Grow Your Business With One Platform – Easy, Secure, Affordable!

Total Business Intelligence.
Absolute Market Reach.

As your business expands, automate your processes and create an effective life balance – working smarter, not harder with VioBalance! Eliminate side spreadsheets, manual paper trails, and disconnected applications that waste time and money.

Leverage the power of AI! VioBalance is written with, and infused with AI… so, why not have a conversation with VioBalance?

Hosted in Secure AWS Gmail & Outlook Synced Easy Web & Phone Access Real-Time Results & Trending
Growth Engine

Sales & Marketing:
Grow Sales & Prospects.

Most CRMs are just fancy Rolodexes. VioBalance AI is a high-velocity sales partner that connects every prospect to live inventory, estimates, and general ledger accounting.

Marketing MAX (AI Campaigns)

Step-by-step Campaign Wizard with automated website brand profiling, digital business cards, landing page creation, pre-launch email validation, and spam filter delivery optimization.

Web Lead Generator & Scanner

Targeted domain prospecting with embedded Google search and website contact scraping. Plus, snap photos of business cards via mobile camera with instant OCR upload into your lead database.

Quotes to Cash Flow

1-click progression from Suspect to Prospect to Customer. Create Quotes, track likely close dates, convert instantly into Sales Orders with real-time Available-to-Promise (ATP) stock, and bill via Stripe, Square, PayPal, Venmo, or Zelle.

Live Campaign & Lead Telemetry
Active Campaign: Enterprise Manufacturing Outreach 98.6% Deliverability
24.8k
Verified Leads
46.2%
Open Rate
$34.5k
Direct Revenue
"AI Assist: 18 prospects from the Q3 Lead Scraping run just viewed the interactive quote. Recommended action: 1-click sales follow-up."
Institutional ERP

The AI-Powered Backbone.

Sophisticated operational capabilities designed to manage an empire with complete visibility across logistics, engineering, and finance.

Virtual CFO

True double-entry general ledger with automated 3-way matching on vendor bills, IRS 941 / DE-9 payroll filings, automated revenue recognition, and built-in sales tax codes across all 50 states.

  • AUTOMATED 3-WAY PO/BILL MATCHING
  • TIME-PHASED CASH RUNWAY FORECAST
  • REVENUE RECOGNITION (TIME/MILESTONE)

Virtual COO

Deep operational intelligence monitoring shop floor workloads, work order stopwatch reporting, time-phased MRP component requirements, and inventory safety stock availability guardrails.

  • TIME-PHASED MRP SUPPLY & DEMAND
  • CRP WORK CENTER BOTTLENECK CONTROL
  • SHOP FLOOR TABLET STOPWATCH LOGGING

Multi-Entity Umbrella

Manage unlimited legal entities with isolated General Ledgers at no extra cost. Run consolidated "What-If" scenarios, share item masters across subsidiaries, or query multi-database portfolios simultaneously.

  • UNLIMITED INDEPENDENT GENERAL LEDGERS
  • CROSS-DATABASE QUERY AGGREGATION
  • MULTI-ENTITY DATA GOVERNANCE
Interactive Dialogue

Have a Conversation with Your Business Data

Don't just stare at static tables. Ask VioBalance AI questions like "What were my highest margin product categories this month across all three subsidiaries?" and get instant answers with drill-down links and automated charts.

Launch Interactive AI
Business Intelligence (AI / BI)

Turn Data Into Insights.

Meaningful business intelligence, anytime, anywhere. Written with, and infused with AI to put answers at your fingertips.

AI Assist

Conversational Knowledge & Instant Record Retrieval

Ask Any Question: AI immediately researches the live VioBalance databases across sales, inventory, manufacturing, or finance to formulate the answer.

1-Click Direct Record Links: If the response references specific records (such as Sales Orders, Purchase Orders, or Work Orders), AI provides an instant one-click link to that live data.

Automated Visual Representation: If applicable, AI proactively asks if you would like a visual representation of the data, generating the appropriate chart automatically.

Zero Data Leakage Guarantee: When queries require external knowledge, VioBalance accesses external resources securely, but never shares your confidential company data with external AI engines.

Prompt: "Show me past-due customer invoices over $5,000 for Company A"
Result: Instant itemized table + 1-click links to AR records + Prompt to auto-generate aging donut chart.

Prompt-to-Chart Generator

Natural Language ApexCharts Visualizations

Plain-English to Dynamic Visualizations: Converts plain-English queries directly into interactive ApexCharts graphs (Bar, Line, Donut, Area, Treemap, Radar).

Auto-Selects Ideal Visualization: Automatically selects the optimal visualization model based on data distribution (time-series trend vs categorical breakdown vs multi-variable matrix).

Multi-Tenant Cross-Database Scope: Master Administrators and Executives can query across a single operating company or aggregate across multiple company databases simultaneously.

1-Click "Pin to My Dashboard": Any generated AI chart can be pinned with a single click to your personal "My Dashboard" workspace for permanent executive monitoring.

Revenue by Category
Monthly Sales Trends
Operating Expenses

Executive Intelligence Metrics

Real-time information with instant drill-downs to the underlying data

Sales Pipeline
Likely Close Dates
Cash Velocity
AR vs AP Runway
On-Time Delivery
Backlog SLA Rate
Production Load
Capacity Efficiency
Inventory Turns
ABC Classification
P&L Velocity
Net Margin Trends
Complete App Ecosystem

Unified Application Ecosystem.

Every tile matches the active production architecture of VioBalance. Filter by family suite below to explore all 60 specialized applications.

Global Support Tickets
Live Support Queue
My Email, Calendar and Tasks
Open Workspace
Web Lead Generator
B2B Prospecting
Marketing MAX
AI Marketing Guru
Clients
Active Accounts
Estimates
Quotes & Pipeline
Sales Orders
Customer Orders
Invoices
Billed & AR
Quick Invoice
Over The Counter
Recurring Invoices
Active Subs
Point of Sale Examples
Retail & Consulting
Customer Support Tickets
Open Tickets
Credit & Returns
Active RMAs / Credits
Custom Apps
Launch Sales Custom Apps
Inventory & Services
Stock & Availability
Inventory Reports
Valuation & ABC
Fulfillment Queue
Pick, Pack & Ship
RMA Receiving
Warehouse Returns
Vendors
Supplier Master
Purchase Orders
Procurement POs
Custom Apps
Launch Distribution Custom Apps
2D/3D CAD/CAM Studio
Parametric CAD & CNC
Engineering Workbench
BOM & Routings
Cost Roll-up Workbench
Standard Costing
MRP Planning Workbench
Supply & Demand
Capacity Workbench
CRP & Scheduling
Work Orders
Shop Execution
Work Order Tablet
Work Order Stopwatch
Projects
Active Projects
Time Tracking
Labor Tracking
Work Centers
Work Centers & Stations
CMMS Equipment Maintenance
Asset Maintenance
Custom Apps
Launch Manufacturing Custom Apps
Vendor Bills
AP Invoices
AP Approvals & Workflows
Control & Release
Account Inquiry
GL Account Inquiries
General Ledger
Journal Entries
Financial Reports
Statements & P&L
Cash Flow Forecasting
Liquidity Runways
Payroll Processing
Outbound Taxes & Runs
Human Resources
Employee Profiles
AI Financial Analysis
Virtual CFO Insights
GL Periods, Budgets & Defaults
Fiscal Configuration
Chart of Accounts
FASB Chart of Accounts
Expense Reports
Expenses & Mileage
Sales Commissions
Rep Earnings & Splits
Sales Rep Master
Rep Configuration
Banking
Bank Reconciliation
Custom Apps
Launch Finance Custom Apps
Custom Apps Studio
Build & Launch Apps
Custom Apps
Launch Custom Apps
Data Import
Data Import Wizard
Deduplication
Record Cleanup
Documents
Cloud Document Vault
Communications
Audit Logs & Comm
Alerts
Real-Time Alert Inbox
AI Manager
AI Calibration & Gov
System Configuration
System Administration
Custom Reports
Custom Report Builder
Custom Apps
Launch System Custom Apps
Hover over any application tile to preview its operational focus and quick telemetry badge.
Exhaustive Module Catalog

Complete Application Capabilities & Functions

In-depth operational specifications covering every specialized module across the entire VioBalance AI business platform.

Group 1 • Sales & Marketing Suite

Grow Sales With Customers & New Prospects

My Email, Calendar & Tasks

Integrated business email functionality (Gmail or Outlook based) directly within VioBalance.

  • One-click email dispatch to client and vendor contacts
  • View communications (emails, calls) from client & vendor contact screens
  • Inspect emails associated with estimates and orders directly on those screens

Web Lead Generator

Discover quality leads without expensive 3rd party subscription software.

  • Search web for targeted companies via embedded Google search
  • Selectively scrape websites for contact names, emails, and phone numbers
  • Auto-import into Suspects database ready for 1-click qualification

Marketing MAX

AI-based campaign generator engineered to nurture leads into closed revenue.

  • Step-by-step Campaign Wizard with brand profile auto-sync
  • Digital business cards and customized email signatures
  • Pre-launch email validation and spam-guard header optimization
  • Live telemetry: Opens, Clicks, and Landing Page visits

Clients & CRM Management

Single unified source for B2B companies and B2C individual accounts.

  • 1-click conversion: Suspect → Prospect → Customer
  • Customer portal with self-service order review and ticketing
  • Credit Hold governance and Parent/Child corporate hierarchy
  • Full communication logs, documents, and open balance tracking

Business Card Scanner & Import

Import leads directly from trade shows and industry networking events.

  • Mobile camera photo scanner with intelligent OCR parsing
  • Bulk Excel / CSV import with unlimited contacts per company
  • Immediate pre-import review, editing, and campaign readiness

Estimates & Quotes

Accurate professional quoting for customers and active sales prospects.

  • Pipeline stage and likely close date tracking
  • Product (item) and service (internal/external) quote lines
  • 1-click emailing and conversion to Sales Order, Invoice, or Project
  • Automated sales tax computation with internal & external notes

Sales Orders & Shopify Sync

Customer backlog management with live inventory availability visibility.

  • Real-time Available-to-Promise (ATP) stock calculation
  • Duplicate PO number warnings and confirmed ship dates
  • Shopify integration for automatic e-commerce storefront sync
  • Status workflow: Draft, Committed, Shipped, Invoiced

Invoices & Quick Invoicing

Rapid revenue collection with full General Ledger automation.

  • Stripe, Square, PayPal, Venmo, and Zelle payment processing
  • Automated revenue recognition (time or milestone based)
  • Quick Invoice: Single-screen rapid entry for walk-in counter checkout
  • Partial payment allocations and automated tax reconciliation

Point of Sale & Support

Omni-channel checkout terminals and comprehensive customer support.

  • POS retail barcode scanning, coffee & food service modes
  • Professional consulting terminal for retainer deductions
  • Customer Support Tickets with image uploads and SLA tracking
  • Credit Memos and Return Merchandise Authorization (RMA) tracking
Group 2 • Distribution & Logistics Suite

Reduce Stockouts & End-of-Month Surprises

Inventory & Services

Maintain accurate perpetual inventories and live availabilities.

  • Purchased and manufactured products, service billings, and subscriptions
  • Real-time Available-to-Promise (ATP) & Projected Inventory
  • Minimum stock, safety stock, and Minimum Order Quantities (MOQ)
  • Barcode label printing, scanning, and engineering drawing attachments

Inventory Reports & ABC

Instant inventory visibility, valuation audits, and optimization.

  • Real-time inventory valuation and historical movement logs
  • Customer and tiered wholesale price lists
  • Reorder advice with automated Purchase Order generation
  • ABC Analytics Workbench for SKU velocity classification

Fulfillment Queue

Streamlined pick/pack/ship operations purpose-built for warehouses.

  • Sales Order backlog with live inventory promise status
  • Picking tickets with bin locations specified by line
  • Partial/complete fulfillment with automated backordering
  • Immediate inventory deduction and automatic invoice generation

RMA Receiving

Accurately record, inspect, and process returned merchandise.

  • Generate and email Return Merchandise Authorizations (RMAs)
  • Warehouse intake inspection and optional return-to-stock
  • Automated credit memo issuance linked to original invoice

Vendors & 1099 Master

Manage and monitor all supplier terms, payments, and performance.

  • Standard corporate and 1099 independent contractor vendors
  • Tax ID and W-9 form documentation tracking
  • Contacts for Buy-From and Pay-To departments
  • Direct Deposit / ACH payment support with 1-click PO/bill history

Purchase Orders (POs)

Automated procurement lifecycle and supplier fulfillment tracking.

  • Lifecycle: Draft, Sent, Partially Received, Received, Invoiced, Cancelled
  • Inventory stock, service items, and one-time direct expenses
  • Required-by dates and full/partial receiving receipts
Group 3 • Manufacturing & Engineering Suite

Streamlining Design, Production & Shop Operations

2D/3D CAD/CAM Studio

Parametric 3D CAD modeling, CNC G-code toolpaths, and drawing management.

  • Parametric Solids, 2D Nesting, Sheet Metal & Weldments
  • CAM CNC machining toolpaths for Haas, Fanuc, and LinuxCNC
  • AI CAD Assist: Generative CAD engine linked to BOM & routings

Engineering Workbench (BOM)

Multi-level Bill of Materials (BOM) explosion and routing maintenance.

  • Operation sequencing with step-by-step material consumption
  • Phantom items, labor grade rates, and machine burden absorption
  • Setup & run times, operator instructions, and CSV spreadsheet import

Cost Roll-up Workbench

Accurate product costing analysis based on Normal Order Quantities.

  • Current vs standard costing variance analysis
  • Material, labor, burden, and outside processing roll-ups
  • Cost standardization (freezing standards) & last purchase cost options

MRP Planning Workbench

Time-phased component planning balancing supply with live customer demand.

  • 1-click PO and Work Order generation from system advice
  • Incorporates vendor lead times, minimum stocks, and order multiples
  • Automated expedite recommendations upon approval

Capacity Workbench (CRP)

Work center load balancing to eliminate manufacturing bottlenecks.

  • Monitors daily hour workloads across all shop floor stations
  • Automated parent work order rescheduling for schedule consistency
  • Integrated with Shop Calendar for daily work center availability

Work Orders & Shop Tablet

Shop floor execution packets and real-time labor stopwatch reporting.

  • Work Order packets with operations, drawings, and materials
  • Touchscreen shop tablet for real-time start/stop labor tracking
  • Planned vs actual costing for material, labor, and machine burden

Projects & Time Tracking

Manage internal initiatives and deliverable customer projects.

  • Task scheduling, assignments, and start/due date governance
  • Link invoices, vendor bills, expenses, and time logs directly to projects
  • Log employee labor hours categorized as billable or non-billable

CMMS Equipment Maintenance

Maximize machine up-time with asset maintenance orders.

  • Track status: Active, In Maintenance, Down, Retired
  • "Down" status automatically removes work center capacity from scheduling
  • Maintenance orders with estimated hours and repair tracking

Custom Manufacturing Apps

Tailored shop floor applications deployed directly to stations.

  • No-code shop utilities created via Custom Apps Studio
  • Role-based access for machine operators and floor supervisors
  • Direct data logging to work order execution tables
Group 4 • Finance & Accounting Suite

Complete Visibility, Control & Tax Integration

Vendor Bills & AP Approvals

Automated AP invoice entry with 3-way matching and approval governance.

  • Scan and import vendor bills automatically with OCR
  • 3-way match against Purchase Orders and warehouse receiving slips
  • Approval workflows based on amount, vendor, or project release queues
  • Pay via check, ACH bank transfer, corporate card, or cash

General Ledger & Account Inquiry

Real-time management of balanced double-entry GL journals.

  • Automatic real-time GL journals created from operational events
  • Full drill-down into source documents and balanced ledger lines
  • Rapid Account Inquiry search by account number and date range

Financial Reports & Statements

Preformatted fiscal statements ready for management and CPAs.

  • Trial Balance, Income Statement (P&L), and Balance Sheet
  • AR & AP Aging, 1099-NEC summary, and Sales Tax obligations
  • Budget vs Actual analysis and revenue trend forecasting

Cash Flow Forecasting

Real-time cash status and time-phased liquidity projections.

  • Visual timeline of projected cash runways
  • Incorporates unpaid AP bills and scheduled disbursements
  • Incorporates unpaid AR invoices with collection probabilities

Integrated Payroll & HR

In-house payroll processing with latest tax table synchronization.

  • Direct Deposit (NACHA ACH) and printable paper checks
  • IRS Federal 941 and State DE-9 / DE-9C quarterly tax summaries
  • Hourly, salary, recurring garnishments, and deductions accrual
  • Employee master, recruiting logs, and payroll check stub history

AI Financial Analysis (Virtual CFO)

Virtual CFO dialogue engine analyzing margin trends and anomaly flags.

  • Scenario modeling ("What-If" analysis) & tax planning
  • Financial Vio Score evaluating holistic business health
  • Single or multi-company portfolio comparative queries

Chart of Accounts & Budgets

Standard FASB chart of accounts provided, fully customizable.

  • Asset, Liability, Equity, Revenue, Expense, and COGS accounts
  • Fiscal year and period opening/closing controls
  • Period budgets with automated equal spreading options

Expense Reports & Mileage

Streamlined reimbursement processing for employees and reps.

  • Scan receipt images with direct debit to expense accounts
  • Standard IRS mileage entry and project cost allocation
  • Payouts via bank transfer, card, or payroll integration

Commissions & Banking

Sales rep compensation management and bank reconciliations.

  • Price or gross-margin based splits & category percentages
  • Payout via payroll interface, 1099 vendor, or external payroll
  • Bank statement import, check clearance, and balance reconciliation
Group 5 • System, Setup & Customization

All The Controls to Configure, Scale & Extend

Custom Apps Studio

Extend VioBalance functionality with user-defined applications.

  • Define custom apps with natural plain-English instructions
  • Organized by suite and role permissions (authorized vs admin)
  • Automatically populated to user launcher menus

Data Import & Deduplication

Easily populate and maintain pristine master company records.

  • CSV/Excel bulk import for companies and contacts
  • Intelligent duplication detection matching phone/email
  • User-defined merge rules preserving critical customer history

Cloud Document Repository

Secure cloud storage for all enterprise business documents.

  • Stores uploaded files and system-generated invoice/PO PDFs
  • Direct linking to items, orders, clients, and projects
  • Mobile phone camera document upload integration

Real-Time Alerts & Communications

Automated business notification triggers sent directly to inboxes.

  • Triggers: Low Stock, Margin Guard breach, Past Due Orders, Job Variance
  • Central activity audit log and communications history

AI Manager

Centralized oversight and calibration for your AI engine.

  • Audit trails of financial status briefings and cash alerts
  • Query translation mapping for unrecognized executive questions
  • Tracks AI calibration history and performance

System Configuration

Comprehensive controls to manage company parameters and integrations.

  • Company profile & multi-company umbrella data sharing
  • User management, RBAC permissions, and Custom Fields engine
  • Payment gateways (Stripe, Square, PayPal, Venmo, Zelle) & Shopify sync

Custom Reports Builder

Create and deploy customized reports across any VioBalance data.

  • Full support for user-defined Custom Fields and CSV exports
  • Filtering, sorting, multi-tier grouping, and subtotalling
  • Dynamic Tabular Grid, Screen View, and Directory Card layouts

Global Support Tickets

Direct pipeline to the VioBalance administrative operations team.

  • Direct technical support dispatch for system administrators
  • Platform SLA monitoring and ticket resolution tracking
Questions & Answers

Intelligence FAQ.

Understanding the synergy between your CRM, ERP, and AI engine.

How does the CRM connect directly to the ERP?

VioBalance AI is a single unified engine. When a prospect signs an estimate, it automatically generates a Sales Order with live inventory checks, passes to the warehouse fulfillment queue or manufacturing work order release, and seamlessly invoices with automated Revenue Recognition and General Ledger updates.

Is my private company data shared with public AI models?

Absolutely not. VioBalance AI enforces a zero-data-leakage architecture. Your financial records, customer details, BOM routings, and sales figures are strictly isolated in your secure AWS tenant and are never used to train or share with external public AI engines.

How does Prompt-to-Chart work?

You simply ask a natural language question (e.g. "Show me monthly sales trends by product category for this year"). VioBalance parses your query, runs the secure database aggregation, automatically chooses the best chart layout (bar, line, donut, area, treemap, radar), and renders an interactive ApexChart that can be pinned to your dashboard with 1 click.

Can I manage multiple companies with separate General Ledgers?

Yes. You can manage unlimited operating companies with independent General Ledgers at no extra charge. Our multi-tenant cross-database scope selector allows executives to query individual subsidiaries or aggregate financial health across the entire portfolio simultaneously.

How does Marketing MAX protect email deliverability?

Marketing MAX features built-in email address verification before dispatch and optimizes technical email headers and sender reputations to reduce spam filtering. Campaigns are throttled and formatted to hit primary inboxes reliably.

How are sales tax obligations handled across different states?

VioBalance AI maintains up-to-date sales tax calculations across all 50 US states, the District of Columbia, and Puerto Rico, with options to connect external specialized tax platforms for complex nexus scenarios.