Put Cora to work
- ›Prepare an invoice from an engagement.
- ›Code and match a bank line for your approval.
- ›Review cash and expenses alongside your books.
Tess's client work can supply the details for an invoice. Bank lines wait for your approval before posting.
Connect your bank and payment accounts to use those features. The overdue invoice reminder is a starter Playbook, installed switched off. Cora is for your own books; Tess handles books you keep for clients.
Questions about Cora
What does Cora do?
Cora looks after your own money. Invoices are filled from your client work, bank lines are coded and matched for you to approve, and your cash, expenses and books sit in one view. When an invoice goes past due, Cora drafts the reminder. Bank feeds and online payment work once your bank and payment accounts are connected.
Does Cora act without me?
A runner uses a skill when you ask. It runs on its own only through a Playbook you switch on. Every run is logged, including its start, steps, result and anything it waited on you for.
What does Cora hand off?
Tess's client work can supply the details for an invoice. Bank lines wait for your approval before posting.