AutoSOAAutomated Sales, Operations & Accounting

Sales · Operations · Accounting

Run Your Business Smarter. All in One Place.

AutoSOA brings your sales, accounting, billing, inventory, and business operations together in one connected platform. Spend less time managing spreadsheets and repetitive tasks—and more time growing your business.

  • Connected business workflows
  • Clearer financial visibility
  • Automation that reduces repetitive work

Already sending statements with AutoSOA? Billing & SOA works the way it always has, and your plan stays the same. Sign in

Overview · 18 Oct Sample data
Revenue, Sep
₱1.28M
▲ 9% vs August
Receivables
₱412K
37 open accounts
Bills due in 7 days
₱156K
6 suppliers
Cash in bank
₱684K
Reconciled 17 Oct
Revenue and expenses RevenueExpenses
Revenue and expenses, April to September, illustrative figures 0 ₱0.5M ₱1.0M Apr: revenue ₱0.96M, expenses ₱0.78M Apr May: revenue ₱1.02M, expenses ₱0.81M May Jun: revenue ₱1.08M, expenses ₱0.85M Jun Jul: revenue ₱1.11M, expenses ₱0.83M Jul Aug: revenue ₱1.17M, expenses ₱0.90M Aug Sep: revenue ₱1.28M, expenses ₱0.94M Sep
Receivables aging₱412K
Below reorder pointon hand / reorder at
  • Rice, 25 kg sack14 / 40
  • Cooking oil, 1 L22 / 60
  • Dish soap, 500 ml9 / 30
Today
  • 38 statements scheduled8:00 AM
  • 3 bills to approvePayables
  • BIR 2550Q, Q3Due 25 Oct
Illustrative dashboard with sample figures, showing how sales, receivables, payables, cash and stock read side by side.

The problem

Your Business Deserves More Than Disconnected Tools.

Most small businesses run on a spreadsheet for billing, another for stock, a notebook for payroll and an accountant who rebuilds it all at month end. Every handoff is a chance for the numbers to disagree.

Sales and financial data are scattered across spreadsheets and applications.
Billing, payables and inventory post to one general ledger, so the books come from the work your team already records.
Billing and collection require repetitive manual work.
Recurring charges build each cycle's statements of account, and auto-send emails them on the schedule you set.
Inventory decisions are made without a complete picture of demand.
A costed stock ledger tracks every movement by location and flags items that fall below their reorder point.
Business owners struggle to see cash flow and performance in one place.
Financial statements, receivables aging and payables aging read from the same records, any day of the month.
Operational processes depend too heavily on manual coordination.
Approval rules, payment runs and review queues send each task to the person who has to act on it.

AutoSOA connects the information and workflows that keep your business running, helping your team work with greater visibility, consistency, and control.

See the modules

The platform

One Platform. Connected Business Operations.

Start with one module and add others when the business needs them. They share customers, items, suppliers and the ledger, so nothing gets typed twice.

Status: Available Planned

Where AutoSOA startedAvailable

Billing & receivables

For any business that bills customers on a cycle. Generate statements of account and invoices, see what every customer owes, and send it all on schedule.

  • Recurring charges and statements of account for every cycle
  • Scheduled email delivery with your logo and terms
  • Payments, reconciliation and receivables aging
  • A customer portal where clients view their statements
  • AI receipt reading, with a person confirming each one
Billing & SOAReceipt Scanning (AI)
Read the billing guide Watch the Billing training videos
Available

Accounting & tax

For owners and bookkeepers who want the books and the BIR returns to come from the same records.

  • Journals posted from billing, payables and stock
  • Periods, year-end and financial statements
  • VAT, withholding and income tax returns, and 2307s
  • BIR books, a filing calendar and BIR Academy lessons
General LedgerBIR Tax Compliance
Available

Payables & procurement

For businesses that buy on terms. Know what you owe and when, and pay suppliers through approvals.

  • Supplier bills and payments
  • Payment requisitions and approval rules
  • Payment runs and bank reconciliation
  • Payables aging
Accounts Payable
Available

Inventory & stock

For shops, distributors and makers that hold stock. Know what you have, where it sits and what it cost you.

  • Stock ledger across locations
  • Costing and stock periods
  • Goods receipts, transfers and other stock documents
  • Recipe and bill-of-materials product costing
  • Reorder points, with a below-reorder filter
  • Demand forecastingPlanned
Inventory
Available

Sales & customers

For shops that sell in store and online, and teams that run campaigns. See which campaigns brought the revenue.

  • Online storefront on your own web address
  • Point of sale that keeps working offline
  • Orders, receipts and receipt printing
  • Campaigns and leads tied to billed revenue
  • YouTube channels from research and scripts to analytics and sponsors
  • Customer pipeline (CRM)Planned
Online Shop & StorefrontLaundry POSPerformance MarketingAI YouTube
Available

People & payroll

For employers who pay staff from time records. From clock-in to payslip, with Philippine statutory deductions.

  • Web clock, DTR and schedules
  • Overtime, lateness and leave entitlements
  • Pay runs with SSS, PhilHealth and Pag-IBIG
  • Payslips for every employee
Time & Attendance + Payroll
Available

AI & custom pages

For owners who want a second pair of eyes on the numbers, and teams that need a screen the modules do not have.

  • An AI CEO that sets goals from your billing and ledger figures and writes a daily briefing
  • Decisions proposed with evidence and risks, for you to approve
  • AI agents that draft changes across your modules
  • Nothing AI drafts changes until you approve it
  • Your own pages, forms and grids, with an audit trail
AI CEOAI AssistantCustom Pages
Available

Industry modules

For trades with their own way of working, built on the same billing, stock and ledger.

  • Rental property: units, leases, meters
  • Construction: estimates, progress billing, 3D house quotes
  • Laundry shops: register, orders, shifts
  • Pharmacy: lots, expiry, senior and PWD discounts
See industries
Available

Software quality & architecture

For companies that build their own software. Score it from evidence your repository and CI already hold.

  • Architecture scored against 30 rules, with a portfolio view
  • .NET and TypeScript code read as text, never built or run
  • Quality scored against 28 controls from tests, coverage and dependency scans
  • Release gates that answer pass, fail or insufficient evidence
  • Screens audited in a real browser, with approved fixes rebuilt and re-audited
  • Findings, approved exceptions and an improvement backlog
Architecture IntelligenceQuality IntelligenceExperienceIQ
In every workspace

Platform

The base every workspace gets, whichever modules you choose.

  • Users, roles and permissions
  • Your logo and colours on screens and documents
  • An audit log of who changed what
  • Email, chat and a marketplace listing
  • Its own web address at yourcompany.autosoa.com
See module pricing

Industries

Built for the Way Your Business Works.

Pick your industry at signup and AutoSOA turns on the modules that fit. You can change them any time.

Available

Accounting & bookkeeping firms

Each client's billing, receipts and BIR deadlines live in a different set of files.

Give each client its own workspace and switch between them with linked sign-ins. Bill retainers on a schedule, pay suppliers through approvals and read payment receipts with AI. Add General Ledger and BIR Tax Compliance to keep the books and prepare returns and 2307s from the records.

Billing & SOAAccounts PayableReceipt Scanning (AI)
Start with this setup
Available

Retail & distribution

Stock counts, online orders and supplier bills never quite agree, so reordering is guesswork.

Sell through a storefront on your own web address, keep a costed stock ledger across locations and see what is below its reorder point. Add Billing & SOA and Accounts Payable to pay suppliers through approvals. Demand forecasting is planned.

Online Shop & StorefrontInventory
Start with this setup
Available

Rental property

Rent, water and electricity are worked out by hand for every unit, every month.

Track buildings, units and leases, read meters against your utility rates, put rent and utilities on one statement of account, and close move-outs with their deductions.

Billing & SOARental Property
Start with this setup
Available

Construction

Estimates, purchases and progress billings sit in separate spreadsheets, so overruns show up late.

Build BOQs and estimates, hold purchases to budget, bill clients for measured progress, manage subcontracts and variations, and forecast cost and cash flow for each project. Turn a client's brief, sketches and photos into a house quote and a walkable 3D model.

Construction Project ControlsBilling & SOA
Ask for a construction demo
Available

Pharmacies

Expiry dates, recalls and senior and PWD discounts are tracked on paper beside the till.

A drugstore point of sale that picks the lot expiring first, blocks expired and recalled stock, applies senior and PWD discounts, and records prescriptions and who dispensed them.

PharmacyInventory
Start with this setup
Available

Laundry shops

Orders, pickups and the cash in each shift are tracked in a notebook.

Take orders at a register that keeps working when the internet drops, set up your services and discounts, open and close shifts, and print receipts.

Laundry POS
Start with this setup

Different kind of business? Start with Billing & SOA and add modules as you go, or start with payroll only. Build your own software? See Architecture and Quality Intelligence.

Automation

Less Manual Work. More Time for Growth.

AutoSOA takes over the repeatable steps and leaves the decisions with your people. Everything listed here runs today unless it says otherwise.

  1. Business dataSales, bills, stock movements and time records
  2. Automated workflowsStatements, postings, returns and payment runs
  3. Clear insightsAging, financial statements and project reports
  4. Better decisionsMade by you, with current numbers in front of you

Statements of account built from recurring charges and emailed on schedule.

Billing & SOA

Payment receipts read by AI and queued for a person to confirm.

Receipt Scanning

Journals posted to the ledger from billing, payables and stock.

General Ledger

VAT, withholding and percentage tax returns prepared from your records, with 2307s.

BIR Tax Compliance

Supplier payments routed through approval rules and paid in batches.

Accounts Payable

Pay runs that compute statutory deductions, with missing punches held in an exception queue.

Payroll

Items below their reorder point flagged in the stock list.

Inventory

AI agents that draft changes across your modules and wait for your approval.

AI Assistant

Recurring business reports delivered by email.

Planned

Reporting & forecasting

Know Where Your Business Stands—and Where It Could Go.

Go from recording transactions to understanding them. The reports read the same records your team keeps in AutoSOA every day, so there is nothing to export or reconcile first.

Monthly revenue ActualProjectionRange
Monthly revenue, actual and projected Illustrative figures. Actual revenue rises from 0.88 million pesos in January to 1.28 million in September. The projection estimates 1.31 million in October, 1.36 million in November and 1.49 million in December, with a widening range. ₱0.8M ₱1.0M ₱1.2M ₱1.4M ₱1.6M Projection Jan: ₱0.88M actual Feb: ₱0.84M actual Mar: ₱0.93M actual Apr: ₱0.96M actual May: ₱1.02M actual Jun: ₱1.08M actual Jul: ₱1.11M actual Aug: ₱1.17M actual Sep: ₱1.28M actual Oct: ₱1.31M projected, range ₱1.26M to ₱1.36M Nov: ₱1.36M projected, range ₱1.27M to ₱1.45M Dec: ₱1.49M projected, range ₱1.35M to ₱1.63M ₱1.28M ₱1.49Mestimate Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Sample figures for illustration. A projection is an estimate, not a promise. The AI CEO projects a figure under conservative, base and growth assumptions you set, and construction projects get cost forecasts and cash flow. Forecasts learned from your sales history are planned.

Available today Available

  • Income statement and balance sheetGeneral Ledger
  • Receivables agingBilling & SOA
  • Payables due and agingAccounts Payable
  • Bank balances after reconciliationAccounts Payable
  • Stock value and cost by locationInventory
  • Project cost forecast and cash flowConstruction
  • Campaign results against billed revenueMarketing
  • Daily briefing, weekly and monthly reviewsAI CEO
  • Architecture and quality scores per applicationArchitecture & Quality Intelligence

Planned Planned

  • One dashboard across every module
  • Sales forecasts from your history
  • Expected stock requirements

How it works

Get Your Business Organized in Three Steps.

  1. Set up your business

    Create your workspace, choose its web address and pick the modules you need. Add your users and roles, and put your logo on your documents.

  2. Connect your workflows

    Bring in customers from a spreadsheet, with a preview before anything is saved, then enter items, suppliers and opening balances. Use the importers that exist; enter the rest as you go.

  3. Manage, automate and improve

    Turn on schedules and approval rules, check the reports each week, and add a module when part of the business outgrows its spreadsheet.

Want to see it first? Watch the training videos

Why AutoSOA

Practical Software for Real Business Needs.

Connected workflows

Billing, payables and stock post to one ledger, so the same number is never typed into three places.

Modular growth

Pay for the modules you use. Add one later, or cancel it and keep using it until the period ends.

Better visibility

Aging, financial statements and project cash flow come from live records, not a month-end export.

Automation

Schedules, approval rules and review queues handle the repeat steps. People keep the decisions.

Industry flexibility

Rental, construction, laundry and pharmacy modules run on the same billing, stock and accounting.

A growing platform

Twenty modules are available today. New ones join the workspace you already have, with no migration.

Made for Philippine businesses

Tax returns use BIR forms, payroll computes Philippine statutory contributions, and prices are in pesos.

BIR 2550Q1601-EQ2307 certificatesBIR booksSSSPhilHealthPag-IBIG12% VATSenior & PWD discounts

Pricing

Plans for billing. Modules for everything else.

Billing & SOA customers keep the plan they signed up for. Everything else is priced module by module, so you pay only for the parts of the business you run in AutoSOA.

Billing & SOA plans

For statements of account, invoicing and delivery. These plans do not include the other modules.

Starter

₱2,499/mo
For small teams getting started
  • Up to 250 statements a month
  • Branded templates
  • Email delivery and tracking
  • 1 workspace
Start 14-day free trial
Most popular

Growth

₱7,999/mo
For growing finance teams
  • Up to 2,500 statements a month
  • Payment reconciliation
  • Scheduled automations
  • Up to 5 workspaces
Start 14-day free trial

Enterprise

Custom
For high-volume billing and BPO providers
  • Unlimited statements
  • Unlimited workspaces
  • SSO and advanced audit
  • Dedicated support
Contact sales

Modules

Every workspace pays the platform fee, then adds the modules it needs. Each module starts with a 14-day free trial, and the platform fee is free while all your modules are on trial.

Platform · always on: users and roles, branding, audit log, email, chat, marketplace listing and your web address ₱499/mo

Billing

  • Billing & SOACustomers, recurring charges, statements, payments, auto-send, templates, customer portal₱1,990/mo
  • Rental PropertyBuildings, units, leases, utility rates, meter readings, move-outs. Needs Billing & SOA.₱1,490/mo
  • Accounts PayableSupplier bills and payments, approvals, payment runs, bank reconciliation. Needs Billing & SOA.₱1,990/mo
  • Receipt Scanning (AI)Reads payment receipts into a review queue. Needs Billing & SOA.₱790/mo300 scans a month included, then ₱3 a scan

Accounting

  • General LedgerChart of accounts, posted and manual journals, periods, year-end, financial statements, BIR books₱1,490/mo
  • BIR Tax ComplianceWithholding, VAT, percentage and income tax returns, 2307s, filing calendar, BIR Academy. Needs Billing & SOA.₱1,490/mo

People

  • Time & Attendance + PayrollWeb clock, DTR, schedules, overtime, leave, pay runs, statutory deductions, payslips₱1,990/mo15 employees included, then ₱60 per employee a month

Retail

  • InventoryStock ledger, locations, costing, periods, stock documents₱1,290/mo
  • Online Shop & StorefrontOnline store and POS from one catalog, GCash, Maya and card payment, order emails, stock, item options, sales report, works offline₱1,490/mo
  • Laundry POSRegister, orders, services, shifts, discounts, receipts, offline mode₱1,490/mo1 branch included, then ₱990 per branch a month
  • PharmacyDrugstore POS with FEFO lot picking, expiry and recall control, senior and PWD discounts, prescriptions, pharmacist dispensing. Needs Inventory.₱1,490/mo

Projects

  • Construction Project ControlsBOQ and estimates, budgets, procurement, progress billing, subcontracts, variations, cost forecast, cash flow, 22 reports, plus house quotes and 3D models from a client's brief, sketches and photos. Needs Billing & SOA.₱3,990/mo5 projects included, then ₱790 per project a month

Marketing

  • Performance MarketingOffers, campaigns, creatives, leads and experiments, results tied to billed revenue, 90-lesson academy₱1,990/mo
  • AI YouTubeResearch, ideas, scripts and production, analytics, sponsors, affiliates and monetization for your channels. AI drafting uses AI Assistant runs.₱1,490/mo1 channel included, then ₱790 per channel a month

Tools

  • Custom PagesYour own pages, forms and grids, with a record audit trail₱990/mo
  • Architecture IntelligenceScores your software's architecture from collector snapshots against 30 rules, with findings, exceptions, policies and a portfolio view₱2,990/mo3 applications included, then ₱990 per application a month
  • Quality IntelligenceScores your software's quality from the tests, coverage and dependency scans your CI already produces, against 28 controls, with findings, exceptions, an improvement backlog and release gates₱2,990/mo3 applications included, then ₱990 per application a month
  • ExperienceIQAudits your application's screens in a real browser, scores the user experience on evidence, and runs approved fixes through an isolated build and re-audit₱2,990/mo3 systems included, then ₱990 per system a month
  • AI CEOAn AI leadership team that reads your figures across your modules, sets goals and strategy, and proposes decisions for you to approve. Its AI work counts toward the AI Assistant's runs. Needs Billing & SOA and AI Assistant.₱2,990/mo
  • AI AssistantAI agents across your modules that propose changes for you to approve. Needs one of Billing & SOA, Payroll, Inventory, Online Shop, Laundry POS, Pharmacy, Construction, Performance Marketing, AI YouTube or Custom Pages.₱990/mo500 runs a month included, then ₱2 a run

Prices are in Philippine pesos. MaxMarketLink Digital Marketing Services is not VAT-registered, so no VAT is added. Annual prices cover 12 months for the price of 10. Prices can change; signup and your workspace's Modules page show the current price before you confirm.

On a Billing & SOA plan and want another module? Email sales and we will add it to your workspace.

FAQ

Frequently asked questions

What does AutoSOA stand for?

Automated Sales, Operations & Accounting. AutoSOA started as software for automated statements of account, and the Billing & SOA module still does that job.

What is AutoSOA?

Business management software for small and growing businesses in the Philippines. You run billing, accounting and BIR tax, payables, inventory, sales, payroll and industry workflows in one workspace, and turn on only the modules you need.

Is AutoSOA only for statements of account?

No. Statements of account and invoicing are where AutoSOA started, and they remain a core module. Twenty modules are available today, including the general ledger, BIR tax compliance, accounts payable, inventory, an online shop, point of sale, payroll, an AI CEO, and architecture, quality and user-experience scoring for software teams.

Which business processes can AutoSOA help manage?
  • Billing, statements of account and collections
  • Bookkeeping, financial statements and BIR returns
  • Supplier bills, approvals and payments
  • Inventory, stock costing and product costing
  • Online and in-store sales
  • Time and attendance, and payroll
  • Rental property, construction projects, pharmacies, marketing campaigns and YouTube channels
  • Business goals, reviews and decisions with the AI CEO
  • The architecture, quality and user experience of software you build

See the platform overview for what each one does, and module pricing for what each costs.

Can I use only the modules I need?

Yes. Choose modules when you sign up and add more later. Some build on others: Rental Property, Accounts Payable, Receipt Scanning, BIR Tax Compliance and Construction need Billing & SOA, Pharmacy needs Inventory, the AI Assistant needs at least one of Billing & SOA, Payroll, Inventory, Online Shop, Laundry POS, Pharmacy, Construction, Performance Marketing, AI YouTube or Custom Pages, and the AI CEO needs Billing & SOA and the AI Assistant.

Is AutoSOA suitable for Philippine SMEs?

It was built for them. Prices are in pesos with no VAT added, tax returns follow BIR forms and produce 2307 certificates, and payroll computes SSS, PhilHealth and Pag-IBIG contributions.

Can accounting firms manage multiple clients?

Yes. Each client can have its own workspace with separate data, users and web address, and one person can link their sign-ins to switch between client workspaces. The Growth plan includes up to five workspaces; ask sales about more.

Does AutoSOA support business automation and forecasting?

Automation, yes: scheduled statements, ledger postings from other modules, tax returns prepared from your records, approval-based payment runs, AI receipt reading, AI agents that propose changes for a person to approve, and an AI CEO that writes a daily briefing and proposes decisions for you to approve.

Forecasting is narrower today. Construction projects get cost forecasts and cash flow, and the AI CEO projects a figure under conservative, base and growth assumptions you set. Sales and stock forecasting from your history is planned.

How can I request a demonstration?

Email admin@autosoa.com with your type of business and the modules you are interested in, and the team will arrange a walkthrough.

Bring Your Business Workflows Together.

Start building a clearer picture of your business with a platform designed to connect sales, operations, and accounting.