Read every customer, draft every invoice, approve in one pass
A companion works the 2 operations your Wave account exposes. It can create an invoice and create a customer, and every one of those waits on an approval card showing the customer before it changes.
Open the customer. Check it against something else. Write the change. Move to the next one. That is the Wave afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a customer until you approve it.
What it can do is exactly what Wave exposes to an account you authorise and nothing beyond it: 2 operations, no reads and 2 writes. In practice that means it can create an invoice and create a customer, and work across the customers and invoices.
The Wave API stops at Wave. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
Which Wave customers does a companion see?
In the tab.
Wave exposes no read operation to a connected account, so a companion opens Wave in the session you are already signed into and reads the screens you would.
The customers are what most of this inventory is about, alongside the invoices. A companion can hold all 2 of these operations and forty open tabs in the same pass, which is how an afternoon of Wave admin becomes a queue you review.
Can it change a customer without asking?
All 2 write operations wait for you.
A companion can create an invoice and create a customer, and each one is staged on an approval card first: you see the customer, the field and the new value before it lands in Wave.
Nothing in Wave is sent, changed or deleted on your behalf without that click, and a rejected card leaves the customer exactly as it was. The gate is the same one on every surface, described at security.
- Create Invoice
- Create Customer
Can the customers pass run every Monday?
Yes.
Saved as a routine, the Wave customers pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The operations playbook catalogues the other recurring shapes of the operations, the Wave customers sweep among them, and finished runs are published at real runs.
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