Library/Screens
Screens
All 28 screens in the Accordee app. Open one to try it live, see what it does and how it connects to the rest of the app.
Agents & AI
Workspace
Dashboard
/homeCustomisable cards and charts for revenue, collections and pipeline, with an Add card drawer.Inbox/inboxOne feed of what needs you: payments, contract changes, customer replies and due tasks.Messages/messagesThreads and group chats with customer contacts: replies, reactions, files, notes and new messages.Tasks/tasksTasks by due date across customers, contracts and invoices, with a New task drawer.Meetings/meetingsA week and month calendar with a mini-month and a New meeting modal.Notes/notesTeam notes linked to customers, contracts and conversations.Company
Customers
/customersEvery account in table, list, kanban or map view, with filters, saved views and import.Customer profile/customers/0One account: details, messages and files beside overview, contracts, billing, tasks and documents.Contracts/contractsContracts by stage in a table or kanban board, with bulk actions and New contract.Contract/contracts/CT-1001A single contract: status steps, summary, line items and the signer.Documents/documentsContracts, reports and files in one library, with upload and a document viewer.Balances/balancesWhat each customer owes, an ageing chart and the overdue invoices to chase.Transactions/transactionsPayments and refunds with methods, statuses and payment-brand logos.Workflows/workflowsEvery automation in a table, with a drawer to peek and run.New workflow/workflows/newStart an automation from a template or from scratch.Workflow builder/workflows/WF-renewal-90A canvas of triggers, conditions and steps, with groups and Tidy up.App Library/appsIntegrations like Stripe, Slack and Google Calendar, each with its own drawer.Settings
Personal settings
/settings/profileProfile, Preferences and Notifications.Workspace settings/settings/generalGeneral, People, Security & Permissions, Audit Log and Trash.Plans & billing/settings/plansPlans, Billing and AI Usage.Customisation/settings/sidebarSidebar, Custom Fields, Tags, Contract Stages and AI Agents.Data & integrations/settings/importsImports / Exports, API and Email.Sign-in
Log in
/loginEmail and password, Google, and a shortcut into the demo.Register/registerEmail, code and password, then profile setup and a choice between a new workspace and the demo.Forgot password/forgotEmail, check your inbox, a 6-digit code, a new password and done.New workspaceThe five-step setup modal: name and logo, interests, team, apps and plan.