Reports & numbers
Your numbers, without the Sunday-night spreadsheet
Because every quote, invoice and exchange already lives in the CRM, reports build themselves: monthly revenue, open deals, upcoming deadlines, top clients. The right questions, not twenty dashboards.
Your trade’s indicators
Margin per job for a craftsperson, files handled per employee for a firm: the report follows your logic.
Always up to date
No export, no re-typing: the number reflects the real state, today.
Shareable with one link
A partner, an accountant: the report is shareable, with matching permissions.
Month-end without surprises
Invoices issued, collected, pending: the situation is clear before the question even comes up.
Frequently asked questions
Yes — standard exports and a read-only shared link. Your accountant follows along without a full account.
Data can be exported as-is; but most uses disappear once native reports are in place.
Go further
You are…
- Accounting firmEvery file, every deadline, every client exchange in one place.
- Consulting firmEngagements, proposals, time spent: the client relationship no longer falls between projects.
- CraftspersonQuotes, jobs, follow-ups: the work moves forward, the paperwork follows on its own.
- Estate agencyMandates, viewings, offers: every file moves forward, nothing gets lost.