One Record of the Business

The reason the R&D claim and the ISO audit file cost almost nothing to produce is that nobody typed the underlying facts a second time.

Most businesses of this size run a CRM, a job or project tool, a ticketing system, a payroll export, and a folder of spreadsheets that exists to reconcile the four. The spreadsheets are the tell. They are the cost of the same customer, the same job and the same hour being written down in four places that cannot see each other.

ExaBusiness is seventeen modules over one database. Not seventeen products with connectors between them — one schema, 225 distinct record types, in one MongoDB.

What that changes

A customer captured as a lead is the account on the deal, the client on the job, the payer on the invoice, the requester on the support ticket and the entity in the R&D claim. Not a copy that was synced. The same record.

So the questions that are normally a project become a query:

  • Which completed jobs have not been invoiced.
  • Which of these hours belong to an experimental activity rather than routine work.
  • Which crew are certified for the work booked next Tuesday.
  • Which controls have evidence that expires before the audit.

None of those needed an integration to be built. They needed the facts to be in the same place, once.

Tenancy is on the record, not around it

138 entity classes carry their organisation on the document itself rather than relying on a filtered connection or a schema per customer. A query that forgets the tenant does not silently return somebody else’s data; it does not compile against the base class.

Seventeen modules, and you choose which

The navigation is composed per user from a catalogue of seventeen sections. A field supervisor does not need the grant register and a compliance officer does not need the roster. Both are looking at the same database.

Where the records come in

Email through Microsoft Graph, Mailgun, SendGrid, Amazon SES, SMTP or IMAP. Calendars through Microsoft 365 and Google. Invoices and payroll through Xero. Work items through Jira and Azure DevOps. Payments through Stripe. Field capture through a phone app, and from customers themselves through a tokenised link that needs no login.