One foundation. The modules your industry needs on top.
Every company gets the same foundation from day one. Then each one switches on the modules built for its industry. All of it is included in the price, so the only question is which ones you'll use.
01 The foundation
What every business already needs.
A builder, a retail brand and a software studio all pay bills, carry cards, employ people and keep records. That part is the same everywhere, so it's the same in Cordwyn, and it's on from day one.
- 1.1
Money
Bills come in, get read off the document and coded from that vendor's history, go to the right person for approval, then sync to QuickBooks. Card charges are matched against receipts, with the unmatched ones listed rather than discovered at month end.
- 1.2
People & HR
Your team in one place: pay history as a point-in-time log, time off and benefits against your own holiday calendar, and company advances with a repayment ledger.
- 1.3
Records & access
Files and a document library that follows a template, named access profiles so people see only their part, and an append-only audit trail. Delete something by mistake and it comes back from the trash.
- 1.4
More than one company
Run several businesses from one login. Each keeps its own vendors, people, documents and books, and nothing gets merged. $200 a month for the second, $150 for each one after.
- 1.5
An assistant that knows your records
Ask what a vendor has billed or which bills are still on hold, and get the answer from your own data. Every question is logged, and by default anything it suggests changing waits for a person to approve.
02 By industry
Pick an industry, and its modules come on together.
These are the modules each industry starts with. Anything else is one switch away, and a company can turn any of them off. Run more than one company, and each one picks its own.
| Industry | Modules on | What comes on |
|---|---|---|
| General business | 2 | Projects, Statements & receipts |
| Construction | 16 | Projects, Job sites, Project checklist, Bid desk, Estimates & proposals, Daily logs, Plan sets, Contracts & compliance, Draws & client payments, Work in progress, Invoicing, Timesheets & payroll, Billing rates, Statements & receipts, Check release, Ordering & rentals |
| Retail | 5 | Projects, Online store, Invoicing, Timesheets & payroll, Statements & receipts |
| Software Development | 7 | Projects, Estimates & proposals, Invoicing, Timesheets & payroll, Billing rates, Statements & receipts, Business development |
| Design | 6 | Projects, Estimates & proposals, Invoicing, Timesheets & payroll, Billing rates, Statements & receipts |
| Non-profit | 3 | Projects, Invoicing, Timesheets & payroll |
03 Every module
All 22, and the industries they come on for.
Grouped by the work they do. "Any industry" means no industry starts with it on, but any company can switch it on.
Projects & field
- Projects
Run several projects, each with its own budget, bills and files.
Construction · Retail · Software Development · Design · Non-profit - Job sites
Site addresses, permits and the jobsite directory.
Construction - Project checklist
Phase-by-phase readiness for every job, with owners.
Construction - Daily logs
Logs and photos from the phone, missed-log alerts and client updates.
Construction - Plan sets
Current plan sets, markups and AI plan reads.
Construction - Site cameras
Every site camera on one wall, live.
Any business
Winning work
- Bid desk
Send bid invitations to subs and compare their numbers.
Construction - Estimates & proposals
Build estimates and client proposals from your cost categories.
Construction · Software Development · Design - Business development
Leads, contacts and follow-ups for winning new work.
Software Development - Client portal
Give clients a login to see their work.
Any business
Billing & money
- Invoicing
Invoice clients and track what they owe.
Construction · Retail · Software Development · Design · Non-profit - Draws & client payments
Bank draws, client payments and direct-pay tracking per job.
Construction - Work in progress
Over/under billing across jobs.
Construction - Billing rates
Pay, markup and bill-out rate per person, for billing time to clients.
Construction · Software Development · Design - Statements & receipts
Reconcile vendor statements and match receipts to the bills they paid.
Construction · Retail · Software Development · Design - Check release
Print checks, release them to vendors and log pickups.
Construction - Executive review
An executive signs off on card charges before they post.
Any business
People & operations
- Timesheets & payroll
Timesheets, the time clock, overtime and pay rates.
Construction · Retail · Software Development · Design · Non-profit - Contracts & compliance
Subcontracts, insurance certificates chased automatically, license checks.
Construction - Ordering & rentals
Orders, returns, the ordering queue and equipment rentals.
Construction - Fleet & equipment
Vehicles, equipment, maintenance and fuel.
Any business - Online store
Products, stock on hand, orders and returns.
Retail
We'll come to you when a slot opens.
Join the list and you'll get a reply from a person, then a walkthrough on one of your own bills when we're onboarding again. No drip sequence in between.