Offer several services from one button.
Let visitors choose a booking, an enquiry or another published service from one website button. Each service keeps its own sign-in, consent and access rules.
Set up a widget launcherInside Pepper
Start with what you need.
Keep it all connected.
An invoice today. A shared project tomorrow. A service on your website when you’re ready. Choose the parts that help your business; the customer and the work stay connected.
Explore every product topic
Find the details behind each customer’s work
Real product screens · example recordsOpen a customer to find contact details, related documents and the conversation about their work.
Balances stay in their own currencies. Follow a record to see where an amount came from.
One working day, different perspectives
Organise work with your team
Look at the same records in a useful view. Keep the people, files and conversations close to the work they explain.
Follow an enquiry to an accepted quote.
Collect leads in one inbox, qualify a lead into a customer and a deal, and move deals through your stages. The quote is the deal’s value, and accepting it marks the deal won.
Work leads and dealsExplore views, conversations and team access
Keep the work and its records together.
Plan work in boards with assignments, dates and checklists. Link customers, invoices and form responses, and invite guests to private boards.
Work with boards and cardsChoose the view that answers your question.
Switch between table, list, board, calendar, timeline and gallery. Filter the records, save a personal view or share one with your team.
Find your viewKeep replies with the record.
Mention a colleague where the work happens. Your inbox gathers mentions, replies, handovers and updates. Live refresh and optional mention alerts help you follow the conversation.
Follow the conversationGive people the access they need.
Keep a staff directory, teams and working hours. Invite people and manage their accounts from the directory. Use roles and guest permissions to decide which records each person can see and change.
Work with people and teamsAct on a record where you see it.
Use the … menu beside a customer or invoice to see the actions your role allows.
Use a record’s menuCalendar
Plan events beside the dates in your work
See meetings, task dates, deadlines, bookings and follow-ups in month, week, day or agenda views. Filter by source, project or calendar.
Keep a personal calendar private or share it with selected readers. Repeating events keep their local clock. Change one occurrence or the whole series.
Review invitations before sending. Receive reminders in Inbox, exchange ICS files and create private feeds you can revoke.
Connect an event to the next action
Create a follow-up task or open work after a won deal. Build the rule in Flow or List, save it inactive and activate it after review.
Each run uses its creator's current access. Issuing, sending and signed webhooks wait for a person to approve the exact action.
Inspect the source and step results in run history. Stop unfinished work and review uncertain deliveries before another attempt.
Home, boards and requests
See what needs you first
Read the money, the late work and the new requests before you open a single record. Every figure opens the records behind it.
Open a desk for the work you do.
Everything groups Money, Sales, Work and Customer services. Choose one of eight focused desks for its own Home and ordered pages. Owners and admins can arrange pages and assign desks to roles or people.
Choose and arrange your desksRead the money in one band.
Home shows cash in, money owed, open quotes and unbilled time side by side. One line below gives a figure for each other area you use.
Read HomeStart with the cards that are late.
Boards counts the overdue cards and the cards due this week. Click a count to show only the boards that hold them. Each board shows what needs attention and who works on it.
Work with boards and cardsFind a request by type and date.
Filter website requests by widget type and by arrival in the last 7, 30 or 90 days. Back returns to the same list and filters.
Read widget requestsKnow how much each tab holds.
Tabs and the widget Records menu show how many records they hold. A count includes only the records you can open.
Plan your day on My workProjects
Keep the whole project in view
Keep tasks, milestones and time with the customer’s project. See what needs doing and what is ready to invoice.
Assign tasks, set dates and follow progress. Check the budget and unbilled work before you plan the next step.
Plan and track a projectTime tracking
Turn tracked time into an invoice draft
Start a timer or enter your hours. Keep each entry with its task and project, then choose the billable time for an invoice draft.
Review grouped hours, rates and totals before you issue the invoice. Include approved milestones when the project combines fixed-price work and time.
From hours to an invoice draftInvoices and recorded payments
See what a customer owes and why
Open the invoice with its source quote, payment records and credits still connected. The remaining balance shows what the customer still owes.
One customer. One piece of work.
Offtrail Library
Community library website Design and build
The quote, issued original and recorded payment stay connected.
How payments and credits workThe amount, explained.
Example records6,800.00 USD invoiced. 3,400.00 paid. The remaining 3,400.00 belongs to the same piece of work.
Invoice balance USD · INV-2026-0034
- Invoiced
- 6,800.00
- Paid
- 3,400.00
- Credited
- 0.00
- Still due
- 3,400.00
Collect the balance online.
Connect Stripe for payment links on issued invoices, partial payments and confirmed credit-note refunds. Pepper records money after provider confirmation.
Read the payment setup guideKeep the original.
Quotes, invoices, proformas and credit notes preserve the issued document. Follow delivery and payment history from the record.
Handle repeat work.
Recurring schedules prepare drafts or issue and send agreed invoices. Reminders use the amount still due.
See repeat service billingPurchases and receipts
Keep the receipt
with the amount.
Enter supplier amounts, attach receipts and review sales and purchases for a month, quarter or year. Download supporting documents with your period summary.
Your accountant handles the accounting and tax return. Pepper keeps the records ready for that hand-off.
Prepare a period for your accountantRevenue, costs and cash
See what changed.
Open the records behind it.
Compare this month, quarter or year with the previous period. Read revenue, selected purchase costs, their result and recorded cash in each currency.
Choose issue or payment dates, inspect either period’s source records and download the figures. The result is not accounting profit; net cash movement is not a bank balance.
Read the Money overview guideProofs and job progress
Keep the answer
with the work.
Invite a named customer contact to choose images or PDFs and approve one exact proof version. Revised files need a new decision; the earlier approval keeps its original evidence.
Use a job page to show stages and collect choices, answers or a collection time. An email code checks access to the invited inbox. A forwarded link does not grant access by itself.
Send proofs for approvalFollow a job with your customerFiles and Docs
Keep files and Docs with their work
Find files alongside their related records, or browse them in folders. Drag files from your computer to upload them. Share a file through an expiring link when your permissions allow it.
Edit text, CSV, Markdown and code files up to 1 MB. Each save adds a version and keeps earlier versions. If someone else saves first, review their changes before saving yours.
Write proposals and procedures in Docs. Reuse templates, insert exact record values and keep saved versions. One editing session writes at a time. Approve an exact edition and PDF before sharing an expiring recipient link.
Work with filesWrite and share DocsForms and custom fields
Collect information with your own forms
Build a form with the questions you need. Show a question only when an earlier answer makes it relevant.
Public forms save submissions in Pepper for staff to review. Internal forms can also create customer records when the person submitting has permission.
Build a form for your businessAdd the details your business needs.
Add custom fields to supported record types. Use permitted custom values in views, filters, search and connected clients. Field access follows the record’s permissions.
Use custom fieldsServices on your existing website
Let the next enquiry come to you.
Someone describes their project on your website. The answers arrive in Pepper, ready for your team to review and follow up.
A widget puts that small service on an existing page, or gives it a link of its own. Here is the same enquiry form in three presentations. Embed a service, share its link or open it from a button. A widget launcher offers several published services from one button on your website.
One enquiry form · three ways in
Right where the interest starts.
Put an enquiry form inside a page you already have. Visitors can tell you what they need without leaving your website.
Available: embedded forms
Placement illustration using a real product screen and example records.
See how forms workExample studioWork / About / Contact
Let’s work together
Tell us what
you have in mind.
Widgets and their results
From your website
to your counter.
Save a contact. Ask for a quote. Collect a reward. Give people a useful next step, then keep the activity with your business in Pepper.
Use the widget toolbelt across your website, store, venue, newsletter and WhatsApp campaigns. Keep your existing services and act on the results in Pepper. These screens use fictional records.
Explore the task guidesCanal Coffee · an example offer
A saved offer.
A visit to the counter.
A customer claims “Coffee with your cake” and shows their code. Staff sign in, check the offer and confirm the redemption after checking the purchase.
Checking a code does not redeem it. The staff member makes that decision, and Pepper records the action.
Explore offers and stamp cardsCustomer widget workspaces
Offer the service
to another business.
Customer widget workspaces keep each customer business’s widgets, records and staff together. The provider assigns plans and invoices its customers from Pepper.
Your licence permits selling widget access to multiple businesses on one production installation you operate. It does not permit redistributing the software or source, or promise separate client accounts for the whole business suite.
Give each business access to its assigned services. Bookings, offers and staff keep that workspace’s access limits.
Explore the agency opportunityRead the workspace scopeTheir business. Their workspace.
A place for the service you provide.
The client manages its widgets and team within the access you assign. Staff can scan a customer’s code at the counter.
Your business keeps the provider’s invoices. This is a workspace for customer services, not a separate copy of the whole business suite.
Optional AI. You confirm.
Ask for the work.
Keep the control.
Connect an MCP client to your installation. It uses the same records and current permissions as the person it acts for. Pepper calculates every amount. You approve each sensitive step in Pepper before it runs.
You can also enable the built-in Assistant with your own Anthropic, OpenAI or compatible provider. Each person selects permitted tools and confirms every write. All apps work without AI. Open Apps and access to see the tool boundary.
Connect a tested clientUse the built-in AssistantPrepare an invoice
“Draft an invoice for Northwind: three days of design at EUR 500 per day.”
Review the customer, lines and exact totals. You confirm before it is issued.
Explain overdue balances
“Who owes us money, and which invoices are overdue?”
Open the invoices behind the answer. Balances stay separate by currency.
Show customer context
“Show Northwind’s contacts, open documents and recent work.”
Read only permitted records and files, with links back to Pepper.
Tested clients
| Client | Version |
|---|---|
| MCP Inspector | 2.10.1 |
| FastMCP CLI | 4.1.0 |
Both completed all three jobs with synthetic data and no model calls. These are MCP testing clients; no chat application’s model behavior is claimed.
The limits stay visible.
Sending email, recording payments, deleting records and changing settings wait for your approval of the exact change. Passwords, AI connections, updates and backup downloads stay with people.
Access expires and can be revoked. AI stays optional. Only an approved refund moves money.
Read every tool and exclusionProof of what happened
Check the history.
Check the installation.
The audit log shows recorded actions and sampled reads. Verify its stored chain, export signed evidence or inspect a data-subject report. Issued originals and financial figures survive personal-field erasure.
Installation health points to the next useful action for a failed check. Its checks include audit chain integrity. These checks are evidence, not a compliance certification.
Follow a record’s history.
Filter by period, person or record. Read access is sampled so a list does not add one event for every row.
Use the audit logKnow what needs attention.
Open health from Settings or a Home attention item. Each problem explains what to check next.
Check installation healthFind the next hosting fix.
Check scheduled work, email, backups and storage in one place. Each problem points to the next step, with a notice on Home when a failure begins.
Read the health checksCheck e-invoice details before issue.
Choose when an invoice must pass its XML export checks. Missing details keep it as a draft and link to the fixes. The setting starts off.
Set the readiness rule14 language variants. 23 currencies.
Work across borders.
Work in one language and send each customer’s documents in another. The interface, document PDFs and emails support all 14 variants, including right-to-left layouts for Arabic.
English, Arabic, Chinese (Simplified), Dutch, French, German, Indonesian, Italian, Japanese, Polish, Portuguese, Spanish and Turkish. These 13 languages include separate European and Brazilian Portuguese variants.
Work with customers internationally. Use currencies such as GBP, JPY, AUD, CAD, INR and ZAR alongside EUR and USD. Each document keeps its currency, and balances and reports keep different currencies separate.
Choose from 26 language and region options for date, time, number and week defaults. Keep your own notation overrides. Save a personal language and region on your profile. The currency of your Pepper purchase does not restrict the currencies in your business records.
Address fields and printed order follow the address’s country. Keep optional foreign address details, including an unusual region or postal code. Read the country address guide.
Set tax classes and rules for your goods and services. Choose a manual rate, no tax or your configured rules for each sales line. Prices can include or exclude tax. Pepper does not determine tax jurisdiction from an address or postal code. See how to set up tax rates and rules.
Spanish uses Spain’s tax terms. The website, manual and email support are in English. Your own content stays in the language you enter.
See all currencies and localization optionsCheck the fit
Check whether Pepper fits your business
Connect Stripe to collect payments on issued invoices and refund credit notes, or record money received elsewhere. You can export electronic invoices in UBL format for delivery through your chosen service.