A tool that uses AI to parse a PDF's contents (in this case, an IRS W-9 form) and extract structured data.
Pairs well withAI built-in
An internal admin dashboard for looking up customers, editing customer metadata, and editing orders belonging to those customers.
Customer insights dashboard
A dashboard that displays product, customer, and order data. Individual customers can be selected to show more specific information.
Customer relationship management dashboard
A dashboard that displays leads, opportunities and customers. The dashboard tracks touch points and allows operators to move companies through the acquisition funnel.
Stripe billing dashboard
A dashboard that enables you to look up customers in Stripe, view their charges, and refund a charge.