Structured operational formsfor QuickBooks
Keep several live operational windows open, work alongside Koaila and move between searchable records, linked documents and workflow controls without losing your place.
Watch the workflow
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Shared workflow
Real-time multitasking
Read the steps
- One workspace. Several live windows. Keep each task in view.
- Move between color-coded areas without losing your place.
- Keep working while Koaila coordinates supported tasks alongside you.
- Event-driven updates bring the low-latency approach of multiplayer games to ERP work.
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Shared workflow
Create a customer from a website
Read the steps
- Find published company details, choose a location, and review the customer record before saving.
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Shared workflow
Create a vendor from a website
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- Use the supplier's website to find its details, then check the selected address and company identity.
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European VAT example
Create a customer with VIES
Read the steps
- Look up the EU VAT number and review the returned company details in the customer form.
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European VAT example
Create a vendor with VIES
Read the steps
- Check the supplier's EU VAT number and review its company details before saving the vendor.
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Shared workflow
Print a business document
Read the steps
- Open a saved document, use its print action and review the generated PDF. This example prints a sales order.
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Shared workflow
Record an invoice payment
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- Open the invoice's payment action, choose the deposit account, record the received amount and verify the paid status.
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Shared workflow
Record a service bill with Koaila
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- Ask Koaila to open the supported bill workflow, then review the service details in the structured form.
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Shared workflow
Record a supplier bill payment
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- Choose the paying account, apply the payment to the bill and verify its paid status. This records the payment in the books.
A practical workspace for everyday records
Supported entities have list and form workspaces for finding, creating and reviewing records. Product selectors emphasize codes and relevant descriptions, while reference choices respect the current task. Sales, purchasing, warehouse and manufacturing documents expose their own fields rather than forcing every process into a generic conversation.
Let the workflow explain what can happen next
Status controls distinguish deliberate actions from progress calculated by receipts, shipments, invoices or production evidence. Used lines and confirmed data have protections against unsafe edits. Roles narrow the operations each person may perform, so a warehouse colleague can work on fulfillment without automatically receiving unrestricted access to the entire accounting system.
Real-time multitasking for people and AI
An estimate, a stock view and a manufacturing order do not have to take turns owning your screen. Keep multiple operational windows open and retain each task's context while Koaila works alongside you. Browser-owned rendering and event-driven live updates use the same low-latency communication approach found in multiplayer games, applied here to business workflows. This is real multitasking inside one workspace, designed to keep both your team and AI productive. Live workspace updates are distinct from bank-feed, accounting-sync and analytical-report refresh schedules; those data sources keep their own timing.
What to know before you start
A visible field does not imply unrestricted editing. Permissions, source-document locks and completed-work protections remain authoritative, including when the assistant opens the form.
Practical questions
Can I open forms without asking the AI each time?
The workspace launcher provides direct access to the entities authorized for your role, alongside conversational entry points.
Can operational staff have limited access?
Yes. Company roles distinguish areas such as sales, purchasing, inventory, manufacturing, banking and compliance.
Continue the workflow
Team roles and accountant collaboration
Give colleagues access to the company workflows they need, with distinct sales, purchasing, warehouse, manufacturing, banking and compliance responsibilities.
Sales order management
Capture a customer's order with agreed prices and delivery details, reserve stock and follow fulfillment and invoicing without confusing an order with a shipment.
Manufacturing orders
Create a manufacturing job for a make-enabled product, release a frozen BOM recipe and track materials, operations and finished quantities through completion.