Ask the business a question.
Keep the answer.
Money in and out, margins, time, pipeline and tax, in reports you save, share and open again. They read the same records your team works on, so the numbers agree everywhere.
01Your reports
Every report your team uses.
In one list.
Saved reports sit in one list with what each one reads, who made it and when it was last opened. Open one and it reads today’s records.
- Saved reports with their names
- What each one reads, in words
- Made by and last opened
- Rename, duplicate and share
Illustrative preview · Based on Tamaam’s current module UI.
02Start from a question
Choose what it reads.
See the answer as you build.
Start from a question or from what you want to read: invoices, transactions, time or deals. Group it, pick the period and save it as a report.
- Invoices, transactions, time and deals
- Group by client, project, person or category
- This month, quarter or year, or your own dates
- Save it as a report in one step
Illustrative preview · Based on Tamaam’s current module UI.
03Trends
See the trend.
Not only the total.
Read a figure month by month with what changed beside it. An account manager reads the clients they lead; the CEO reads the whole studio.
- Month by month, with the change
- The rows behind every bar
- Each person sees what they lead
- The same numbers as Finance
Illustrative preview · Based on Tamaam’s current module UI.
04Tax and the month
Know the tax collected.
Before the month closes.
See tax collected on paid invoices by month and by rate, ready for your accountant. The report keeps the invoices it counts.
- Tax collected by month and rate
- Paid invoices only, listed
- Ready to share with your accountant
- Closing a month keeps its numbers
Illustrative preview · Based on Tamaam’s current module UI.
05Nefer in Reports
Ask Nefer about it.
She shows the rows.
Ask Nefer what moved in a report. She answers from the records behind it and names the invoices, projects or hours that explain the change.
- Questions answered from your records
- The rows behind the answer
- Suggestions you can save as a report
- Nothing changed in your books
Illustrative preview · Proposals wait for your review.
Reports connects to the whole workspace
Know the business
from its own records.
Save the questions you ask every month, and read the answer from the work itself.
Early access is openFounding members pay 30% less in year one