Core Concepts

Understand the mental models that make Jeton work.

The Core Workflow

Jeton is built around a single, end-to-end workflow that every founder goes through:

ProspectFollow-upConvertDealInvoicePaymentLedger EntryReport

Each step feeds the next. A prospect becomes a deal, a deal generates an invoice, an invoice becomes a payment, and a payment creates a double-entry ledger record. No manual data entry between systems.

Modules

Jeton is organized into 8 modules, each responsible for a part of the business:

ProspectingLead capture and follow-up tracking

DealsPipeline management and deal lifecycle

FinanceChart of accounts, ledger, budgets

InvoicingInvoice creation, sending, and tracking

ReportsRevenue, pipeline, and expense analytics

AssetsAsset inventory and depreciation

UsersTeam management with role-based access

AuditFull activity log for compliance

Role-Based Access Control (RBAC)

Every user has a role that determines what they can see and do.

viewerRead-only access to dashboard and reports

memberCan create prospects, deals, and record payments

managerFull access to all modules + user management

adminSystem configuration, audit logs, all permissions

superadminComplete system access including architecture and schemas

Double-Entry Finance

Every financial transaction in Jeton uses double-entry bookkeeping. When you record a payment:

DEBITBank Account +$5,000

CREDITRevenue Account -$5,000

Debits always equal credits, ensuring your books are always balanced. See the Finance guide for details.

Presence & Collaboration

Jeton tracks online presence using a heartbeat system. Your client pings the server every 30 seconds while the tab is visible. If no ping arrives within 60 seconds, you appear offline. This powers the real-time presence indicators in the user management module.

All Modules Quick Start