Everything from delivered work to collected cash.

Project overview

Track budget use, recorded time, billable value, invoiced value and work ready to invoice.

Fast time tracking

Use a running timer or add and edit time entries with the right project and task context.

Teams and tasks

Assign project managers and members, organize work by task and control what is billable.

Invoice from source work

Start an invoice from a project or from the exact uninvoiced period you are reviewing.

Deal pipelines

Organize opportunities in customizable pipelines, work the board directly and keep expected value, owner and close date visible.

Professional estimates

Create an estimate from the deal, send it to the client and keep its commercial history beside the opportunity.

Public estimate acceptance

Give clients a clear, signed public link to accept or reject an estimate, then convert an accepted estimate to an invoice or project.

Sales and recurring invoices

Create one-off invoices or schedules for work billed on a repeating basis.

Email and e-invoicing

Send polished invoice emails or deliver supported e-invoices through Billberry.

Direct online payment

Let clients pay eligible public invoices on a Stripe-hosted Checkout page, directly to your connected Stripe account.

Invoice attachments and reminders

Add supporting files to an invoice and choose reminder timing and recipients while preserving a clear history.

Document capture

Upload, photograph or email receipts and invoices from desktop or mobile.

AI-assisted extraction

Extract supplier, dates, totals, taxes and other useful fields with Aeglio-managed Mistral EU, or connect your team’s own supported AI provider. Review every suggestion before saving.

Supplier expenses

Categorize costs, attach supporting documents and connect them to projects when relevant.

Reimbursements and travel

Handle employee expenses, mileage and per diem through a clear review and payment flow.

Approval workflows

Define ordered review steps for documents and financial records.

Focused review queue

See what needs your attention, use quick filters and review without losing your place.

Decision history

Keep approved and rejected items available in the archive with reviewer information.

Roles and permissions

Limit financial amounts and actions while keeping everyday work accessible to the team.

LHV Connect

Synchronize statements and send supported payments to LHV for confirmation.

CAMT.053 statement import

Import bank statement files with account detection and a clear preflight review.

Automatic match candidates

Use amount, reference, dates and counterparty context to surface likely matches.

Keyboard-first reconciliation

Review, match, ignore and move between transactions quickly from one side panel.

Sales invoices and credit notes

Send finalized invoices with customer, row, VAT, account and project information without rebuilding them in Merit Aktiva.

Approved supplier expenses

Send approved purchase records with supplier data, coding and the original supporting document attached.

Controlled accounting mappings

Map VAT treatments, accounts, items, projects and dimensions while blocking incomplete or ambiguous exports.

Payment synchronization

Choose disabled, manual or automatic payment updates, with explicit bank-account routing and duplicate-safe recovery.

Aeglio Webhooks

Send selected deal, estimate, invoice, payment and approval events to your HTTPS endpoint. Deliveries are signed and retried automatically.

Aeglio API

Build custom integrations for deals, estimates and financial workflows with scoped API keys for your team and a documented API reference.

Chat with Aeglio

Ask read-only questions across invoices, clients, projects, time, expenses, approvals, banking and other records you are permitted to view.

Multi-step investigation

Aeglio can choose several approved tools, follow relationships and combine results instead of relying on one broad text search.

Exact calculations

Authoritative amounts, statuses and relationships come from bounded Aeglio queries, not guesses from document text.

Linked records

Relevant record titles link back to Aeglio so you can inspect the source before making a decision.

Action-led dashboard

See overdue invoices, approvals, reconciliation work and other items that need attention.

Project economics

Compare budget, time, billable value, invoicing and remaining work at project level.

Financial overview

Follow revenue, expenses, operating profit and net profit across the selected period.

Detailed reports

Review time, uninvoiced work, invoices, expenses and finance data with practical filters.