Modules / Tools
Module
Tools
The everyday utilities that keep a business moving - documents, projects, signatures, and the books - in one place so your team stops hunting across apps and inboxes.
From day one to scale
Small shop
Store files, run a project, and sign a document without three separate tools.
Growing team
Shared files, tracked initiatives, and e-sign your whole team relies on.
Enterprise
Company-wide document control, programs of work, and audited signatures.
What's inside
File Hub SubModule
One organized home for the documents your team actually uses.
Capabilities
- Upload, organize, and search documents
- Share files with the right people
- Keep one source of truth, not ten copies
Use it to
- Find the latest version every time
- Stop emailing attachments around
- Keep important documents in one safe place
Initiatives SubModule
Turn goals into tracked projects with owners and progress.
Capabilities
- Break work into projects and steps
- Assign owners and track progress
- See what is in flight across the team
Use it to
- Keep a project moving to done
- See who owns what at a glance
- Stop big efforts from stalling quietly
Sign SubModule
Send, sign, and store documents without leaving the platform.
Capabilities
- Request signatures on any document
- Track who has signed and who is pending
- Keep signed copies on file automatically
Use it to
- Close paperwork in minutes, not days
- Chase fewer signatures by hand
- Always have the signed copy on hand
Financials SubModule
See the money side of your business - income, expenses, and cash flow - right next to the work.
Capabilities
- Track income, expenses, invoices, bills, and cash flow
- Import from QuickBooks Online or a simple spreadsheet template
- Ask the built-in AI CFO about your numbers in plain English
Use it to
- Know your real cash position without exporting to a spreadsheet
- Get a P&L, AR aging, or top-customers answer in seconds
- Bring accounting data in without re-keying it
Included in Core / Plus / Enterprise. Compare tiers ->
Ready to put Tools to work?