01
Keep billing connected
Manage invoices alongside clients and delivery.
Understand the numbers with the work still in view.
Bring invoices, expenses and project context into your regular finance review. Find the records that need attention and give the next action an owner.
Explore BOSS* plans and pricingA closer look at Financial operations
Illustrative recordsOne connected workspace
Financial operationsOverviewMy workspace
MONEY / Financial operations
Example workspaceFinancial overview
| Record | Client or project | Amount | Status |
|---|---|---|---|
| INV-1042 |  Planet Express | $3,000 | Awaiting payment |
| INV-1041 |  MomCorp | $1,500 | Paid |
| Project expenses | Website launch | $600 | Recorded |
Paid invoices$1,500
Awaiting payment$3,000
Recorded expenses$600
Financial operationsOverviewMy workspace
MONEY / Financial operations
Example workspaceFinancial overview
Financial operationsDetails
Review this week’s records
Operational finance
- Client follow-up
- INV-1042 · $3,000
- Recorded expenses
- $600
- Owner
- Leo Rainer
This view connects financial records and follow-up work. Keep formal accounting and reconciliation with your finance process.
Bring invoices, expenses and project context into your regular finance review.Interactive illustration of BOSS*
Financial operations in your working day
A finance review with fewer missing pieces.
BOSS* connects everyday financial records to company operations. Your formal accounting process can stay with your accounting team while project and client work share a useful operational view.
02
Give spending context
Keep receipts, expenses and project costs together.
03
Ask better questions
Review financial records with the time and work behind them.
Your AI agents, connected to BOSS*
Bring useful context to your finance review.
Ask a supported agent to explain what needs attention, compare the available records or help with the next step. Access and supported actions follow your connection and permissions.
Try a conversation
Useful records, brought into the same question.
Access follows your role and permissions.… and other compatible AI agents
ClaudeBOSS* connectedFinancial operations / Example conversationYou ask: Summarize the paid invoice, unpaid invoice and expenses. Do not present unpaid invoices as cash received.
The records show $1,500 paid, $3,000 awaiting payment and $600 in expenses.
| Record type | Amount |
|---|---|
| Paid invoice | $1,500 |
| Awaiting payment | $3,000 |
| Recorded expenses | $600 |
This is an operational record summary, not a bank balance or a full profit calculation.
Illustrative answer from the records shown.
ClaudeBOSS* connectedFinancial operations / Example conversationYou ask: Which follow-up belongs in this week’s finance review?
Check the payment status of INV-1042.
| Item | Next step |
|---|---|
| Planet Express · $3,000 | Confirm payment status with the client |
| Website launch · $600 expenses | Review the source records |
Assign the follow-up to the person responsible for the relationship.
Illustrative answer from the records shown.
ClaudeBOSS* connectedFinancial operations / Example conversationYou ask: What else do we need before deciding whether the website launch is profitable?
The expense total alone is not enough.
| Needed | Reason |
|---|---|
| Agreed and recognized revenue | Establish the revenue basis |
| Recorded time and rates | Account for delivery effort |
| Other allocated costs | Complete the cost picture |
Review the basis with your finance team before drawing a profitability conclusion.
Illustrative answer from the records shown.
Illustrative conversations. Available records, actions and response formats depend on your AI client, connection and permissions.
Part of one business workspace
Keep the next part of the work connected.
Move from the detail you are reviewing to the people, projects and records around it.
Invoicing
Prepare invoices, follow their status and organize the next step in the same workspace as your projects. Give billing a clear place in the working day.
Explore the workflowExpense management
Upload a receipt image or PDF, review the extracted details and connect the cost to its project. Manual entry is there when you need it.
Explore the workflowProject budgets
Bring estimates, recorded time and expenses into the project review. See when the numbers call for a conversation before your team agrees to more work.
Explore the workflowSee how it fits your team
Bring your real workflow to a demo.
We’ll walk through the details with you, from the first record to the next action.
“Aqtos has revolutionized the way we operate as a growing startup by consolidating our CRM, finances, task planning, project management, and HR into one central platform.”
Momir PolenakovikjOperations Manager, Synapse Aviation
What financial operations does Aqtos BOSS* cover?
Aqtos BOSS* includes billing and invoicing, expense management and related business context such as clients, projects and time tracking. These workflows sit in the same platform as wider company operations.
How does this help with project spending?
Expenses can be associated with projects. Together with project and time records, that gives your team context for discussing the costs of delivering work.
Can I capture expenses from receipts?
Yes. Upload a receipt image or PDF for AI-assisted extraction, or enter an expense manually. Review the information before using it in your finance process.
Is this a full accounting or budgeting replacement?
This page describes operational workflows around invoices, expenses and project context. Bring your accounting, forecasting, approval and reporting requirements to a demo so the team can confirm fit before you change systems.
See how fits
your working day.
- Projects, people and finances together
- Up to 100 users on Pro
- Works with connected AI tools