How does it work?
Complete flexibility
Operating across a whole range of data, enormous varieties of reports can be created and tailored. Appearance and formatting are fully flexible for creating Excel exports. Dig deeper, aid understanding and highlight the details that matter.


Explore your data
Data can be combined or filtered in numerous ways to create meaningful, useful reports. Combine data fields to create a single data entry in a report or use filters to enable specific data to be viewed in each report. Up to 20 different data fields can be included in any one report; a preview function displays a snapshot of the field data being accessed by the report.
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Templates
Create any number of report templates for multiple use and run different data sets against existing templates.


Secure
Permission settings can be customised for creating, viewing and editing reports.
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Engage Accounts
- Full General Ledger: Manage your finances with ease, featuring robust sales and purchase ledger functionality
- Delegated Budget Management: Empower your staff to manage their budgets, drill down into income and expenditure, view invoices and raise requisitions and purchase orders via the Engage Staff Portal
- Optional Modules: Customise your experience with fixed asset, shop and stock modules
- Bank Reconciliation: Simplify your bank reconciliation process and get real time data by linking your bank accounts directly
- Compliance and Reporting: Stay compliant with “Making Tax Digital” and access a range of customisable reports
- Import options: Improve efficiency by importing transactions via customisable templates
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