Move the business
Sales, purchasing, inventory, projects, banking, contacts, and recurring workflows.
Sales orderBillStock moveReceipt
The business operations platform
Run the operation.
Run the operation.
Trust the books.
See every business.
CaroVise connects the documents your team creates, the controls finance depends on, and the signals management needs. One governed system from daily work to executive decision.
Operational workflowsGoverned accountingExecutive visibility
CONTROL 01Period activityRevenue and expense follow the selected operating window.
CONTROL 02As-of positionCash and inventory remain point-in-time financial signals.
11Connected capability domains
89Registered report surfaces
3Application languages
1Governed financial backbone
Work enters once.
Control compounds from there.
Every operational event keeps its document context, accounting impact, and management signal connected instead of being rebuilt across disconnected tools.
Protect financial truth
Posting rules, allocations, permissions, tax, lock dates, audit history, voids, and reversals.
LedgerTaxAuditControls
See what requires action
Cash timelines, forecasts, reports, risk signals, and multi-business executive oversight.
DashboardForecastReportsPortfolio
The executive control layerOne view across businesses.
One view across businesses.
None of the context erased.
Management Portfolio connects each workspace into an executive decision layer while preserving ownership, access boundaries, currency context, and business-level drill-down.
01
Liquidity nowTotal cash and cheque exposure across connected businesses.
02
Pressure aheadExpected inflow, outflow, receivables, and payables by horizon.
03
Drill down safelySync health, access rules, and per-business operating context stay intact.
Commercial operations
Documents do not end at approval.
Revenue and spend stay connected to fulfillment, settlement, customer or vendor position, and the accounting evidence behind every status.
01Sales & receivables
From commercial intent to collected cash.
Performa documents, orders, shipments, invoices, recurring drafts, customer credits, refunds, receipts, allocations, and statements remain one traceable chain.
ORDERConfirmed
INVOICEPosted
RECEIPTAllocated
- Numbering governance and print templates
- Aging, balances, statements, and time-to-get-paid
- Public documents, QR blocks, and delivery history
02Purchasing & payables
See the obligation before cash leaves.
Purchase orders, bills, recurring obligations, vendor credits, refunds, payments, and allocation history stay connected around the vendor account.
Current1–3031–6061+
- Approval-ready recurring bill drafts
- Vendor statements and payables aging
- Accounting-safe void, reversal, and recovery routes
03 · Inventory & warehouses
Know what exists, where it moved, and what it is worth.
Item setup, warehouse availability, opening stock, adjustments, transfers, cycle counts, valuation, and commercial insight live on the same movement history.
- Inventory, service, and non-inventory item types
- Warehouse-level availability and negative-stock guards
- FIFO lots, valuation, movement, and monthly summaries
04 · Banking, reconciliation & treasury
Cash has a lifecycle before it becomes a balance.
Bank accounts, statement reconciliation, payments, and incoming or outgoing cheque states expose cash in transit before final clearance.
- Received, deposited, cleared, bounced, and endorsed states
- Issued, delivered, presented, stopped, and recovered states
- Due buckets, exposure, reconciliation locks, and safe reversals
Accounting, tax & reportingThe ledger is the backbone.
The ledger is the backbone.
Not an export destination.
89
Registered report surfaces across financial statements, operations, exceptions, tax, cash, and management output.
Governed accounting
Chart of accounts, accounting profiles, journals, fixed assets, lock dates, posting discipline, and controlled reversals.
Currency & tax
Multi-currency documents, rate settings, VAT workflows, corporate tax, FX revaluation, and realized gain or loss.
Decision output
Financial statements, consolidated views, cash forecasts, management PDFs, audit trails, and exception reports.
Shared platform services
The connective tissue matters.
The platform services around core finance remove the handoffs that usually push teams back into spreadsheets, message threads, and detached files.
Contacts, projects & dimensions
Customer and vendor records, projects, branches, cost centers, and reporting context.
Document studio
Configurable templates, sections, QR content, signatures, bank details, and shared documents.
Communication
Email, WhatsApp, mailing, notifications, activity, and delivery history around the work.
Localization
English, Arabic, and Persian interfaces with Gregorian or Jalali calendar preferences.
Access & storage
Roles, permissions, invitations, storage governance, and controlled public file sharing.
Recurring automation
Invoice and bill schedules that generate drafts for approval, control, and notification.
Start with one real workflow
We will map the operation, the control, and the financial result.
A focused product session is more useful than a generic tour. Bring the process that creates the most friction and we will trace its complete path through CaroVise.