Solutions
Management reporting
A company-level executive view, deterministic exception alerts, and scheduled reports your team can rely on.
- You want one dashboard, not ten reports.
- You want to know when something needs attention, not check every day.
How it works
One executive summary
Sales, receipts, receivables, customer and product status, and compact leaders in one company-level composition.
Deterministic alerts, not guesses
Exception alerts use fixed, disclosed boundaries — never a statistical anomaly claim or an automated action.
Standard reports and schedules in BI
Day book, receipts and payments, and GST summaries are always available as standard reports, with scheduled delivery to your team.
The tools behind it
You never pick one of these — the planner does. These are the tools that answer this question.
Related standard reports
A dependable weekly rhythm of reporting, without manual assembly.
Frequently asked questions
Is the branch scorecard based on real organizational branches?
It uses your Busy material centres as the reporting basis, which you explicitly acknowledge before viewing — they are not verified organizational branches.
Other solutions
- Ask your accounting data questionsGet a plain answer from ChatGPT or Claude instead of opening a report and filtering it yourself.
- Customer outstanding & collectionsSee who owes you money, how overdue they are, and a deterministic review order for follow-up.
- Sales analysis & trendsTrack sales by day, week, month, or quarter, compare periods, and spot growth or decline early.