Everything from delivered work to collected cash.

Hourly and fixed-fee economics

Track budget use, recorded time, billable value, invoiced value and work ready to invoice without letting tracked hours overstate an agreed fixed fee.

Fast time tracking

Keep a running timer available across Aeglio or add time manually with the right project and task context.

Teams and tasks

Select project members and tasks, add missing tasks in context and notify the right people when a budget threshold is crossed.

Invoice from source work

Start an invoice from a project or from the exact reviewed period, with hourly and fixed-fee billing handled according to the project model.

Deal pipelines

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

Branded estimates and invoices

Use your logo, brand and background colours, localized email content and reusable PDF layouts across customer documents.

Public estimate acceptance

Give clients a branded, signed public link to accept or reject an estimate, notify the responsible team member and convert accepted work to an invoice or project.

Sales and recurring invoices

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

Flexible customer delivery

Send localized HTML email to a client’s billing address or selected contacts, choose secure-link or PDF delivery and use Billberry for supported e-invoices.

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 account statements and prepare supported payments for confirmation in LHV internet bank.

CAMT statement import

Import CAMT.052, CAMT.053 or CAMT.054 bank reports 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 and PHP SDK

Build custom integrations with scoped API keys, a documented API reference and an open-source PHP SDK.

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 while keeping totals separated by currency.

Detailed reports

Review time, uninvoiced work, invoices, expenses and finance data with practical filters and currency-aware summaries.