Solutions by role
One connected workflow. The right view for each person.
Owners need commercial control, project leads need delivery context, finance needs traceability and employees need speed. Aeglio connects them without exposing everything to everyone.
Owner or manager
Know what needs attention before it becomes a cash or margin problem.
Make commercial decisions from current operational data instead of waiting for separate reports.
What this role gets from Aeglio
- Deal pipeline, expected-value and close-date visibility
- Hourly and fixed-fee project economics
- Currency-aware financial and cash collection signals
- Permission-scoped questions across current business records
Project lead
Keep delivery progress and commercial progress in the same view.
Identify budget pressure and invoicing opportunities while there is still time to act.
What this role gets from Aeglio
- Accepted estimates that can become projects
- Recorded and billable time by task and person
- Budget alerts and cumulative project progress
- Hourly or fixed-fee work that is ready to invoice
Finance and administration
Move every document and transaction through a visible, controlled process.
Spend less time copying data between operations and bookkeeping, and more time resolving the exceptions that require judgment.
What this role gets from Aeglio
- Branded, localized invoice and estimate delivery
- Flexible client billing addresses and optional contacts
- Configurable approvals and bank reconciliation
- Controlled accounting handoff to Merit Aktiva
Employee
Complete everyday tasks without learning the whole financial system.
Submit accurate information at the source without gaining access to unrelated financial details.
What this role gets from Aeglio
- A timer that remains available across the workspace
- Mobile-friendly forms and receipt capture
- Expense reimbursement and travel reports
- Only the records and actions permitted for their role
Explore complete workflows
See how the records and decisions connect.
Project profitability
From time and budget to invoice and collected payment.
View workflowEstimates and invoicing
From a branded proposal to acceptance, invoice and follow-up.
View workflowExpense documents
From captured document to reviewed expense and payment state.
View workflowBank reconciliation
From statement ingestion to explained and traceable matches.
View workflowEmployee expenses
From receipt, mileage or per diem to approved reimbursement.
View workflowWhere Aeglio fits
The operating layer before accounting.
Aeglio is designed for service businesses that sell project work or time and need delivery, expenses, invoicing and bank activity to tell one consistent story.
It does not replace a general ledger, payroll, inventory management or statutory tax filing. It prepares cleaner operational and financial records for handoff to accounting software.
Make the next invoice easier than the last.
Try the complete workflow for 30 days. No credit card required.
Start your free trial