MANA
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Features

What MANA does

One workspace across projects, clients, documents, finance, calendar, AI, storage, and notifications.

Every part hands work to the next

MANA keeps context attached from the first task to the final payment.

  1. 1Start with a project
  2. 2Connect the client
  3. 3Create and send documents
  4. 4Record and understand the money

Projects & tasks

Plan, track, and report on client work in one place.

  • Kanban board with drag reorder, plus table and issues views of the same tasks
  • Project overview with reports and a project cashflow projection
  • Milestones to mark key dates on a project timeline
  • Labels to categorize and filter tasks
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  • Per-project task IDs (e.g. ACM-12) for easy reference
  • Rich-text task descriptions
  • Duplicate or archive a project without losing its history
  • Trash with 14-day restore for deleted projects and tasks
  • Activity log tracking changes across a project

Clients & CRM

Track every relationship from first contact to recurring work.

  • Pipeline stages: lead, prospect, client, recurring, churned
  • Deal value and status tracked per contact
  • Relationship levels 1–5 to prioritize outreach
  • Tags for flexible segmentation
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  • Thai billing identity fields — Thai and English name and address, tax ID, branch number
  • Rich-text notes on every contact
  • Import contacts from CSV or vCard, export to vCard
  • Merge duplicate contacts
  • AI relationship briefing summarizing a contact's history
  • Outreach queue surfacing contacts due for a follow-up

Documents

Quotations, invoices, and receipts built for Thai business.

  • Quotation, invoice, and receipt documents with auto-numbering (e.g. INV2607001)
  • Promotion chain: quotation → invoice → receipt
  • Thai VAT and withholding tax, including certificate number
  • Bilingual Thai/English documents
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  • Per-document currency
  • Draft → publish lifecycle with document versions
  • PDF generation for every document
  • Public share link — clients view, approve, or reject without an account
  • Email delivery with delivered-tracking
  • Recurring invoices on a monthly, quarterly, or yearly schedule that generate drafts for review
  • PromptPay slip verification — free tier checks the QR locally with an AI extraction check; paid plans add bank-side verification via Thunder Solution with a "Bank-verified" badge
  • Document library: sender profiles, item templates, packages, and remark templates
  • e-Tax Invoice by Email — send a tax invoice as a PDF/A-3 attachment with an ETDA time-stamp CC, from your RD-registered sender email

Finance

See where the money comes from and where it goes.

  • Revenue and expense transactions
  • AI receipt import, with review-flagged entries for you to confirm
  • Wallets for bank, card, PromptPay, cash, and crypto
  • Budgets per category with approaching and exceeded alerts
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  • Cash-flow forecast
  • Recurring transactions and monthly recurring revenue (MRR)
  • Monthly income and expense-by-category charts
  • Simplified 25% tax estimate, labeled planning-only
  • Multi-currency support with cached FX rates
  • Reconciliation — link a transaction to its invoice

Calendar

Every deadline and meeting, in one calendar.

  • Month, week, and day views
  • Recurring events with this/following/all edit scopes
  • Read-only overlays for milestones, invoice due dates, and quote expiry
  • To-do side panel with drag-to-schedule
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  • Two-way Google Calendar sync with one connected calendar
  • Email reminders for upcoming events

AI assistant

An assistant that understands your workspace.

  • AI models selected automatically for each task
  • About 115 tools spanning the whole product
  • Chat sessions with pin and search
  • File and image attachments
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  • Voice input in English and Thai
  • Bilingual responses
  • Aborted turns don't consume your AI Action quota
  • Personal MCP token to connect any MCP-compatible client to your workspace

Storage

Files linked to the work they belong to.

  • R2-backed file storage with a folder tree
  • Files linked directly to projects, contacts, and other records
  • Download a whole folder as a ZIP
  • Tags and search across files
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  • Trash with 14-day restore — trashed files don't count toward your quota

Notifications

Stay informed without the noise.

  • Four channels: in-app, email, browser push, and LINE
  • About 26 events, each individually togglable per channel
See every capability

    Start using MANA

    Core business tools are available from the free plan.

    Start using MANA