Features
Everything you run on, built around you.
Axis brings together the tools most businesses juggle separately, custom-built around how your business works.
What Axis Does for Your Business
Hours back every week
No more typing the same thing into three places, chasing invoices or hunting for paperwork. Axis does the busywork so your team can do the work.
Know your numbers, anywhere
Profit and loss, cash flow, who owes you and what you've spent, always current and on your phone in seconds. No waiting until month-end to find out how you did.
A more valuable business
Clean books, recurring revenue on record and every process written into the system make a business easier to finance, grow and one day sell.
Get paid faster, miss nothing
Invoices go out on time with a Pay Online button and reminders follow up for you. Every lead, task and deadline has a reminder too, so nothing slips.
Grow without adding office staff
When the system handles the routine, you can take on more customers without hiring someone just to keep up.
Ready for tax time
Income, expenses and receipts are organized all year, so tax season is a download, not a scramble.
One System Instead of Many
Most businesses juggle a handful of apps that don't talk to each other. Axis replaces them.
Tap what you use today:
5
separate tools, logins and bills
1
Axis. Everything connected, entered once.
Built Around Your Business
No two businesses work the same, so no two Axis systems are the same. We build yours around how you already work, and keep shaping it as you grow.
- steps
- Your stages, approvals and the way work moves through your business.
- screens
- The details you track on each customer, job or order, laid out the way you think.
- reports
- The numbers you check every week, the way you read them.
- documents
- Estimates, invoices, proposals and contracts that look like yours.
- connections
- Linked to the systems you already use, so nothing is typed twice.
- automations
- Reminders, follow-ups and hand-offs that match how your team works.
Simple by Design
Built so anyone on your team can pick it up and use it, without training manuals.
- Plain words, no jargonButtons say what they do. Screens use the words your business already uses, not software terms.
- What matters firstOpen Axis and the first thing you see is what needs you today: who owes you, what's overdue, what's next.
- Add anything in one tapOne button to add a customer, task, invoice or time, from any screen, on a computer or a phone.
- Only what you useTurn off what you don't need and put the rest in your order. Your Axis shows your business, nothing extra.
- Less typingUpload a contract, bill or statement and Axis fills in the details for you. You just check them.
- Learn it in an afternoonWe set it up and walk your team through it. Most people are comfortable on day one.
AI built in
AI That Does the Busywork
Ask your business anything
Type a question in plain English and get the answer from your own numbers, in seconds.
“Who owes me the most right now?” · “How much did we make last month?”
It reads your paperwork
Upload a contract, bill, receipt or bank statement and Axis pulls out the details and files them where they belong. You just check and approve.
A 30-page lease turns into dates, amounts and reminders.
It handles the follow-ups
Reminders, recurring invoices, payment records and hand-offs run on their own, around the clock.
Overdue invoice? The reminder is already sent.
Customers & Sales
Every lead, customer and conversation in one list.
Leads and customers
One record per customer with their people, jobs, invoices, emails and documents.
Sales pipeline
Drag deals through stages you name yourself.
Contacts
Everyone you work with, linked to the customers and jobs they belong to.
Website requests
Requests from your website land as new leads, ready to follow up.
Jobs, Projects & Tasks
Know what's happening on every job and who's doing it.
Projects
Task boards, milestones and due dates for each job.
Tasks and open items
Assign work, set due dates and see what's overdue at a glance.
Time tracking
A timer and weekly timesheets, from the office or a phone.
Calendar
Your team's schedule, deadlines and appointments together.
Estimates, Invoices & Payments
Send it, get it signed, get paid.
Estimates and proposals
Professional documents with optional extras the customer can choose.
Invoices
From hours, milestones, a percent of the job or a fixed price; repeating invoices on autopilot.
Pay online
Customers pay by card or bank transfer from the invoice. No extra fee from us.
Reminders
Overdue invoices get a polite reminder automatically, if you want them to.
Email, Messages & Documents
The paperwork, filed where it belongs.
Email inside Axis
Read and send your email in Axis, filed to the right customer and job.
Team messages
Talk with your team next to the work, not in a separate app.
Documents and e-signing
Store files with each customer and job, and get signatures online or in person.
Add information from documents
Upload a contract, invoice or statement and Axis fills in the details for you to check.
Money & Reports
Your numbers, always current.
Expenses
Receipts and bills filed to the job they belong to.
Reports
Profit and loss, balance sheet, cash flow and profit by customer or job.
Inventory and equipment
Stock levels, parts used on each job, and the equipment you own.
Your books
Connect QuickBooks, or let us keep your bookkeeping for you.
Your Team & Your Data
Built to be safe and simple to run.
Roles and permissions
Owners, managers and accountants each see what they should.
Change history
See who changed what and when, on every record.
Your brand
Your logo and colors on invoices, proposals and emails.
Works on your phone
The essentials on a phone, with a bottom bar and one-tap adding.
Backups and export
Download everything you have in Axis whenever you want.
Private by design
Each company's information is kept separate and encrypted in transit.
Automations Built In
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.
Works With What You Already Use
Built in Works today, just connect it
Custom We connect Axis to the systems you already use
Xero · Sage · FreshBooks · ADP · Gusto · Paychex · Square · Shopify · PayPal · HubSpot · Salesforce · Mailchimp · ServiceTitan · Procore · DocuSign · Dropbox · Google Drive · Slack · Microsoft Teams · Zapier · and almost anything else
Build Your Axis
Tap what your business needs. We'll set up exactly that, and nothing you don't.
Your Axis
- Customers & leads
- Invoices & online payments
All in one system, set up for you.
Book a Call With ThisWant to see it with your own work?
A short call, a walkthrough built around how you work, and a demo company in your industry to explore.