Small Business · 6 min

Small Business workspace

Find your way around Pulse, Cash, Profit, documents, and Agent.

Once a business workspace is open, the Personal sidebar goes away. You are looking at that business only.

Pulse

Start here. Attention cards rotate. Open a card to see the finding. Handle items that affect cash or a supplier.

Cash

Use Cash for the near-term picture, including money owed. Set a cash floor if you want a notice when the balance would drop below it.

Profit

Use Profit for income, costs, and the story of the period — not for household spending.

Documents and Agent

Upload invoices, bank activity, and supplier PDFs, then Process Documents. Agent (and the Ask pill) answers from this workspace’s files only.

Phone Full Mode

Pulse, Cash, Profit, Docs, and Agent appear when the phone is in Full Mode. Until Private Cloud business is live, treat demo-labelled numbers as examples.

You'll know it worked when

A processed invoice changes Pulse or Cash, and Ask cites that file.

If this doesn't work

Confirm the account menu shows the business name, not Personal. Process the documents in this workspace.