AIOA·LOOM / AI business management workspace
Project-based businesses often keep materials, quotations, contracts and payments in separate spreadsheets and messages. Loom organizes these activities in related modules: bidding staff retain price evidence, project owners manage delivery, and finance staff allocate payments to invoices. The system records progress; authorized people choose quotations, sign contracts and confirm payments.
Content reviewed · v1.8.46
Procurement or bidding staff import the bill of materials, verify quantities, brands, and technical parameters, then gather price evidence from supplier responses and other channels. Prices from different sources keep their supporting evidence and are used in a quote only after someone adopts them; items with unconfirmed parameters are handled as open questions first, so guesses don't end up in an external quote.
Sales staff confirm the external quote and contract content based on the adopted pricing evidence. The contract module generates an electronic draft from a template; signing documents and archiving are handled by people, and contract materials can be pushed to the project. Inquiry results serve as pricing evidence, while the contract content is still reviewed and finalized by sales staff.
The project owner issues invoices in line with delivery progress and records whether the invoice has been delivered to the customer, through which channel, and with what supporting documents. Collection tracking shows the handling status, helping project and finance staff distinguish between 'invoice issued', 'handed to the customer', and 'payment still needs follow-up'.
Finance staff select receipts from the recorded cash flow entries, apply them to the corresponding invoices, and review installment progress, line items, and the operation log. Delivery or receipt entries recorded in error can be reversed with the proper permission, leaving a trace. Collection tracking covers the handling process while the receivables ledger covers accounting totals and reconciliation; the two are checked together, and a payment cannot be treated as received merely because the workflow has moved forward.
Business owners, project managers, bidding teams and finance staff, particularly project-based IT and system integration companies.
Private deployment is supported. Agree on servers, access, permissions, model services and backups during delivery. Configured external AI services receive relevant requests; private hosting does not imply fully offline AI processing.
AI assists with analysis, writing and risk review; it does not replace business decisions, legal review or approvers. Web, mobile and WeChat capabilities differ. Restore procedures follow the delivery plan.
HONGCHUANGDA TECHNOLOGY
Three independent products, deployable separately. Cross-product integration is scoped per project.
