MSP finance, from signed quote to paid invoice.
Billing runs, unbilled work, receivables, margin, vendor bills and credits, and client payments in one auditable chain, from the moment a quote is signed to the moment it is paid. AI prepares the work. A person approves anything that moves money.
- 7 stages
- sell to collect, one system
- 0
- hours ever billed twice
- Locked
- invoices once issued
Billing Command Center
Recurring agreements
$12,150
12 agreements, prorated correctly
Unbilled hours
$6,270
38.5 hours, role rates applied, none billed twice
Corei states what it does not know, this preview does not query live PSA billing status.
One system, one record, start to finish.
Sell
Signed quote
Order
Sales order
Buy
Purchase orders
Receive
Stock & serials
Deploy
Technician custody
Bill
Invoice
Collect
Paid
Buy the shortfall, track every serial, trust the count.
One-click POs
Generates purchase orders per preferred vendor, ordering only the shortfall.
Receiving & returns
Receiving, shipping, and returns both ways, with RMA references kept on the record.
Stock you can trust
Every movement goes through a log that can't be edited after the fact.
Serials, end to end
Every serial tracked from receipt to retirement, no gaps in the chain of custody.
Technician custody
Parts a technician uses for a customer flow straight into billing, nothing left on a shelf, untracked.
Billing that matches what actually happened.
The whole finance picture, in the same system as the work.
Billing runs
Run billing for agreements, time and products in one pass, with blockers listed.
Unbilled work
See time, products and services that have not been billed yet.
Receivables
Track what is owed and apply payments to the right invoices.
Margin
See margin by client and agreement, for people allowed to see cost.
Vendor bills and credits
Record vendor bills and credits and match them to the work.
Business Central sync
Accounting syncs with Microsoft Dynamics 365 Business Central.
Labor cost from payroll
Labor cost comes from payroll through iSolved, so margin uses what you actually pay.
FX rates
Foreign exchange rates for vendors and clients billed in other currencies.
Corei never issues, voids, credits or collects. A person does.
Everything ready to invoice, and everything blocked, with the reason.
Illustrative example: $18,420 ready ($12,150 recurring agreements and 38.5 unbilled hours) and $6,150 blocked, two agreements still billing in the PSA ($4,200), a shipped product with no price ($1,350), and a time entry with no rate ($600). Corei recommends confirming PSA billing is off for Alder Freight's two agreements first, because it releases the largest blocker, and it says plainly what it doesn't know.
Billing Command Center
Recurring agreements
$12,150
12 agreements, prorated correctly
Unbilled hours
$6,270
38.5 hours, role rates applied, none billed twice
Corei states what it does not know, this preview does not query live PSA billing status.
Trustworthy by design, not by promise.
Facts, computed by the database
Under your permissions, not guessed by a model.
Unverifiable evidence dropped
Cited evidence not in the facts is dropped, not kept.
Says what it doesn't know
No confident guesses standing in for missing data.
Cost & margin hidden
Without explicit permission, they simply aren't shown.
Every recommendation logged
With the model and prompt version that produced it.
Prepares, never transacts
AI can't issue, void, credit, or collect, ever.
Some things aren't configurable.
Get paid from the portal, with Stripe AutoPay.
Clients pay from a payment portal and can turn on AutoPay. Refunds and payouts reconcile back to the invoice they belong to, and funds settle to your account.
Illustrative payment
See what's ready to invoice, and what's quietly blocked.
Walk through the full chain from signed quote to paid invoice in a 45–60 minute demo.