effitrio
Browse topics▼

Docs

Core Concepts

Workspaces, how invoices and expenses relate to projects and clients, AI goals, and activity

On this page▼

These ideas make the rest of Effitrio easier to use.

Workspaces

Your workspace is where your business data lives: company profile, clients, projects, invoices, expenses, and AI activity. Your plan and limits apply to that workspace. Manage company details and branding in Settings → Profile.

Invoices, expenses, and projects

  • Finance groups Invoices, Expenses, and Receipts — money in and money out
  • Organization groups Projects and Clients — who you work with and how work is grouped

You can link invoices to projects (and clients) so history stays tied to the right work. Expenses can belong to that same picture. See Invoices, Expenses, Projects, and Clients for step-by-step guides.

Clients and relationships

Clients are the people or companies you bill. They connect to invoices and projects so you always know which work belongs to which relationship.

AI proposals vs approved actions

Effi does not silently make risky changes in the background. Instead it creates goals: plans with steps such as drafting emails or checking expenses.

  • A proposal is what Effi prepares (for example draft reminder emails)
  • Approved actions are what actually run after you approve the goal (and, where needed, individual drafts)

If a goal does not need approval, it may continue on its own — chat will tell you when something needs your approval and point you to the AI Action Center.

You stay in control

Sensitive work can pause in Awaiting approval until you approve or reject. Some workflows also let you approve or unapprove individual drafts (for example reminder emails) before anything is sent.

Review goals from the AI Action Center in the sidebar.

Activity and history

  • The Dashboard shows recent invoices, alerts (such as overdue invoices or expense spikes), and high-level stats — useful day-to-day activity
  • Deeper history for compliance may depend on your plan; for everyday “what changed?”, use dashboard alerts, goal history in the Action Center, and the invoice or expense screens

Next steps