Your team
A teamthatknowsyourbusiness
Your Company Twin connects the facts. Your team puts them to work.
Customers, jobs, money and the details between them.
Your business, connected
See how the pieces fit.
Customers, jobs and invoices, with the evidence behind each one.
Customer
Oak Street Bakery
One customer. The whole relationship.
- Contact
- Sam Rivera
- Related work
- Kitchen ventilation service
- Open invoice
- INV-1042
Where this came from
Customer record
Sam is the billing contact. The service job and invoice belong to the same customer.
A useful next step
Example only. No live account connected.Check the job before drafting a payment reminder.
One connected view. A team that can work from it.
Follow the work
across your business.
Their jobs, invoices and conversations tell the rest of the story.
Company Twin connects those records
so your team can follow the work.
What does this customer need?
Example
Company Twin
Oak Street Bakery
Kitchen ventilation service
INV-1042 · $840
One customer. Related work. Original sources.
Example
Check the source.
Service report
Invoice record
Work complete. Invoice outstanding.
Two records, one connected view.
Example
Draft Payment follow-up
Hi Sam, here's the invoice for the ventilation service, along with the service report.
Prepared from the records.
Ready to review, not sent.
Example
A detail worth remembering.
“Send the service report with the invoice. Sam needs both.”
Recorded from an owner's note.
Useful context for the next follow-up.
Example
Your permissions apply.
Read connected records
Prepare a draft
Send to a customer Needs review
This example stops at the draft.
Example
Company Twin
Oak Street Bakery
Kitchen ventilation service
INV-1042 · $840
One customer. Related work. Original sources.
Example
Check the source.
Service report
Invoice record
Work complete. Invoice outstanding.
Two records, one connected view.
Example
Draft Payment follow-up
Hi Sam, here's the invoice for the ventilation service, along with the service report.
Prepared from the records.
Ready to review, not sent.
The facts. The context.
The next piece of work.
Company Twin
Example
Company Twin
Oak Street Bakery
Kitchen ventilation service
INV-1042 · $840
One customer. Related work. Original sources.
Company memory
Example
A detail worth remembering.
“Send the service report with the invoice. Sam needs both.”
Recorded from an owner's note.
Useful context for the next follow-up.
Evidence behind the answer
Example
Check the source.
Service report
Invoice record
Work complete. Invoice outstanding.
Two records, one connected view.
Work prepared for you
Example
Draft Payment follow-up
Hi Sam, here's the invoice for the ventilation service, along with the service report.
Prepared from the records.
Ready to review, not sent.
Clear limits on actions
Example
Your permissions apply.
Read connected records
Prepare a draft
Send to a customer Needs review
This example stops at the draft.
A working model
of your business.
Explore Company Twin
Built from the sources you connect.
OperationsSupportSalesFinanceResearchContent
Shared company context. Different jobs to do.
Meet your teamA customer calls about an invoice. Your team can trace it to the job, check the service report and prepare a useful reply. That is what connected company context is for.
TeamShiftFrom company context to useful work.
Know what is owed.
See the work behind it.
An open invoice tells only part of the story. Your finance worker can check the customer, related job and source records before preparing a follow-up.
Your business has context.
Give your team access to it.
Start with one job and the sources it needs. Build the Company Twin around the business you actually run.