See your whole operation, then export it.
Open on what needs you today, dig into live insights on the operation, then export any dataset you like, from invoice readiness and invoice batches to service agreements and the audit trail.
Open on what needs you today
The dashboard opens on Today: everything waiting on the office, worst first, with a clock on each thing that expires and a rail tracking money from delivered work through to cash received.
- Shifts to fill, timesheets to approve, claims to fix
- Deadline clocks on incidents, checks, plans and agreements
- Delivered, batched, issued, cash received, in one rail
Fill rate (8 wks)
96%
2 unfilled of 54
Cancellation rate
2.1%
4 cancelled
Open incidents
1
require follow-up
Plans due (90d)
3
reviews approaching
Shift fulfilment
Filled shifts by week, last 8 weeks
Insights you can steer
Run a report over the period you care about, set its parameters, and read the summary and trend alongside the table.
Run a report
Set the date range and parameters, then read the summary with the chart.
Export anything, your way
Pick a dataset, choose the fields, filter and sort, then export to CSV for boards and funders.
Pick a dataset
Field selection, filters and pagination.
Reports that send themselves
Pin any insight or export to a cadence and it is emailed to whoever needs it, as a CSV, without anyone remembering to run it.
New scheduled report
Weekly, fortnightly or monthly, on the day you pick. The report is attached as a CSV.
Everything in insights & reporting
- Today, Operations and Finance dashboards
- Action queue and deadline clocks
- Money pipeline, delivered work to cash received
- Insight reports with parameters and trends
- Many export datasets
- Field selection and filters
- Scheduled email reports
- Weekly, fortnightly or monthly
- Audit trail
- CSV export
Bring your whole operation together.
Open a free early-access workspace and start with your real participants, workers and rosters. No card required.
Built & hosted in Australia · Designed for NDIS providers