From signed quote to paid invoice, in one system.
Purchase orders, serials, technician custody, recurring and T&M billing, receivables — one auditable chain from the moment a quote is signed to the moment it's 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.
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.
Clients pay directly from the customer portal. Refunds and payouts reconcile back to the invoice they belong to, and funds settle straight 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.