A walk through the real app: the dashboard, a sale from quote to invoice, and a purchase from request to order. Recorded from the real app, not mocked up.
Your dashboard starts from a layout picked for your role — owner, sales, accounting, HR, projects or manufacturing. Switch layouts, add widgets, and drag them where you want them. Every figure comes straight from your documents.
Build the proposal once. When the customer accepts, the sales order is created from it. Invoice the order and the lines, prices and customer carry over. The invoice gets its permanent number when you validate it.
Staff ask for what they need. A manager approves — by default, not the person asking. Approved requests combine into one request for quotation, vendors answer through a link without creating an account, and you award the best quote straight to a purchase order.
Vendors open a private link, enter prices and lead times, and submit. No login, no account to create.
QuickBooks and Xero can get here — through a higher tier or a separate add-on. In Cirrofy it’s the same login and the same database, with nothing to sync.
Staff request, a manager approves, and approved lines turn into an RFQ or a PO. By default, the person asking can’t approve their own request.
QuickBooks: PO approval workflows on Advanced; requisitions through add-ons. Xero: PO approval by role; requisitions through add-ons. 1234
Each step is created from the last, so lines, prices and the customer carry forward.
QuickBooks: sales orders on Plus and up. Xero: sales orders in the Inventory Plus add-on. 56
See stock by warehouse. Every receipt updates the weighted-average cost, and every sale is costed at it.
QuickBooks: costs inventory by FIFO, not weighted average; locations need a third-party app. Xero: multi-location in the Inventory Plus add-on. 789
Each vendor gets a private link to your RFQ. They enter prices and lead times; you compare the quotes side by side.
QuickBooks and Xero: not built in. Odoo: the buyer types in each vendor’s prices. 11412
These come from how the system is built.
Drafts carry a temporary reference. The permanent number is assigned when you validate, so the sequence never skips.
QuickBooks: numbers are set when the invoice is created and, with custom numbering on, can be edited. 10
Work in light, dark, or follow your system setting.
QuickBooks web: no dark mode. Xero web: not on its current roadmap. 1314
Competitor details reflect each vendor’s published plans and documentation as of October 2026. Details change — confirm with the vendor before deciding.
Cirrofy runs in any modern browser, so the dashboard and your documents are there when you’re away from the desk. There’s nothing to install — a native app isn’t built yet.
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