Excel exports, dashboards, and an AI agent that pulls them on demand.
Analytics & Reports
Dashboard tiles for the hot metrics, deep-dive pages per module, and a 'Report' button on every list that produces a multi-sheet Excel workbook.
What it does
- Live dashboard: revenue, expenses, headcount, monthly burn, overdue invoices, contracts expiring.
- Per-module reports: claims (4 sheets), leave balances, attendance, payroll runs.
- AI agent answers ad-hoc questions in chat — 'How much have we spent on transport claims this quarter?'.
Main benefits
- Reports are a button, not a workflow
- Excel exports format numbers, currency, dates correctly out of the box
- AI agent can answer questions Excel can't — 'who's at risk of going over their leave cap?'
Who uses it
Founders
Daily 5-minute glance at the business
Finance
Tax-ready exports without massaging spreadsheets
HR
Headcount + leave + attendance reports in one click
Example workflow
- 1Hit the dashboard for the live picture
- 2Click 'Report' on any module list for a deeper export
- 3Or ask the AI agent in plain language and get the same data back
Reports available
- Dashboard summary (live)
- Claims report (4 sheets)
- Leave balance + utilisation
- Payroll per-run + YTD
- Headcount + department breakdown
Admin controls
- Run any report on demand
- Filter by date range and status
- Schedule recurring reports (roadmap)
See Analytics & Reports on your team's data.
30-minute demo on a real workspace, with your policies wired up. No slides.