A standalone business operations engine. Manage customers, issue invoices, record receipts and import inventory using your own records—not invented figures.
Upload your logo, set business details and choose invoice/receipt designs.
Create invoices, then export a selected invoice or receipt to PDF or JPG.
Review 12-month invoicing, collections, expenses, margins and customer trends.
Customer invoices, supplier obligations, receipts, payments and aging analysis from submitted records.
Import inventory, reconcile physical counts and flag stock items that need replenishment.
Turn overdue balances and operational exceptions into assigned follow-up work.
Live invoices and collections from your Joe&dave workspace. Amounts are stored as integer minor currency units and derived from your actual records.
Validate CSV locally, then import inventory into your authenticated Joe&dave workspace. Imports are validated again by the server before any database writes.
Required columns: item_code, warehouse, qty. Optional: valuation_rate.
The server revalidates each row. Inventory quantities are saved to your private workspace.
Joe&dave is designed to identify issues from actual company records and help authorized staff follow them through to resolution.
Calculated from saved invoice due dates and outstanding balances.
Calculated from saved stock quantities and reorder levels.
No actions are fabricated. Alerts appear only when saved business records meet the stated conditions.
Customer records are saved to your private workspace and isolated by authenticated account.
Create a real invoice with one line item, then record receipts against its outstanding balance. Amounts are entered in your selected currency and stored as minor units.
Choose an invoice or receipt and export a branded PDF (via print dialog) or high-resolution JPG.
Upload your business logo, business contact details and select the invoice and receipt designs. These preferences are saved to your workspace.
Choose a template for each document. A sample preview below is illustrative layout only; it contains no financial values.
12-month analysis of saved invoices, receipts, recorded expenses and customer activity. Empty periods remain zero; no sample data is added.
All chart values are calculated from your own saved records.
Calculated only from posted invoices and recorded item costs. Service costs not entered are not inferred.
Keep vendor contacts in the same workspace as purchasing and expenses.
Record actual business expenses. Posted expenses are journalled for accounting reports.
Trial balance and profit-and-loss figures are derived from posted journal entries, not sample data.
Create purchase orders against your supplier directory and receive stock into the inventory movement ledger.
Receiving a stock-linked line updates on-hand quantity through the stock movement ledger. Supplier bills and payable settlement are not yet included in this purchasing workflow.
Record vendor bills, track outstanding amounts and post payments against real balances.
Add a bank account, import statement lines and match them to posted cash/bank journal entries.
Closing a period requires a balanced trial balance. New journal postings dated in a closed period are rejected.
Module foundations for inventory, selling, procurement, people, manufacturing, projects and customer support. These screens describe the workflows planned for the platform; live write operations must be enabled and verified module by module before production use.
Serial and batch/lot tracking, multiple warehouses, transfers, stock counts and reconciliation, FIFO or moving-average valuation, expiry awareness and reorder suggestions.
Lead capture, pipeline stages, next follow-ups, quotations, sales orders and customer relationship history.
Material requests, supplier records, purchase orders, goods receipts, supplier invoices and three-way matching of PO, receipt and invoice.
Employee records, attendance, leave, expense claims, controlled payroll runs and payslip records.
Versioned bills of materials, nested components, work orders, job cards, production scheduling and work-centre capacity planning.
Projects, task ownership, dependency links, timesheets, approved hours, project cost and time-based billing.
Ticket lifecycle, assignment, priority, response/resolution targets, SLA due dates, internal notes and a publishable knowledge base.
Database structures are being added first. This does not yet mean each module has complete forms, authenticated API endpoints, approval workflows, reporting, or end-to-end tests. Existing finance, invoices and customer workflows remain separate and are not replaced by this extension.
Manage access to this business, switch between workspaces you belong to, and review current plan status. Billing is not enabled, so no subscription charges are being taken.
Subscription dates are administrative records only. Billing and automatic renewals remain disabled.
Only businesses that have granted your account access will appear here.
Add a person who already has a Joe&dave account. Email invitations are not yet enabled, so this does not send an email.
Run a read-only, evidence-based review of live company records, surface exceptions and save lightweight offline notes. Findings use explicit rules and source records; this is not a generative AI chatbot.
Sign in, then run a review to analyse records available to your account.
Notes are saved locally on this device and are not synced to the server. Do not put passwords, payroll details or confidential customer information here. Financial transactions are never queued for automatic replay.
The app checks connectivity continuously. Offline notes stay on this device; live records and transactions require a server connection.
Invoices, receipts, supplier bills and journals require a live response to avoid duplicate postings.
The adviser does not post, approve, pay or alter records.
Recommendations are prompts for review, not accounting, tax, HR or legal decisions.
Receivables = invoice balances still unpaid. Payables = supplier bills still outstanding. Stock alerts use recorded reorder levels. Profitability uses posted revenue and recorded costs only. Missing data is shown as unavailable, never zero by assumption.
The API is the authority for workspace access. The interface must not treat hidden buttons as security. Sensitive actions must be checked server-side; advice is read-only.
Prioritise overdue balances, low-stock exceptions, unreconciled bank lines and accounting-period risks. Each finding should point back to the source record and state the evidence used.
Posted financial changes should retain actor, time, source record and status. Never fabricate audit entries or replace the accounting ledger with dashboard totals.
Manage items, warehouses, serial/batch lots, stock movements and stock counts. Stock issues are blocked if they would create negative stock.
Track leads through a pipeline, quotations and sales orders against real workspace records.
Manage suppliers, material requests, purchase orders, receipts and supplier invoice matching.
Manage employee records, attendance, leave, expense claims and payroll runs. Payroll totals currently use base salary only; statutory deductions must be validated before live payroll.
Create bills of materials, work orders and job cards to plan and track production.
Track projects, task status, dependencies and logged time. Completion can be blocked until prerequisites are done.
Track customer issues, ticket status, SLA deadlines and knowledge-base articles.