Platform / Payments · Core · in development
Get paid without chasing the paperwork.
Payments links quotes, orders and appointments to the payment step, so you can see what is owed, what is paid and what needs a nudge.
The problem
Why this matters
For a lot of small businesses, invoicing happens in a separate tool, days after the work is done, from memory. Mistakes creep in and cash arrives later than it should.
Payments keeps the money side next to the work itself. When a job is accepted or completed, the payment request is ready with the right details.
What it covers
What Payments does
- Payment requests
- Send a request tied to the quote, order or booking it belongs to.
- Deposits
- Ask for a deposit up front when your business needs it.
- Status tracking
- See what is outstanding without digging through emails.
- Established processors
- Built to work with trusted payment providers, not to replace them.
How it fits
Part of one platform
Payments receives work from Quoter, Orders and Bookings, and records the outcome in Records. Follow-ups can remind customers when a payment is overdue.
Payments is part of CAI Core and is still in development. It is used inside our ventures and custom builds today, and opens to beta members as it matures. We don't sell it as a standalone product yet.
Other capabilities
Sites
A business website you can launch now, built on the same foundation as the rest of the platform.
LiveQuoter
Build clear quotes and proposals, then keep track of what happens after you hit send.
Core · in developmentSales
Keep opportunities organized and always know the next useful thing to do.
Core · in developmentAgents
AI assistance for specific, repeatable business tasks, with a person staying in charge.
Core · in developmentBookings
Let customers book time with you, and collect what you need to know before they arrive.
Core · in developmentRecords
Keep customers, projects and their history together in one place.
Core · in developmentOrders
Move each request from 'yes' to delivered with fewer dropped steps.
Core · in developmentFollow-ups
Make sure the next customer touchpoint actually happens.
Core · in developmentComing soon
Payments is coming soon.
Payments isn't publicly available yet. Join the CAI Core beta to get access as it opens, or tell us about your workflow and we can build it into a custom project today.