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Clientlly
All features

Module

Dashboard and workspace

One organization-wide command centre for financial and operational performance.

Start free trial 10 capabilities · 3 areas
  • Organization overviewOrganization-wide dashboard with financial and operational KPIs4
  • Daily work“Today” workspace for tasks, deadlines, and activity3
  • Global experienceOrganization switching3

What’s included

Everything in Dashboard and workspace

10 documented capabilities across 3 areas.

Organization overview

4
  • Organization-wide dashboard with financial and operational KPIs
  • Finance, fiscal, commercial, HR, and document dashboard sections
  • Quick insights and module-specific AI insights
  • Business-performance dashboards

Daily work

3
  • “Today” workspace for tasks, deadlines, and activity
  • Role-specific dashboards and configurable dashboard widgets
  • Notifications, push notifications, alerts, and weekly digests

Global experience

3
  • Organization switching
  • Multi-language UI: Albanian, English, German, Spanish, French, Italian, Portuguese, and Macedonian
  • Regional formats, currencies, time zones, date formats, and dark/light themes

Bring your business workflows together

Start a 14-day free trial — no card, no lock-in. Import your customers and invoices and see the full picture on day one.