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Posted documents as one source of truth

Status fields and posted timestamps turn tribal knowledge into something the whole team can trust.

Published Sunday, September 27, 2026

  • Post, do not paste

    Build drafts, review lines, then post. Stock and payment status update together, your dashboard reads the same numbers.

  • Roles and saved views

    Limit who can post or edit master data. Saved views keep filters consistent so buyers and warehouse staff see the same list definitions.

  • Month-end without export gymnastics

    AR/AP aging and inventory alerts on the dashboard reduce the need to merge three exports, still export CSV when auditors ask.

Stop reconciling spreadsheets.

Create a workspace, import or add master data, and post your first receipt or shipment to see totals align.

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How to leave spreadsheets

Command palette preview

Press ⌘K or Ctrl+K