The AI operating system for multi-entity services businesses

Your whole business.
Live by tomorrow.

Sales, jobs, finance, payroll and support on one platform whose AI sees all of it. Bring your accounting system across automatically — core operations live in one business day, guaranteed, or our team does it with you, free.

Live in one business day AI that sees everything Cloud when you want it, private when you need it
Allwis

The whole business in one system

AccountingCRMPayrollJobsProposalsMarketingHelpdeskReporting
Why one platform

One system instead of
a stack that fights you

Every tool you bolt together is another export, another reconciliation, another subscription, another thing that breaks. Allwis replaces the stack — so the friction, the manual work and the cost go with it.

Enter it once

Data flows proposal → job → timesheet → invoice → ledger automatically. No re-keying, no copy-paste between apps.

No reconciliation between tools

One ledger across every entity — no month-end spreadsheet stitching separate systems together, no "which number is right?"

Lower cost & overhead

Retire the CRM, the accounting tool, the payroll app and the helpdesk. One subscription, one bill, fewer integrations to maintain.

One source of truth

Sales, finance, jobs and support share the same records. Context follows each client across every module — nothing falls through the cracks.

Close faster, with less risk

AI drafts, audits and flags; a human approves. Month-end, consolidation and compliance move faster with fewer errors.

Scales with the group

Add an entity, a jurisdiction or a client and the whole system already knows how to consolidate it — no new tool, no rebuild.

Who it's for

Built for service businesses —
and the builders who extend them

Whether you sell your people's time, run an accounting practice, manage a group of entities and investors, or build software on top of Allwis, the platform meets you where you are.

Service businesses

Any business whose product is its people's time — consultancies, agencies, engineering and design practices, trades and field-service operators. Win the work, deliver it, capture every hour, and bill it, without anything falling through the gaps between systems.

  • Quote → schedule → deliver → invoice in one flow
  • Every hour captured, costed and billable
  • One view of the client, enquiry to final payment

Accounting firms

Accounting and bookkeeping practices running client work end to end. Client ledgers, compliance and payroll sit in the same system as the practice's own jobs, time and billing — so nothing has to be reconciled between two tools.

  • Client proposals → jobs → timesheets → invoice
  • Live job costing, WIP & utilisation
  • AML/CTF, full AU & NZ payroll & compliance

Multi-entity groups & investors

Family offices, private equity, holding companies and agency groups running several entities at once. Provision a new entity top-down and consolidate the whole structure — and the portfolio — in minutes.

  • One-click entity provisioning
  • Intercompany elimination, FX & NCI
  • Portfolio rollup & investor reporting
Cultiver

Developers & partners

Build modules, workflow nodes, and AI agents on a clean SDK — then publish to the Cultiver Marketplace, the app store where businesses discover and install Allwis extensions, and get paid. Allwis is the identity and data layer; Cultiver handles distribution and billing.

  • Ship extensions to thousands of businesses
  • Marketplace billing & revenue share
  • Partner Program for app developers
The guarantee

Live by tomorrow.
Or we do it — free.

Self-serve with AI-guided onboarding — or our customer success team sets it up with you.

Live on day 1
CRM & sales
Jobs & proposals
Timesheets
Portals
Website & forms
Helpdesk
AI invoicing
Books opened

Bank reconciliation, tax, and payroll — onboarded properly, right after.

No three-month implementation. No six-figure consultants.

Proof

We run our own group of companies on it.

Allwis isn't a demo we maintain alongside a real system — it is our real system. Axonda Group runs its accounting, its public websites, its bookings and its events on the platform, across multiple entities in one workspace.

Accounting

Multiple entities on one chart of accounts, with consolidated reporting across the group.

Websites & forms

Public sites served from the platform on their own custom domains.

Accommodation

Live availability, bookings and guest stays for an operating hospitality business.

Events & ticketing

Public event pages, capacity and ticket sales, settled straight into the ledger.

Don't take our word for it — kinvararetreat.com.au is a live business site served by Allwis.

Straight from the product

Not a mockup.
The actual product.

Real screenshots from the Allwis demo tenant — not a mockup, and the same build running in production today.

Allwis dashboard — KPIs, AI insights, tenant health and compliance queue
Dashboard — KPIs, AI insights and the compliance queue on one screen
Bank reconciliation with AI-suggested matches
Bank reconciliation — AI-suggested matches
Service reporting dashboard
Service reporting — utilisation and margin
Job detail with costing and milestones
Jobs — costing, milestones and WIP
Model-flexible intelligence

AI that knows your whole business

Every AI feature has cross-module context — not just the screen you're on. Run it on Claude, another leading model, or your own private LLM. With a clear principle: suggest, flag, draft. Never auto-act. And an admin decides which AI features run, and which must mask personal data first.

Concierge command bar

Hit Cmd‑J anywhere and ask in plain English. The Concierge plans the steps, shows you exactly what it'll do, and only acts once you approve.

✓ Plan-first · You confirm every action

Deal scoring & forecasting

Scores every deal on engagement, profile fit, email sentiment, and stage velocity. Forecasts pipeline close probability weekly.

✓ Read-only · Never moves a deal

Invoice anomaly detection

Reviews every invoice against historical patterns and supplier norms. Flags duplicates, outliers, and suspicious entries for human review.

✓ Flags only · Never auto-adjusts

Commission review

Auto-calculates sales commissions against your rules, then presents an AI-reviewed summary for human approval before any payout.

✓ Human-approved · Full audit trail

Workflow AI steps

Drop AI-powered steps into any automation — classify leads, summarise tickets, draft emails, route to the right team, generate reports.

✓ Configurable · Fully transparent

Email summaries & next steps

Reads email threads and surfaces key actions, blockers, and draft replies — attached to the deal or contact automatically via Outlook sync.

✓ Outlook sync · Private by default

Support ticket triage

Classifies incoming tickets by product area, urgency, and sentiment. Suggests resolution paths and routes to the right team member.

✓ Suggestion only · Human routes

Governed AI controls

Turn any AI feature on or off per workspace, and force PII masking on sensitive tasks. Every AI call is logged with model, latency, and outcome.

✓ Admin-controlled · Fully auditable
The choice

You've had two options.
Now you have three.

The app stack you have now Traditional ERP Allwis
Time to liveAlready live — already broken3–12 monthsOne business day
Implementation costThe integration tax, foreverSix figures, plus consultantsFree — we do it with you
What the AI seesOne silo at a timeA module, if at allThe whole business
CustomisationWhatever the vendors allowChange requests, billedExtend it by prompt
Multi-entityOne subscription per entityEnterprise add-onNative, with consolidated reporting
Your AI, your dataVendor's cloud, vendor's AIVendor's cloud, vendor's AIAny model, any jurisdiction — own the database
Your AI · your model · your data

Choose any model — or run it
entirely on your own infrastructure

Allwis isn't locked to a single AI vendor. Pick the best model for each job — Claude, GPT, Gemini, an open-source model, or a private LLM running inside your own network. With a local model, your business data never leaves your environment.

AI model Per organisation · per task
C
Claude
Anthropic · deep reasoning & audit
Cloud
G
GPT
OpenAI · general purpose
Cloud
Gemini
Google · multimodal
Cloud
Local / self-hosted LLM
Llama, Mistral, Qwen · runs in your network
On-prem · private
With the local option selected, no business data leaves your environment.
🛡️

Data stays in your environment

Run a local or self-hosted model and sensitive records are processed on your own servers — nothing is sent to a third party.

🔒

No external-provider exposure

Keep regulated, confidential or client data off external AI APIs entirely — eliminating a whole class of data-leak and compliance risk.

Never used for training

Your data is yours. It's never used to train Allwis's models or any external provider's models — full stop.

⚖️

Right model for each task

Match capability to cost — a powerful cloud model for deep analysis, a fast local one for everyday automation.

The service business operating system

Win the work. Deliver it.
Bill it. All in one place.

Every stage of a service engagement — enquiry, proposal, delivery, time, invoice, support — runs on shared data, context, and AI. One system, not a stack of disconnected apps.

  • Kanban deal pipelineSequential stage progression, drag-and-drop, audit trail, deal notes, and parent deal relationships
  • Subscription line items ✦ AIMRR normalisation across all billing cycles — AI forecasting and deal scoring out of the box
  • AI email triage & draft replies ✦ AISummarises each inbound email, flags whether it needs a response, and drafts an editable reply — plus next-step suggestions and at-risk deal alerts
  • Company & contact enrichmentGoogle Places and LinkedIn enrichment — keep your CRM accurate without manual data entry
  • Stage transition audit trailFull history of every deal movement — who changed it, when, and why — with optional approval gates
Pipeline · AI deal scoring
DealScore · Value
Karaka Foods NZ
Enterprise Rollout
88$120k/yr
Meridian Group
Annual SaaS Licence
94$48k/yr
Tidal Works
Platform Migration
61$22k
✦ AI Forecast
Q2 pipeline confidence: $168k · 72% close probability
  • Jobs & projectsRun engagements end-to-end — milestones, tasks, job costing, WIP, and utilisation, all linked to the originating deal
  • Timesheets & time-to-invoiceCapture billable time with a one-tap timer, approve it, then turn approved hours straight into an invoice — no re-keying
  • Proposals & quotes ✦ AITemplate-driven proposals with public approval links — accept online and Allwis auto-creates the job and the invoice
  • Staff rates & profitabilityPer-staff cost and charge-out rates feed live margin on every job — see what's actually making money
  • Service workflowsConfigurable job stages and approval gates per service line — onboarding, delivery, sign-off, handover
Services · Job & delivery board
JOB-0312 · Website Rebuild In delivery
Budget
120h
Logged
78h
Margin
41%
Discovery & scope
Complete · 14h
Build & review
In progress · 64h logged
Client sign-off
Pending · approval link sent
✦ Ready to bill
62h approved · $11,160 ready to invoice this milestone
  • Complete chart of accountsFull double-entry bookkeeping with AU & NZ-compliant account types, GST/BAS, and P&L · Balance Sheet · Trial Balance · GST Return reports
  • Unified invoicing & AP/AROutgoing invoices and incoming bills with approval workflows, purchase orders, and tax calculations
  • AI anomaly auditing ✦ AIFlags unusual transactions and inconsistencies — flags only, never auto-adjusts. Human stays in control.
  • Bank reconciliationCSV/OFX import, AI-powered transaction matching, automatic journal entries, exception handling
  • Payroll — STP Phase 2, Super, PAYG · KiwiSaver, PAYE, ACCFull AU & NZ payroll: pay runs, payslips, leave entitlements, Single Touch Payroll (AU), and commission tracking with AI review + human approval
  • Multi-entity consolidation AU & NZGroup reporting with intercompany elimination, FX translation, profit deferral, and non-controlling interests. Provision a new entity's full chart of accounts top-down in one click
  • Portfolio & investor layerFor holdcos, agencies, and groups: roll up entities into a portfolio, track investor capital accounts, and report across the whole structure
  • Custom report builder ✦ AICompose your own P&L, balance-sheet, and operational reports from a guided spec — share them with the right audiences and ask follow-up questions in plain English
  • AML/CTF compliance AU & NZClient due diligence (KYC), AI risk rating, PEP & sanctions screening, ongoing monitoring, and SMR/TTR reporting — ready for AUSTRAC Tranche 2 (1 July 2026) and the NZ AML/CFT regime
  • Wise payments · Xero & QuickBooks migrationPay suppliers directly via Wise. Migrate from Xero (direct API) or QuickBooks (guided CSV import) gradually with built-in cutover tooling — no big-bang switch
Finance · Multi-entity group view
Consolidated Group Report Jun 2026
🇦🇺 Allwis AU Pty
$241k
Revenue
🇳🇿 Allwis NZ Ltd
$182k
Revenue
Account
Date
Debit
Credit
Bal.
4000 · Revenue
Jun 3
$14,200
$82,400
2100 · GST Collected
Jun 3
$2,130
$12,360
6100 · Wages
Jun 5
$8,400
$42,100
AI flagged: Possible duplicate — INV-2041 matches INV-2038
  • Campaign managementEmail, PPC, content, events, and social — managed in one unified view with UTM/attribution tracking
  • Drag-and-drop form builder7 pre-built templates — lead gen, survey, waitlist, event registration, contact, and more
  • Landing page builderBlock-based editor with 3 starter templates. Publish directly or embed in your existing site
  • Email sequencesMulti-step drip campaigns with conditional branching, merge fields, and open/click tracking
  • Google Ads & Meta Ads integrationConnect ad accounts, view spend and attribution data alongside your CRM pipeline
Marketing · Campaigns
Campaign
Status
Opens
Conv.
June Launch Email
Live
42%open
18leads
SMB Google Ads Q2
Live
$2.40CPC
34conv.
Onboarding Sequence
Live
68%done
91active
Webinar Invite — Jul
Draft
Re-engagement Aug
Paused
29%open
6leads
  • Visual workflow builderDrag-and-drop automation canvas — connect triggers, actions, filters, and AI steps visually
  • 10 trigger typesEvent, schedule, form submission, deal stage change, manual, webhook, and more
  • AI action steps ✦ AIDrop AI-powered steps into any workflow — classify, summarise, draft, score, route
  • Branching, delays & merge fieldsConditional logic, cron scheduling, time delays, resume-on-condition, and dynamic merge fields
  • 10 action typesEmail, notification, webhook, create/update record, AI action, Slack message, and more
Workflow · Deal won automation
Deal stage → Closed Won
Trigger · Deal stage change
AI: Draft welcome email
AI action step
Filter: Deal value > $10k
Condition · Branch
↓ (yes)
Add to onboarding sequence
Action · Email sequence
Create invoice (30-day terms)
Action · Finance · Invoice
  • Microsoft Outlook syncFull two-way email sync via Microsoft Graph API — emails attached to the relevant contact or deal
  • Real-time in-app notificationsPowered by Supabase Realtime — instant alerts for deal activity, approvals, and workflow events
  • Support ticket system ✦ AIBuilt-in ticketing with AI triage, priority scoring, routing, and suggested resolutions
Comms · Inbox
KF
Sarah · Karaka Foods
Re: Enterprise rollout timeline
2m
MG
Alex · Meridian Group
Signed proposal — ready to proceed
18m
TW
Jordan · Tidal Works
Migration questions — a few blockers
1h
AI
Allwis AI
✦ 3 deals need follow-up today
8h
🎟 Open ticket
TKT-0041 · Pine St Bakery — PAYE question
✦ AI suggested: Link to PAYE calculator guide
  • Support ticket system ✦ AIFull-featured help desk with AI triage — classifies by product area, urgency, and sentiment before a human even sees it
  • AI-suggested resolutions ✦ AIAI reviews each ticket against your knowledge base and past resolutions, and drafts a suggested response for agent review
  • Workflow-powered escalationsAuto-escalate by SLA breach, customer tier, or keyword — route to the right agent using the same visual workflow builder
  • CRM-linked contextEvery ticket is linked to the customer's contact and company record — agents see deal history, invoice status, and recent emails in one pane
  • Real-time notificationsPowered by Supabase Realtime — agents see new tickets and customer replies the instant they arrive, no polling required
Support · Ticket queue
Open tickets 4 open · 1 urgent
TKT-0048 · Karaka Foods NZ Urgent
Payroll run failed — STP submission error
✦ AI: Likely STP gateway timeout — workaround ready
TKT-0047 · Pine St Bakery Medium
GST return figures don't match Xero import
✦ AI: Rounding diff in tax period — draft reply ready
TKT-0046 · Tidal Works Low
How do I set up multi-entity consolidation?
Plus Jobs & Projects Timesheets Proposals & Quotes Payroll & HR · STP Phase 2 Task Management Custom Reports & BI Multi-entity Consolidation Portfolio & Investor Layer Concierge (Cmd-J) SSO & Domain Auto-join Cultiver Marketplace
Extensibility · Mobile · Marketplace

Built to bend around how you work.

No incumbent lets a small business reshape the platform itself. Allwis does — three ways. Use what's built in, vibe-code your own, or install from the marketplace.

Pillar 01 · Built-in + vibe-code

Vibe-code your
workflows

Describe what you want in plain English. Allwis builds it and runs it. No tickets. No waiting on engineering.

  • Visual builder with 10 trigger types
  • AI-powered action steps
  • Branching, delays, merge fields, webhooks
  • Live for non-technical staff
▸ You type "When a deal closes over $5k, send the proposal to legal and Slack me."
✓ Allwis builds Trigger → Branch ($5k+) → Email + Slack → Live in 30s
Pillar 02 · Allwis on the road

Field-ready PWA.
Install from any browser.

A real mobile experience — not a shrunken desktop. Built for sales reps, service techs, and anyone who works outside the office.

  • No app store · install from any browser
  • Voice notes in Australian English
  • Customer sign-off on-site (digital signature)
  • Works offline · syncs when you're back
Good morning, Sarah
3 open visits today
Call
Visit
Note
Acme CorpJane S.
BuildRightTom K.
NorthlandPita R.

Install — or
publish & earn.

Businesses install industry packs and integrations in one click. Partners publish their own extensions — and get paid through marketplace billing.

  • Industry templates (trades, accounting, services)
  • Publish extensions · marketplace revenue share
  • Custom AI agents and workflow packs
  • One-click install · isolated per tenant
▸ Browse · Install · Run
⊞ Tradie Job Pack★ 4.8 · 142 installs
◇ Practice Ignition Sync★ 4.9 · 89 installs
⌥ Industry CoA — NZ Builders★ 4.7 · 56 installs
Launching H2 2026
Multi-entity & consolidation

Run a whole group of companies
as if it were one business

Most platforms make you stitch separate accounts together with spreadsheets at month-end. Allwis treats the group as a first-class structure — spin up a new entity top-down, trade between them, and consolidate the full picture in minutes — across Australian, New Zealand, US and UK entities, with AU & NZ compliance built in at every level.

  • Top-down entity provisioningAdd a new company and Allwis builds its full chart of accounts, tax setup, and defaults from the group template in one click — no manual rebuild per entity
  • Intercompany trading & eliminationBill, loan, and transfer between entities. At consolidation, matching intercompany balances and revenue are eliminated automatically so the group isn't double-counted
  • FX translation & unrealised profit deferralMixed-currency groups translate to the parent's reporting currency. Profit on inventory or assets transferred between entities is deferred until it leaves the group
  • Non-controlling interests & ownership weightingPart-owned subsidiaries split correctly between the parent and minority holders, with net profit attributed by ownership share
  • Portfolio & investor layerRoll entities into a portfolio, track investor capital accounts — contributions and distributions — and report ownership-weighted net assets across the structure
  • One ledger, every viewDrill from a consolidated group report straight down to a single entity, account, or transaction — no exports, no reconciliation between systems
Finance · Group consolidation worksheet
Consolidated P&L — Allwis Group FY2026
🇦🇺 AU Pty
$2.41m
🇳🇿 NZ Ltd
$1.82m
🇬🇧 UK Ltd
£0.74m
Account
Sum entities
Eliminations
Consolidated
4000 · Revenue
$5.41m
($0.38m)
$5.03m
1200 · Intercompany A/R
$0.38m
($0.38m)
$0.00
1500 · Transferred assets
$0.92m
($0.06m)
$0.86m
3900 · NCI share
$0.21m
$0.21m
Intercompany balances matched & eliminated · FX translated · profit deferred
Minutes
Consolidation that used to take a month-end week
1 click
Provision a new entity's full accounting setup
Unlimited
Entities, currencies & ownership tiers per group
AU · NZ · US · UK
Run entities across four jurisdictions, AU/NZ tax built in
Ready for AUSTRAC Tranche 2 — in force since 1 July 2026

AML/CTF compliance, built in

Australia's Tranche 2 reforms brought accountants, bookkeepers and tax agents under the AML/CTF Act on 1 July 2026 — and NZ accountants are already captured under the AML/CFT Act. Allwis gives your practice the whole programme in one place, sitting right next to the client records and ledgers you already keep.

Customer due diligence (KYC)

Onboard clients with identity verification and beneficial-ownership capture for companies, trusts and partnerships — every check kept on a retained audit trail.

✓ AU & NZ · 7-year records

AI risk rating

Scores each client low / medium / high against structure, jurisdiction, PEP exposure and screening hits, with a written rationale. The officer confirms the rating.

✓ AI proposes · You confirm

PEP & sanctions screening

Screens clients and beneficial owners against PEP, sanctions and adverse-media lists through an integrated provider — and falls back to manual review, never a silent pass.

✓ Provider-integrated

Ongoing monitoring

Re-screens clients automatically on a risk-based review cadence — high-risk far more often than low — and alerts the compliance officer the moment a match surfaces.

✓ Risk-based cadence

SMR & threshold reporting

Raise and track Suspicious Matter Reports and Threshold Transaction Reports (cash ≥ $10,000), ready to lodge with AUSTRAC (AU) or the FIU via goAML (NZ).

✓ AUSTRAC & NZ goAML

AML/CTF program & AMLCO

Hold your written Part A risk assessment and Part B procedures, designate your AML Compliance Officer, and keep the program on a scheduled review.

✓ Part A/B · Officer designated

Allwis flags and drafts — a human always decides. Screening and reporting never auto-act.

Quote→Cash
Proposal · job · timesheet · invoice in one flow
Any LLM
Cloud or private · governed · runs in your environment
Multi-entity
Consolidation & FX across AU · NZ · US · UK entities
4 languages
Work in English, German, Spanish or French

Run your service business —
or build the next thing on it

Bring your accounting across, get your core operations live in one business day, and run the whole group on one platform. Building on Allwis? The Partner Program is how developers and software companies publish to the Cultiver Marketplace.

Book a demo Apply to the Partner Program

Australian-hosted · AU & NZ compliance included