Every Tool Your Diamond Business Needs

7 purpose-built modules that work together seamlessly — from raw inventory to AI-powered insights.

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DescriptionCaratPrice/CtTotal

Inventory Management

Track every diamond and jewelry piece with the precision your business demands. Full GIA-compatible grading fields, certification tracking, and real-time valuation across all your locations.

Full 4C grading fields (shape, carat, color, clarity, cut)
GIA, AGS, IGI certificate number tracking with link to lab report
Real-time inventory valuation and cost-of-goods tracking
Vendor and consignment source tracking per stone
Full audit trail — every price change, location move, and sale
Bulk import from Excel/CSV with smart column mapping
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Sales & Memos

Issue memo agreements in seconds, track which stones are out with which clients, and convert memos to confirmed sales — all from one intuitive screen. No more lost memos or forgotten returns.

One-click memo issuance with auto-generated PDF agreements
Track memo return deadlines with automated reminders
Instant memo-to-sale conversion — inventory updates automatically
Partial return handling (send 5 stones, sell 2, return 3)
Client-level memo history and outstanding balance tracking
Sales invoicing with custom branding and tax handling
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MEMO ACTIVE

Purchase Orders

Streamline procurement from your vendor network. Create POs, track shipments, and receive inventory directly into your stock — all without touching a spreadsheet.

Create and send POs to vendors in under a minute
Track open vs received vs cancelled PO status in real time
Receive inventory directly into stock — one click, done
Partial receipts for phased shipments
Vendor management with contact history and PO archive
PO-to-AP bill matching to simplify vendor payments
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Accounts Receivable

Know exactly who owes you money and when. Automated invoicing, aging analysis, payment tracking, and customer balance management — all in one clear view.

Automated invoice generation from confirmed sales
30/60/90-day aging reports for every customer
Payment recording (check, wire, ACH, cash)
Customer credit limit management and alerts
Statement generation for customer reconciliation
Overdue invoice reminders (manual or automated)
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CustomerCurrent30 Days60+ Days
$12K $3K $0
$28K $0 $7K
$5K $15K $2K
Total Outstanding: $72,400
DUE IN 3 DAYS
PAID
OVERDUE

Accounts Payable

Stay on top of vendor payments without the stress. Manage bills, payment schedules, and cash flow forecasting — and never miss a deadline again.

Vendor bill entry linked to purchase orders
Due-date reminders and overdue alerts
Payment scheduling and batch payment processing
Vendor aging reports (30/60/90+ days)
Check, wire, and ACH payment recording
Cash flow impact forecast from upcoming AP
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Cash Manager

A real-time view of your cash position across all accounts. Reconcile bank transactions, track cash flow, and understand your true liquidity at a glance.

Real-time cash position across all bank accounts
Transaction import and bank reconciliation
AR vs AP cash flow projection (30/60/90 days)
Cash receipts and disbursements journal
Multi-account support (checking, savings, money market)
Daily cash balance history and trend charts
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Cash on Hand: $284,500
AI QUERY
Which stones have been in inventory for more than 90 days?
✨ AI RESPONSE
NEW

AI-Powered Reports

Stop wrestling with pre-built reports that never show what you need. Ask business questions in plain English — Atelier AI analyzes your data and delivers instant, accurate answers.

Natural language queries — no SQL, no Excel formulas
Inventory aging, margin analysis, and velocity reports on demand
Sales trend analysis by shape, color, clarity, and vendor
Customer profitability and buying pattern insights
Auto-generated executive summaries for weekly/monthly reviews
Export AI report results to PDF or Excel instantly

Available on Professional and Enterprise plans

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