ALL YOUR PARTIES IN ONE PLACE
The full picture of every client and supplier.
The details, documents, tasks and communication for every client and supplier — in one profile.
- One record for every party
- Faster preparation for a call
- Receivables and payables, always current
Everything you need. In one workflow.
One register, two roles
Is your supplier also a client? Add both roles to the same record, with no duplicate.
Company details from the registry
Search for the company by name or ЕИК — Cove fills in the name, address and VAT number from the Commercial Register and VIES.
Documents and statuses
The party's issued and received documents, each with its status — on their profile.
Tasks and communication
The tasks about a party live on their profile, and from the Business Pro plan the notes, calls and meetings with them too.
Tags and filters
Filter by country, city, currency, payment terms and turnover, and put your own tags on every party.
Shared with the team
Give colleagues and your accountant access to your parties' data, with a role for each.
Reports
The dashboard shows your top clients and your spending by supplier; for anything else, ask the Cove AI Business Assistant.
Bulk import and export
Bring your clients and suppliers over from another system at once, or export the list to CSV, Excel or PDF.
Walk into the conversation with everything you need.
Before a meeting, see the documents, their status, the tasks and the party's history. Follow what clients owe you and what you owe suppliers as of today — by how overdue it is, with the largest amounts first.
SUPPLIER CARD
What you buy and what you owe — on the profile
A supplier is a role on the same record. Their profile shows your purchases from them and what you owe, by due date, with no separate report.
Purchases by month
Total purchases, their count and average, with the monthly amounts for the past year.
Payables by age
Not yet due, up to 30, 31–60, 61–90 and over 90 days — how much you owe and since when.
Documents found by themselves
Purchases link to the supplier by company and VAT number, even when they were entered before the supplier was.
Clear steps. Connected data.
- Step 1
Add the party
Load their details and set a role — client, supplier or both.
- Step 2
Gather the history
Documents, tasks and notes on the shared profile.
- Step 3
Work with the context
Use the reports and the history in your next conversation.