FORConsultancies and service businesses

JR2 OS

The commercial and financial operating system of a consultancy, in one place.

CRM, opportunities, proposals, projects, Verifactu invoicing, Spanish chart-of-accounts accounting, expenses, treasury, email, marketing and an AI copilot across the whole system. It is the software JR2 runs itself on.

Verifactu
Spanish GAAP
PSD2
AI copilot

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01What it does

Sales

CRM with domestic and international clients, tags, contacts, key dates and CSV import.
Lead capture from the website with an embeddable widget.
Staged pipeline with a kanban board, including cancelled and frozen stages that do not inflate the forecast.
Proposals with line-item quoting, internal cost and margin, and PDF generation.

Projects and invoicing

Project roles, service lines, timesheets and rates.
Several issuing entities and invoice series, payment milestones, recurring invoices and credit notes.
Verifactu with SHA-256 chaining per series, secure code and QR with public verification.

Accounting and expenses

Journal, ledger, sub-accounts, balance sheets, P&L and VAT books.
Forms 303, 347, 111 and 190; year-end closing and opening; fixed assets and depreciation.
Budget and KPIs with a traffic-light indicator.
Expenses with multiple VAT rates on a single receipt, splitting between payers, OCR of received invoices and expense sheets with mileage and per diems.

Treasury and banking

PSD2 connection with periodic account readings.
N43 file import.
Reconciliation of one payment against several invoices, and an up-to-date balance.

Email and marketing

Encrypted IMAP and Gmail accounts, inbox and sent items, filing rules and sending from within the CRM.
Drip campaigns with one email per person, templates, an unsubscribe list with one-click opt-out, and click and bounce tracking.

AI, GDPR and security

A copilot that answers across the whole system and cites the document each answer comes from.
Article 15 export per client, anonymisation, trace retention and an append-only audit log.
Revocable sessions, two-factor authentication, lockout after failed attempts and distinct roles, including one for the accountancy firm.

02Why it is different

Why JR2 OS

We use it ourselves every day: whatever breaks, we feel it before any client does.
Sales and accounting live in the same system, so an invoice is never typed twice or reconciled by hand.
The copilot cites the source of every answer, so it can be checked rather than believed.

Need something like this, but for your own work?

Any of these platforms is the starting point for a bespoke solution. Tell us how you operate and we will tell you which part is already built and which part we would have to raise.

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