All parts

Money: everything about money, in one place

Orders, payments, invoices and what you sell.

Money: orders, payments and invoices
About this part
  • Orders and paymentsWhat was bought, paid and refunded.
  • Invoices and estimatesWhat you bill and quote.
  • What you sellBookings, products, plans, services, subscriptions, memberships and event tickets.
  • Payment processing and POSTaking payments online and with card readers.
  • Money accountsPayouts and earnings, and where your money comes from.
  • Budgets, coupons, tax and feesThe numbers that shape each sale.
  • Investment and equityCap table, stock certificates and equity basis.
  1. Quote, then invoiceSend a quote for a deal, then invoice it from the quote.
  2. Record the paymentRecord a payment against the invoice it pays.
  3. Correct, never eraseVoid a mistake with a reason; the original stays.
  • GuardrailMonocle AI cannot read your invoices, payments or ledgers, and it does not give financial or legal advice.

How Money connects to the other five parts

Each item lives in one part and links to the others, so it is kept once and right everywhere.

  • MoneyRecords

    Billing through the deal

    A quote or invoice points to the deal it bills, and the deal points to its company.

    Open Records

  • MoneyWork

    Billing the deal

    A quote and an invoice point to the deal they come from, with no copy of it.

    Open Work

  • MoneyAssets

    Paperwork for the sale

    An invoice or a quote can be turned into a PDF to attach to an email.

    Open Assets

  • MoneyComms

    Listings and their price

    A listing in Comms shows what you offer; its price and the orders it brings are Money.

    Open Comms

  • MoneyTools

    Paid bookings

    A booking page can carry a price or an hourly rate, and each paid booking settles as an order in Money.

    Open Tools

Kept accountable, honest, secure and private

How the four principles apply to Money.

  • Accountability

    Changes to payments, invoices, estimates and orders, including voids and refunds, are recorded with who and when.

    Read the principle

  • Integrity

    A paid payment or invoice is voided with a reason, never deleted, and the original stays.

    Read the principle

  • Security

    Card details are entered with the payment processor, and who can see and change money follows their role.

    Read the principle

  • Privacy

    New invoices, quotes and payments start private.

    Read the principle

Comms keep it attached

Send the paperwork with context

An email can carry a link to an invoice or a quote, or a PDF summary of it.

Monocle AI, with you in the loop

Monocle AI's own tools cannot read your invoices, payments or ledgers, and it is instructed not to give financial advice.

Human in the loop AI

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