🔒 PROTOTYPE DEMO · Module 05 · A read-only copy of Xero — invoices and payments are recorded in Xero, never here. No LLM in any calculation.
Module 05 · CRM
Invoices & payments
No LLM in any calculation path Synced from Xero · 2 min ago
Outstanding
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Overdue
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Paid · June
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Awaiting review
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payment cases
AR ageing—
Payments are recorded in Xero. Payments seen in client groups are reviewed in the Payment review tab 3 Xero contacts not linked to a CRM client
Invoice ↓ Client ↓ Description Amount ↓ Xero status Due / paid ↓ Payment case
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