Solutions · Visibility, reporting & control

The whole practice on one dashboard.

Client counts, calculation volumes, plan quotas and recent activity — visible the moment you sign in.

Workspace overview

Clients, employees and saved calculations counted live from your database.

Plan limits shown where you work — no surprise overages.

Take your data out any time; Excel exports are included on paid plans.

See it working with your own numbers.

Free plan, no card — set up a workspace in under two minutes.