Statements age receivables into five buckets.
A Customer record carries the billing email, the tax ID, the default currency, and the address that prints on every invoice. Its slug prefixes the document numbers: ACME-CORP-INV-0001. Contacts, Annual Contract Value, and the signed MSA hang off that same row, and the statement is derived live from Finance rather than kept as a second ledger.
Contracts upload to 25 MB each.
Accounts with contacts, ACV, and signed contracts, plus statements that age receivables across five buckets straight from your invoices.
ACME-CORP-INV-0001 comes from the account slug
Name, billing email, phone, tax ID, default currency, and addresses make up the record that appears on every invoice. Each account's slug prefixes its document numbers: ACME-CORP-INV-0001.
Any number of contacts, one marked primary
Add as many contacts per customer as the account needs, each with name, role, email, and phone. Mark one primary. All of it is managed inline on the customer page.
ACV gets its own column, independent of invoices
Annual Contract Value is tracked per account in its default currency as an independent sales metric. Editing it never touches issued invoices.
Signed MSAs and NDAs upload to 25 MB
Upload signed MSAs, order forms, and NDAs as PDF, image, or document up to 25 MB. They sit on your own server, browsable globally or per customer.
One statement, derived live from invoices and payments
Every issued invoice lands as a charge and every payment as a credit, in date order with opening balance, running balance, and balance due. It is derived live, so there is no second ledger to drift.
Five buckets: current, 1–30, 31–60, 61–90, 90+
Outstanding balance is bucketed into current, 1–30, 31–60, 61–90, and 90+ days past due, filterable by period and switchable per currency. Balances are never summed across currencies.
Northstar moved to Watch with two reasons.
Customer data flows straight into Finance — invoices, estimates, payments, exports — on the platform your AI Employees already operate, with one permission model and one audit trail.
Overviews with an action queue
Each account page shows headline numbers — ACV, outstanding balance, lifetime billed — plus a queue of overdue invoices and estimates awaiting response, deep-linked into Finance.
PDFs from the same pipeline
Statements render server-side through headless Chromium — the same rendering path invoices use and the same artifact machinery AI Employees hand you PDFs with.
Stripe-side visibility today
An employee granted a Stripe Connection can already browse the Stripe-side customer catalog read-only; native customer tools for AI Employees are on the roadmap, gated by approvals.
Readers ask 5 questions about Customers.
What's the difference between a customer, a contact, and a contract?
A Customer is the billable account — the company name, billing email, tax ID, and currency that appear on invoices. A contact is a person at that account, one of which can be primary. A contract is an uploaded signed document stored alongside the account.
What does a customer statement include?
Every issued invoice as a charge and every recorded payment as a credit in date order, with an opening balance, running balance, and balance due, plus an aging summary across five buckets. Drafts and voided invoices are excluded. View it in-app, print it, or download the PDF.
Can I delete a customer?
Customers with invoices can't be deleted — archive them instead. Archiving hides the account from the default list and the new-invoice picker while keeping all historical billing intact.
How does Annual Contract Value work?
ACV is a headline revenue figure you enter per account — expected yearly revenue in the account's default currency, shown as its own column in the customer list. It's fully independent of invoicing.
How do statements handle multiple currencies?
Statements are strictly per-currency. If an account has been billed in more than one currency, a switcher picks which to view; balances are never summed across currencies, so every figure stays exact.
4 more products share one database.
Revenue
Contacts, Deals, Sequences, and Signals in the same database as your invoices, with timelines that fill from synced mail.
A real client over your Gmail mailbox: two-way sync, full-text search, inbound rules, and AI Employees granted read, draft, or send.
Finance
Estimates become invoices, invoices post to a double-entry ledger, and the period closes into Retained Earnings.
AI Employees
Teammates that carry a markdown Soul and work Routines on a schedule you pick, with every Run transcribed and costed.
Tomorrow one thing is finished before 09:30.
Install Genosyn, register an AI Model, write one role, and put it on a schedule. The company grows from there.