Platform
One platform to run every implementation.
Build configuration templates, send guided setup to your customers, review every decision the agent makes, and track the whole pipeline. This is where your team does the work.
Projects
Manage your implementation projects • 5 config, 2 data templates available
Finance core setup
Northwind Trading
12m ago
HR onboarding
Atlas Logistics
1h ago
Procurement rollout
Meridian Foods
2d ago
WFM rota migration
Brightline Retail
3h ago
HR core config
Cedar Health
5d ago
Procurement setup
Harbour & Co
Just now
Take the tour
Click through it yourself.
The four surfaces your team and your customers use every day. Explore at your own pace.
Projects
Manage your implementation projects • 5 config, 2 data templates available
Finance core setup
Northwind Trading
12m ago
HR onboarding
Atlas Logistics
1h ago
Procurement rollout
Meridian Foods
2d ago
WFM rota migration
Brightline Retail
3h ago
HR core config
Cedar Health
5d ago
Procurement setup
Harbour & Co
Just now
For you and your team
The platform your team works in.
Manage every project in one place
See every implementation, its status, and what it is waiting on, across your whole team. No chasing updates across tools.
Projects
Manage your implementation projects
Finance core setup
Northwind Trading
12m ago
Procurement rollout
Meridian Foods
2d ago
HR onboarding
Atlas Logistics
1h ago
WFM rota migration
Brightline Retail
3h ago
Build once, reuse everywhere
Create a configuration template once, then spin up derivative templates for each customer or variant without rebuilding. Your standards travel with every project.
Finance Master Configuration
Your standard, defined once and applied to every derivative.
Configuration Scope — toggle categories for this customer
Derivatives
New derivativeNorthwind Trading
14 fields · 4 of 6 categories
Harbour & Co
12 fields · 3 of 6 categories
Cedar Health
11 fields · 5 of 6 categories
Review every decision, and the reasoning
The agent shows what it decided and why, on every field. Check the thinking, approve or adjust, before anything reaches your system. Never a black box.
Fields Captured
14
Validations
11 passed
Business Rules
3
Approval threshold
Spend over £5,000 requires a second approver
Reasoning
Customer said “anything over 5,000 needs sign-off”. Mapped to approval_threshold. Currency inferred GBP from organisation locale.
Audit Trail
Approval threshold · £5,000
Why: Stated by customer in conversation
Spend over threshold requires second approver
Track the whole team
Managers see throughput, where projects are stuck, and who needs support, in one dashboard. Spot the bottleneck before it slips a go-live.
Manager Dashboard
Complete visibility across all projects and team performance
Project Throughput
Completed
13
54% of total
Active Users
5/7
71% engaged
In Progress
9
active now
Upcoming Deadlines
WFM rota migration · Brightline Retail
L. Moreau
4d
3 Jul 2026
Procurement setup · Harbour & Co
D. Alvarez
11d
10 Jul 2026
HR core config · Cedar Health
S. Patel
21d
20 Jul 2026
For your customers
The experience you hand your customers.
When you onboard a customer, you send them one secure link. Here is what they get.
One guided link, no training needed
Your customer opens a portal and an AI agent walks them through every requirement in plain language. No spreadsheets, no jargon, no kickoff call just to explain the form.
Configuration agentLive
Connected
9/14
fields
Validated as they go
Every answer is checked against your rules in real time. Mistakes are caught and explained on the spot, so what comes back is right the first time.
Configuration agentLive
Connected
11/14
fields
That does not match a UK VAT format
A UK VAT number has 9 digits, like GB123456789. Yours has 4. Pop in the full number and I will check it again.
11
Passed
1
Caught
0
Outstanding
Export
Clean data, in the format your system needs.
Export validated configurations as XML, CSV or JSON, or push straight to your system by API. Ready to load, no reformatting, no rework.
Export configuration
One validated package · 14 fields, 3 collections, 2 schemes
<approvalThreshold>5000</approvalThreshold>
<currency>GBP</currency>
</configuration>
See it on your own setup.
A 20-minute call. We will walk you through the platform with the systems you implement in mind.