Completed work that has not been invoiced
Compare operational completion with accounting records and flag work that has fallen through the billing gap.
BUSINESS EXCEPTION MONITORING
Catch what gets missed between your business systems.
Beacon monitors the systems you already use and flags operational, billing and workflow issues before they become expensive. No new process for staff to remember. No extra dashboard to babysit.
Checks connected systems automatically
Shows only exceptions
Designed for small and growing businesses
Operations overviewOPEN EXCEPTIONS5requiring review
VALUE AT RISK$8,420across current exceptions
RESOLVED THIS MONTH18$17,940 recovered
ExceptionCustomerAgeValueStatus
Completed job not invoicedJob SM8-14728
ABC Plumbing26h$4,850HighQuote accepted, no job scheduledQuote Q-1044
Jones Heating3d$2,980ReviewInvoice status mismatchXero / ServiceM8
Harbour Air8h$590Check
Beacon sits above the systems you already run.
It does not replace your CRM, accounting platform, job system or payment provider.
THE PROBLEM
Your systems can all be working — and your process can still be broken.
A job can be marked complete in one system while invoicing never happens in another. A quote can be accepted and never reach scheduling. A customer can still be receiving service while billing has failed.
These are not missing-feature problems. They are exceptions between systems.
ServiceM8Job #14728Completed2 Sep · 15:02
→Beaconcompares state
XeroMatching invoiceNot foundExpected within 24h
EXCEPTION DETECTED$4,850 potentially unbilledOwner notified and item added to the exception inbox.
WHAT BEACON MONITORS
Problems with a cost when nobody notices.
Revenue
Accepted work that has stopped moving
Find quotes or opportunities that were accepted but never became scheduled work, projects or jobs.
Systems that disagree about the same customer or transaction
Surface mismatches across CRM, accounting, payments and operational software before staff have to investigate manually.
Important exceptions that need management attention
Deliver a concise daily or weekly summary rather than asking owners to inspect several systems every morning.
INTEGRATIONS
Use the systems your business already knows.
Beacon normalises data from connected products into one monitoring layer. Customers keep working in the software they already use.
ServiceM8Jobs, customers, work status and operational activity
AvailableXeroInvoices, contacts, payments and accounting state
In developmentAdditional connectorsStripe, Shopify, CRM, payroll and industry systems can be added as exception packs expand
RoadmapHOW IT WORKS
Simple enough to explain in five steps.
- 1Connect
Bring operational and financial records into a customer workspace.
- 2Compare
Beacon maps records into a consistent model and checks them against business rules.
- 3Detect
Unexpected states become exceptions with severity, context and financial value.
- 4Notify
Open exceptions appear in Beacon and can be sent in scheduled email reports.
- 5Resolve
Staff review, snooze or resolve the exception with a clear audit trail.
MULTI-TENANT BY DESIGN
Customer workspaces stay separate.
Beacon was designed as a multi-tenant SaaS product from the start. Tenant identity is derived from the authenticated session, not supplied by the browser.
Tenant-scoped dataRules, exceptions, settings, connections and users are stored against the current workspace.
Encrypted connector secretsService credentials remain inside Beacon rather than being distributed across shared workflows.
Isolated automation contextAutomation executions use one-time tokens tied to a single tenant event.
Role-based accessOwners can invite users and assign owner, admin, member or viewer access.