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One map of connected experiences.

Access Control Company App

Install access control systems and manage client service.

Sector

Security & Facility Management

Role

Installation supervisor

Workflow context

Site survey → system design → installation → AMC and service

Access Control CompanyIAG-0744

Client Engagement & Work Management: Accounting Analyst

Full nameAccounting Firm Accounting Analyst App

Collect documents, complete assigned work and record time.

ERP

Accounting ERP

Micro-ERP

Client Engagement & Work Management

Role

Accounting analyst

Workflow context

Client engagements → recorded deadlines → work evidence → approved deliverables

CA and bookkeeping firmsERP-060-M01-A2

Client Engagement & Work Management: Accounting Client

Full nameAccounting Firm Accounting Client App

Upload requested documents, view shared status and approve deliverables.

ERP

Accounting ERP

Micro-ERP

Client Engagement & Work Management

Role

Accounting client

Workflow context

Client engagements → recorded deadlines → work evidence → approved deliverables

CA and bookkeeping firmsERP-060-M01-A3

Client Engagement & Work Management: Accounting Engagement

Full nameAccounting Firm Accounting Engagement App

Maintain matter details, deadlines and approved work notes.

ERP

Accounting ERP

Micro-ERP

Client Engagement & Work Management

Role

Engagement owner / accountant

Workflow context

Client engagements → recorded deadlines → work evidence → approved deliverables

CA and bookkeeping firmsERP-060-M01-A1

Practice Billing & Collections: Billing Operator

Full nameAccounting Firm Billing Operator App

Prepare invoices, record payments and close the daily counter.

ERP

Accounting ERP

Micro-ERP

Practice Billing & Collections

Role

Cashier / billing operator

Workflow context

Agreed engagement charges → client invoices → receipts → approved adjustments

CA and bookkeeping firmsERP-060-M05-A1

Client Books & Reconciliation: Bookkeeping

Full nameAccounting Firm Bookkeeping App

Post income and expense entries and reconcile recorded balances.

ERP

Accounting ERP

Micro-ERP

Client Books & Reconciliation

Role

Bookkeeper

Workflow context

Reviewed transaction entries → account balances → statement matching → reconciliation decisions

CA and bookkeeping firmsERP-060-M03-A1

Finance & Receivables: Bookkeeping

Full nameAccounting Firm Bookkeeping App

Post income and expense entries and reconcile recorded balances.

ERP

Accounting ERP

Micro-ERP

Finance & Receivables

Role

Bookkeeper

Workflow context

Income and expense entries → Party balances → Statement reconciliation → Approved settlements

CA and bookkeeping firmsERP-060-M07-A1

Client Books & Reconciliation: Business Finance

Full nameAccounting Firm Business Finance App

Review cash position, receivables and expenditure by category.

ERP

Accounting ERP

Micro-ERP

Client Books & Reconciliation

Role

Owner / finance manager

Workflow context

Reviewed transaction entries → account balances → statement matching → reconciliation decisions

CA and bookkeeping firmsERP-060-M03-A2

Finance & Receivables: Business Finance

Full nameAccounting Firm Business Finance App

Review cash position, receivables and expenditure by category.

ERP

Accounting ERP

Micro-ERP

Finance & Receivables

Role

Owner / finance manager

Workflow context

Income and expense entries → Party balances → Statement reconciliation → Approved settlements

CA and bookkeeping firmsERP-060-M07-A2

Practice Billing & Collections: Collection Manager

Full nameAccounting Firm Collection Manager App

Review unpaid invoices, allocate follow-ups and reconcile collections.

ERP

Accounting ERP

Micro-ERP

Practice Billing & Collections

Role

Collections manager

Workflow context

Agreed engagement charges → client invoices → receipts → approved adjustments

CA and bookkeeping firmsERP-060-M05-A3

Practice Billing & Collections: Customer Payment

Full nameAccounting Firm Customer Payment App

View bills, pay outstanding amounts and access receipts.

ERP

Accounting ERP

Micro-ERP

Practice Billing & Collections

Role

Customer / payer

Workflow context

Agreed engagement charges → client invoices → receipts → approved adjustments

CA and bookkeeping firmsERP-060-M05-A2

Client Query & Support Desk: Customer Service

Full nameAccounting Firm Customer Service App

Request service, approve estimates and review job status and bills.

ERP

Accounting ERP

Micro-ERP

Client Query & Support Desk

Role

Customer

Workflow context

Client queries → staff assignment → response evidence → accepted closure

CA and bookkeeping firmsERP-060-M06-A3

Client Document Requests: Document Administrator

Full nameAccounting Firm Document Administrator App

Manage versions, access groups and approved document templates.

ERP

Accounting ERP

Micro-ERP

Client Document Requests

Role

Records administrator

Workflow context

Document requests → client uploads → reviewer corrections → approved document pack

CA and bookkeeping firmsERP-060-M02-A3

Documents & Approvals: Document Administrator

Full nameAccounting Firm Document Administrator App

Manage versions, access groups and approved document templates.

ERP

Accounting ERP

Micro-ERP

Documents & Approvals

Role

Records administrator

Workflow context

Organization document requests → Versioned uploads → Reviewer decisions → Approved records and templates

CA and bookkeeping firmsERP-060-M10-A3

Client Document Requests: Document Reviewer

Full nameAccounting Firm Document Reviewer App

Review document versions, request corrections and approve final records.

ERP

Accounting ERP

Micro-ERP

Client Document Requests

Role

Reviewer / approver

Workflow context

Document requests → client uploads → reviewer corrections → approved document pack

CA and bookkeeping firmsERP-060-M02-A2

Documents & Approvals: Document Reviewer

Full nameAccounting Firm Document Reviewer App

Review document versions, request corrections and approve final records.

ERP

Accounting ERP

Micro-ERP

Documents & Approvals

Role

Reviewer / approver

Workflow context

Organization document requests → Versioned uploads → Reviewer decisions → Approved records and templates

CA and bookkeeping firmsERP-060-M10-A2

Client Document Requests: Document Submission

Full nameAccounting Firm Document Submission App

Upload requested documents and track review status.

ERP

Accounting ERP

Micro-ERP

Client Document Requests

Role

Staff / client submitting documents

Workflow context

Document requests → client uploads → reviewer corrections → approved document pack

CA and bookkeeping firmsERP-060-M02-A1

Documents & Approvals: Document Submission

Full nameAccounting Firm Document Submission App

Upload requested documents and track review status.

ERP

Accounting ERP

Micro-ERP

Documents & Approvals

Role

Staff / client submitting documents

Workflow context

Organization document requests → Versioned uploads → Reviewer decisions → Approved records and templates

CA and bookkeeping firmsERP-060-M10-A1

Client Books & Reconciliation: Dues Collection

Full nameAccounting Firm Dues Collection App

Track party balances, record follow-ups and prepare settlement requests.

ERP

Accounting ERP

Micro-ERP

Client Books & Reconciliation

Role

Collections / payable officer

Workflow context

Reviewed transaction entries → account balances → statement matching → reconciliation decisions

CA and bookkeeping firmsERP-060-M03-A3

Finance & Receivables: Dues Collection

Full nameAccounting Firm Dues Collection App

Track party balances, record follow-ups and prepare settlement requests.

ERP

Accounting ERP

Micro-ERP

Finance & Receivables

Role

Collections / payable officer

Workflow context

Income and expense entries → Party balances → Statement reconciliation → Approved settlements

CA and bookkeeping firmsERP-060-M07-A3

Workforce & Payroll: Employee Self Service

Full nameAccounting Firm Employee Self Service App

Submit attendance, leave and expense requests and view payslips.

ERP

Accounting ERP

Micro-ERP

Workforce & Payroll

Role

Employee

Workflow context

Employee attendance → Shift and leave approvals → Approved payroll inputs → Payslips and pay-run records

CA and bookkeeping firmsERP-060-M09-A1

Workforce & Payroll: Payroll Operations

Full nameAccounting Firm Payroll Operations App

Review approved payroll inputs, generate payslips and record pay runs.

ERP

Accounting ERP

Micro-ERP

Workforce & Payroll

Role

Payroll officer

Workflow context

Employee attendance → Shift and leave approvals → Approved payroll inputs → Payslips and pay-run records

CA and bookkeeping firmsERP-060-M09-A3

Purchasing & Vendor Management: Purchase Approver

Full nameAccounting Firm Purchase Approver App

Review spending requests and approve or return purchase decisions.

ERP

Accounting ERP

Micro-ERP

Purchasing & Vendor Management

Role

Purchase approver

Workflow context

Purchase requests → Vendor quotations → Approved orders and receipts → Supplier invoice references

CA and bookkeeping firmsERP-060-M08-A3

Purchasing & Vendor Management: Purchase Buyer

Full nameAccounting Firm Purchase Buyer App

Raise purchase requests, collect quotations and issue purchase orders.

ERP

Accounting ERP

Micro-ERP

Purchasing & Vendor Management

Role

Buyer / requester

Workflow context

Purchase requests → Vendor quotations → Approved orders and receipts → Supplier invoice references

CA and bookkeeping firmsERP-060-M08-A1

Practice Task & Deadline Scheduling: Resource Planner

Full nameAccounting Firm Resource Planner App

Allocate resources, prepare schedules and resolve booking conflicts.

ERP

Accounting ERP

Micro-ERP

Practice Task & Deadline Scheduling

Role

Planner / coordinator

Workflow context

Staff availability → engagement requests → work allocation → actual usage

CA and bookkeeping firmsERP-060-M04-A1

Practice Task & Deadline Scheduling: Resource Supervisor

Full nameAccounting Firm Resource Supervisor App

Confirm readiness, review usage and close completed allocations.

ERP

Accounting ERP

Micro-ERP

Practice Task & Deadline Scheduling

Role

Resource supervisor

Workflow context

Staff availability → engagement requests → work allocation → actual usage

CA and bookkeeping firmsERP-060-M04-A3

Practice Task & Deadline Scheduling: Resource User

Full nameAccounting Firm Resource User App

Request a slot, view confirmed allocations and report changes.

ERP

Accounting ERP

Micro-ERP

Practice Task & Deadline Scheduling

Role

Customer / assigned resource user

Workflow context

Staff availability → engagement requests → work allocation → actual usage

CA and bookkeeping firmsERP-060-M04-A2

Client Query & Support Desk: Service Desk

Full nameAccounting Firm Service Desk App

Register requests, estimate work and allocate a service owner.

ERP

Accounting ERP

Micro-ERP

Client Query & Support Desk

Role

Service coordinator

Workflow context

Client queries → staff assignment → response evidence → accepted closure

CA and bookkeeping firmsERP-060-M06-A1

Purchasing & Vendor Management: Supplier Collaboration

Full nameAccounting Firm Supplier Collaboration App

Submit quotations, confirm purchase orders and provide delivery documents.

ERP

Accounting ERP

Micro-ERP

Purchasing & Vendor Management

Role

Supplier

Workflow context

Purchase requests → Vendor quotations → Approved orders and receipts → Supplier invoice references

CA and bookkeeping firmsERP-060-M08-A2

Client Query & Support Desk: Technician Job

Full nameAccounting Firm Technician Job App

View allocated jobs, record work and submit completion evidence.

ERP

Accounting ERP

Micro-ERP

Client Query & Support Desk

Role

Technician / service worker

Workflow context

Client queries → staff assignment → response evidence → accepted closure

CA and bookkeeping firmsERP-060-M06-A2

Workforce & Payroll: Workforce Supervisor

Full nameAccounting Firm Workforce Supervisor App

Allocate shifts, approve attendance and review staffing coverage.

ERP

Accounting ERP

Micro-ERP

Workforce & Payroll

Role

Supervisor

Workflow context

Employee attendance → Shift and leave approvals → Approved payroll inputs → Payslips and pay-run records

CA and bookkeeping firmsERP-060-M09-A2

Acting School App

Run acting batches, workshops and audition showcases.

Sector

Education & Training

Suggested ERP

Training Centre ERP

Role

School administrator

Workflow context

Batch enrolment → workshops → rehearsals → showcases

Acting SchoolIAG-0230

Actor App

Track auditions, bookings and contracts.

Sector

Creator & Individual Professional Apps

Role

Actor

Workflow context

Auditions → callbacks → shoot bookings → contract payments

ActorIAG-0828

Acupuncture Clinic App

Book sessions, record treatment points and track progress.

Sector

Healthcare & Medical

Suggested ERP

Clinic Management ERP

Role

Acupuncturist

Workflow context

Consultation → treatment plan → session notes → follow-up

Acupuncture ClinicIAG-0199

Agri Consultancy App

Advise farms and track recommendations and visits.

Sector

Agriculture & Rural Businesses

Suggested ERP

Consulting Practice ERP

Role

Agri consultant

Workflow context

Farm intake → soil and crop assessment → recommendations → follow-up visits

Agri ConsultancyIAG-0696

Agricultural Equipment Dealer App

Sell farm equipment, finance and service.

Sector

Agriculture & Rural Businesses

Role

Dealer

Workflow context

Enquiries → demo and quote → sale and finance → service

Agricultural Equipment DealerIAG-0694