Use cases

Find the use case that fits your setup

Start with the environment where customers can't reach their own account records and your team keeps stepping in to answer the same requests.

Each page covers the problem, a before/after, and a practical first launch scope.

Ghage S

Founder, GX Code

gxcode.au · Melbourne, Australia

Pick your fit

Choose the use case that matches where admin drag begins

Wholesalers

Finance or customer service keeps resending invoice history, statements, and balances to the same repeat buyer accounts.

View use case Service businesses

Customers come back weeks after the job expecting office staff to dig out invoices, balances, and account documents.

View use case Legacy / on-prem

The system runs internally. Customers just have no front door to their own account records.

View use case Trade & building suppliers

Builders and contractors on trade accounts need statements, delivery dockets, and invoice history to reconcile jobs — without calling your team.

View use case

Not sure which fits your setup?

Tell us your current system, how customers get account documents today, and where staff keep stepping in. We'll come back with a clear first step.

Get launch plan Main overview

Not a fit if you mainly need in-portal payments, collections workflow, or full AR automation — or if your current platform already gives customers reliable self-service.