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.
Receipts are recorded only after an authenticated user submits them.
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.
Prioritize by due date and outstanding balance; open the source invoice and create an assigned follow-up task.
Flag items that reach configured reorder levels and guide staff to review purchasing needs.
Recommendations are explainable. The engine does not silently submit invoices, send money or post inventory adjustments.
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.