Operations: every project, budget and invoice in one place

See who is assigned, planned against actual hours, budget used, expenses and invoices for every project, without switching tools.

Operations is an app inside Ai1, the AI agent platform by MyZone AI. It sits on the same data as your CRM and time tracking, so the numbers line up.

  • Part of Ai1
  • Runs on your private server
  • Problems seen early

    Planned against actual hours shows a project drifting before it is late.

  • Budgets in view

    Budget use per project or deal sits beside the work.

  • Billing that matches the work

    Invoices and expenses live on the same project as the hours.

Operations in short

Operations at a glance
PlanMonthly allocations across clients
TrackPlanned against actual hours
SpendExpenses with receipts and approval
BillInvoices with your currency and terms
One project pageTime, expenses, invoices and activity together

Why not a project tool plus a spreadsheet?

A separate project tool, expense app and invoicing tool each hold part of the picture. Operations keeps allocations, hours, expenses and invoices on the same project, so budget use is always current.

Approvals in bulk. Approve or reject a batch of expenses at once. Everyone in the batch sees the same reason.

Change history. Open any allocation to see every change made to it.

Your settings. Default currency, payment terms, invoice numbering and working hours are set once for the module.

From plan to invoice

Operations follows a project from the first allocation to the final invoice.

  1. Step 1: Allocate

    Assign people to clients and projects for the month.

  2. Step 2: Track

    Hours logged against the project show on its page.

  3. Step 3: Spend and approve

    Expenses are added with receipts and approved.

  4. Step 4: Invoice

    Create the invoice from the same project, with your terms.

Works well with

Operations shares its data with these.

Frequently asked questions about Operations

What can I see on a project page?

Its time entries, expenses, invoices, allocations and recent team activity, for the date range you choose.

How does it know if a project is on track?

It compares planned hours from your allocations with the actual hours logged, and shows budget use per project or deal.

Can it create invoices?

Yes. Invoices use your default currency, payment terms and numbering, and can carry notes for the client.

Where do vendors come from?

From the companies in your CRM tagged as a vendor, or you can add a new one with an expense.

Is Operations available today?

Yes. Operations is part of Ai1 and ready to use.

See your projects in one place

Book a call to walk through one of your own projects, from allocation to invoice.

  • Your own private serverEvery Ai1 plan runs on a private server that belongs to your business alone.
  • Your data stays yoursStored on your server, not used to train AI models, and you can export everything you build at any time.
  • Choose your AI modelBring your own AI provider account and pay it directly, with no markup from us.
  • No lock-inMonthly plans run month to month with no long-term commitment, and everything you build can be exported.