01Today: one sheet, five versions.
The same client typed twice, dates in three formats, and a status column only one person understands.
Clients_FINAL_v3sample data · illustration
ABclients
ClientContact
Harbour BakeryDana R.
Harbour Bakery Ltd.Dana R.
North Ridge Clinicrequired
Maple & Pine MoversSam K.
Lakeside TutorsAri P.
Cedar Print ShopLee M.
CDprojects
ProjectStatus
Online ordersdone??done
Online ordersApril 3
Booking site03/042026-04-03
Quote tool2026-04-03
Parent portalin progress
Order synclive
EFGinvoices
InvoiceAmountPaid?
INV-0042$1,200yes
INV-00421200.00Y
INV-0043$4,850no
INV-0044$2,300partly
———
INV-0045$900yes
Invoice INV-0042Harbour Bakery Paid · synced to accounting
02We model it: every fact stored once.
We find the real things your business tracks, such as clients, projects and invoices, and give each one a single home.
Clients_FINAL_v3sample data · illustration
ABclients
ClientContact
Harbour BakeryDana R.
Harbour Bakery Ltd.Dana R.
North Ridge Clinicrequired
Maple & Pine MoversSam K.
Lakeside TutorsAri P.
Cedar Print ShopLee M.
CDprojects
ProjectStatus
Online ordersdone??done
Online ordersApril 3
Booking site03/042026-04-03
Quote tool2026-04-03
Parent portalin progress
Order synclive
EFGinvoices
InvoiceAmountPaid?
INV-0042$1,200yes
INV-00421200.00Y
INV-0043$4,850no
INV-0044$2,300partly
———
INV-0045$900yes
Invoice INV-0042Harbour Bakery Paid · synced to accounting
03You run on it: one system, many screens.
Your team works in screens built for their jobs, and every update reaches accounting, email and reports on its own.
Clients_FINAL_v3sample data · illustration
ABclients
ClientContact
Harbour BakeryDana R.
Harbour Bakery Ltd.Dana R.
North Ridge Clinicrequired
Maple & Pine MoversSam K.
Lakeside TutorsAri P.
Cedar Print ShopLee M.
CDprojects
ProjectStatus
Online ordersdone??done
Online ordersApril 3
Booking site03/042026-04-03
Quote tool2026-04-03
Parent portalin progress
Order synclive
EFGinvoices
InvoiceAmountPaid?
INV-0042$1,200yes
INV-00421200.00Y
INV-0043$4,850no
INV-0044$2,300partly
———
INV-0045$900yes
Invoice INV-0042Harbour Bakery Paid · synced to accounting