CAPABILITY · PLATFORM & EXTENSIBILITY

Configure Voyager to your organization, and extend it without forking it.

Voyager adapts to how an organization is structured and how it works, through guided setup, conversational configuration or direct design. It connects organizations to each other with permission, supports partners who serve many clients, and can be extended by developers through APIs, webhooks, apps and extensions, all on a shared data model and one permission system.

01SETUP

Onboarding that learns how your organization works.

Conversational onboarding captures structure, roles, goals, tools, data, approval preferences and how much autonomy you want, then recommends a setup. A setup advisor previews changes, asks for approval and keeps a history of what changed.

02CONFIGURATION

Records, workflows, forms, pages and terminology, your way.

Design your business structure, custom records and fields, workflows and approvals, forms and intake, workspaces and pages, navigation and terminology. Preview, publish, version and roll back. Templates, imports and sandboxes support safe change, and guided, conversational and direct configuration all change the same model.

  • Business model and structure
  • Custom records and fields
  • Workflows, forms and pages
  • Versioning, sandboxes and rollback

03MULTI-BUSINESS AND MULTI-LOCATION

Separate boundaries, coordinated where you authorize it.

Groups with several businesses or many locations can keep data siloed by entity while still coordinating across them where authorized. Location-specific products, pricing, staffing and procedures roll up into shared analytics, with regional authority where you need it.

  • Siloed data boundaries by entity
  • Authorized cross-entity coordination
  • Location roll-ups and regional authority

04BUSINESS NETWORK

Coordinate with other organizations without opening your data.

The Business Network lets organizations on Voyager coordinate with a client, supplier or partner by sharing specific records and work, by permission. Each organization's data stays within its own boundary; only what is shared is visible to the other side.

05PARTNERS

A platform for agencies, accountants, consultants and implementers.

Managed service providers can operate across the client organizations they serve, with delegated administration, shared work and repeatable service delivery, while each client's data stays isolated. Implementation partners can configure and deploy Voyager for their clients.

06DEVELOPERS

APIs, webhooks, an SDK and an event catalog.

The developer platform provides app credentials, environments, an API explorer, an event catalog, webhook subscriptions with delivery logs and retries, lifecycle controls, documentation and testing.

  • APIs and SDK
  • Event catalog and webhooks
  • Delivery logs, retries and lifecycle controls

07APPS AND EXTENSIONS

Add capability without forking the platform.

The App Catalog is where organizations discover, install and manage Voyager apps and extensions. Extensions add vertical or specialist capability on the shared data model and permissions, without a separate copy of the data or weaker authorization.

08WHITE-LABEL AND VERTICAL CONFIGURATIONS

Branded and vertical products on the same backend.

Branded and vertical configurations can run on the same Voyager backend rather than requiring a separate product fork. They share the canonical data model, permissions and platform updates, while presenting their own branding and domain workflows. White-label, partner and solution-pack arrangements are scoped with Voyager.

A partner serving many clients

An accounting and advisory firm running client work on Voyager.

A firm serves a portfolio of small-business clients, each with its own Voyager organization.

  1. 01
    Delegated administration

    The firm administers the client organizations it has been given access to, without merging their data.

  2. 02
    Repeatable delivery

    Month-end reviews, reporting and onboarding run from the firm's own templates in each client organization.

  3. 03
    Shared work, by permission

    Requests and documents the client shares with the firm are visible to the firm; the rest of the client's data is not.

  4. 04
    Connected books

    Where a client uses QuickBooks Online or Xero, the firm works with operating finance and the accounting system side by side.

The firm works across its clients from one place, and each client keeps its own boundary.

PRACTICAL ANSWERS

Common questions about this capability.

Can we customize Voyager without code?
Yes. Records, fields, workflows, forms, pages, navigation and terminology can be configured through guided, conversational or direct design tools.
Does Voyager have an API?
Yes. Voyager provides APIs, webhooks, an event catalog and a developer platform with an SDK.
Can two organizations on Voyager work together?
Yes. The Business Network lets organizations share specific records and work by permission, while each keeps its own data boundary.
Can partners build on Voyager?
Yes. Agencies, accountants, consultants and implementation partners can deliver managed services and extensions, and white-label or vertical configurations can run on the same backend.

Get started

Start with one responsibility that matters.

Start with one responsibility where this capability removes handoffs, missed follow-up or duplicate systems.