Product
The workspace for the connected business.
Customers, orders, stock, payments and work in one place — from the Excel Sheet you already keep. Totals stay right, stages hold, and the team works from a phone.
Getting set up
It builds the workspace. You check it.
Bring the file you keep, or describe how the business runs.
How a business starts- Tables
- 6
- Views
- 4
- Checks
- 3
These are the stages: Open, Packed, Dispatched, Delivered. The file does not say what order work goes through them in.
- 1Open
- 2Packed
- 3Dispatched
- 4DeliveredFinished
- Customers6 columns · identified by PhoneReview
- Orders8 columns · identified by Order noReview
- Payments5 columns · identified by Receipt noReview
- and three more
Your file is read, not just loadedColumns, how full they are, and whether values turn up on another sheet — that is how a link is spotted.
Or say what you doDescribe the business. You are never asked to name a table.
It asks only what it cannot tellA straightforward file opens straight away. Otherwise you see what it will build, in plain words, and are asked only where your data could mean two things.
Tell it what goes wrong todayOverdue payments slipping, the same thing typed twice — tap it, and the starting columns and screens change to catch it.
Your data
Bring what you already have.
Excel, CSV, a Google Sheet, or a blank table you type into.
Excel or Google DriveColumns set themselves up. A connected sheet can be read again whenever you ask.
Money, dates, photosAmounts add up. Dates sort as dates. The photo sits on the row, not in a folder.
Take it all back outAny list downloads as Excel or CSV, with your own headings.
One connected business
An order that knows whose it is.
Customers, orders, stock and payments in one project, linked.
- Harbour Supply CoCustomer · Customers
- Copper pipe 15mmOrder lines · Order
- Elbow joint 15mmOrder lines · Order
- Brass valve 15mmOrder lines · Order
Rows link to rowsAn order to its customer, a payment to its order. Open either from the other.
Totals that keep themselves rightChange a line and every total above it follows. A missing price is missing, not zero.
Nothing is left danglingDelete a customer with orders against them and you are told what is in the way.
Screens
The numbers on top, the rows underneath.
Your first screens are built with the workspace. Want another? Say what you need to see.
Customers
Everyone we sell to, and what each of them still owes.
- Still owed$58,985
- Overdue$24,500
| Customer | City | Still owed | Due date | Status |
|---|---|---|---|---|
| Harbour Supply Co | Singapore | $24,500 | 12 Aug 2026 | Overdue |
| Alder Textiles | Manchester | $11,850 | 02 Sept 2026 | Due |
| Okafor & Sons | Lagos | $0 | 28 Aug 2026 | Paid |
A home page worth openingThe numbers that matter — and every one opens the rows behind it.
Five ways to show itTable, list, cards, a board jobs move across, or a month. Totals follow the filter.
Describe the one you wantIt comes back with your real rows. Nothing is saved until you say so.
Ten thousand rows, still quickIt scrolls, searches and adds up like a short list.
A chart for the meetingDownload any chart as an image for a slide, headed with what it counted and the date.
Invoices and sharing
Invoice from the records you already keep.
Raise it, issue it, get paid against it — and send it as a PDF or a link.
Invoice
INV-2026-0042
| Description | Qty | Unit price | VAT | Amount |
|---|---|---|---|---|
| Cotton yarn, 40s | 10 | £250 | 20% | £2,500 |
| Delivery | 1 | £500 | — | £500 |
- Subtotal
- £3,000
- VAT
- £500
- Total
- £3,500
- Paid
- £1,000
- Balance due
- £2,500
Numbered when it is issuedIn sequence, per fiscal year, in your country’s format. An abandoned draft never uses up a number.
Payments bring the balance downRecord what came in and the invoice shows partly paid, paid or overdue by itself.
A credit note, not an editAn issued invoice is locked. Cancel it with a numbered credit note, and every total stays right.
A PDF or a linkPrint it, save it as a PDF, or send a link that opens without an account. The same goes for any screen or the Dashboard.
Running the work
A job cannot skip a step.
Say the stages work moves through. That is what it does.
Drag a card to another column to move it, or open it to see where it can go.
To do
2- Pump repair — Alder Textiles
Manchester · due Friday
- Fit new motor — Mesa
Austin
In progress
1- Service call — Harbour Supply
Singapore · Daniel
Done
1- Belt replacement — Okafor
Lagos · 28 Aug
Stages that actually holdCannot skip, cannot reopen once cancelled. A move can need something filled in first.
What is yours to doOne list across the business, soonest first, overdue counted.
One thing follows anotherDispatch an order and the delivery is raised, as part of the same save.
Checks you can switch offInsist something is filled in — or delete the check whenever you like.
The Analyst
Ask, instead of building the summary again.
Ask in the Analyst tab the way you would ask a person. The answer says which list it read.
What reaches an AI, exactlyIn “Customers”, took the total of Outstanding amount, grouped by City.
CustomersPlain language, read onlyNumbers, charts or rows. A question can never change or delete anything.
Add it to the DashboardPin an answer to the project’s Dashboard. Everyone sees it, worked out again from today’s records, and its cards can be dragged into place and resized.
Your data stays yoursA model sees your column names and a small sample of rows — never a whole table, never your files, and never for training.
Your team
Who can do what.
Not everyone who needs to see the numbers needs to be able to change them.
How we handle your data- MCMaya ChenYoumaya@northlinetrading.comAdmin
- DODaniel Okoyedaniel@northlinetrading.comEditor
- SRSofia R.sofia@northlinetrading.comViewer
- Row added03 Sept, 09:40 am
- Check edited02 Sept, 04:12 pm
Three roles, from Team upAdmin, Editor, Viewer. Hide a project and the server refuses it.
A bell, not an appUnread count beside your profile, and an email. Activity is a running list of what changed.
A code to sign inPassword plus a six-digit code from the phone — or Google. A second business stays in its own workspace.
Try it against your own numbers.
Send us the file you keep today — or just tell us how the business runs. On a half-hour call we get your workspace built, and you decide from there. Nothing to install.