Make smart, data-driven decisions with agile reporting and visual dashboards.
Rely on a trusted, unified source of truth for analytics across your business.
What You Gain
Capabilities
Essential tools that put the power of data in your hands.
Dashboards that bring your data to life
Compliance Dashboards
Organize your workload by importance and deadlines, so you tackle the most impactful tasks first. Stay focused and boost productivity effortlessly.
Practice Management Analytics
Easily schedule repeating events—daily, weekly, or monthly—to automate routine planning, save time, and keep your calendar perfectly consistent
Automated Client Dashboards
Use AI to auto-block time for every task, balancing your schedule with smart structure while leaving room for rest and spontaneous work
Financial Reporting Automation
Discover how you spend your time through rich analytics that uncover patterns, refine your schedule, and elevate your overall productivity
Customize with ease
Effortlessly adjust your schedule with simple drag-and-drop controls that let you move or resize events in seconds as plans evolve
Real results from real businesses using BI & Analytics






