Your account’s address book — the base almost everything else comes from: running balance, quotes, invoicing and projects.
INCLUDED IN YOUR PLAN · UNLIMITED USERS · AURORA INSIDE
A complete record: tax details, VAT status, running balance, sub-accounts, price group and credit limit.
Banking and tax details, with a self-service sign-up portal where each vendor enters their own.
People who are neither clients nor vendors, always on hand for the team.
Banking and tax details are shown based on the viewer’s permissions, not by default.
Merge or remove duplicate clients and vendors without losing either one’s history.
CRM, Billing, Operations and Commerce all use the same record: no need to update it in each place.
Every module can be customized, and its features can be used in part or in full: none of them is mandatory. You can use BOS just to plan tasks and never touch the rest — it stays available, included in the same subscription, for the day you need it.