Customize any report
Two levels of rows, the columns you want, month by month, filters, and the period before beside it.
Every report in one library. Each one set up your way.
Sales, purchasing, finance, stock and the CRM in one place in the ERP: pick the rows and columns, filter, compare with the period before, save it under a name and have it emailed on a schedule.
AvailableSales by period, by customer and by part; quotes to orders; purchases by supplier, brand and part, on-time delivery and open purchase orders; what freight and duty added to the goods. Who owes us and what we owe, by age; profit and loss and cash flow by month; a 13-week cash forecast; the VAT summary laid out as the UAE VAT 201 return; stock value on any day; leads to deals.
Every report is counted from the desk's own papers by the server. Ask in words, 'Komatsu sales by country, this quarter against the last', and the assistant sets the report up; it never writes a figure itself. Each report follows the role's rights: finance only for those who see Money, a manager's own sales where the role says so.
Included capabilities
Saved and shared
Keep a report under a name for yourself or for everyone who may open it, and star the ones you use.
Sent on a schedule
Daily, weekly or monthly, to the people of the desk, as Excel, PDF or CSV.
Profit, cash and VAT
Profit and loss and cash flow from your invoices, bills and bank lines; the bank's expense lines sorted by payee, with AI suggesting the category.
Ask for a report
Say what you want to see; the assistant picks the report and its settings.
The guided demo shows one selected workflow. Availability depends on what is enabled in your configuration; beta items are labelled above.