Quorum

Introduction to Quorum

Quorum is a job-based accounting solution designed specifically for contractors and freelancers. It simplifies the management of all aspects of a business by consolidating everything related to jobs into one centralized platform. From tracking revenue and expenses to managing deliverables, tasks, contacts, quotes, and invoices, Quorum provides a streamlined approach to business operations that makes tax season significantly easier. The platform also offers advanced features such as automated receipt scanning, AI-powered assistance with tool calls, tax exports, and analytics, making it a powerful tool for professionals who need efficiency and accuracy in their workflow.

Quorum's user-friendly design allows users to organize their work, customers, inventory, and invoices without the need for spreadsheets or complex setup processes. With an intuitive interface and smart automation, Quorum helps users focus on what matters most—delivering quality work and growing their business. The platform emphasizes ease of use, minimal configuration, and seamless integration of essential tools to reduce the time spent managing software and increase the time spent on billable activities.

Takeaways

• Centralized job management for revenue, expenses, tasks, and more
• Automated receipt scanning and AI assistant with tool calls
• Tax exports and analytics for better financial oversight
• Simple invoicing and quote generation
• Inventory tracking and task management
• Smart dashboard for real-time insights
• Zero tech required setup and immediate usability
• Integration of emails and notes directly into job records
• Proactive reminders for follow-ups and invoicing

How Quorum Works

Quorum operates on a job-centric model, where every aspect of a project is tracked and managed within individual job entries. Users start by creating a new job, then add relevant details such as costs, deliverables, and tasks. The platform automatically organizes these elements and provides a clear overview of each job's status through its smart dashboard. Users can track customer history, manage inventory, and monitor task progress, all from a single interface.

The AI assistant enhances productivity by offering intelligent suggestions and performing actions based on user input. Additionally, Quorum automates repetitive tasks like receipt scanning and data entry, reducing manual effort. Users can generate quotes and invoices directly within the platform, and the system ensures that all financial data is organized for easy access during tax preparation. By integrating email and note attachments into job records, Quorum ensures that no important information is lost or misplaced.

Core Benefits and Applications