Everything Allwis does
One product in place of the whole stack — CRM, accounting, payroll, marketing, proposals and helpdesk — with AI built into every module. Here's the full picture.
CRM & Sales
From first touch to closed-won, on one pipeline with the context already attached.
Organisations & Contacts
Companies and the people inside them, auto-filled from Google Places and enriched from LinkedIn so records start complete.
CSV & Excel Contact Import
Bring organisations and people in from any system — columns like company, contact name, email, phone and address are detected and mapped automatically, with a review step before import.
WhatsApp a Contact
Message a contact on WhatsApp straight from their record — the number and your draft open in your own WhatsApp, and the outreach lands on the contact's timeline.
Document Requests
Send a client a checklist of the documents you need. They upload each one in their portal, you accept it or send it back with a reason, and the request closes itself when everything required is in. Reminders go out on the cadence you choose, so nobody has to remember to chase.
Sales Pipeline
A six-stage Kanban with enforced stage progression, full stage history, MRR tracking, and forecast categories.
AI Deal ScoringAI
AI scores each deal and suggests the next step, so reps work the opportunities most likely to close.
Quotes & Proposals
Template-driven proposals with public approval links that auto-generate an invoice — and optionally a job — the moment they're accepted.
Raise a Proposal From Anywhere
Start a proposal straight from a deal or a client record. The client, contact and the deal's products and services are carried across, and the finished proposal links back to the deal it came from.
Proposal Document Export
Download any proposal as an editable Word document or a signable PDF, branded to the issuing entity.
Deposits on Acceptance
Require an up-front deposit — a percentage of the total or a fixed amount — collected the moment a proposal is accepted, as a partial invoice or a card charge.
Customer Credit Limits
Set a credit limit per customer; when accepting a proposal would push their outstanding balance over it, the acceptance is recorded but the job and invoice are held for a credit review before any work is committed.
Email Sync
Outlook / Microsoft Graph two-way sync threads customer email against the right deal and contact automatically.
AI Email Triage & Draft RepliesAI
AI summarises each inbound email, flags whether it needs a response, and drafts an editable reply — edit it and send straight from Allwis through your connected mailbox, or mark the email done or irrelevant to clear it off the list.
Unified Calendar
One month, week or agenda view across every connected mailbox, plus your bookings, task due dates, guest stays and compliance deadlines on the same grid. Add an event here and it lands on the account you choose, with a Teams link and invitations if you want them.
AI Call & Meeting NotesAI
Paste a transcript from your notetaker — or type up what was said — and AI writes the summary onto the contact's timeline, remembers what was agreed, and turns every commitment your side made into a task with a due date.
Click-to-Call
Call a contact from their record. Allwis rings you first, then connects you, so the person you're calling never waits on a silent line. Every call is logged against the contact and deal.
Call Recording & Consent
Record calls if you choose to, with an announcement the other party hears before connecting — or require them to press 1 first, for places where every party must consent. Recording stays off until you turn it on, and recordings are deleted automatically once your retention period is up.
AI Call TranscriptionAI
Recorded calls are transcribed with speaker labels, then summarised onto the contact's timeline with tasks for the follow-ups you committed to — the same as pasting in a transcript by hand.
Record Video Meetings
Record a meeting held in Allwis and get the same summary, timeline entry and follow-up tasks. Everyone in the room sees a recording indicator while it runs, and the recording is deleted once your retention period is up.
Bring Your Own Notetaker
Already use Fireflies, Otter, Gong, Zoom or Teams? Push those transcripts into Allwis over the API and they're summarised and turned into tasks exactly like everything else.
Finance & Accounting
A full ledger — not a bolt-on. Bank to balance sheet, multi-entity and multi-currency from day one.
Unified Invoicing
Incoming and outgoing invoices in one table with a draft → approve → send → paid workflow and atomic payment recording.
AI Invoice AuditAI
AI reviews incoming bills during approval and flags anomalies — it never silently changes amounts.
Duplicate & Statement DetectionAI
Email-imported documents are classified (invoice vs statement vs receipt) and cross-checked against bills already on file, so a supplier statement can't be paid twice.
Bank Reconciliation
CSV / OFX upload with AU/NZ bank-format detection plus the Wise API, reconciled against the ledger. Transfers between group entities post mirrored intercompany journals automatically, and a balance explainer breaks any statement-vs-ledger difference into named causes with guided fixes. Code a GST treatment as you reconcile — defaulted from the account, correctable after the fact, and split out to your GST accounts so it reaches the return. A printable Bank Reconciliation Summary shows ledger balance against imported statement balance as at any date.
Wise Bill Payments
Pay approved bills straight from your Wise balance, or queue them into a Wise batch to be approved in the Wise app before any money moves — the payment reconciles itself once it settles.
AI Categorisation & GL SuggestionsAI
AI proposes the right account for bank transactions and journal lines; a human confirms before posting.
Chart of Accounts & Journals
A full chart of accounts with manual and automated double-entry journals and audit trails. Manual journals carry a GST treatment per line — tax inclusive or exclusive — so an adjusting entry reaches the GST return instead of disappearing from it, and can be flagged to show on cash-basis reports when the journal records money that actually moved.
Spreadsheet Workpapers
Build schedules and calculations in a built-in spreadsheet and attach them to journal entries — each attachment freezes an immutable copy, so the numbers behind an entry can't silently drift.
Industry-tailored starter chart of accounts
New entities start empty; generate a standard chart of accounts tailored to the entity's industry and country in one click, or import your own from Xero, QuickBooks or CSV.
Purchase Orders & 3-Way Match
Raise POs, receive against them, and match incoming bills on order ↔ receipt ↔ invoice — optionally blocking approval of any bill that exceeds the PO amount or the quantity received, beyond a set tolerance.
Verified Vendor Bank Details
A supplier's payout account must be verified once before any Wise payment, and a bill whose bank details differ from the verified account is flagged as possible invoice-redirection fraud instead of being paid.
Financial Reporting
P&L, Balance Sheet, Cash Flow, Aged Receivables and GST/VAT returns, exportable as PDF, Excel or CSV — amounts export as plain numbers, so a downloaded report drops straight into your own formulas.
Allwis for Excel & Google Sheets
Insert any report — statements, budget vs actual, or your own custom reports — into your own workbook as a live table with a native chart, and refresh it in place. It runs as you, so it returns exactly what your permissions already allow, and signing in uses a one-time code rather than storing a password in the file.
AI Commentary on ReportsAI
Add a column of short plain-English notes to any report, written by AI from the figures already on the page. It never states or recalculates a number, the column is labelled as AI-written wherever it lands — including in Excel and Google Sheets — and it can never be summed into a subtotal.
Planning & Budgets
Monthly budgets and forecasts drafted from your own journal history plus contracted subscriptions and stage-weighted pipeline — refined in an editable grid, with one-click rolling re-forecasts, a monthly budget-vs-actual report (single entity or group roll-up, with PDF/Excel export) and off-plan alerts.
Scenarios & AI Planning AdvisorAI
Model what-ifs against a plan — revenue pushes, price rises, new hires — with live profit, margin and indicative cash impact, then promote the winner into the plan. AI reviews plans, scenarios and monthly variances and proposes refinements you accept or dismiss; it never changes numbers itself.
Month-End Close
A close cockpit that checks bank reconciliation, drafts, depreciation, FX revaluation, payroll and intercompany balances, then locks the period against back-dated posting.
Multi-Entity & Multi-Currency
Run a group of entities each in its own currency, with foreign-exchange handling, AU/NZ GST/VAT, and per-entity charts of accounts, tax rates and product catalogs built in from day one.
Guided Setup for Every New Entity
Adding an organisation opens its own setup checklist — chart of accounts, tax rates, data import, opening balances, bank accounts, intercompany pairs and team access — tracked per entity, so the second and tenth organisation get the same guided start as the first.
US, UK & German Entities (early access)
Add a US, UK or German subsidiary to your group: USD/GBP/EUR books on a local chart of accounts, local-format invoices (EIN / VAT number / USt-IdNr), and a jurisdiction compliance calendar (US: Forms 941/940, W-2, 1099-NEC; UK: VAT, PAYE/NIC, Corporation Tax, Companies House; Germany: USt-Voranmeldung, Körperschaft- & Gewerbesteuer, Bundesanzeiger).
Multi-Entity Consolidation
FX translation, intercompany elimination and non-controlling interest, rolled up into one set of group reports.
Tracking Categories
User-defined dimensions (property, region, department, …) tagged onto journal, invoice and bank lines — per line, per whole invoice, or auto-applied from remembered supplier defaults — exposed as filters across reports, with configurable allocation of shared amounts (in full, equal split, or proportional to an account group).
Migrate from Xero, Zoho Books, MYOB or QuickBooks
Bring your chart of accounts, contacts, opening balances and historical account transactions across — a direct Xero or Zoho Books API import, or a guided CSV import for any other system.
Guided cutover planning
Choose your cutover date and how many prior financial years you want, and the wizard works out the rest — which period comes across as a summary, which needs transaction detail, and the date your trial balance has to be taken so a year's profit isn't counted twice. Every later date field is filled in for you.
Migration verification
After a Xero import, compare your Allwis ledger against Xero account by account — balance sheet balances and financial-year P&L movement — with variances flagged and P&L and Balance Sheet totals side by side.
Payroll & HR
Pay people correctly in Australia and New Zealand, with the compliance built in.
PAYE / PAYG Payroll
Pay runs with PAYE/PAYG tax, KiwiSaver and Superannuation calculated for each employee.
ABA Direct Entry & STP
Export an ABA direct-entry file for AU pay runs and report through Single Touch Payroll.
Leave & Pay Slips
Leave management, accruals and per-employee pay slips.
Commission TrackingAI
Auto-calculated commission on paid invoices, AI-audited and held for human approval before payment.
Employee Portal
A self-service portal where staff view pay slips, leave balances and timesheets. Link a team member's login to their payroll record and they go straight in from Allwis; contractors get the same portal with leave left out.
Smart Expense ClaimsAI
Staff snap a photo of a receipt and AI reads the merchant, amount, date and category to prefill the claim, ready for approval.
Payroll Onboarding & Migration
Bulk-import employees and opening leave balances from a CSV or Excel export with automatic column mapping, and record mid-year YTD opening balances so cutover from a previous payroll system reports correctly.
Employee Contracts & E-Signing
Generate contractor and employment agreements from each employee's record — using your own contract template with merge fields, set per entity or org-wide, or the built-in standard form. Send for signature natively or via DocuSign, and optionally block payment until the contract is signed.
Jobs & Time
Quote it, schedule it, do the work, and bill the time back out — without re-keying anything.
Jobs & Costing
Job costing with phases and utilisation tracking, created straight from an accepted proposal. Group a job into phases with their own hours and fee budget, then invoice a whole job, a single phase, or just the tasks you pick — with progress billing that never double-bills a task and traces every line back to its task and phase. Work-in-progress — work delivered but not yet billed — surfaces as a dashboard metric that drills through to the unbilled jobs.
Timesheets
Time entry against jobs, with a submit-and-approve step before hours are billed and one-click time-to-invoice billing.
One-Tap Time Logging
A start/stop button on the dashboard, on your phone and in the employee portal. Start the clock without choosing a job first, say what you were doing, and file the hours against a task later — so time gets recorded when the work happens rather than reconstructed at the end of the week. Employees without an Allwis login can log hours from the portal too.
Contractor Self-Billing
Set someone up as a contractor with their own pay rate, supplier record and expense account, and Allwis raises the bill you owe them from their approved hours — automatically on approval if you want it. Issued as a recipient-created tax invoice against the entity that owns the job, with the self-billing agreement and their tax registration recorded on it.
Dispatch
Schedule and assign jobs to the field team.
Tasks
A shared to-do list that threads across deals, jobs and tickets. Assign a task to one person or to several — teammates and portal contacts together — and filter the inbox by task type or by who it belongs to.
Marketing
Capture demand and nurture it automatically — builders, sequences and ad sync in one place.
Form Builder
Drag-and-drop forms with seven starter templates that feed straight into the CRM.
Instant Lead Alerts
Email, SMS or WhatsApp the moment a form is submitted — and answers can auto-classify the organisation (e.g. Partner Prospect).
Landing Pages
A visual landing-page editor with three templates and direct image uploads, published on public URLs.
Smart Contact ListsAI
Build audiences by hand, or describe them in plain language and let AI turn it into a live filter — target contacts by CRM and finance data (contact type, sales stage, lifetime value, overdue invoices) and your own custom fields.
AI Campaigns (Outreach)AI
Describe your message and let AI draft the email or SMS; pick a list, see exactly who it reaches, review and edit. Built on your CRM data, with consent re-checked before every send.
Email Sequences
Multi-step sequences with branching and A/B testing.
Workflow Automation
A visual builder with ten action types to automate follow-up across the platform.
PPC Sync
Google Ads and Meta Ads spend and performance synced back into reporting.
Helpdesk
Turn inbound questions into tracked tickets your customers can follow.
Ticket Management
Tickets with SLA timers, priority and assignees.
AI Triage & Reply DraftsAI
AI prioritises and routes new tickets, and drafts a suggested reply — pulling from similar resolved tickets — for the agent to review and send.
Inbound Email Tickets
Customer emails become tickets automatically via the inbound webhook.
Customer Portal
A public, cookie-less portal where customers raise and track their own tickets — served at a clean per-business link and branded with that entity's name.
Compliance
Meet AU and NZ obligations without leaving the platform.
AML / CTF
Customer due diligence (KYC), risk rating, PEP & sanctions screening, ongoing monitoring and SMR/TTR reporting for AUSTRAC (AU) and DIA (NZ).
GST / VAT Returns
GST/VAT calculated through the ledger and produced as a filing-ready return, on a cash or accrual basis — with the basis stated on the return and its exports.
GST Audit Report
Every GST-coded transaction behind a return, grouped as GST on income, GST on expenses, GST-free and BAS excluded, with a reconciliation back to the return. Exports as its own file or as a second sheet on the return's workbook.
AI, built in
AI works inside every module — scoring, auditing, suggesting and summarising as you go.
Allwis ConciergeAI
A Cmd-J command bar that turns plain English into a planned, confirm-before-run action across the app — with ready-made example prompts matched to your role.
Daily BriefingAI
Each morning AI reads what changed across your business and delivers a short narrative with suggested actions — in the app, and by email if you opt in.
Dashboard InsightsAI
AI reads your live numbers for the period you're looking at and writes the handful of things worth acting on. Open any one for the reasoning behind it and a button straight to the screen where you fix it.
Instant Business BriefingAI
The moment your data import finishes, AI reads your books and hands you a state-of-your-business summary — cash position, overdue receivables, top customers, pipeline and a 13-week cash-flow outlook.
Invoice ExtractionAI
PDF bills are read and turned into structured invoice data on upload.
Refine Long DocumentsAI
Ask AI to check the merge fields, tidy the layout or make the terminology consistent in a contract template, proposal template, help article or compliance program. Each correction is proposed separately with a reason — you accept the ones you want, and nothing changes until you do.
Email SummarisationAI
Long threads are condensed to the decision and the next step.
AI Decision LogAI
Every AI suggestion is logged with retries, a circuit breaker and structured reasoning for auditability.
AI Spend DashboardAI
See your AI cost, call volume, error rate and spend-over-time by task type and provider, from a durable daily rollup.
AI Spend BudgetsAI
Set a monthly AI budget for your workspace with an alert threshold, and optionally hard-stop AI calls when the cap is reached.
Per-Task AI ControlsAI
Enable or disable individual AI tasks, force PII masking, and cap the output tokens each task may use.
Platform & Admin
Multi-entity, multi-currency and secure-by-default — the foundation under everything above.
Business Health Dashboard
One status page that scans accounting integrity, lodgement deadlines, AML/KYC and access security, ranks every finding by severity, and links straight to where you resolve it.
Multi-Tenancy & RBAC
Row-level-security isolation per tenant with role-based access control on every module.
Login Recovery
Move your sign-in address when the old mailbox is gone. Confirm from the new address with your password — no link to click in an inbox you can't open. If you're locked out entirely, an admin on your team can start it for you, and the old address is always notified with a one-click cancel.
Bring-Your-Own AI & Data Governance
Point AI features at your own provider key or a self-hosted model. Turn on self-hosted-only mode to keep prompt data on infrastructure you control, or disable the shared-model fallback so a request fails closed rather than leaving your boundary.
Self-Hosted AI Connector
Run a model on your own network without exposing it to the internet. A small agent beside your model dials out to Allwis over HTTPS — no inbound port, no firewall change, works behind NAT. Benchmark your own model against the cloud providers on the same tasks before you route production traffic to it.
Custom Reports & Dashboards
Build dashboards and custom reports over your own data, with defined audiences. Define your own KPI metrics — filtered aggregates or formula calculations that combine existing metrics, like Profit = Revenue − Total Expenses — and pin them to your dashboard.
Branding
Your logo and identity across portals, proposals, invoices and emails.
Guided Setup
A setup hub tracks your configuration progress automatically — chart of accounts, tax rates, team, payroll, banking — with a dashboard progress nudge and step-by-step guidance on every module's first-run screen.
Playbooks
A "Make the most of Allwis" hub tells the story of shipped workflows — like fully automated supplier bills — in three steps each, detects when a workflow is live in your workspace, and deep-links to where you switch it on.
ABN Lookup Auto-fill
Search the Australian Business Register during setup — legal name, ABN, business structure and GST status auto-fill and verify as you type.
Integrations
Xero and QuickBooks migration, Microsoft Outlook, Stripe & Stripe Connect, Wise, Google Places, Proxycurl, Resend and Azure Document Intelligence.
Developer API & MCP Server
Public REST API with an OpenAPI 3.1 spec, scoped tokens, batch imports and idempotent retries — plus a Model Context Protocol endpoint so AI agents can drive migrations and integrations as tool calls.
Optional add-ons
Modules any workspace can switch on the day the business needs them — from peer-to-peer video calls to full AML compliance.
Video Meetings
Private peer-to-peer video calls for up to six people — media flows directly between participants and never touches a server. Start an instant call from a meeting, contact or deal, share a guest link, or point your booking links at Allwis Video instead of Teams or Meet.
Bookings & Appointments
Public booking pages with availability rules, calendar sync and reminders — customers pick a slot and the meeting lands on your calendar.
WebsitesAI
Customer-facing multi-page websites built from starter templates with your branding applied automatically — a visual block editor with direct image uploads and a draft → publish workflow. Generate a site with AI or rebuild one from an existing website, edit any page — or a single block — from a plain-language prompt, and undo any change from the page's saved version history. Share a draft with outside testers through expiring, revocable preview links, and collect their feedback right on the page before you publish. Publish on your own domain name: copy the two DNS records we show you into your registrar and the HTTPS certificate is issued automatically, with the plain and www versions pointing at the same site — and the browser tab shows your icon, not ours. Visitor numbers are built in: see how many people visited each site and where they came from, measured without a third-party tracker and without setting a cookie.
Outreach (AI Campaigns)AI
AI-first email and SMS campaigns built on your CRM data — describe the message, review the draft and exactly who it reaches, then send with consent re-checked at send time and engagement fed back into deal scoring.
Unified InboxAI
Email from all your connected mailboxes in one place, sorted into Needs you / FYI / Noise by AI — reply without leaving Allwis, or mark items done or irrelevant to clear the lane.
Messages
Internal team messaging with open channels for the whole workspace and private, membership-restricted channels.
PlanningAI
Budgets, forecasts and what-if scenarios drafted from your own journal history, with budget-vs-actual variance tracking and an AI advisor that proposes refinements you accept or dismiss.
Subscription Billing
Recurring billing for plan-based customers — each billing cycle drafts the invoice automatically.
Membership Management
A member directory with plans, recurring dues and automatic renewal invoicing.
Accommodation & Bookings
Run a property's stays — units, an availability calendar, and reservations that create a guest contact and post to your real chart of accounts.
Events & Ticketing
Create ticketed events and sell tickets on your public website with Stripe checkout — every order raises a real invoice posted to your chart of accounts, buyers get their tickets by email with a calendar invite, and attendees land in your CRM.
Inventory
Multi-location stock tracking with reorder thresholds and an append-only movement log.
Fixed Assets
An asset register with straight-line depreciation, month-end posting and disposal tracking.
AML/CTF Compliance
Customer due diligence (KYC), risk rating, PEP & sanctions screening, ongoing monitoring and SMR/TTR reporting for AUSTRAC (AU) and DIA (NZ).
Connects with
Built for multi-entity service businesses — accounting and bookkeeping firms, family offices, private equity, and field-service operators — with multi-currency and AU/NZ tax handling built in.
Stop stitching tools together
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