Work and company boards
Company boards with tasks, owners, fields, deadlines and the details behind delivery.
CAPABILITY GUIDE
Know the scope.
Plan with clarity.
Find a product area, check its development status and understand what to confirm before rollout.
Scope reviewed 6 September 2026. Core platform identifies established product areas, not an entitlement to every feature in every plan. Device rollout, advanced functions and contract scope should be confirmed before subscribing.
12 capabilities
Explore
Clients and projects
Client records, agreed work, project history and approvals.
People and attendance
Employee records, assignments, leave and attendance workflows.
Operational finance
Payments, expenses, receivables and client economics for permitted users.
Management reporting
Operational and financial reports with a clear basis for each figure.
Multiple companies
One account with separate company workspaces, memberships and permissions.
Requests and approvals
A clear owner and decision history for the next operational step.
Business advisory
Revenue, finance and people advice based on the records the user can access.
Desktop and browser capture
Private capture, review and time suggestions. Confirm the rollout for your workspace and devices.
Task Composer and AI Board
Planned brief-to-plan assistance and business signals with evidence and human review.
Expanded collaboration
Expanded chat and channels are in development. Check the collaboration features available for your workspace.
Sales CRM
Opportunity management and connected commercial handoffs are planned.
A PRACTICAL FIRST STEPBring one workflow.
Bring one workflow.
Build from there.
Map the records, set access and test a complete operating cycle before expanding across the business.
Plan your move