Data Backups

Excel Reporting

Simple, Automated, Safe

  • Schedule Once
  • Receive Weekly/Monthly
  • All your Client's Business Data
  • Peace of mind

Retrieve, Interpret, Present

  • Access realtime data
  • Build Dashboards & Reports
  • Consolidate & Benchmark Data
  • Integrate with Office 365 & PowerBI


Coming soon…

  • Flag

Build exceptions on your clients data
Send the exception to another app

Coming soon…

  • Yorform

Web & Mobile form data capture
Post it to a connected app

Coming soon…

  • CapsuleCRM & Workflowmax

Automated Integration
Sync Clients, Contacts
Sync Jobs/Tasks