Add your client
Save their details once and find them for future work.
THE WORKSPACE BEHIND YOUR BUSINESS
Run your business.
Not your paperwork.
Your clients, quotations, invoices, supplier costs, projects and payments belong together. BusinessDesk brings the everyday work into one clear place, even when you manage more than one company.
✓ Company-branded PDFs✓ Private supplier pricing✓ One place for your records
Designed for the people running the business, not just managing files.
BusinessDesk / Workspace•••
B.
YOUR WORKSPACE / OVERVIEW
Good morning ✳
Your business at a glance.
Quotations24Client proposals
Open invoices08Awaiting payment
Active projects05In progress
Recent documents View all →
QT-2026-0024QuotationApproved
INV-2026-0016InvoiceSent
QT-2026-0023QuotationDraft
Quote → InvoiceConnected documents
Your business. Your brand.Logos, colors and details
One login✳Multiple companies✳Connected workflows✳Client-ready documents
01 / WHY IT EXISTS
Business is complicated enough.
Your tools shouldn't be.
A quotation in one folder. A supplier cost in a message. An invoice in a spreadsheet. A client detail you have to ask for again. Every disconnected step costs you time and makes it harder to see the full picture.
See a simpler way to work ↗THE BEFORE & AFTER✳
WITHOUT A CENTRAL WORKSPACE
📄 Quote.pdf▦ Spreadsheet✉ Client email▤ Supplier quote
Information is scattered. Your work gets repeated.
↓Bring it together↓
One connected workspaceCompanies · Clients · Documents · Finances
✓02 / EXPLORE THE WORKSPACE
Every tool has a place.
Every detail stays connected.
Click through an interactive example of what you can manage inside BusinessDesk.
FROM ENQUIRY TO PAYMENT
Quote it once.
Use it again.
Create an itemized quotation with your selling prices, quantities, terms and company branding. When it is approved, convert it into an invoice without starting over.
- Itemized quotations and invoices
- Editable VAT, discounts and deposits
- Client-facing PDF previews and downloads
- Quotation-to-invoice conversion
B.
YOUR BUSINESSBranded documents
QUOTATION
PREPARED FOR Example Client
DESCRIPTIONQTYAMOUNT
AV Equipment Hire1KES 85,000
Installation & Technical Crew1KES 15,000
TOTALKES 100,000
80% deposit KES 80,000
EXAMPLE DATA · VISUAL DEMONSTRATION
ONE PLATFORM, DIFFERENT IDENTITIES
One login.
Every company.
Switch between your businesses without switching software. Each company keeps its own logo, colors, currency, contact details and business documents.
- Separate company profiles
- Own logo, address and payment information
- Company-specific clients and documents
- Switch context from one workspace
A
Agency OneCreative & digital services
✓E
Events CompanyConferences & exhibitions
→C
Consulting StudioProfessional services
→Change the active company to use its branding on the next document.
ILLUSTRATIVE COMPANY NAMES
KNOW WHAT YOU'RE EARNING
Keep costs private.
Know your margin.
Capture what a supplier charges you and what you charge your client. BusinessDesk calculates estimated gross profit while keeping supplier prices off the client quotation.
- Private supplier unit costs
- Selling-price and margin calculations
- Customer documents exclude internal costs
- Separate tracking for operational expenses
Supplier costKES 70,000
Client selling priceKES 100,000
ESTIMATED GROSS PROFITKES 30,00030% of selling price
◉ Supplier cost stays out of client-facing PDFs
SAMPLE CALCULATION · BEFORE OTHER EXPENSES / TAXES
RELATIONSHIPS AND DELIVERY
People and projects,
organized.
Keep client contact details, business records and project information in the same workspace where you prepare their quotations and invoices.
- Saved clients and contact details
- Project names, status and budgets
- Company-level organization
- Less manual re-entry between tasks
▦Annual ConferenceExample Client AActive
♧Brand Identity ProjectExample Client BPlanning
▣Equipment DeliveryExample Client CCompleted
ILLUSTRATIVE PROJECTS
A CLEARER FINANCIAL PICTURE
Track what's paid.
See what's due.
Record invoice payments, monitor remaining balances and capture company expenses. Understand your receivables without searching through separate spreadsheets.
- Invoice payment recording
- Outstanding balances
- Expenses and categories
- Financial summary by company
Invoice amountKES 120,000
Payment receivedKES 80,000
Balance outstandingKES 40,000
Received Outstanding
ILLUSTRATIVE FIGURES · NOT LIVE TRANSACTIONS
✦ Illustrated product walkthrough, not your live account data.
01 / 05
03 / HOW IT WORKS
From the first request
to the final receipt.
One connected workflow helps reduce repetition. Use whichever steps fit your business.
Build a quotation
Enter items, costs, selling prices and your payment terms.
Apply your brand
Preview and download a professional company-branded PDF.
Make an invoice
Turn an accepted quotation into an invoice without copying it.
Record payment
Track what has been received and create a receipt.
THE RESULTLess time rebuilding documents. More time running your business.Create your workspace ↗
04 / TRY THE THINKING BEHIND IT
Know the numbers
before you quote.
BusinessDesk keeps your supplier cost separate from the client price. Try a simple pricing example below and see how markup and margin affect what you earn.
01. Enter your cost02. Set markup or margin03. See the selling price
Demonstration only. No values are saved, and this does not include VAT or extra operating expenses.
Pricing calculatorINTERACTIVE DEMO
Client totalKES 100,000.00
Estimated gross profitKES 30,000.00
Deposit dueKES 80,000.00
Remaining balanceKES 20,000.00
Private cost is never shown on client-facing PDF documents.
05 / WHAT MAKES IT USEFUL
Built around real
business decisions.
More than a PDF maker. A connected workspace for the information your business runs on.
✳ALL IN ONE PLACE
Less switching.
More doing.
Manage your everyday records from one dashboard instead of searching across documents, folders and tools.
ClientsQuotesInvoicesProjectsFinance
Make every document yours
Apply the selected company's logo, color, signatory, contact information and terms to its documents.
Price with confidence
Separate supplier costs from selling prices and calculate estimated gross profit before quoting.
Keep a record of the work
Find saved quotations, invoices, clients and project information when you need them again.
Work on phone or computer
Open the browser-based workspace wherever you have an internet connection and access to your account.
Get help with the first draft
Use structured Smart Draft instructions, or connect your own AI API account for more flexible text extraction.
06 / WHO IT IS FOR
Made for people
who run things.
BusinessDesk works best for service-led companies that quote clients, manage suppliers and track projects.
Agencies & studios
Brand proposals, projects and recurring client work.
Events & production
Equipment quotes, supplier costs and event budgets.
Consultants & professionals
Client engagement, invoices and service delivery.
Growing service businesses
Products, services, invoices, expenses and client records.
07 / GOOD TO KNOW
Questions before
you get started?
Clear answers about what BusinessDesk does today.
Ask us a question ↗Can I manage more than one company?+
Yes. Create company profiles with different names, logos, colors, currencies and business details. Select the active company when preparing documents.
Can my clients see my supplier costs?+
No. Supplier unit costs are kept in internal workspace records and omitted from client-facing document previews and PDF exports.
Can I change an approved quotation into an invoice?+
Yes. You can convert or duplicate a saved quotation into an invoice, then review and update the details before saving.
Do I need to know how to design documents?+
No. Enter your client, items, prices and terms. BusinessDesk creates a company-branded document preview and provides PDF export.
Is the AI assistant included?+
Structured Smart Draft works without a separate AI subscription. For more flexible natural-language AI extraction, you can connect an appropriate API key in workspace settings. Usage may incur separate API charges.
What about subscriptions and online payments?+
BusinessDesk is currently offered as early access. Automated subscription billing and integrated payment gateways are not active yet. You can record received invoice payments manually.
08 / GET STARTED
A business workspace
built to grow with you.
Join early access and start organizing your client documents, company profiles and everyday financial records. No subscription payment is collected during registration.
✓ Company workspaces✓ Quotations & invoices✓ Client & supplier records✓ Payment tracking
EARLY ACCESS
BusinessDesk Workspace
Everything you need to get started with connected business records.
Subscription plans will be announced separately.
Create a free account ↗No credit card or payment collected at sign-up.YOUR BUSINESS DESERVES BETTER SYSTEMS
Less scattered work.
More room to grow.
From the first quotation to the final payment, make the work behind your business easier to manage.