ErgonTime

Getting started

Everything you need to know to set up ErgonTime and run your invoicing, reconciliation and reporting in one place.

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A one-minute guided tour

See how a workspace fits together: roles, the home screen, creating an invoice, matching money to it, reports and security. Narrated, so turn your sound on.

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Read the quick start guide

Getting started

Set up your workspace, members and core records.

Invoicing & transactions

Keep customers, suppliers, invoices and transactions together.

Automated reconciliation

Review confidence-ranked matches with a full audit trail.

Reports & forecasting

Understand cash flow, revenue and invoice ageing.

Security & permissions

Learn how roles, isolation and access trace protect work.

Plans & integrations

Compare team sizes, AI, Slack, APIs and webhooks.

How to use ErgonTime: your quick start guide

Welcome to ErgonTime. ErgonTime is where your invoices, transactions, reconciliation and reports live in one auditable workspace, so month-end takes minutes instead of days. To get started, invite your team and follow the tour below.

Workspace and roles

Create a workspace for your organisation, then invite the people who need access. Assign each member the role that matches their responsibilities: Owner, Admin, Finance, Accountant or Viewer.

A workspace panel beside a team list where each member carries a role badge
Each person you invite gets a role, and that role decides what they can see and do.

Workspace data is isolated at the database level. Permissions start denied and are granted according to membership, role and any approved member-level override.

Your home screen

Home shows the state of your finances at a glance: what is outstanding, what has been paid and what still needs matching. The left-hand menu is how you move between areas of the workspace.

The ErgonTime home screen with a side menu, summary tiles and a recent invoices table
  1. 1Home — today at a glance
  2. 2Invoices — bills you send
  3. 3Transactions — money in and out
  4. 4Reconciliation — suggested matches
  5. 5Reports — cash flow and ageing
The home screen and side menu. Figures shown are illustrative.

Invoices and records

Add customers and suppliers first so invoices and transactions use consistent records. An invoice takes a customer, dates, line items and terms; ErgonTime keeps the totals and status up to date for you.

An invoice editor showing customer, dates, line items and a totals panel with status
  1. 1Pick the customer
  2. 2Set dates and terms
  3. 3Add line items
  4. 4Check the totals
  5. 5Send, then export if needed
Creating an invoice. Figures shown are illustrative.
  • Create and manage invoices.
  • Maintain a transaction ledger and export records to CSV.
  • Keep customer and supplier details connected to the work.

Reconciliation

ErgonTime ranks likely matches between incoming money and open invoices using amount, counterparty and reference signals. A person confirms or unmatches the suggestion before it becomes part of the audit trail.

Invoices on the left linked to bank transactions on the right, each link showing a match confidence score
Invoices on one side, money received on the other: ErgonTime suggests the links and you confirm them. Figures shown are illustrative.
  • Handle partial payments and overpayments.
  • Settle multiple invoices with one payment.
  • Keep every match and unmatch decision in an append-only history.

Reports and insights

Cash-flow, revenue and invoice-ageing reports are calculated from source records on the server. This gives teams a consistent view instead of relying on figures calculated differently in each browser.

A reporting view with a cash-flow line chart, revenue bars, summary tiles and an invoice ageing table
Cash flow, revenue and invoice ageing in one view. Figures shown are illustrative.

Business workspaces can also use a 13-week cash forecast, anomaly detection, an AI analyst and a weekly executive brief. AI output is advisory and should be checked by a person.

Security and access

ErgonTime uses deny-by-default workspace isolation, encrypted connections and server-side secrets. Automated release checks look for missing protection or anonymous access.

A shield with a lock beside a list of granted and denied access events and two separated workspaces
Every sensitive request is checked against the member's role, and each workspace stays separate.

Owners and admins can open Governance → Access trace to see why sensitive access was granted or refused. This is separate from the audit log, which records actions and decisions.

Plans

Every new workspace starts with a 14-day Business trial and no card is required.

  • Solo — $9.99/month: up to 2 members and essential invoicing, records and workbooks.
  • Team — $24.99/month: up to 10 members, adding reconciliation, approvals, operations modules and collaboration.
  • Business — $49.99/month: up to 30 members, adding AI, forecasting, Slack, APIs, webhooks and priority support.
  • Enterprise: custom annual plan with unlimited members, granular access, DPA, onboarding and SLA.

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