Custom Software
SalesMind AI
SalesMind AI is a custom platform that runs a growing business's entire flow from first lead to cash in the bank — tailored to the business's real workflow rather than a generic accounting package, and BIR-ready by design.
The challenge
Operations ran on a patchwork — sales in one spreadsheet, collections in another, vendor payments in a notebook, and a generic accounting package that never fit. The same figures were re-typed across quotes, orders and invoices; there was no single source of truth; BIR compliance was a quarterly scramble; spending control was weak; and the owner could not answer 'how much are we owed, and by whom?' without building a report by hand.
The solution
Delivered in phases — each one live and proven before the next began, so the business kept running throughout. A sales pipeline and AI-assisted quoting turn a plain-language request into a drafted quote; sales orders lock until the owner approves; a procurement margin guard checks every purchase against a minimum markup; invoicing is BIR-compliant; payables and post-dated cheques are tracked and approved; and withholding, VAT and 2307s are computed automatically. AI also reads invoices and drafts quotes.
- AI-assisted quoting
- Owner-approved sales orders
- Procurement margin guard
- BIR-compliant invoicing
- Payables & post-dated cheque control
- Automated tax (withholding, VAT, 2307)
- Owner command-center — AR, AP, margin & cash
Results & impact
- Spreadsheets eliminated for sales, receivables and payables — one source of truth
- Data entered once flows through the whole cycle
- Quarterly BIR prep went from a scramble to a routine, filing-ready export
- Tighter financial control — no orders or purchases below margin without a sign-off
- Full real-time visibility of receivables, payables and margin
Built with
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