Business operations platform
One connected view of sales, money, and performance.
Potrait runs your pipeline and your books on the same records. Win a deal and the client, the invoice, and the ledger entry follow automatically — nothing retyped, nothing out of step.
New
1 lead
KES 300,000
Qualified
1 lead
KES 1,150,000
Proposal
1 lead
KES 850,000
Won
1 lead
KES 2,400,000
Trial balance
KES 6,026,000.00
Debits equal credits · balanced
Expected this month
KES 1,300,000.00
From live instalment schedules
How it fits together
Sales, receivables, accounting, reporting — one chain
Most businesses run sales in one system and accounting in another, then spend the month reconciling them. Potrait keeps one chain of records from first enquiry to signed-off statements.
- 1
Sales
Leads, pipeline stages, and the client record a won deal creates.
- 2
Receivables
Instalments, invoices, and the payments that settle them.
- 3
Accounting
Every entry posted to the ledger as the work happens.
- 4
Reporting
Statements built from those same authoritative records.
CRM and sales
CRM and sales
Win the deal, and the client record writes itself
- Leads carry the company, contact, expected value, and the salesperson responsible.
- Pipeline stages are enforced on the server — no skipping, and a settled deal stays settled.
- Winning a lead creates the client company and contact in the same transaction.
- Salespeople see the leads assigned to them; managers see everything.
Created automatically on won
Savanna Ridge Developments Ltd
Developer company
Peter Otieno
Contact · linked
Money owed to the business
Money owed to you
Know exactly what is owed, and when it lands
- Bill in full, or split a retainer across instalments with due dates.
- Issuing an instalment raises the invoice and posts to the ledger together.
- Record part payments and settlements against specific invoices.
- See what is due, what is overdue, and what is scheduled to arrive.
Money the business owes
Money you owe
Supplier costs, recorded the moment they commit
- Suppliers carry unique codes, so the same one is never entered twice.
- Bills stay editable as drafts and commit to the ledger when posted.
- Settle in full or in part, and reverse a mistaken payment cleanly.
- Outstanding payables always match the control account.
Financial control
Financial control
Books that cannot quietly drift out of balance
- A full double-entry ledger in Kenyan shillings, held as whole cents.
- Posted journals are never edited or deleted — corrections are reversals, and both stay visible.
- Most entries are raised automatically, and each one names its source.
- Receivables and payables reconcile to their control accounts by construction.
Financial reporting
Reporting
Statements you can trust, without assembling them
- Profit and loss, balance sheet, and a management summary.
- Derived from the same posted records, so they cannot disagree with the ledger.
- Run any period with the preceding one alongside for comparison.
- Display in another currency for reference without touching a stored figure.
Access
Everyone sees their own Potrait
Four roles, enforced on the server for every request. Managing people and managing money are deliberately separate.
Administrator
Manages who has access. Deliberately holds no accounting authority.
- Staff access and configuration — permitted
- Full CRM and pipeline — permitted
- Accounting and the ledger — not permitted
- Receivables and payables — not permitted
Management
Sees both halves of the business. Reviews, but never posts.
- Full CRM and pipeline — permitted
- Read the whole ledger — permitted
- Statements and collections — permitted
- Post or change financial records — not permitted
Accountant
Owns the financial records end to end.
- Chart of accounts and periods — permitted
- Journals, receivables, payables — permitted
- Financial statements — permitted
- CRM and the sales pipeline — not permitted
Salesperson
Works their own pipeline, and only their own.
- Leads assigned to them — permitted
- Pipeline stages — permitted
- Other salespeople's leads — not permitted
- Any financial record — not permitted
One system, from first enquiry to signed-off statements.
Potrait is the operations platform Potrait Solution runs its own client work on.