Turn every insight into action.Looker, meet doer.
Workzuite pulls together data from across your business: projects, invoices, time, payroll and CRM, into clear, actionable reports and dashboards. Make confident decisions backed by real data.
Financial reports that tell the full story
Generate Profit and Loss statements, Balance Sheets, Cash Flow reports and Accounts Receivable aging summaries, all in real time from your actual transaction data. No manual spreadsheet work required.
- Profit & Loss, Balance Sheet and Cash Flow, in real time
- Accounts Receivable and Payable aging summaries
- Tax summaries for VAT, PAYE and withholding tax
See exactly where your projects stand
Track project progress, budget burn rate, team utilisation and task completion rates across all your active projects. Spot bottlenecks early and keep clients informed with status reports that are always current.
- Budget burn rate and team utilisation at a glance
- Task completion rates across every active project
- Client-ready status reports, always up to date
Custom dashboards
Build the view that matters to your role: revenue for the CEO, workload for PMs, cash flow for accountants.
Scheduled reports
Run any report daily, weekly or monthly and have it emailed automatically.
Export to PDF or Excel
One-click exports ready for board packs, investor updates or tax filings.
Real-time data
Every report pulls live from your books, projects and CRM. No stale spreadsheets.
Team performance tracking
See workload, utilisation and output across your whole team, at a glance.
Role-based access
Give each teammate the reports they need, and nothing they don’t.
Meet the Daily Sales Analyst WorkMate.
Reports exist, but nobody opens them, and margin leaks go unnoticed for weeks. The Daily Sales Analyst WorkMate summarises your POS and Books sales, margins, best and worst lines and any unusual discounts into a plain-language morning brief, so decisions get made on today’s numbers, not last month’s.
- Sends a plain-language morning brief on yesterday’s trading
- Flags best and worst lines, and unusual discounts
- Decisions made on today’s numbers, not last month’s