Large SwanPROJECTS & EXPERIENCE / ERP
Explore an ERP workflow for customer invoices, recurring services, expense records and GST reporting. The product also includes employee payroll records and an AI assistant for business queries and invoice drafts.
LARGE SWAN / ERP
Prepare customer and product records, invoice examples, subscription cycles and expense categories. Define staff permissions and review steps, then assess any data migration or separate POS and ecommerce integration required.
Explore the related serviceMaintain customer records and invoice line items, then issue invoices, record payments and review the outstanding balance. PDF generation and email delivery support the customer billing workflow.
Record expenses and receipts, review finance summaries and prepare GST return drafts with adjustments and review states. Reports support checking the business records; filing responsibilities remain with the business and its adviser.
Link subscriptions to customers and products, with billing cycles, renewal status and next invoice dates. Email delivery can use configured Google, Microsoft or SMTP accounts. POS and ecommerce data transfers are separate integration work.
Manage employee and payroll records and use the AI assistant to query permitted business information or prepare invoice drafts. Drafts and payroll calculations can be reviewed before the relevant confirmation or issue step.
Customer names and project-specific results will be added as individual case studies become available.