Pipeline, billing, delivery and board reporting in one place.
Startups outgrow spreadsheets quickly and then stitch together a CRM, a billing tool, a project tracker and an accounting package. Xetuu runs all four on one customer record so the board pack is a report, not a project.
What gets in the way
Pipeline in one tool, billing in another
Re-keying a won deal into invoicing causes errors and delays cash.
Delivery tracked apart from revenue
Projects, hours and invoices that never meet make profitability a guess.
Board reporting as a monthly scramble
Assembling numbers from several systems takes days and invites mistakes.
Built around how software businesses work
From lead to invoice
A pipeline board, proposals, quotations, orders and invoices on one customer record.
- Kanban pipeline and forecast
- Proposals and quotations
- Customer portal
Projects that tie to revenue
Projects, Gantt, tasks and hours reporting alongside the invoices they produce.
- Gantt and Kanban
- Hours overview
- Analytic cost by project
Books that close quickly
Invoicing, receipts, bank reconciliation and financial reports with drill-down.
- Invoices and receipts
- Bank reconciliation
- P&L and balance sheet
Analytics and board packs
KPIs, business health, forecasting and live board packs delivered on a schedule.
- KPIs and forecasting
- Board packs
- Scheduled deliveries
How work moves through it
The processes that matter most in this industry, from first touch to the ledger.
Deal to cash
- 1Lead
Captured in CRM.
- 2Opportunity
Moved across the pipeline.
- 3Proposal
Sent and accepted.
- 4Invoice
Issued from Sales.
- 5Payment
Collected and reconciled.
Board pack
- 1Live data
Reports read posted records.
- 2KPIs
Chosen indicators tracked.
- 3Forecast
Trend and seasonal forecast.
- 4Pack
Assembled live.
- 5Deliver
Emailed on a schedule.
What changes
Faster cash
Won deals become invoices without retyping.
Real project margin
Hours and cost against revenue.
Board pack in minutes
Live packs from real data.
Grows with you
Install modules as you need them.
What is available today, and what is not
We list only what ships. Anything below the line is not available yet.
- CRM, Sales, proposals and invoicing
- Projects with Gantt, tasks and hours overview
- Accounting with reconciliation and drill-down reports
- Analytics, forecasting and board packs
- Studio custom objects and Automation workflows
- Subscription and recurring-billing engine
- Automated SaaS revenue recognition schedules
Modules for this industry
Software & Technology Startups: questions, answered
Does Xetuu support recurring subscription billing?
Not as a dedicated engine yet. Deferred revenue and expense are available in Accounting; automated subscription billing is not available yet.
Can I extend the data model?
Yes. Studio lets administrators define custom objects and fields without code.
Does it include board reporting?
Yes. Analytics includes KPIs, forecasting and live board packs with scheduled email delivery.
Can I start small?
Yes. Workspaces start with a core shell and you install only the modules you need.
Run your enterprise on one platform.
Start a workspace, or talk to the Xetuu team about your requirements.