operations

Know what you earned, spent and are still owed

Invoices, expenses, receivables and cashflow beside the sales that produced them — instead of in a spreadsheet somebody updates when they remember.

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1 Invoices & expenses
2 Receivables
3 Cashflow dashboard

A team of AI agents that works for your business growth

You focus on your craft. Finance and the rest of Business Studio handle the daily marketing work — drafting, posting, replying, measuring — and nothing goes out without your approval.

Built for small business owners

You focus on the work. Finance handles the part of growth that needs a system.

Salon & spa owners

Gyms & fitness centres

Doctors & health clinics

Restaurants & cafés

Bakers & cake shops

Car garages & mechanics

Pest control businesses

Tours & travel operators

Yoga & wellness studios

Handyman & home services

Coaching & training centres

Real estate & interiors

🚀 And many more like yours

Meet your finance AI team

See invoices, expenses, dues and cashflow without leaving Business Studio.

Invoice Agent | AI Agent

Invoices out of the pipeline

Raise an invoice against the customer already in your CRM\
No retyping their details somewhere else

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Expense Agent | AI Agent

Expenses recorded as they happen

Categorised as they land\
So the month-end number means something

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Receivables Agent | AI Agent

Receivables you can chase

Who owes what, and for how long\
Most small businesses have a collection problem, not a revenue one

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Cashflow Agent | AI Agent

Cashflow at a glance

In, out and what is outstanding\
On one dashboard

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Why businesses switch this on

7,000+ businesses automate their marketing, reviews and follow-up on Data2Sales AI Business Studio.

One customer record

The person you sold to and the person you invoiced are the same record.

Ageing you can act on

Overdue is a list, not a feeling.

Numbers beside the sales

Marketing spend and revenue in the same platform.

Common questions from business owners

No, and it is not trying to. It keeps the day-to-day record your accountant then works from.

Yes.

No. Every module is included in a Business Studio plan — you pick a tier, and everything in that tier switches on together under one login and one invoice. There is no separate subscription to manage per module.

Seven days on the pack you choose, with the modules in that pack switched on. It is a paid trial — a small charge today confirms the payment method, and the plan renews at its normal price when the seven days end unless you cancel first.

Yes, up to your plan's limit — Starter manages 1 business, Pro 3 and Scale 5. Each business keeps its own data, and you switch between them from the picker in the header.

You do. You can export what you have added, and closing your account removes it. We do not sell your customer list.

⏱ 7-day trial included