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Self-service input forms
Add a short form to any tool — Text, Number, Yes/No, Date, or Dropdown. Users pick a date range or an
account and click Run. Inputs are validated before the run ever starts.
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Systems of record, connected
NetSuite, Salesforce, Maxio, QuickBooks Online, Xero, and Google Drive over the Model Context Protocol.
Each workspace connects its own accounts — credentials never cross tenants.
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Results that fit the work
Excel (multi-tab, searchable), formatted HTML, print-ready PDF, charts, plain text, or JSON. Record IDs
link straight back to the source system; download with one click.
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Run now, or on a schedule
Run on demand, or automatically — daily, weekly, or monthly in the timezone you choose. Scheduled runs
land in History with a badge and notify the right people.
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Live status & full history
Runs are asynchronous: Queued → Running → Ready (or Failed). Status follows you across the app. History
keeps every run's inputs, result, and cost — re-open, re-run, or cancel.
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Share results, safely
Share a finished report through a secure link that opens an access-controlled viewer — never a raw file.
Optional email notifications fire when a run finishes or fails.