The busywork runs itself.

When an invoice goes past due

→ Axis sends your customer a polite reminder, on the schedule you choose, from your own email or domain.

When a customer pays online

→ The payment is recorded and the invoice is marked paid. No typing it in.

When a month starts

→ Repeating invoices and monthly retainers are drafted (or sent) for you.

When you make an invoice

→ Unbilled hours, finished milestones and expenses to bill are pulled in for you.

When someone fills in your website form

→ They land as a new lead, with a notification so you can follow up fast.

When a lead or customer is added

→ Their people are added to your contacts automatically.

When a proposal is accepted

→ The deal is marked won, the customer becomes active and the project is created, ready to start.

When a proposal is signed

→ The signed copy is filed with the customer and sent to everyone who signed.

When a task is assigned

→ That person is notified right away, and it shows up on their dashboard and calendar.

When something is due or overdue

→ It moves to the top of your dashboard under what needs attention.

When you add something to your Axis calendar

→ It shows up in your Google Calendar too, and your Google events show in Axis.

When you schedule a message or email

→ It goes out at the time you picked, even if you're offline.

When you upload a contract, invoice or statement

→ Axis's AI reads it and fills in the details for you to check and approve.

When you ask a question about your business

→ Axis's AI answers from your own numbers, like who owes you the most or how last month went.

When you need documents from a customer

→ Send a secure upload link; what they send is filed in the right place.

When invoices, payments and expenses are added

→ They're sent to QuickBooks for you, if you use it.

When a connection stops working

→ You get an alert with the fix, before anything falls through.