Reports Hub
Unified business intelligence. Transform your operational signals into defensible professional evidence.
Operational Evidence
Operations
Work Activity Summary
High-fidelity timeline of all sessions and tasks for a specific client node.
Operations
Worker Time Logs
Comprehensive registry of work sessions attributed to specific staff members.
Operations
Client Time Log
Unbilled and billed hours scoped strictly to client engagements.
Financial Intelligence
Finance
Client Statement
Full ledger history showing invoices vs payments for any account node.
Finance
Income Statement (T2125)
Year-to-date business performance categorized by CRA tax lines.
Finance
Accrual Adjustments
Bridge the gap between your cash-basis BKS and accrual requirements.
Global Discovery
Intelligence
Advanced AI Search
Natural language search across contacts, files, and project nodes.
Data Portability (Anti-Greed)
Freedom
Export My Data
Absolute ownership of your evidence. Download your full BKS ledger and vault at any time.