01 · Set up
Start with the business
Define identity, currency, invoice defaults, team access, and accounting context.
Business operations, kept together
Rolvix
A practical workspace for the records a business handles every day: customers, jobs, products, invoices, expenses, payments, inventory, assets, tax references, and reports.
One workspace
Business records stay in context
Business currency
Consistent accounting summaries
Role based
Access follows team responsibility
Connected modules
Records should work together
Rolvix keeps related operational and financial records linked instead of scattering them across separate spreadsheets and message threads.
Customers
Keep billing details, contacts, credit activity, and related work together.
Projects and jobs
Connect customers, products, vendors, expenses, invoices, and profit.
Invoices
Create branded invoices and quotations with payment and project links.
Payments
Record payments, review customer submissions, and track outstanding balances.
Expenses
Track business costs, receipts, payees, assets, and transaction references.
Products and inventory
Manage sell prices, private costs, stock movements, and reorder points.
Commerce
Publish products, accept manual checkout, and manage store orders.
Assets
Record purchases, maintenance, assignments, disposal, and depreciation.
Tax and reports
Review paid income, project profit, expenses, and business-currency summaries.
Everyday workflow
From setup to review
02 · Operate
Record everyday work
Create customers, jobs, products, expenses, invoices, payments, and stock movements.
03 · Review
See the connected result
Follow balances, profit, inventory, tax references, reconciliation, and reports.
Operational confidence
Clear records before clever features
Automation is useful when the underlying data remains understandable, reviewable, and connected to the business record that created it.
Review before recording
Customer payment submissions stay pending until the business approves them into the payment ledger.
Connected records
Invoices, payments, expenses, products, projects, vendors, and customers retain their business context.
Business-level access
Workspace membership and roles keep business records separated and limit sensitive management actions.
Run the next record through Rolvix.
Start with a customer, project, invoice, expense, product, or payment and keep the related work connected.