Run the business.
Let E1pi run the back office.
AI for your books, bills, documents and approvals — inside the ERP you already use. Live from Day 0.
One fixed monthly price. You pay for the work done, not tokens.
Details you share are used only to set up your demo — nothing else.
One-month free trial, in three steps
- 1RegisterPick your demo slot, or WhatsApp us.
- 2Verify or upload your KYC documentOne company registry document on the dashboard — ACRA BizFile in Singapore, the equivalent elsewhere. Individuals: Aadhaar, SingPass or Emirates ID.
- 3Your own instance within a few hoursWe link it to your account. Connect your ERP, or use the sandbox version we provide. Free for one month; cancel any time before the month ends.
- Data-aware integration with 12 ERPsInside the ERP you already use, reading and writing live.
- Live on your books from Day 0No data import, no conversion. E1pi works on your books as they are.
- 1B AI model on our own hardwareLoRA-tuned for business, under a zero data retention policy. Self-host option available.
- On-premise harness, Windows or MacEvery tool run happens locally. Files, conversations and the search index never leave your premises.
- One fixed monthly fee, no token limitsModel and harness tuned together to spend fewer tokens per task.
- Workflows, Teams and WhatsAppUse or customise any predefined AI workflow. Add 2-way Microsoft Teams and WhatsApp to any of them, plus iOS notifications for urgent matters.
Get the E1pi app
Registered customers only. The installers are for customers we have set up; general release soon. Not registered yet? Register here.
The E1pi app,
running on macOS.
Reads the purchase order, generates all the shipping documents, books the vessel schedule and monitors the transit. All from a single app.
E1pi Mac app · a Maersk sailing, the Proforma Invoice and the Draft Bill of Lading, side by side
Latest news
All posts ›
Your one-month trial: register, upload one KYC document, and your own E1pi is linked within a few hours ›
E1pi: three years in the making. Today we release it to all. ›
What data is shared with the AI, and what is not ›
Ten checks before you claim GST input credit, and what goes wrong without them ›
How does E1pi connect to so many ERPs? And how it streams the report to your screen. ›
Sales and Finance dashboards: the whole business on one screen, from any ERP ›
Correct AI caching in a multi-user organisation cuts token spend by more than 70 percent ›
Introducing Integrate: your website, connected to your E1pi. ›
Every video here is a real screen recording. Nothing staged, nothing generated. Fake Mode swaps real names and figures for fictional ones — that is the only edit.
Every compliance check, country by country.
Sixty checks for India, run against the GST portal and the books every fortnight. Singapore, the United Arab Emirates and the Philippines follow with their own catalogues. Tap a country.
India · sixty checks in eleven groups
e-Invoice and e-way bill7 checks
- IRN coverage and matchEvery B2B document has an IRN; value, status and the 30-day window agree with the portal.
- IRNs with no voucherDeleted or renumbered after e-invoicing.
- e-Way bill missing, expired or mismatchedGoods above the threshold, portal list against Tally, validity, Part-B, cancellations.
- Pre-generation validationCounterparty, PIN, HSN, rate — before the IRN is asked for.
Outward reconciliation6 checks
- Books vs 3B vs IRN list vs GSTR-1By head, by table, invoice-wise; HSN summary against stock movement.
- Reverse charge tie-out and Rule 86BDeclared, credited, and the 1 percent cash test.
- Electronic ledgers vs booksCash and credit ledger balances, interest and late fee.
- Multi-GSTIN cross-charge and ISDCommon services booked in one registration.
Input tax credit7 checks
- GSTR-2B reconciliationInvoice-wise, with vendor filing status and run-over-run changes.
- Section 17(5) blocked credit scanFuel, cabs, vehicle repairs, food, club, composition suppliers.
- Place-of-supply trapOut-of-state CGST/SGST on hotel and travel bills that the home state cannot use.
- Rule 37 and the 30 November limitBills unpaid beyond 180 days; earlier-year credit about to lapse.
- Import IGST and IMS actionsBill of Entry against 2B; accept, reject, pending drafted before 3B.
Counterparty intelligence5 checks
- GSTIN health of every partyActive, cancelled, registered after the invoice, composition charging tax, e-invoice enabled but no IRN on the bill.
- Vendor filing scorecardGSTR-1 and 3B on time, month by month; credit at risk per vendor.
- Customer credit-risk signalA customer who stops filing 3B, laid over the receivables ageing.
- Master data and monthly re-verificationTrade name, state, PAN, duplicate ledgers; maker-checker on bank account changes.
TDS and TCS7 checks
- Rate per voucher and constitution cross-checkThe ledger’s section against the base; proprietor or company from the portal.
- Not deducted where due; 194Q on purchasesThresholds aggregated for the year; the transporter declaration list.
- Retired provisions still in useTCS on sale of goods and non-filer higher rates, both withdrawn 1 April 2025.
- TDS receivable, deducted vs deposited vs returnedCustomer deductions per 26AS; challans, quarterly return, Form 16A.
MSME 43B(h)5 checks
- Open bills on the 15 / 45 day clockFrom the Udyam registrations already on the ledger masters.
- Disallowance exposure at 31 MarchIn rupees, with the pay-before-year-end list for approval.
- MSMED interest and MSME Form 1 dataThree times the bank rate, compounded monthly; the half-yearly return.
- Udyam validity and categoryVerified, medium excluded.
Income tax and year end6 checks
- Cash limits40A(3), 269ST, 269SS/T — grouped by party and day so the split ones show.
- Section 43B items and advance taxStatutory dues paid late; the quarterly estimate with 234B/C.
- Fixed Asset Register and depreciationSchedule II and income-tax block side by side; Tally has no register.
- Schedule III, 3CD data, GSTR-9/9C packFrom the trial balance and the checks above.
Books hygiene and fraud6 checks
- Duplicates and payment anomaliesSame bill twice, round sums without a bill, a vendor’s bank account that matches an employee’s.
- Late and back-dated entriesCreation order against voucher date; alterations after e-invoicing or period close.
- Trend and outlier scanExpense spikes, rate outliers per HSN, debit-balance creditors, suspense.
- Every voucher with its evidenceBill PDF, bank line, PO and e-way bill linked, searchable by narration.
Payables, bank, receivables6 checks
- Pre-payment vendor checklistGSTIN, 2B, TDS, MSME window, duplicate, bank account — then approval, voucher, NEFT file.
- Bills Receivable and Bills Payable with ageingReminders and payment advice from the report.
- Party ledger confirmationsSent, replies and supplier statements reconciled, differences only.
- Cash forecast with statutory outflowsThirteen weeks, GST, TDS, PF/ESI, advance tax, payroll.
Owner and operations5 checks
- Sales and Finance dashboardsFrom the vouchers, any ERP, refreshed with the books.
- Owner daily digest, Hinglish voucher entryWhatsApp at 8 am; spoken entries drafted.
- Inventory intelligenceDead and slow stock, reorder, HSN quantities tied to GSTR-1.
- Reports without TDLCustomer-wise GP, branch P&L, product margin after freight, in one sentence.
GST (IRAS)6 checks
- GST F5 against the booksStandard-rated, zero-rated exports, exempt and out-of-scope supplies, input tax and the net, box by box against the ledgers before the quarterly return.
- Input tax that cannot be claimedClub subscriptions, medical and family benefits, S-plate motor cars and their running costs, and purchases from suppliers who are not GST-registered.
- Import GST to the permitEvery TradeNet permit to its purchase voucher at the MAS rate of the day; Major Exporter Scheme imports kept out of the input box.
- Reverse charge and overseas vendorsImported services and low-value goods under the Overseas Vendor Registration regime: accounted, and recovered only where allowed.
- Zero-rating evidence within 60 daysExport permit, bill of lading or airway bill and the customer’s overseas delivery for every zero-rated invoice.
- Foreign-currency invoices and bad debt reliefGST at the prescribed rate on every foreign-currency row; relief claimed on debts unpaid past twelve months and reversed when they pay.
Corporate tax (IRAS)5 checks
- ECI and Form C-S / C dataEstimated chargeable income within three months of year end; the return figures drawn from the trial balance with every adjustment listed.
- Capital allowances from the asset registerSection 19 and 19A schedules built from the fixed-asset additions and disposals; one-year and three-year write-offs chosen and shown.
- Non-deductible items taggedPrivate motor car costs, fines, entertainment, medical expenses over the cap, and donations with their 250 percent deduction eligibility.
- Withholding tax on payments abroadInterest, royalties, management and technical fees to non-residents under section 45; the rate, the treaty, and the 15th of the second month.
- Related-party transactions and transfer pricingIntercompany sales, loans and services at arm’s length; documentation and the RPT form when revenue crosses the thresholds.
Payroll, CPF and MOM5 checks
- CPF against the payroll ledgerContribution rates by age band, ordinary and additional wage ceilings, due by the 14th; the shortfall per employee.
- SDL, FWL and quotaSkills Development Levy on every employee; foreign worker levy and quota against headcount and pass type.
- IR8A and IR21Auto-Inclusion data by 1 March; tax clearance a month before a foreign employee leaves, with the final salary held.
- Pass expiriesWork Permit, S Pass and Employment Pass expiry dates against the payroll, with renewal lead time.
- Leave and expense claims against policyReceipts read, policy clauses applied, duplicates and personal items kept out, vouchers after approval.
ACRA and secretarial4 checks
- AGM and Annual ReturnAGM within six months of year end, Annual Return within seven, XBRL where required; the calendar per company.
- Registers kept currentControllers, nominee directors and nominee shareholders; changes filed within the statutory days.
- Audit exemption testSmall-company test on revenue, assets and employees, two of three, for every entity in the group.
- Dividends and director loansSolvency before a dividend, dividend vouchers drafted, director and related-party loans traced.
Bank, payments and vendors5 checks
- Any-bank PDF to vouchersDBS, Citi and Wise statements read line by line today; OCBC and UOB the same way; the statement row pinned to every voucher.
- Pre-payment vendor checklistUEN active on ACRA, GST registration status for the input claim, PayNow or bank account against the master, duplicate bill, then approval.
- Trade bills reconciledFreight, warehouse, port and permit charges matched to the shipment and the lane rate before payment.
- Foreign exchange at MAS ratesRevaluation of every foreign-currency balance; realised and unrealised differences posted after approval.
- Company cards to claimsWise and corporate card spend per team member matched to receipts, trips and projects.
Receivables and cash3 checks
- Ageing, reminders and DSO per customerOverdue sequences drafted per party, promise-to-pay captured, the customer’s own paying habit in the forecast.
- Credit risk from the registryA customer whose ACRA status changes or who files late, laid over the receivables.
- Thirteen-week cash forecastWith GST, CPF, corporate tax instalments, loan repayments and payroll as known outflows; the lowest point and its week.
Stock and trade4 checks
- Every permit to a stock movementImport permit quantities to goods received; export permits to invoices; the differences by item.
- Valuation methods side by sideFIFO, weighted average and latest cost in one report; slow and dead stock by ageing.
- Intercompany stock at arm’s lengthTransfers between group companies priced and documented.
- Strategic goods flagsHS codes that need a permit before export, caught at the quote.
Books hygiene and fraud4 checks
- Duplicates and payment anomaliesSame bill twice, round sums without a bill, split payments under a limit.
- Late and back-dated entriesCreation order against voucher date; alterations after period close.
- Vendor bank account that matches an employee’sAnd the bank-change email that no device certificate signed.
- Trend and outlier scanExpense spikes against twelve months, suspense balances, debit-balance creditors.
Year end and audit4 checks
- SFRS statements from the trial balanceBalance sheet, profit or loss, notes and XBRL data, every figure drillable to the voucher.
- Tax computation packCapital allowances, non-deductibles, renovation deductions, donations and the carried-forward items.
- ConfirmationsBank balance letters per company; debtor and creditor confirmations drafted from the ageing.
- Every document, not a sampleInvoice to receipt, bill to payment, bank line to voucher, permit to stock, for the whole year.
Owner and operations1 checks
- Dashboards, digest and the health reportSales and Finance from the vouchers, the Monday brief, and the written report on where the cash went.
VAT (FTA)6 checks
- VAT return 201 against the booksStandard-rated supplies by emirate, zero-rated exports, exempt supplies, reverse-charge imports and recoverable input, box by box.
- Input tax blocked or apportionedEntertainment, personal benefits to employees, motor vehicles available for private use; apportionment where exempt supplies exist.
- Import VAT to the customs declarationBox 6 against the Dubai Trade and Mirsal declarations; reverse charge on imported services.
- Tax invoice compliance and TRN checksFull or simplified invoice, issued within fourteen days, credit notes referenced; every counterparty TRN verified on the FTA register.
- Designated zones and export evidenceMovements in and out of designated zones; exit certificates and commercial evidence within ninety days for zero-rating.
- Voluntary disclosure, penalties and bad debt reliefErrors above the disclosure threshold, late-payment exposure, relief on debts unpaid past six months.
Corporate tax (9 percent)6 checks
- Registration, period and returnDeadlines per entity; the return within nine months of period end from the trial balance.
- Small business relief and free zone statusRevenue against the relief threshold; qualifying free zone person tests on qualifying income, de minimis and substance.
- Non-deductibles and interest limitationEntertainment at fifty percent, fines, non-arm’s-length related-party costs, net interest against thirty percent of EBITDA.
- Transfer pricing schedulesRelated-party and connected-person disclosures, master and local file thresholds, intercompany agreements.
- Groups, exemptions and creditsTax group elections, participation exemption, foreign tax credits, deferred tax.
- Audited financial statements where requiredRevenue above the threshold or free zone status; the audit calendar per entity.
Payroll, WPS and MOHRE4 checks
- WPS transfers against the payroll ledgerEvery salary through the Wage Protection System within the window; the exceptions by employee.
- End-of-service and leave provisionsGratuity per contract and tenure, leave salary and air ticket accruals, recomputed monthly.
- Emiratisation and pensionNafis quota for companies above fifty employees; GPSSA contributions for UAE and GCC nationals.
- Visa, Emirates ID and labour card expiriesAgainst the payroll, with renewal lead time and cost.
Excise and customs3 checks
- Excise goodsTobacco, energy and sweetened drinks: registration, stock, returns.
- Customs declarations to the purchase registerDuty at five percent on CIF, import VAT, clearance charges; refunds on re-export.
- Free zone to mainland movementsDuty on entry, documentation, inventory in and out of the zone.
Company, licences and AML4 checks
- UBO and nominee registersBeneficial owners and nominee directors declared; changes within fifteen days.
- Licence, Ejari and establishment cardTrade licence, tenancy, immigration file and establishment card renewals on one calendar.
- AML for designated businessesgoAML registration, cash transactions above the reporting threshold, suspicious transaction records for DNFBPs.
- Shareholder loans, dividends and capitalDocumentation and approvals traced through the ledgers.
Bank, payments and vendors4 checks
- Any-bank PDF to vouchersEmirates NBD, ADCB, FAB, Mashreq, RAKBANK and Wise statements read line by line; the row pinned to every voucher.
- Pre-payment vendor checklistTRN valid, licence active, bank account against the master, duplicate bill, then approval and the transfer file.
- Post-dated cheque registerCheques issued and received, maturity dates, funds on the day, bounce exposure.
- Foreign exchangeAED peg to USD; revaluation of other currencies at the chosen rate source.
Receivables and cash3 checks
- Ageing, reminders and DSOOverdue sequences drafted per customer, PDC-backed balances tracked to maturity.
- Credit risk from the registryTRN deregistered, licence lapsed or cheques returned, laid over the receivables.
- Thirteen-week cash forecastWith VAT, corporate tax, WPS payroll, rent cheques and loan repayments as known outflows.
Stock and trade3 checks
- Every declaration to a stock movementCustoms declaration quantities to goods received; delivery notes to invoices; differences by item.
- Valuation methods and dead stockFIFO, weighted average, latest cost side by side; slow movers by ageing.
- Landed cost per itemDuty, freight and clearance allocated; margin after landed cost.
Books hygiene and fraud3 checks
- Duplicates and payment anomaliesSame bill twice, round sums without a bill, cash above policy.
- Late and back-dated entriesCreation order against voucher date; alterations after period close.
- Vendor bank account that matches an employee’sAnd the bank-change email no device certificate signed.
Year end and audit3 checks
- IFRS statements and the tax computation packFrom the trial balance, every figure drillable; audited where required.
- ConfirmationsBank balance letters, debtor and creditor confirmations drafted from the ageing.
- Every document, not a sampleInvoice to receipt, bill to payment, bank line to voucher, declaration to stock, for the whole year.
Owner and operations1 checks
- Dashboards, digest and the health reportSales and Finance from the vouchers, the Monday brief, and the written report on where the cash went.
VAT (BIR)6 checks
- Quarterly VAT return 2550Q against the booksVatable, zero-rated and exempt sales from the sales register; output and input by quarter; the Summary List of Sales and Purchases reconciled line by line.
- Input VAT substantiationOnly VAT invoices with the supplier’s TIN and the buyer’s details count; non-VAT suppliers, missing invoices and personal items kept out.
- Zero-rated sales with proofExports and sales to registered export enterprises: the registration, the invoice wording and the shipping or inward-remittance evidence.
- VAT on importation to the entryEvery Bureau of Customs entry and payment to its purchase voucher; input claimed only on the paid amount.
- Withholding VAT by government payorsFive percent final VAT withheld on sales to government, credited against output and reconciled to the certificates.
- Refund and carry-overExcess input tracked against the two-year refund window; carry-over and refund not both claimed.
Withholding taxes5 checks
- Expanded withholding on every billRent, professional fees, contractors and the top-withholding-agent rates on goods and services, worked out from the bill and the payee’s status.
- Form 2307 issued and receivedCertificates issued to suppliers for every deduction; certificates received from customers matched to the creditable tax claimed in the return.
- Remittance and returns0619-E monthly, 1601-EQ quarterly, the annual alphalist; what was withheld, what was remitted, when.
- Expense allowed only if withheldEvery expense subject to withholding checked for the deduction, since an unwithheld expense is disallowed.
- Final withholdingDividends, interest, royalties and payments to non-residents, with the treaty rate where it applies.
Income tax4 checks
- Quarterly and annual returns from the trial balance1702Q and the annual return; regular rate against minimum corporate income tax at two percent of gross income.
- Non-deductibles taggedRepresentation above the cap, fines, personal expenses, interest arbitrage, donations within limits.
- NOLCO and carry-forward itemsNet operating losses tracked for three years; excess credits and MCIT carried forward.
- Creditable tax reconciled2307s received against the credits claimed; the shortfall or the surplus listed by customer.
Payroll and statutory contributions5 checks
- SSS, PhilHealth and Pag-IBIGContributions by bracket against the payroll ledger; employer and employee shares; due dates per agency.
- Withholding on compensation1601-C monthly, 1604-C annual, 2316 to every employee by 31 January; the alphalist reconciled.
- 13th-month pay and de minimisThirteenth-month by 24 December; de minimis benefits within the caps; the excess taxed.
- Minimum wage, holiday and overtime rulesRegional wage orders, holiday pay, night differential and overtime against the payroll.
- Separation and final payComputed per rule, cleared within the required period, with the tax treatment.
SEC, LGU and BIR registration4 checks
- General Information Sheet and audited statementsGIS within thirty days of the annual meeting; AFS filed on the SEC schedule after the BIR filing.
- Business permit by 20 JanuaryLocal business tax on gross receipts, barangay clearance, Mayor’s permit, fire and sanitary, on one calendar.
- BIR registration kept currentCertificate of Registration, registered books, loose-leaf or computerised accounting system acknowledgement, branch registrations.
- Documentary stamp taxLoan agreements, leases, share issuances and transfers; the tax computed and remitted.
Invoicing and e-invoicing3 checks
- Invoice-based rulesSales invoices for goods and services since the Ease of Paying Taxes Act; series, numbering and mandatory fields checked on every document.
- Electronic invoicing where coveredLarge taxpayers and exporters reporting to the BIR electronic invoicing system; what was issued against what was reported.
- Invoice to receipt chainEvery invoice to its collection and its 2307; unmatched collections and unissued certificates listed.
Customs and incentives3 checks
- Import entries to the purchase registerDuties, VAT and brokerage per entry; landed cost per item.
- Importer accreditation and permitsCustoms accreditation renewal, regulated-goods permits, licence to operate.
- PEZA and BOI incentivesRegistered activity, income tax holiday or special rate, local purchases and the reporting the incentive requires.
Bank, payments and vendors4 checks
- Any-bank PDF to vouchersBDO, BPI, Metrobank, UnionBank and Security Bank statements read line by line; the row pinned to every voucher.
- Pre-payment vendor checklistTIN valid, VAT status, registered invoice, withholding applied and 2307 ready, bank account against the master, duplicate bill.
- Cheque and post-dated cheque registerIssued and received, maturity, funds on the day.
- Foreign exchangePeso revaluation of foreign-currency balances at the chosen reference rate.
Receivables and cash2 checks
- Ageing, reminders and DSOOverdue sequences drafted per customer; short payments for withholding applied against the 2307 expected.
- Thirteen-week cash forecastWith VAT, withholding remittances, contributions, quarterly income tax and payroll as known outflows.
Books hygiene and fraud3 checks
- Duplicates and payment anomaliesSame bill twice, round sums without a bill, cash above policy.
- Late and back-dated entriesCreation order against voucher date; alterations after period close.
- Vendor bank account that matches an employee’sAnd the bank-change email no device certificate signed.
Year end and the owner3 checks
- PFRS statements and the tax reconciliationFinancial statements from the trial balance, the reconciliation of book to taxable income, audited where required.
- Confirmations and the full-population year endBank, debtor and creditor letters; every invoice, bill, bank line and stock movement of the year read, not sampled.
- Dashboards, digest and the health reportSales and Finance from the vouchers, the Monday brief, the written report on where the cash went.
The whole business on one screen.
From the books you already keep.
Sales and Finance dashboards, drawn from the vouchers in Tally Prime, Zoho, QuickBooks or SAP. Then ask the next question — or change the dashboard — by talking to the AI.
Sales. Revenue by month, margin after sell expenses, top customers, items and destinations. Every invoice with its PO, terms, documents and GP.
Ask the next question. Which customers slipped this quarter? What if Atlas pays thirty days late? The dashboard is the context.
Change it by talking. Your business units, your product lines, the tile your board asks for. Say it; the AI redraws it.
The Sales dashboard, just by asking. Revenue, margin, every invoice one click away. On YouTube, recorded on the E1pi Mac app.
Finance. Cash and bank, receivables and payables with ageing, facilities in use, DSO and DPO, expense heads by month.
Thirteen weeks ahead. Due dates against each customer’s real paying habit. The lowest point, and the week it lands.
Any ERP. Refreshed with the books. Drawn from the vouchers, not a spreadsheet export. Post a voucher; the dashboard moves.
The Finance dashboard, in seconds. Cash flow, receivables, expenses, the thirteen-week forecast. On YouTube, recorded on the E1pi Mac app.
Screen by screen · Fake Mode, fictional names and figures
Twelve reports. Any ERP. One layout.
Tally Prime, SAP, QuickBooks or your own system. Ask in plain words — the report is drawn live from the books.
Profit & Loss
Are we making money, and where? Any span, any companies. GP% and NP%.
See it in action →
Stock Summary
What is in the warehouse and what it is worth — every company at once.
See it in action →
Live, not cached. Read from the books the moment you ask. No export, no month-end wait.
Any span. Fifteen days, six months, ten years — side by side.
Every company in one frame. Two entities or fifteen. One ask.
Tap any figure. Down to the account, the entry, the document.
Six months of P&L, on the phone. Net Sales to Net Profit, every figure with its change on the month before.
Receivables, chased from the phone. Tick the invoices, tap WhatsApp or email. E1pi drafts the reminder.
Works inside the software you already run
in 30 days
Xeroin 30 days
Every bill checked, before it is paid
The smallest bill and the largest get the same scrutiny — against a checklist that stays current with the rules. Just say: check the bills.
Against the quote. Rate, quantity, terms — match, or flagged.
Distance actually travelled. Kilometres charged, checked against the route on the map.
Vehicle against load. The truck on the bill must be able to carry the shipment.
Has the supplier filed their tax? Checked before your payment goes out.
Before a work order is released. Budget, approvals, vendor standing — one pass.
Checklists for your country and state. New checks for known frauds keep coming — freight, transport, customs, e-filing.
The real value. Free your team from monotony. Put that energy into compliance.
Screen by screen
Drop in a bank statement.
Get vouchers.
E1pi reads every line, matches the ledger and drafts the voucher with the statement row pinned to it. You post the ones you approve.
E1pi iPhone app · iPhone 17 Pro Max · 1 min 43 s · spoken walkthrough, tap the speaker
Any bank, one PDF. Every line matched to a ledger — 2,454 of them here. Narration written.
The line travels with the voucher. Tap a figure; the source row lights up.
Send to Tally. Undo if you like. Posted, confirmed in the Day Book, reversible in one tap.
Announced in Teams. What was posted, by whom, how many matched.
Microsoft Teams · finance chat
Posted, and everyone who should know, knows.
A card in the finance chat: bank, month, totals, who approved, a button to the Day Book.
An audit log, filed with every posting.
Reconciliation and sign-off, the posting register, evidence with SHA-256 fingerprints. Everything an auditor asks for.
Three ways in.
One office.
No new app to learn. E1pi meets your team — and your suppliers — where they already are.
The E1pi appFor you and your managers
Browser, iPhone, Mac — Android on the way. Reports, approvals, tasks, conversations.
- Fingerprint or face sign-in, no passwords
- Every report, live, one tap apart
- Approvals from the lock screen
Microsoft TeamsFor your team
Assign, approve and ask — inside the chat your people already use all day.
- Ask for any report in plain words
- Approvals & notifications in group chats
- Assign and track tasks from Teams
WhatsAppFor suppliers and vendors
They send bills the way they always have. E1pi reads, checks and acknowledges. Nobody retypes.
- PDF, images, even handwritten bills
- Checked against contract & quote
- Routed to the right head for approval
Reminders the team actually sees.
Each morning, the day’s due tasks in the chat — owner, deadline. Complete one, and the next reminder knows.
Fifty receipts in Teams. One claim for finance.
Staff drop receipts into Teams — photos, PDFs, a handwritten slip. E1pi reads them, asks only what it cannot work out, and returns one PDF for approval. Below: the real report for a three-day trip.
The same checks on a vendor’s bill →Any format, any order. Photos, PDFs, SMS, handwritten — read, dated, sequenced.
Exchange rate from the receipt. Taken from the money-changer’s slip. Printed on the cover.
Checked against your policy. Each item passes or is held, with the clause named.
Duplicates and personal items kept out. Same bill twice, a pharmacy receipt, a souvenir — listed with reasons.
Meals matched to the calendar. Six meals, six Outlook entries, every attendee named.
Asks only when it must. One question on fifty documents. Working shown.
A person approves first. Vouchers post only after finance says yes. Who and when, on the cover.
Document generation. Quote to bill of lading.
Quote, order check, export set, sailing — drafted from live prices and stock, on your letterhead, sent from the thread you are in. You approve every send.
01
A quote in a minute.
Reference the enquiry, type one line. Priced from live stock, data sheets attached, reply drafted in the same thread.
Priced live, margin shown. GP worked out as the deal is made — not at month end.
Data sheets and drawings appended. Every quoted product, in the same PDF.
Custom pre-sale documents. “Draft this like the last ten we sent.” It does.
Sent as a reply in the customer’s thread. Email or WhatsApp, cover note drafted. You press Send.
02
The customer PO, checked against the quote
The PO arrives by email, WhatsApp or PDF. E1pi reads it against the quote and flags every difference before you accept.
Prices and quantities, line by line
Delivery and payment terms
GP margin on the order as accepted
Every difference flagged before you accept
03
One customer PO. Every trade document.
Drop the PO in, ask in one line. The full export set prints as A4 PDFs on your letterhead.
One PO in, the whole set out. Invoice, Packing List, Certificate of Origin, Warranty, Draft B/L, Delivery Order.
Read from the PO, assumptions declared. Anything not on the order is listed up top. Nothing invented.
Pallets drawn, not listed. Cartons, weights, dimensions and CBM on the Packing List.
Teams, WhatsApp or Email. One tap, every PDF attached, cover note drafted.
Post-trained on the documents below
Any layout your customer, bank or customs office asks for — on your own letterhead.
Proforma Invoice
Packing List
Commercial Invoice
Certificate of Origin
Draft Bill of Lading
Insurance
FTA Forms — E, A, D, K…
Back-to-back Movement Certificates
Warranty Certificate
Transit Certificates
Handling Instructions
Bill of Materials
The whole set, on the phone. Six PDFs from one PO. Tap to read, then send with all attached.
Generated from one order — real output
04
Sailings, cut-offs and booking. Straight from the carrier.
Route and dates come from the documents just made. Ask for schedules; every sailing appears in the same thread.
more carriers coming
CarriersSailings, bookings, tracking
Maersk
CMA CGM
Hapag-Lloyd
MSC
Evergreen
ZIM
E1piSelf-hosted · Data Aware · A human holds the pen
ChannelsYour team and your vendors
Teams
E1pi app
WhatsApp
Alerts
Live schedules. Vessel, voyage, ETD, ETA, transit days. Fastest flagged.
Sea route drawn. Real shipping lanes, nautical miles, via Suez, Panama or the Cape.
Cut-offs you cannot miss. Documentation, gate-in and VGM, in local time, on every sailing.
Pick the sailing; E1pi books it. Booking placed, documents uploaded, no forms (booking write access being enabled by Maersk, Sep 2026).
Then the rest of the voyage. Track & trace, bills of lading, carrier invoices, demurrage — checked against your books.
Screen by screen
Stock valuation, every method side by side
FIFO, weighted average, latest cost — switch in a sentence, or compare them in one report.
Switch in a sentence. FIFO today, weighted average tomorrow.
Every method, one report. The difference is the decision.
Live from the ERP. Stock as it stands now, every company at once.
How many fit? Which truck? Drawn in 3D, not guessed.
From size and weight alone, E1pi builds every unit, carton, pallet and container in true 3D — then finds the cheapest legal load and draws it. The same model measures your warehouse.
Every product becomes a 3D object. Unit, carton, pallet, container — at true size and weight.
Every way to pack is tried. Orientation, layers, stacking, position — scored on space, weight, cost.
Legal at both ends. Pallet cap, door height, payload, and the road limit in both countries.
The lowest-cost plan wins, drawn. Pallets, layers, container load and floor plan in isometric 3D.
Trucks planned the same way. 1 t to 14 t classes — vehicles needed, each load drawn.
The same model measures your warehouse. Stock lines become floor area. The bill is checked against space measured, not claimed.
From plan to Packing List. Pallet data flows into the trade documents. One tap to send.
Screen by screen
The plan E1pi produced — 2,300 batteries, six 20 ft containers
Monday 9 am. The whole week, on one page.
A scheduled script wakes before your team does. E1pi reads every ERP, bank, carrier and calendar, then emails one PDF inside the company — cash by day, who pays late, what breaks this week, and the few decisions that still need a person. Below: the real brief for week 41.
The same sources, checked on a vendor’s bill →Runs on a schedule. Every Monday 9 am — no one asks, no one forgets.
Every source read live. Tally, QuickBooks, SQL Server, banks, Maersk, MAS rates, calendars and travel.
Cash forecast by day. Opening, money in, money out, closing — any breach of the board floor flagged, with the day it happens.
Collections ranked, owners named. Each customer’s on-time history from Tally. Who to call, who reminds itself, who to escalate.
Free time and detention watched. Every container, the day charges start, the person who must act.
Clashes found across systems. The host travelling on the day of the kick-off. Two audits, one QA manager. Calendar vs travel vs visitors.
One PDF, emailed internally. Page 1 the week, page 2 cash and risks. No login, no portal, no app to open.
Only what needs a person is asked. Everything else already done. Reply in Teams and the item closes.
How we think about it
We ran our own companies on E1pi for two years before releasing it. Every task is started by a person and approved by a person. It is not AI versus people. It is your people with E1pi, versus your competitor’s people without it.
2 yearsrunning our own companies on E1pi
15companies on one E1pi, in one view
12fundamental reports, live from the books
0payments made without a human yes
1fixed monthly price
Built with E1pi.
Installs itself at your place.
Most AI tools want your files on their servers. E1pi keeps everything on a PC in your office. Many users, every device, one admin in control.
How it was built →Work together
- One session, every device. Start on the iPhone, continue on the PC.
- Group sessions: anyone prompts, everyone sees.
- Teams and WhatsApp both ways. A notification the moment something needs you.
Sign in without passwords
- Face ID or fingerprint on the LAN. Plus a device certificate from outside.
- The AI installs the certificate with you, end to end.
- Extend it to suppliers — the defence against a forged bank-change email.
Your rules, your data
- Company Skills for everyone, Private Skills for one — plain documents you can edit.
- Private mode saves a conversation where you choose.
- Users and roles from Microsoft 365 or Google Workspace.
Watch, steer, extend
- Every thought, tool call and result on screen. Steer it the moment it drifts.
- Desktop view from the phone. A shared iPhone simulator.
- Host your own MCP servers inside the harness.
An iPhone simulator, shared with the team. Build on Windows, verify on a phone, ship — from one window. This is how we build E1pi.
Any website, in the drawer. Type @web. The page opens over the conversation; the next request is typed with it still open.
Screen by screen
E1pi on your website.
One snippet, five designs.
Your customers ask on your own site — where is my order, show my last invoice, I need a quote. E1pi answers from your books, and a person on your team approves before anything goes out. Paste one snippet in your site’s footer. That is the whole install.
Try every design live, make it yours, copy the snippet →Five designs, every one live. Launcher, Dock, Ask bar, Sheet, Inline. Try each on a phone, a desktop, an iPhone or an iPad before you pick.
Make it yours. Name, logo, accent, light or dark, corners, frosted glass, greeting, quick actions. The preview updates as you type.
One snippet. Paste it once in your footer template. WordPress, Shopify, Webflow, plain HTML.
Already in your app. If your iPhone or iPad app shows your site in a web view, the assistant is there too. Nothing extra to build.
A person approves. Orders, invoices, shipments and quotes answered from your books. Nothing reaches a customer until someone on the team says yes.
No cookies, no third parties. Nothing leaves the visitor’s page until your webhook is set — then only to your own E1pi server.
Replace step-by-step screens with a chat. The explainer on YouTube: what the visitor sees, what your team sees, and the one line that installs it.
Design by design
Questions owners ask us
Plain answers. If yours is not here, ask us.
How do I get the one-month trial?
Register and pick your demo slot, or WhatsApp us. Then verify or upload one KYC document on your dashboard — in Singapore the ACRA BizFile profile, elsewhere the equivalent registry document. Freelancers, practising auditors and CAs verify as an individual instead: Aadhaar in India (instant, with an OTP), SingPass Myinfo or NRIC in Singapore, Emirates ID in the UAE, PhilSys ID in the Philippines. Within a few hours we link your own E1pi instance to your account; connect your ERP there, or use the sandbox version we provide. Free for one month. Cancel any time before the month ends and nothing is charged.
How is E1pi installed?
From general release, download the Mac or Windows app and sign in. E1pi installs what it needs, downloads itself and starts. You watch every command. No consultant.
Is E1pi open source?
No — but not a black box. The code sits on your own disk. Your IT can read every line; your admin can see every AI call.
Which computer do I need?
Any recent Mac or Windows PC in your office, ideally on the same network as your accounts software. Your team reaches it from browser, iPhone or Mac.
Do I have to change my accounting software?
No. Tally Prime, SAP and QuickBooks today; Zoho and Xero within a month. Your books stay where they are.
Will it post entries or make payments on its own?
No. Every entry, payment, filing and document waits for a person’s yes. You decide who, and how many.
What if it makes a mistake?
Every entry shows the document it came from, so a mistake is visible before posting. To correct anything, tell E1pi in a sentence.
Does my team need training?
If they can send a WhatsApp message, they can use E1pi. Most start with one bank statement.
Where is my data?
On a computer in your own office. The model sees a few hundred words at a time — never whole files. Want nothing to leave? We install the model on your premises.
I have custom software of my own. Can E1pi work with it?
Yes. E1pi learns where your data lives and puts it in the same twelve reports.
Which carriers does E1pi talk to?
Maersk today — schedules, cut-offs, tracking, bookings, bills of lading, invoices. More carriers coming, same one-line request.
What does it cost?
One fixed monthly subscription. Unlimited AI — no tokens, no caps. First month free after KYC; cancel any time before the month ends. Talk to us for the figure for your size.
Give your team their day back.
Keep your hand on the pen.
Register and pick your demo slot, or WhatsApp us first. Verify or upload your KYC document on the dashboard and within a few hours your own E1pi instance is linked: connect your ERP, or use the sandbox we provide. Free for one month — cancel any time before the month ends.
Details you share are used only for the demo and KYC — nothing else.
Or email demo@e1pi.com