Live · Approval Required
Spend report
Pulls your numbers together into a plain-language money summary you can export as PDF or CSV, or share by link.
Specialist agents
Finance & Administration
Keep the numbers and documents behind a decision together. Prepare the invoice or proposal, check it, then approve the next step.
The work, in context
An operational decision often depends on both a number and a document. Work from your actual records rather than estimates presented as financial results.
- Prepare spend summaries from your supplied records
- Draft proposals and review them before sending for signature
- Create invoices and track what is outstanding
- Keep administrative tasks tied to an owner and due date
What is inside
Each card carries its real status. "Approval required" means the step lands in your work queue and cannot act until you say so; the labels are defined on the platform page.
Live
Proposals & E-signature
Build a proposal, send it for signature, and keep the signed version frozen exactly as the client agreed to it. Sending is held until you approve it.
Live
Invoicing & Payment Links
Issue an invoice or a payment link and see what is outstanding. Card payments require connecting your own Stripe account first.
Live
Tasks & Projects
What was decided becomes tracked work with an owner and a due date, so follow-through does not depend on who remembers it.
Summaries need your actual financial records. Card payment links require your own connected Stripe account. Sending proposals and invoices remains subject to approval.
The rest of the picture
Each pillar is one view of the same system. Start anywhere, or read how the platform fits together.
Executive Operations
Briefs, meeting notes, inbox priorities and tracked work.
Read moreSales & Growth
Customer records, deal stages and outreach drafts.
Read moreMarketing
Campaign drafts, email audiences and connected ad analysis.
Read moreResearch & Intelligence
Scoped research and findings for review.
Read moreCustomer Support
Connected inbox triage and reviewable reply drafts.
Read moreThe whole platform
NOVA, the specialized workforce and the approval gates that sit in front of every outward action.
Read moreExplore Finance & Administration
Review the work against your own records and decide which connected capabilities fit your organization.