THE PLATFORM
One core.
Six modules.
Zero silos.
DMI is a single FK-linked data model — one set of organisations, contacts, products, and accounts. Every module reads from it and writes back to it. Nothing is a silo. Everything propagates.
6
Modules
60+
Features
1
Shared core
0
Silos
ARCHITECTURE
Every module shares
the same data.
There is one Organisation table, one Party/Contact table, one Product catalogue, and one general-ledger Accounts table. Click a module — on the diagram or below — to see how it plugs in.
FINANCE
A ledger that never goes out of sync.
Every order → invoice → AR entry → journal → ledger. Automatic.
LIVE PREVIEW
See every screen.
Switch between modules below. Each screen is a pixel-accurate representation of the real dashboard.
DATA FLOW
A sale in CRM.
Instantly in the ledger.
One action propagates through every relevant system. No exports. No re-keying.
CRM DEAL
contact wins
SALES ORDER
auto-created
INVOICE
sent to client
AR ENTRY
receivable posted
JOURNAL
double-entry
LEDGER
P&L updated
The same chain fires for purchase orders (PO → goods in → AP journal), pay runs (confirmed → wages expense → ledger), and project billing (hours → invoice → AR).
MODULES IN DETAIL
Every feature, listed.
Every sale, purchase, and wage posts automatically to the general ledger. Finance is not a module you use separately — it is the connective tissue under all the others.
HOW IT CONNECTS
Every order → invoice → AR entry → journal → ledger. Automatic.
FEATURES
- Double-entry general ledger with full audit trail
- Automatic journal entries on every sale, invoice, and PO
- Accounts receivable & payable with aging reports
- Chart of accounts (customisable per business type)
- Real-time P&L, balance sheet, and trial balance
- Invoice creation, sending, and payment tracking
- Expense recording and cost allocation
- Bank account balances (manual or synced)
- VAT / tax period reporting
- Multi-currency support
- CSV and PDF report export
From the first cold email to a signed deal, CRM tracks every touchpoint. Wins convert straight to orders — no copy-paste between systems.
HOW IT CONNECTS
Won deal → sales order → invoice → ledger updated.
FEATURES
- Contact & company records with full activity timeline
- Visual pipeline with drag-and-drop stage management
- Qualified leads, opportunities, and deal tracking
- Cold outreach with AI-written email sequences
- Apollo integration for live contact & company search
- BYO mailbox SMTP sending with reply tracking
- Live chat widget for your website
- Lead capture forms with auto-create
- Win/loss reporting and pipeline analytics
- AI-suggested next actions per deal
- CRM → order conversion in one click
Inventory tracks every unit from purchase order to sale. FIFO costing means cost of goods sold posts to the ledger the moment a sale ships.
HOW IT CONNECTS
Sale shipped → stock movement → COGS journal → ledger.
FEATURES
- Product catalogue with variants, SKUs, and barcodes
- Real-time stock levels per location
- FIFO costing with automatic COGS posting
- Purchase orders with supplier management
- Reorder point alerts and auto-draft POs
- Stock movements log with full traceability
- Goods receipt and put-away workflow
- Asset lending register (rentals & custody)
- Bill of materials for manufactured goods
- Inventory valuation reports
- Low-stock dashboard and forecasting
Manage client work and internal projects alongside the business — linked to customers, invoiced from the same system, tracked against OKRs.
HOW IT CONNECTS
Project hours billed → invoice → AR → ledger.
FEATURES
- Projects with milestones, backlog, and sprints
- Kanban board and Gantt chart views
- Task assignment with acceptance criteria
- Reviewer workflow (do → check → approve)
- OKR framework with key results tracking
- Roadmap with dependency mapping
- Time tracking and budget burn-down
- Link projects to CRM accounts and contacts
- Invoice time & materials directly from a project
- Calendar view with team schedule integration
- AI OKR drafting and risk flagging
Staff records, department structure, shift scheduling, and wage calculations — all live. Pay runs post to Finance the moment you confirm them.
HOW IT CONNECTS
Pay run confirmed → salary journal → ledger closed.
FEATURES
- Employee profiles with contracts and start dates
- Department and team grouping
- Annual salary, hourly, and contractor fixed-price
- Weekly shift template and schedule generator
- Shift assignment with conflict detection
- Pay schedule (weekly / bi-weekly / monthly)
- Wage calculation with overtime rules
- Pay run confirmation → Finance journal entry
- Leave management and absence tracking
- HR document storage
- Headcount and wage cost reports
A cross-module AI layer that reads your live data every day and tells you what matters — risks, opportunities, and anomalies — before you have to look.
HOW IT CONNECTS
Reads Finance + CRM + Inventory + Staff + Projects simultaneously.
FEATURES
- Daily AI executive briefing (revenue, risk, actions)
- Cross-module signal detection (finance + CRM + ops)
- Natural language Q&A about your business
- Anomaly detection on transactions and stock
- Opportunity alerts (deals at risk, reorder points)
- AI OKR progress commentary
- Predictive cash flow warning
- AI cold-email campaign research and writing
- Market intelligence reports (UK market data)
- Labs: revenue simulation and what-if modelling
- Custom AI briefing schedule
READY TO SEE IT LIVE?
See the whole platform
with your data.
Book a 30-minute demo and we'll load your business type with real sample data.
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