Your business.
A little more connected.
Add a sample client, give them a task, and create their invoice. See how all three connect in BusinessCORE, your shared business dashboard.
See how one client connects it all.
These modes illustrate ways to organize fictional records. They do not verify the editing surfaces or synchronization behavior of a delivered workbook. This sample covers ClientFlow, TaskFlow, and RevenueFlow; AssetFlow and OpsFlow are not shown.
Choose an area Each Flow adds information to the shared CORE.
A system you grow into,
not out of.
This sample compares a central-table view with guided entry through three Flows. Confirm the delivered workbook's entry and connection rules before choosing a setup.
Sample records only.
| Your experience | BusinessCOREThe foundation | CORE + FlowsThe connected experience |
|---|---|---|
| One source of business information | ✓ | ✓ |
| Client, task & revenue records | ✓ | ✓ |
| Working style | Work in CORE tables | Entry stations + dashboards |
| Client context | Enter the client reference | Search existing client records |
| Where information lives | BusinessCORE | The same BusinessCORE |
READY TO TAKE THE NEXT STEP?
See the system behind the demo.
You have seen ClientFlow, TaskFlow, and RevenueFlow connect through BusinessCORE. Explore the full suite, or start with the part of your business that needs attention first.