Who this is for
Owners and small management teams tracking delivery, purchases and approvals across chat, email, shared drives and spreadsheets.
Solutions · Business management
One workspace for the work across your business
Work is agreed in chat, so nothing shows what is outstanding across the team this week.
Requests and purchases are approved in passing, and the trail behind the decision disappears.
Modules a first version covers
- Projects and task tracking with owners and due dates
- Approval flows for requests, expenses and purchases
- Expense and purchase records linked to a project or client
- Weekly reporting views, assembled automatically
- Access roles for staff, supervisors and owners
What you receive
- A first version covering the one workflow that costs you the most time
- Clear stages, owners and handoffs in that workflow
- An approval trail showing who asked, who agreed and when
- A weekly view you can read in a few minutes
Workflow example
A week in the workspace
Monday
Open items are visible with an owner and a date against each one.
During the week
Work is updated where it happens, instead of being reported at the end.
Requests
A purchase or expense is requested in the system and approved with a trail.
Friday
What moved, what is blocked and what needs a decision, in one view.
Reporting
The management view is assembled from those same records.
Implementation and handover
- The current flow is mapped with your team before anything is built.
- The first version stays deliberately small, so it is used rather than abandoned.
- The people who own the workflow are trained on it, and the workflow is adjusted if it does not fit.
- Handover notes and a support arrangement confirmed in the project scope.
Integrations assessed during discovery
- The chat or email tool your team already works in, where a notification genuinely helps
- Accounting or finance records, for expense and purchase entries
- Document storage you already use
- Existing spreadsheets, as an agreed migration of open items only
Integrations are assessed one by one during discovery: each is confirmed in the scope, or left out on purpose.
Other solutions
Start with the workflow that costs you most
A short conversation tells us whether a first scoped version is worth building, and what it would cover.