Large SwanPROJECTS & EXPERIENCE / SYNC
Explore connections between POS, ecommerce, B2B and ERP without assuming every system should hold or change the same records. This project area starts with a specific information flow and clear responsibilities.
LARGE SWAN / SYNC
Identify the authoritative source for each record, available interfaces and transfer direction. Agree validation, duplicate handling and how failed transfers are surfaced before relying on the connected workflow.
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.