Automate Your Back Office & Take Control of Your Cash Flow.
Ditch messy spreadsheets and fragmented accounting tools. Pravision consolidates your back office into one intelligent hub—pairing automated Plaid bookkeeping, expense logging, and mileage tracking with internal support ticketing and document search.
Engineered for Total Operations Control.
Automated Bookkeeping & Plaid Sync
Securely connect your business bank accounts and credit cards using Plaid. Pravision automatically imports transactions, categorizes expenses, and updates your general ledger in real time so you always know where your money is going.
- Secure Plaid Financial Institution Integration
- Automated Transaction Categorization & Ledger Sync
- One-Click Income & Expense Reporting
Expense & Mileage Logging
Never lose a deduction again. Track business drives, store digital receipts, and organize operational expenses on the go so tax season is completely stress-free.
- GPS-Driven Business Mileage Tracker
- Digital Receipt Upload & Vault
- Tax-Ready Expense Export Reports
Support Ticketing & Task Management
Stop letting client inquiries or internal operational tasks slip through the cracks. Manage support tickets, assign team tasks, set due dates, and track completion inside one centralized queue.
- Centralized Customer Support Ticket Queue
- Team Task Assignment & Status Boards
- Automated Reminders & Deadline Notifications
Doc Copilot (AI Business Search)
Need to check a clause in an old contract or find a specific policy? Doc Copilot lets you search your entire document library using simple, natural AI queries instead of digging through folders manually.
- AI-Powered PDF & Document Natural Language Search
- Secure Operational Document Vault
- Instant Policy & Contract Extraction
💼 Free Portal Tools Included With Your Account
Even before unlocking premium operations modules, your free Pravision account includes essential back-office tools:
Billing & Invoices
View transparent billing statements, pay Pravision invoices, and keep track of payment receipts.
Document E-Signing
Review, electronically sign, and store assigned contracts and service agreements safely.
Boutique & Travel Hub
Access custom store orders and corporate travel arrangements from a single dashboard.
Why Switch to Pravision Operations?
| Without Pravision ❌ | With Pravision Operations & Finance ⚡ |
|---|---|
| Manually typing bank transactions into outdated spreadsheets | Automated Plaid bank feeds categorizing expenses in real time |
| Missing valuable tax deductions due to lost paper receipts | Digital receipt vault and automated mileage logging |
| Scrambling through emails to track team tasks and client support | Centralized task board and support ticket management queue |
| Paying separate monthly fees for accounting, ticketing, and file tools | One streamlined backend suite activated inside your portal |