Dashboard guide
Everything your business runs on, in one place.
All-in-1 Commerce is a single dashboard that connects Payment Processing, Shipping & Logistics, Bookkeeping, Website Design & Creation, Marketing, Access to Capital and a full CRM. This guide shows what is included and how to get started before you sign up.
What is included
Six services, one login, one bill.
Every plan includes every service below plus the full CRM. The difference between plans is how many team seats and workspaces you get, not which features are turned on.
Payment Processing
A unified acceptance stack — terminals, gateway, and reporting — plus automatic statement auditing that reads your rates, equipment, and contract terms line by line.
Shipping & Logistics
Multi-carrier rates, pooled group pricing, line-level invoice auditing, warehousing, and freight, all tracked from the same dashboard.
Marketing & Brand Design
Brand strategy, experience design, and performance marketing, available as a module when you want a greater return on what the business already spends.
Website Design & Creation
A conversion-focused website with confirmed scope, timeline, and deliverables, with every milestone visible on your dashboard as it moves.
Access to Capital
When capital is the constraint, package one application for working capital, equipment, or expansion and follow every stage without chasing anyone.
Bookkeeping & Financial Reporting
Monthly bookkeeping, reconciliation, and financial statements delivered on a fixed schedule, sitting next to the rest of your account.
How to get started
A five-minute setup, then the dashboard works for you.
You do not need to configure everything on day one. Start with the basics, upload one document, and open the modules that matter to your business.
- 01
Start your trial
Create your account, pick a plan, and your dashboard is ready immediately. The first 14 days are free and no card is charged until the trial ends.
- 02
Add your business details
Enter your company name, address, and industry so the dashboard can organize your services, documents, and team permissions correctly.
- 03
Invite your team
Add the people who will use the dashboard with you. Starter includes one seat, Unlimited up to ten, and SaaS Pro is unlimited.
- 04
Upload a statement or invoice
The AI-powered account manager reads processing statements and carrier invoices line by line, flagging duplicate charges, rate changes, and anomalies for review.
- 05
Open the modules you need
Turn on Payment Processing, Shipping & Logistics, Bookkeeping, Website Design & Creation, Marketing, Access to Capital, or the CRM — all from the same sidebar.
Inside the dashboard
What you will see after signing up.
The dashboard is organized around your daily work, not around our internal teams. Each section gives you status, documents, and next steps in plain language.
Shipping at a glance
Active shipments, tracking links, and delivery status in one list, with no need to log into separate carrier tools.
Processing visibility
Statement history and volume kept alongside everything else, so cost conversations start from real numbers.
Funding status, not guesswork
See exactly which stage a capital request is in instead of waiting on an email that never comes.
Website & marketing progress
Project stage and current milestone updated as work moves, so you always know what's next.
Documents in one secure place
Agreements, reports and contracts stored against your account, organized, not buried in an inbox thread.
Built-in CRM
Contacts, pipelines and opportunities for your own customers, kept private to your business and included on every plan.
What to expect
Honest expectations for new clients.
- One vetted partner per service
- We hold direct agreements with a selected provider in each category, chosen so their platform integrates with our software. If your business needs something outside those agreements, we tell you and source it.
- Written before signed
- Scope, pricing structure, timelines, and who is responsible for what are documented before any agreement is put in front of you.
- Plain-English disclosure
- Total cost of capital, effective processing rate, and surcharge load are shown in full. No teaser rates, no numbers that only work in a footnote.
- One accountable contact on every plan
- A named specialist stays on your account after setup, alongside the AI-powered account manager included on every plan. No handoff to a support queue.
Common questions
Questions before you start.
- Do I need to set up every module at once?
- No. You can open only the modules you need. The others stay available and can be turned on later without changing your plan or starting over.
- What documents should I upload first?
- A recent payment-processing statement or a few carrier invoices are enough for the audit engine to start finding savings. For Bookkeeping, upload your last month of bank and card statements. Never send banking credentials or full card numbers.
- Who can see my data inside the dashboard?
- Your team members, invited by you. Account managers at All-in-1 Commerce see only the clients and workspaces assigned to them. Each workspace is isolated; no other client can see your records.
- What happens when the trial ends?
- Your selected plan begins on day 15 and you are billed monthly or annually, depending on what you chose. We email you before the trial ends, and you can cancel anytime during the trial with no charge.