Business

Sales, customers, invoicing, stock and accounting in a single application.

In preparation Create an account

Business brings together what a small company does every day: drawing up a quote, invoicing, tracking payments, keeping its stock and its accounts.

The accounting follows the Belgian chart of accounts, with fixed assets, cost accounting and expense reports.

Business is in preparation. It will join the Prophetix subscription catalogue when it is released.

Every feature of Business

122 features in 21 areas

Dashboard and navigation

Dashboard: revenue for the month, the previous month and the year, receivables to collect and overdue, supplier payables and cash.
Work indicators: open quotes, orders to deliver and to invoice, purchases to receive, draft invoices, unreconciled statement lines.
Weighted sales pipeline, stock value, items below their threshold, overdue activities, top customers and largest unpaid amounts.
Permanent module rail on the left and command palette (Ctrl+K) that reaches a screen, launches an action or opens a customer, an invoice or an item.
Light or dark theme, of your choice from the top bar.

Sales and CRM

Quote, order, delivery, invoice chain without re-entry.
Confirming a quote creates the delivery note for stockable items and reserves the stock.
Invoicing on the balance, on delivered quantities, or by down payment as a percentage.
List of orders to invoice and sales analysis: revenue, average basket, customers invoiced and items sold.
Quotes and purchase orders as PDF.
Pipeline as a kanban: drag a card to change stage, and the probability follows.
List of opportunities as an alternative to the kanban, with adjustable stages and loss reasons.
Scheduled activities (calls, appointments, tasks) and a "My activities" view with the overdue ones.
Conversion of an opportunity into a quote in one click.

Third parties and items

Customer and supplier records, with their documents; third parties are archived rather than disappearing from the accounting documents.
Item records with categories, usable when entering quotes, invoices and purchases.
Third-party account statement as PDF.
Taxes, payment terms that calculate the due date, and adjustable numbering sequences.

Invoicing and payments

Customer and supplier invoices and credit notes, with the due date calculated according to the payment terms.
Credit note created from an invoice, draft that can be put back into editing, cancellation of a document.
Incoming and outgoing payments allocated and matched automatically to the open invoices.
Each payment produces its bank entry; the invoice's payment status updates.
Invoice PDF with VAT summary and legal notices, served by an address that the browser displays, prints or saves.

Document layout

Adjustable invoice template: twelve columns (presence, order, label, width, alignment), VAT per line or summarized, prices shown including all taxes.
Four templates supplied (Standard, Clean, Detailed, Window envelope), to duplicate and adapt.
Addresses for window envelope, logo, company block, title, watermark, margins, font, accent colour and table style.
Payment QR code in the GiroCode format, Code 128 barcode or both; the IBAN from the company record pre-fills the transfer.
Real PDF preview regenerated with each setting, and choice of another template for a specific invoice.

Electronic invoicing

Issuing of a posted customer invoice in the Factur-X format, EN 16931 profile: PDF/A-3B with attached CII XML, or CII XML alone.
Reform notices handled in the PDF and the XML: SIREN, nature of the transaction, VAT-on-debits option, delivery address, original invoice of a credit note.
Check before sending: common rejection rules, French notices, SIREN check digit and consistency of the VAT number, with a link to the screen to correct.
Tracking of the life cycle as a timeline (submitted, rejected, refused, paid…); the Paid status is notified when the invoice is settled.
Receipt of PDF invoices in Factur-X, ZUGFeRD, CII XML or UBL, turned into draft supplier invoices with a search for the supplier.
Reply to the supplier: approved, disputed, refused, payment sent.
Directory of recipients, and retention of the exchanged file with its SHA-256 fingerprint.
Platforms: simulated for practising locally, Chorus Pro, an approved platform through its API, or exchange folders.

Payment checking and reminders

Import of a CSV bank statement, columns recognized by their heading, separator and date format detected.
Reconciliation with open invoices with a confidence indicator; validating records the payment, the bank entry and the matching.
List of unpaid invoices that can be filtered by delay, amount, tier and customer, with penalties calculated and a tier proposed; an invoice in dispute is suspended.
Reminder campaigns grouped by customer, by email, by letter or both, reviewable before sending.
Email with invoices and account statement as attachments; letter as a single PDF ready to print.
Three tiers supplied (7, 21 and 45 days), with a grace period, letter templates with variables and a history per invoice.
Automatic reminders that chain the steps according to your thresholds, and an email send queue with replay of failures.

Accounting

Double-entry bookkeeping entries generated on each validation of an invoice, a payment or a stock movement, and manual entry of documents.
French chart of accounts and journals with their own numbering.
Partial or full matching, lockable periods and year-end closing that clears the income and expense accounts.
Statements: trial balance, general ledger, balance sheet, income statement and aged receivables.

Purchasing and stock

Requests for quotation, supplier orders and expected receipts, with invoicing on the quantities received or on the whole.
Replenishment proposal based on stock thresholds.
Incoming, outgoing and internal transfers, with reservation when made available.
Weighted average unit cost revalued on each receipt and stock variation entries.
Locations, stock status and physical inventories with application of the differences.

Users, permissions and devices

Single sign-on with the Prophetix account (OpenID Connect); data separated by organization.
Nine roles supplied (from management to storekeeper and read-only), editable as permission sets without redeployment.
Audit log, company record, email server set per organization.
Web application in the browser; no desktop or mobile application for now.

Planned (not available yet)

Belgian chart of accounts: the chart supplied is the French chart.
Fixed assets and depreciation, cost accounting, expense reports.
Budget control.
Point of sale for over-the-counter sales.
Desktop application.

Good to know

Application in preparation: the electronic invoicing flow has not yet been proven with a real platform.
The built-in checks do not replace the official schemas: the chosen platform may reject a file.
Chorus Pro and approved platforms are to be acceptance-tested with your provider; e-reporting is not transmitted automatically.
Emails go out in test mode, to a single address, until you turn it off.
No claim of legal or tax compliance: the templates and notices are to be validated.

Brands — Brands and identity

Holds as many brands as you want: the company, its products, its ranges.
Creates a brand from its name; the list shows for each one its logo (or its letter), its tagline, its palette as swatches and the number of colors, fonts and files.
Derives a brand in a single click: colors, fonts, rules and files are copied, and the original brand does not change.
Deletes a brand after confirmation, offering to export it first; nothing can be recovered afterwards, except from an export.
Records the brand's name, website and tagline (signature, slogan).
Writes the company presentation, the "about" text.
Notes the mission, the promise and the values.
Describes the tone and the way of writing: informal or formal address, words to use or to avoid.

Brands — Logos and icons

Stores every variant of the logo: primary, horizontal, vertical, symbol only, monochrome, negative for dark backgrounds, favicon, social networks, email signature.
Accepts PNG, JPEG, GIF, WebP, AVIF, SVG and ICO images, as well as PDF, EPS and AI files.
Uploads several files at once, with a preview of each.
Reads the pixel dimensions of images and displays the file sizes.
Flags the logos made for a dark background and shows them on a dark background.
Names each file, states its variant and its use, downloads it or deletes it.

Brands — Colors

Builds the brand palette with one role per color: primary, secondary, accent, neutral, background, text, success, warning, error.
Gives the hexadecimal, RGB and CMYK values for each color, plus the Pantone code if you enter it.
Calculates the CMYK value when you do not provide it, flagging it as calculated and to be validated by the printer.
States the use of each color: buttons, links, headings...
Reorders the colors and picks a shade with a color picker or by typing its value.
Shows the contrast of white text and black text on the color being entered, before saving.
Displays a contrast matrix of all the pairings in the palette, text against background.
Rates each pairing according to WCAG 2: AAA (7:1), AA (4.5:1), AA+ (3:1, large headings and icons only), otherwise decorative.

Brands — Typography

Describes the brand's fonts with their role: headings, body text, accent, figures and tables, code.
Shows the weights used, the fallback fonts, the use, the license and the source of each family.
Displays a specimen in each weight, with French accents and ligatures.
Uploads WOFF2, WOFF, TTF or OTF font files, used for the specimen and included in the export.
Provides the CSS font stack, ready to copy.
Reorders the fonts; deleting a font leaves its files in Visuals and templates.

Brands — Visuals and templates

Stores photographs, illustrations, patterns, document and presentation templates, guidelines as PDFs.
Accepts Word, PowerPoint and Excel templates (DOCX, DOTX, PPTX, POTX, XLSX), OpenDocument (ODT, ODP), PSD, ZIP, TXT and Markdown.
Classifies each file as a visual, a template or a document.
Describes each file, downloads it, edits it or deletes it.
Limits each file to 25 MB.

Brands — Usage rules

Records what to do, what to avoid, or simple information.
Illustrates, for example, the logo's clear space, its minimum size, the permitted backgrounds, the forbidden distortions, the color pairings to avoid.
Adds a title and details to each rule, and reorders them.
Tells the rules apart by a sign and a label, which a screen reader can also read.

Brands — Brand guidelines

Gathers on one page a brand's identity, logos, colors with their values, fonts and rules.
Prints the guidelines or saves them as a PDF from the browser; menus and buttons disappear when printing.
Provides the CSS variables of the palette and the fonts, ready to paste into a website.
Provides the design tokens in the W3C Design Tokens format, for mockup and style-generation tools.
Downloads the brand's complete package as a ZIP archive.

Brands — Import and export

Exports one, several or all brands as a ZIP archive, even in read-only mode.
Package contents: the brand as JSON, the CSS variables, the design tokens, the palette as CSV and the original files.
Can be read without our tools: your organization's data leaves freely.
Imports a package, keeping the existing brand alongside under another name, or replacing it.
Checks the archive on import: size and number of entries limited, allowed extensions, SHA-256 fingerprints verified, all in a single transaction.
Moves brands from the server to the workstation and back, by exporting on one side and importing on the other.
Displays an import report with the warnings to check.

Brands: access, devices and limits

Brands are controlled by two rights in the Business catalogue: view (branding.view) and create or edit (branding.edit); each organisation only sees its own brands.
Same single sign-on, same licence and same data as the rest of Business: nothing more to buy or install.
Desktop (Windows, with a Linux Ubuntu package in amd64 and arm64) and Android: the brands module offline, without a server; brands move from the server to the device, and back, through the ZIP package.
The desktop counterpart is not offered yet: its licence is not connected and the Microsoft Store publication is still to do.
The Android application is built but has not been tried on a phone yet.
No synchronisation between the server and the device: two edits of the same brand are not reconciled.
The computed CMYK is a conversion without a print profile: have your printer check it.