Part 1 · Onboarding

Stage the back-and-forth. File only what's done.

Every new hire, client or applicant moves through stages you set. Nothing moves forward until its checks are done.

• Documents filed to SharePoint once accepted
• Hard stops that refuse an early move
• Expiry reminders, so renewals aren't a surprise

Part 2 · Engage

Proposal to signed and paid, in one sitting.

Send a branded proposal. The client accepts with a click, the agreement is sealed and filed, and the invoice is raised in Xero the moment they accept.

• Nothing re-keyed between proposal and invoice
• Optional: products and prices straight from Xero
• Walk a client through it on the phone

Part 3 · Ops Hub

Ten tabs become one screen.

Enquiries, jobs, invoices and the week's numbers on one page, pulled from the tools you already use. It opens where the day starts.

• Finance from Xero, people from Microsoft 365
• AI ranks what to do next, showing its numbers
• Nothing it proposes happens until you approve it

Together

Near enough to run the business. You keep the decisions.

An enquiry becomes a proposal, a proposal becomes a paid job, a new hire is onboarded, and the week sits on one screen. The parts share one hub and one set of accounts.

• No seats: a team of twelve pays what a team of two does
• Your data stays in your SharePoint
• It runs without us. It can't change without us.

Your turn

Half to book. Half when it's live. Then it's yours.

One setup price per part, no seats, no per-user fees. Afterwards, run it yourself for $0 a month or let us watch it on a flat care plan.

or email enquiries@advancedmonkey.com