Reporting & Dashboard

Track operations from one reporting hub. See expense, task, client, project, team, and executive summaries in one flow.

How It Works

Create your free account in 2 minutes

Add your team and set up workflows

Create your first project and boost productivity

Live dashboard: open projects, tasks, expenses

View expense, task, client, and project analytics on one page

Track team performance and project portfolio together

CSV/PDF export on Team and Business

What does the dashboard show?

Open projects, total expenses, completed tasks, upcoming deadlines, and client KPIs appear on the dashboard.

Can I filter reports?

Yes. Filter by date range, client, project, and category.

In what formats can reports be downloaded?

CSV and PDF export is available on Team and Business. Solo can review reports on-screen.

What does the team performance report include?

Shows completed task count, expense amount, and project contribution per user.

Is the data real-time?

Yes. Dashboard shows live data cached for 2 minutes.

Manage expenses by project and client. Bring AI receipt data into the form, then track reimbursements and billable costs in one flow.

Organize team tasks. Kanban board, deadlines, priorities, and team assignments — in one view.

Easily track, report, and bill time spent on your projects.

7-day free trial, cancel anytime.