiles with services, documents, invoices, orders, tasks and full history. Auto client codes, duplicate protection on email/phone/CNIC, live search, one-click WhatsApp and instant invoicing.
Invoicing
Multi-line invoices with discounts, tax and auto totals. Auto-fill from your service catalog, branded PDF invoices, and smart draft/sent states so drafts never reach clients.
Payments & Collections
Collect from admin, agents or clients. Clients upload payment proof from the portal, approvals route to the right accounting head, and FIFO allocation applies receipts across outstanding invoices.
Automated Task Management
Tasks are generated automatically from invoices and orders — one per service. Intelligent auto-assignment routes each task to the right-skilled staff member with the lowest workload who is checked in today.
Orders & Service Delivery
Create orders from any panel with attachments. Ordered services flow onto the client profile, and orders, invoices and tasks stay synchronized end-to-end.
Double-Entry Accounting
A real engine, not bolted on: multi-level chart of accounts, auto-posting journals, receipt/payment/expense vouchers with locked posted states, ledgers, and Balance Sheet & P&L reporting.
Built-In Tax Calculator
Manage tax years and slabs for salaried, businesses & AOPs, rental income, pensioners and companies. Live monthly/yearly conversion — and exposed via API for your public site.
Attendance & Leave
Staff and agent check-in / check-out with bulk attendance for admins, attendance reporting and a full leave request and approval workflow.
Leads & Sales Pipeline
Agents capture, track and nurture leads, then convert mature leads into clients in a single step — with the full activity trail attached.
Secure Credentials Vault
Store portal usernames, passwords, PINs and portal names with reveal, copy and visibility controls — fully access-logged. Staff look up by CNIC/phone without seeing financials.
Blog & Content
A WordPress-style rich-text editor with featured images, slugs, excerpts and publish controls — and content exposed via API to power your public marketing site.
Activity Log & Audit Trail
Every meaningful action across admin, agents, staff, clients, tasks, invoices, orders and credentials is logged and filterable for complete accountability.
Real double-entry accounting, built in
Not a bolt-on. Every invoice and payment auto-posts to a proper double-entry ledger — so your books are always live, balanced and audit-ready.
- Multi-level chart of accounts
- Auto-posting journals from invoices & payments
- Locked vouchers for audit integrity
- Balance Sheet & Profit & Loss reporting
An enterprise-ready platform
A self-service client portal, public APIs for your website, and enterprise-grade foundations under the hood
Client Self-Service Portal
- Secure client login with email verification
- View invoices, orders, documents & tasks
- Upload documents & payment proof
- Download invoice PDFs and comment on tasks
Public APIs
- Live services & sub-services
- Blog content for your marketing site
- Tax calculator endpoint
- Clean, ready to power your public website
Enterprise Foundations
- Role-based access control end-to-end
- Local or AWS S3 cloud storage
- Timezone-aware (UTC stored, local display)
- Built on Laravel 12 / PHP 8.2+
Stop running your firm across ten disconnected tools
Run it on one platform that sells, invoices, assigns, collects and accounts — automatically. Start your free trial today.
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