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What it covers

What the company runs on.

Org, customers, projects, cost, ledgers, time, talent, and access as modules on one record. Open Companies to try the org chart.

Finance

Accounting

Ledgers, journals, close, and tax from posted activity.

  • General ledger · The books, always current
  • Journal entries · Post, reverse, and trace every line
  • Accruals & close · Period close from posted activity
  • Tax declarations · File from the ledger, not a side file
  • Fiscal periods · Open, close, and lock the year

Controlling

Cost and profit centers, WBS, and dimension rules on the posting.

  • Cost centers · Where cost is borne, as hierarchy nodes
  • Profit centers · Where margin is owned
  • WBS elements · Project work breakdown, postable like a cost object
  • Dimension rules · What must, may, or must not hit a posting
  • Allocations · Split a line across WBS, nodes, or projects
Try cost centers

Invoices & expenses

Issue, match, collect, and reimburse on the same record.

  • Invoices · Issue, match, and collect
  • Expenses · Capture, approve, and reimburse
  • Reimbursements · Pay out approved out-of-pocket costs
  • Documents · Source files attached to the posting

Banking

Accounts, payments, and matching next to the ledger.

  • Bank accounts · Balances next to the ledger
  • Payments · Outgoing and incoming, from the books
  • Matching · Bank lines against invoices and expenses

Company

Companies

Hierarchy types, organizations, positions, and job architecture.

  • Hierarchy types · Named charts: org, region, practice, and more
  • Organizations · Effective-dated units, parents, and links
  • Positions · Seats on a node, with an incumbent
  • Job architecture · Families, roles, levels, and grades
Try the org chart

CRM

Customers, suppliers, and the commercial relationship around them.

  • Customers · Who you sell to, on the same party record
  • Suppliers · Who you buy from, next to the ledger
  • Activities · Work on the relationship, not a side CRM

Products

Catalog, price lists, and conditions in one place.

  • Catalog · What you sell, in one place
  • Price lists · Who pays what, and from when
  • Conditions · Discounts, surcharges, procedures

Projects

Delivery work with customer, budget, team, and billed time.

  • Projects · Delivery with an owner, customer, and dates
  • Budgets · Cost objects the posting can hit
  • Team · Who is on the work
  • Billed time · Time on the project, in the same record

People

HR master data

One party for employment, contracts, and the sensitive vault.

  • Employee record · One party, all employment facts
  • Personal data · Name, address, contacts, identifiers
  • Contracts · Terms that stay effective-dated
  • Sensitive vault · Bank, IDs, changes that need approval

Recruiting

Requisitions, staff requests, and onboarding on the same record.

  • Pipeline · Requisitions, interviews, and next actions
  • Staff requests · Headcount asks with budget impact
  • Onboarding journeys · Tasks from offer to day one

Time management

Recording, evaluation, surcharges, and compliance from planned time.

  • Time recording · Clock, punches, and the week calendar
  • Timesheets · Submit and sign off the week
  • Absences & requests · Time off, inbox, and confirmations
  • Quotas & accruals · Balances and how they build up
  • Work schedules · Planned time per worker
  • Shift planning · Rosters, assignments, and self-service

+ 11 more in the product

Payroll

On roadmap

Country packs, runs, filings, and payouts.

  • Payroll engine · Country packs, runs, filings, and payouts

Talent

Goals, skills, compensation, and succession on the employee record.

  • Goals & performance · Goals, check-ins, and reviews
  • Surveys · Templates, in-flight, and reporting
  • Skills · Catalog, matrix, and approvals
  • Compensation · Bands, merit, and budget pools
  • Workforce planning · Headcount, gaps, and projections
  • Succession · Internal gigs and next-role plans

+ 1 more in the product

Access

Workflows

Durable work and approvals that people and agents both follow.

  • Engine · Durable work over the system of record
  • Approvals · Rules that agents and people both follow

Security & Access

Live roles, ABAC, elevation, SSO, and an audit trail.

  • Principal groups · Live membership from rules and hierarchy, not a static dump
  • Roles · Permissions on the system of record
  • Assignments · Who holds what, effective-dated
  • Field bundles · Which fields a principal may see or change
  • Required roles · Roles an entity type must carry
  • Auto-assignment · Roles from org, position, or group

+ 6 more in the product

See security

Open by design

Your stack stays yours.

Connect through open, governed APIs. Banks, identity, and documents land on the same record as the people who own them.

Banks and payment files

Statements in, payments out, matched to the ledger

Identity

SSO against your directory

Documents

Invoices, receipts, and contracts into the record

Governed APIs

Your tools act on Thrivie data with the same permissions and audit trail