Phoros
Connect sales, stock, money, people, customers, websites, and the workflows between them.
Invoices, expenses, ledgers, reporting, and review
Inbox, contacts, follow-ups, and outreach
Products, stock, pricing, and exceptions
Checkout, payments, and sales records
Build and maintain your organization's website
Employee records, pay-run workflows, and review
Resume work with its current state and next step intact
Add staff when a workflow needs ongoing help
Purpose-built paths for the operations, records, and follow-through each team needs.
Stock, sales records, books, and follow-up
Guests, reservations, stock, suppliers, and daily close
Rent, maintenance, tenants, and documents
Patient records, practice workflows, billing, and follow-up
Trips, drivers, vehicles, dispatch, and daily close
The directory of vertical pages
Use the full-stack environment to build, preview, review, release, and operate software around the business.
Audit, build, pilot, deploy, and measure operational improvements
Build and deploy full-stack business applications
Run client work, records, follow-up, and billing in one place
Bring Phoros into client delivery with explicit responsibilities
Web presence, business cards, promotional and social content, one brand kit
Create invoices, track payments and expenses, and review profit, cash flow, balances, and overdue accounts from the same operating record.
Bring invoices, payments, expenses, and reports into one place, then review the records before you act.
Bring together invoices, receipts, payments, and account activity. You decide what belongs and what needs correction.
Use connected records to track invoices and payments, then check categories and exceptions instead of assuming every entry is right.
Reports reflect the records in Phoros. Your accountant or responsible person reviews the numbers and decides what happens next.
Create invoices, track expenses and payments, and review financial reports without rebuilding the record across separate tools.
Create branded invoices, set terms, send them, and track payment. You choose when overdue reminders go out.
Capture receipts with your camera. Use categories to organize expenses, and keep mileage and per diem records for travel.
Accept supported card and bank payment methods. When a payment connection is configured, clients can pay from the invoice.
Generate Profit & Loss, Balance Sheet, and Cash Flow reports from transactions recorded or connected in Phoros, then review the totals.
Set up subscriptions and retainers, choose an invoice schedule, and review the settings that control when invoices generate and send.
Organized transactions, period estimates, and year-end reports can help prepare the records your tax professional or responsible person needs.
Most systems make you choose: separate books per location, or merge them and lose the per-location picture. Separate ledgers with consolidated reporting means you keep both.
Per location, and consolidated
A ledger per bank account, each in its own currency, with the per-branch picture intact and one close at the end of it.
Cash as its own thing
Safe and petty cash are dedicated ledger types, apart from the normal books, with a live balance on each and deposits recorded against the slip number.
Getting records in
Bank statement import. A prepared file becomes a batch of transactions. A connected business bank account pulls its own transactions in without duplicate rows on a re-run. Receipts captured with the camera.
Reconciliation
Two ledgers reconciled against each other allowing small timing and amount differences. Counted cash declared and reconciled against the books.
Your chart, not ours
Your own general ledger codes, or start from the platform set and adapt, each code carrying its own colleague access. Saved report definitions run over any date range.
Who may see it
Ledgers, codes, report definitions and payroll records each carry their own colleague list, so the bookkeeper and the branch manager see different things.
And the honest line
Reports are generated from the records in Phoros. Statutory filing to the tax authority is prepared, not submitted.
Three finished sites from our gallery. Start from one and the site, brand and books launch together.
Every reference is a complete page: layout, copy, motion, and proof of how it renders on desktop and mobile. See all eighteen in the gallery
Use the records in Phoros to review revenue, expenses, cash flow, and balances before you make the call.
Revenue, expenses, and net income at a glance. Filter by date range, project, or client.
Track money in and out. Forecast future cash position based on outstanding invoices and bills.
Review assets, liabilities, and equity based on the records available in Phoros.
See which invoices are overdue and by how long. Prioritize collection efforts.
Compare recorded revenue and costs by client to understand where work is most profitable.
Break down recorded spending by category, review trends, and decide where costs deserve attention.
Accounting records can flow from the Phoros modules you connect.
Connected point-of-sale transactions can feed the accounting record and reduce duplicate entry.
Use connected inventory and sales records to calculate cost of goods sold and review margins.
Bring payroll expenses into the accounting record and review labor costs by department.
Connect supported accounts and import transactions for review and reconciliation.
Connect sales, expenses, payroll totals, invoices, and reporting through your Business Operating System.
Phoros can prepare accounting entries from connected sales, refunds, expenses, and supplier invoices for review.
Current invoices, payments, expenses, organized receipts, and financial summaries ready for review.
Receipts can be kept with the relevant transaction so later review starts from the record instead of a separate folder or inbox.
Connected payroll can carry approved payroll totals into the accounting record, reducing re-entry between the two workflows.
Yes. Virtual staff can prepare invoices, organize receipts, follow overdue balances, and assemble month-end records. Your accountant or responsible person reviews postings, payments, and reports.