Federal opportunities, procurement, SOWs, credit-card residuals, and a queryable archive of every business PDF you’ve ever received. Built for the solo operator running a holding-company structure — three LLCs, three banks, three books, and no time.
SDVOSB / WOSB / small-business filters saved as your defaults. Five-stage kanban: Watchlist → Reviewing → Bidding → Submitted → Won-Lost. One-click SOW generator with anchor-tagged DocuSign.
Track hardware SKUs, purchase orders, and supplier catalogs. Attach quotes, invoices, and delivery receipts to each PO. Reconcile against QuickBooks Online without leaving the app.
If you resell credit-card processing, EnvyManage tracks monthly volume, commission earned, and at-risk merchants (declining volume, chargeback spikes). Import statements once a month, get a live P&L.
Ingest gigabytes of business PDFs (invoices, contracts, tax docs). OCR + local vector index + Qwen answers with source citations. Solves the “we need to migrate 10 years of QuickBooks Desktop history” problem without touching QBO.
Link a QuickBooks Online tenant per entity. See consolidated cash position, per-entity P&L, and cross-entity transfers in one view — the piece QuickBooks itself doesn’t give you.
QuickBooks Web Connector bridge pulls read-only data from your QBD file nightly into EnvyManage’s dashboard. Migrate to Online when you’re ready — no forced switch, no lost workflow.
If you run an operating LLC, an IP-holding parent, and one or two spin-outs — and your current stack is QuickBooks + Excel + a filing cabinet — you’re the buyer we’re building for.
Every off-the-shelf tool assumes one entity. EnvyManage assumes you have three and stops making you juggle logins.
Currently onboarding pilot customers ahead of public launch. Reply-back within one business day.
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