B-Viz
Joanne Platt

Joanne Platt

Person

Brackwell Freight Ltd logo Brackwell Freight Ltd · finance

Joanne Platt is Accounts Payable Manager at Brackwell Freight Ltd, Manchester. She handles purchase orders, invoice matching and remittance. She joins renewal calls for contract paperwork and has raised the seat-usage question.

Who they are

Insight

As at Fri 9 Oct 2026

Joanne Platt is Accounts Payable Manager at Brackwell Freight Ltd, Manchester. She handles purchase orders, invoice matching and remittance. She joins renewal calls for contract paperwork and has raised the seat-usage question.

Role: Finance contact for invoicing. She set the invoice requirements in 2023: purchase order number, a separate VAT line and a split between implementation and subscription. Billing threads show no replies from her, so receipt and payment are not shown there.

Influence: She does not set the commercial decision, but she tests value. On the 16 Sep 2025 call she asked whether the customer is paying for forty seats and using a fraction. Gareth Whitlam, Finance Director, led the 8 Sep 2026 challenge.

Watch: She will need an amended order form or purchase order before she can match any new invoice. She is listed on the renewal call booked for 12 Oct 2026, which has not been held, so no outcome is known.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

CRM records

OrganisationTitleRoleEmail
Brackwell Freight LtdAccounts Payable Managerfinancejoanne.platt@brackwellfreight.example

Activity

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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