All Features by Function
Payments, invoices & quotes, jobs, sales & POS, inventory, customers, pharmacy, and AI reports—all in one place.
Sales & POS
Sell from your phone or laptop; accept cash, card, and mobile money; send receipts by SMS or WhatsApp.
Digital POS
A digital point-of-sale that runs in the browser on phone, tablet, or laptop. Search or browse products, add to cart, attach a customer, then pay. Barcode and QR scanning (camera or external scanner) add items to the cart.
Sales list & Orders
See all sales and, for restaurants, manage kitchen orders with status updates (e.g. received, preparing, ready, completed).
Barcode & QR scanning
Scan barcodes or product QR codes with your phone or external scanner. Scan Mode gives a full-screen, mobile-first flow: scan multiple items, review cart, add customer, pay, and optionally auto-send receipt by SMS.
Works offline
Sales can be queued when offline and synced when back online. Sell anywhere, even without internet.
Shops (locations)
Manage multiple shop locations. Link sales and POS to the right branch so you know which location each sale came from.
Payments & integrations
Accept card and mobile money, and send receipts and reminders via WhatsApp, SMS, or email.
Card & mobile money
Paystack for card and mobile money (MTN MoMo, AirtelTigo, Telecel) in POS and for invoice payment links. Customers pay via link or in-person.
Send quotes, invoices, order confirmations, payment reminders, and low-stock alerts. Template-based WhatsApp Business API.
SMS & email
When configured, used for receipts and other notifications (e.g. invoice sent, receipt after sale).
Invoices & Quotes
Create and send invoices; get paid via link or record payments. Send professional quotes and turn them into jobs or sales.
Quotes
Send professional quotes and turn them into jobs or sales. Create and send quotes; generate PDF; convert to job (studio-like) or sale (shop/pharmacy when enabled).
Pricing
Set reusable prices for services and packages. Use when creating quotes and jobs so pricing is consistent and quick to apply.
Invoices
Create and send invoices; get paid via link or record payments. Invoices from jobs, sales (POS), or prescriptions. Send via WhatsApp or other channels; mark paid or record partial payments; export PDF. Customers can pay via public pay link without logging in.
Jobs and project management
Track jobs from quote to delivery with status updates and invoices.
Job tracking
Job status workflow: New → In progress → Ready → Delivered. Create from quote; link to customer; generate invoice when completed. Timeline view and status-triggered notifications (e.g. WhatsApp to customer).
Quote to job to invoice
Convert quote to job so items and customer move into job tracking. When the job is completed, generate an invoice from it.
Products and inventory
Manage your product catalog, stock levels, and barcodes.
Product catalog
Create, edit, delete products: name, SKU, barcode(s), image, selling price, cost, stock settings. Variants (e.g. size, color) and multiple barcodes. Categories; track stock on/off; low-stock alerts. Generate product QR codes for items without a barcode.
Low-stock & expiry
Real-time stock levels; reorder levels; alerts (e.g. via WhatsApp when configured). For pharmacies: expiring drugs query (30, 60, 90 days).
Customers
Keep customer details, credit limits, and payment history in one place.
Customer list (CRM)
Name, phone, email, address, credit limit, notes. Track balance and outstanding amounts. Select or create from POS and scan mode (find-or-create by phone/name). Linked to sales, jobs, quotes, and invoices.
Vendors
Manage your suppliers and vendors.
Vendor list
Supplier/vendor list with contact and basic info. Used when recording expenses or materials (e.g. purchased from Vendor X).
Expenses
Track business expenses by category and time.
Expense tracking
Record expenses with amount, category, date, optional vendor, and notes. List and filter by date range and category. Feeds into reports and profit & loss.
Materials and equipment
Track materials and equipment your business uses.
Company assets
Materials and equipment: inventory-style records for things the business uses (e.g. ink, paper, tools, vehicles), not products for sale. Track quantity, reorder, and link to vendors where relevant.
Pharmacy & compliance
Manage multiple pharmacy branches; drug catalog with stock and expiry; prescriptions from receipt to dispensing and invoicing.
Pharmacies (locations)
Manage multiple pharmacy branches. Used for context on prescriptions and dispensing.
Drugs
Drug catalog with name, quantity in stock, reorder level, and expiry. Expiring drugs query (30, 60, 90 days). Used when creating and filling prescriptions.
Prescriptions
Manage prescriptions from receipt to dispensing and invoicing. Create prescription, add drugs (quantity), optionally check interactions, fill (dispense) to deduct stock, generate invoice for patient. Label data for printing.
Reports
Reports and AI-powered insights on revenue, expenses, and performance.
Overview
Revenue, expenses, profit, product or service performance, expense breakdown, and pipeline (e.g. active jobs, open leads, pending invoices). Date range and filters; content adapts to business type.
Expense breakdown
Visualize where your money goes; expense data feeds into P&L and reports.
Compliance
Reports formatted for submission to tax or revenue authorities.
Smart Report (AI)
AI-powered analysis: key findings, performance analysis, recommendations, risks, and growth opportunities.
AI-powered analysis
Claude-powered analysis on your report data: key findings, performance analysis, recommendations, risks, and growth opportunities. Backend sends aggregated data to the AI and returns structured insights.
Natural language
Ask questions in plain English and get instant, intelligent answers from your business data.
Recommendations & trends
Actionable suggestions and trend detection to improve profitability and grow your business.
Just Ask
No dashboards or SQL—ask what you want to know.
"What was my most profitable month this year?"
"Show me customers who haven't ordered in 30 days"
"Which products have declining sales?"
"Compare this quarter to last quarter"
"What are my top expense categories?"
"Predict next month's revenue"
How Smart Report Works
Connect Your Data
Your business data is automatically synced and organized in real-time.
Ask a Question
Type your question in plain English or choose from suggested insights.
Get Insights
Receive instant analysis with charts, recommendations, and actionable next steps.