Dashboards & portals
Your numbers and next steps in one place, without the spreadsheet chase.
Talk to us about a dashboardWhat makes it AI-powered?
It pulls live data from your systems through connectors, then AI summarises what changed and flags what needs attention. People see what matters to them without logging in to five tools.
Tools we connect
Try it
A sample board, click around.
Switch tabs and teams, hover the charts and tick off an action. Every number here is made up.
Sample Co · week 6
Where things stand this week.
Next up
Team check-in
Mon · 9:00am
Waiting on you
6 actions
2 ready to review
Sales this week
$48.2k
Jobs in progress
37
Quote win rate
42%
Overdue invoices
5
Sales, last 12 weeks
NowPreviousSales by channel
- Online42%
- Trade31%
- Retail18%
- Other9%
Job pipeline
- Quoted64
- Booked41
- In progress37
- Done52
AI summary
Written from your live data
Next actions · Everyone
- Send 6 drafted quote follow-upsSalesTodayReady to review
- Chase two invoices over 30 daysFinanceTodayTo do
- Reorder two best sellersOperationsWedTo do
What we build
One page, instead of five logins.
Business dashboards
Sales, jobs, stock and finance from each of your systems, refreshed automatically, with a plain-English summary on top.
Client portals and project boards
A shareable page that shows each client their actions, due dates, sign-offs and latest updates, pulled from your project and email tools.
Team and management views
Each person sees their own work. Managers see the whole picture.
Visual roadmaps
A single page that shows how a plan fits together, to present in the room and leave with the client.
How it works
From your systems to the right action.
- 1
Your systems
Accounting, CRM, projects, email.
- 2
Connectors
Live data, with your permissions.
- 3
AI summarises
What changed, and what needs attention.
- 4
Your dashboard
Or portal, or board.
- 5
A person acts
On the right thing, sooner.
Dashboards read your systems through MCP connectors.
Behind the scenes
The automations that feed it.
Some of the most useful work never shows up on a screen. It just gets done.
Quoting assistants
Draft quotes from the request, your pricing and your rules.
Reconciliations and invoice runs
GST, commissions and the month-end jobs that follow the same steps every time.
Reports that build themselves
The weekly numbers gathered, checked and ready before Monday.
For multi-step work with a person checking, see agentic workflows.
How we do it
Trusted numbers, built the right way.
The rules every dashboard follows
- Your data stays in your systemsDashboards read from the source. No second database to keep in sync.
- People see what they are allowed toClients see their own work. Staff see theirs.
- Every number traces backClick through to where it came from, so nobody has to take it on trust.
How we build one
- 1Decide what you need to seeThe handful of numbers and actions that actually change decisions.
- 2Connect the sourcesReady-made connectors where they exist, built ones where they do not.
- 3Build and testWith the people who will use it, on real data.
- 4Look after itNew views and numbers as your business and needs change.
Still pulling reports together by hand?
Tell us what you check every week. We will show you what it could look like.