Services
What MANA does
One workspace across projects, clients, documents, finance, calendar, AI, storage, and notifications.
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
- Time entries — log hours per task with a date and note
- Labels to categorize and filter tasks
- 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
- 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
- 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
- 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
- Two-way Google Calendar sync with one connected calendar
- Email reminders for upcoming events
AI assistant
An assistant that understands your workspace.
- Claude models across standard and frontier tiers
- About 115 tools spanning the whole product
- Chat sessions with pin and search
- File and image attachments
- 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
- 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