Invoices & Books

AI CRM · Pwoli

One place for every lead

Invoices raised from the job, payments recorded, books kept up to date — without a Sunday of admin.

Built by the same Auckland engineering team that designs PCBs, embedded firmware and test-and-tag programmes.

How it works

From done to paid to recorded

Job or deal completes

Pwoli already has the customer, the quote and the work.

Invoice raised and sent

From your own email address, with reminders if unpaid.

Payment recorded and books updated

The bookkeeping sheet stays current; the pipeline card moves to Paid.

Key features

What’s covered

Invoice from quote or job

No re‑typing.

Reminders

On unpaid invoices, email or SMS.

Bookkeeping kept in Pwoli

Income and expenses recorded as they happen.

Industry fields

GST handling for NZ, Australian settings where applicable, set at setup.

Client portal

Customers see and pay their invoices.

Linked to the pipeline

Paid means won.

Inside Pwoli

What you actually see

A view of the books and invoicing screen.

  • Invoices from jobs
  • Automated reminders
  • Live bookkeeping
Industries

Set up for how your industry works

Tailored for the way you work.

FAQ

Questions we get asked

Does it replace my accountant?

No. It keeps the day‑to‑day record current so your accountant gets clean books, not a shoebox.

Can it connect to my accounting software?

Ask in the demo; the standard setup keeps books inside Pwoli.

Is GST handled?

The invoice and book templates are set for New Zealand or Australia during setup.

Invoice the day the job finishes

Bring a recent invoice to the demo.