AI dashboard
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Content
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Social · In development
Links and QR · In development
Seraf Browser · In development
Design · In development
Phone · In development
Procedures · In development
Inventory · In development
Manufacturing routings · In developmentThe platform
One Workspace for Seraf and your whole team.
Five plans
The Executive plan opens Serafex Workspace: Seraf and its six departments, your workspaces, your Google Workspace or Microsoft 365 tools, and each employee’s role and access. It can be chosen on its own.
Base plan, offered on its own
Platform · Space 09 of 20
Available
The Finances button opens the Company space: your invoices, bookkeeping, contracts, tax and payroll, legal and privacy, with an overview of what awaits your decision. Each file keeps its documents, versions and decisions.
01 · In the app
The overview counts what needs your attention: issued and received invoices, to pay, payments to confirm, contracts to sign, signed or filed, decisions to make and results ready. The screenshots on this site show counters, never amounts.
Choose a Serafex template or your own, imported as DOCX, fill in its fields, then check the exact copy, in A4 format, as the recipient will see it. The signer signs through a secure link, and an already signed contract is added as a PDF to be kept.
The annual ledger brings together revenue, expenses and payments: GST and QST to remit, profit before tax, amounts receivable. A received document is filed in the right month once its amounts are entered, and each payment is dated the day the money arrived.
Tax and payroll, legal and corporate life: each file states the need and the period, gathers its documents in Documents, tracks the work and keeps every version with its review. The decision belongs to the people allowed to approve.
02 · Section by section
03 · Seraf in this space
Seraf can make a contract clearer and better structured, and spot inconsistencies; it does not replace legal advice, and an imported template stays marked “not legally reviewed”. Long work moves forward in the background, and a send, a payment or a signature always keeps its own confirmation.
04 · Your account
Finances is part of the base plan. The account owner grants rights, file by file: viewing, preparing, editing and deciding are separate rights.
Included in the Executive planSee the plan →05 · Related spaces
An invoice does not stay in its list: its date reaches the Calendar, its file goes to Documents, and the task that depends on it shows its status in the Pipeline.
FinancesInvoices, contracts, tax and payroll, legal06 · Next step
Invoices, contracts, tax, payroll: tell us what is lagging. An advisor shows you the Company space and what awaits your decision there.
Opens the “Prepare a discovery call” form · no commitment
Lucas
Mathis