One connected workspace for the records your business runs on
Corevia One replaces scattered spreadsheets and message threads with a structured place to record customers, prepare quotations and invoices, track tasks and store the documents that go with them.
The workspace
The dashboard opens on the counts that matter for the day: open quotations, unpaid invoices and tasks due. Navigation across Customers, Sales, Invoices, Tasks, Documents, Reports and Settings is the same on every screen.
Modules
Only the modules listed as live are part of the service today. Anything marked as in development is not included in any plan until we confirm otherwise in writing.
Customer records
LiveCreate and maintain company and contact records, with notes and activity history.
- Who uses it:
- Sales, account management and admin users.
- Output:
- A single searchable customer record.
- Availability:
- All plans
Quotations and sales
LivePrepare quotations, track their status and convert accepted quotations into orders.
- Who uses it:
- Sales and management users.
- Output:
- PDF quotation and a recorded sales activity.
- Availability:
- Growth and Business
Invoicing
LiveIssue numbered invoices, record a customer TRN, apply configurable VAT rates and export PDFs.
- Who uses it:
- Finance and admin users.
- Output:
- PDF invoice with VAT shown as a separate line.
- Availability:
- All plans
Tasks and scheduling
LiveAssign tasks, set due dates and record appointments against customers or projects.
- Who uses it:
- Operations and delivery teams.
- Output:
- A shared task list and activity trail.
- Availability:
- Growth and Business
Document storage
LiveAttach and organise documents against customer, quotation and invoice records.
- Who uses it:
- All authorised users.
- Output:
- Documents stored against the related record.
- Availability:
- All plans
Reporting and export
LiveReview operational summaries and download records as CSV or PDF for your own analysis.
- Who uses it:
- Owners, managers and finance users.
- Output:
- Downloadable report files.
- Availability:
- Growth and Business
Customer portal
In developmentA read-only area for your customers to view documents shared with them.
- Who uses it:
- Your customers.
- Output:
- Shared document access.
- Availability:
- Not yet available — in development
Workflow automation
In developmentRule-based reminders and status changes across records.
- Who uses it:
- Operations managers.
- Output:
- Automated status updates.
- Availability:
- Not yet available — in development
What our VAT invoicing actually does
- Records your tax registration number and your customer's TRN on the document.
- Applies VAT rates you configure, including zero-rated and exempt lines.
- Shows VAT as a separate line and totals it on the invoice.
- Applies sequential invoice numbering with your own prefix format.
- Generates a PDF invoice and credit note.
- Exports invoice records and a VAT summary as CSV or PDF.
Corevia One provides software tools for creating and managing business records. Customers remain responsible for ensuring their tax configuration, invoices and filings meet their legal and regulatory obligations. Corevia One does not provide tax or legal advice, and is not certified or endorsed by any tax authority.
User roles and access
The account owner controls who has access. Roles are assigned per user and can be changed or revoked at any time. Sign-in activity is logged.
| Role | Access | Assignable by owner |
|---|---|---|
| Account owner | Full access, including billing, plan changes and user removal. | Yes |
| Administrator | Full operational access and user invitations. No billing access. | Yes |
| Manager | Access to customers, sales, invoices, tasks and reports for their team. | Yes |
| Team member | Access to the records and tasks assigned to them. | Yes |
| Finance user | Access to invoices, payment status and financial exports. | Yes |
Customer portal access is not yet available. There is no external login on this website while that module is in development.
Reporting and exports
Reports cover sales activity, quotation status, invoice and payment status, VAT summary and task completion. They can be filtered by date range, customer, user and status. Figures reflect the records saved in your account and refresh when a report is opened, rather than streaming live.
Every report can be downloaded as CSV or PDF, and your full record set can be exported at any time while the subscription is active.
Integrations
We only list integrations that exist. At present Corevia One supports outbound email delivery for sending documents from your account, and CSV import and export for moving data between systems.
Accounting, payment-gateway and messaging integrations are not available today. If you need a specific connection, tell us at management@coreviaone.online and we will confirm whether it can be scoped.
Review the plans and start your trial
Trial duration, included modules and post-trial pricing are shown before registration.
