Money

BooksLedger, journals, trial balance and reports, posted automatically.SalesQuotes, invoices, payments and a list of who to chase.PurchasingVendors, bills, expenses, approvals and payments.BankingConnect your bank, or import statements, and keep every line.Bank ReconciliationMatch bank lines to your records and close the month with confidence.

Compliance and people

Tax and CRA FilingsSales tax, payroll deductions and income tax, drafted from your own books and tracked until paid.People and PayrollHire, onboard, pay and look after your team, with payroll worked out for you.ApprovalsOne approval flow for every module, with a clear record of every decision.GRCStandards, audits and compliance, with evidence in one place.

Operations

InventoryItems, warehouses and stock that follows every sale.ProjectsPlan jobs, track cost and time, and bill progress with holdback.CRMLeads, deals and customers, linked to what they buy.Help DeskTickets, service levels and a knowledge base that keep requests moving.

Work together

Dashboard and ReportsThe numbers owners check, on one screen, and the reports behind them.Sign and DocumentsRequest signatures and keep every document where it belongs.CollaborationConversations, tasks and meetings on the record they are about.
Modules / ANWA Collaboration

ANWA Collaboration

Talk about the work where the work is.

Conversations, tasks and meetings on the record they are about.

Get early accessSee the process
Task creation
Reminders
Timeline
Where it gets painful today

What goes wrong without it.

Decisions are made in chat apps and lost.
Customers and staff see different versions of the story.
Follow-up tasks live in someone's head.
Meeting notes do not lead to action.
How ANWA fixes it

ANWA Collaboration, done properly.

Conversations on the record

Customers, vendors, quotes, invoices, bills and projects each have a thread, so the context is always attached.

Internal and customer-visible

Keep internal notes private, and share a thread with the customer when you choose.

From message to task

Mention a teammate and turn any message into a task with an owner and a due date.

Meetings with outcomes

Book meetings, keep minutes and action items, and see everything on a timeline.

Follow the process

From start to finish, step by step.

Select any step to see what ANWA does for you there.

  1. 1
    Open a record
  2. 2
    Discuss
  3. 3
    Mention
  4. 4
    Meet
  5. 5
    Follow up
  6. 6
    Trace
Step 1 of 6 · Open a recordEvery customer, invoice, bill, quote and project has its own conversation.
Who it helps

Built for owners, and for the firms behind them.

For business owners

Run it without the paperwork

  • Keep what was said next to the invoice or job it concerns.
  • Stop losing tasks in chat.
  • Let customers see the replies you choose to share.
For CPAs, bookkeepers and firms

Review it, don't rebuild it

  • Keep client questions on the entry they concern.
  • Assign review tasks to your team with due dates.
  • Keep a timeline of who said and did what.

What it covers

  • Threads on customers, vendors, quotes, invoices, bills and projects
  • Internal notes kept separate from customer-visible replies
  • Mentions, reactions and edit history
  • Tasks with owners and due dates
  • Meetings, booking pages and minutes
  • Attachments from your document vault

Runs for you

Task creationRemindersTimeline

Works with

SalesQuotes, invoices, payments and a list of who to chase.CRMLeads, deals and customers, linked to what they buy.ProjectsPlan jobs, track cost and time, and bill progress with holdback.Sign and DocumentsRequest signatures and keep every document where it belongs.
Questions

Good to know.

Can customers see internal notes?

No. Internal notes are kept separate from customer-visible replies.

Where can I start a conversation?

On customers, vendors, quotes, invoices, bills, signature requests and projects.

Does it replace my chat app?

It is not a general chat app. It keeps work conversations attached to the records they are about.

Ready for ANWA Collaboration?

Join the early-access list and we will write to you once, when ANWA opens.

Get early access