Our mission is to connect our clients with the data locked in their core systems to deliver back-office automation, reporting and data led decision making across your teams.
Have you already chosen the best in class CRM, Timesheet and finance system, but your teams still spend too much time downloading multiple reports, combining the data and wrestling with Excel?
Our solution empowers your team members to connect to these data sources and build no code workflows that allow the automation of custom routines that soak up their time each month and improve accuracy. Common use cases include:
| Commissions: Combine the data from your CRM, Timesheet and Finance systems to calculate consultant commissions and distribute individual statements by email |
Cashflow Forecasting: Increase the accuracy of your cash flow forecasting by syncing your Permanent placements, Temporary contracts, finance ledgers and budgets |
Reporting: Unified reporting suite in Power BI or Tableau bringing your CRM, Timesheet and Finance data together into a single suite of reports |
