Ask your own questions of your own data

Choose what to look at, how to group it and over what period, and see the answer as a chart and a table. Save the ones you check every month.

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Build it in a few choices

Pick the records (invoices, payments, visits or leads, as far as your role allows), the figure you want, how to group it, the period and a filter, and the chart. Download the result as CSV or save the report. A saved report is worked out fresh each time you open it, so it is never out of date.

Invoices, payments, visits and leads
Group by client, month, status and more
Bar and line charts with a table beside them
Save, reopen and download as CSV

Or just describe it in words

On the Scale plan you can type what you want, such as “unpaid invoices by client this year”, and AI fills in the choices for you to check. You stay in control, because it only sets the form and you press the button.

Acme Ltd · Assistant

When is my next visit, and what do I owe?

Your next visit is Monday 19 October at 07:00. You owe £258.60 on invoice INV-0142, due 28 October. You can pay it from Invoices.

Can you take the payment for me?

I can’t take payments, but the Pay now button on the invoice will do it in a few taps.

Your questionSend

Works well with

Reports Charts of invoiced, paid and owed, plus your own reports and exports. Export for accounts Four plain CSV files for any period. AI assistants Email drafts, chat assistants and sales suggestions, with guardrails.

Ready to spend less time on admin?

Start your 30-day free trial of Growth, no card needed and have your first client, booking and invoice set up today. Questions first? Talk to us.

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