Platform · Analytics
Numbers your finance team trusts. Dashboards your ops team actually opens.
One metric catalogue across visitor, accounting, helpdesk, parking, and asset modules. One export pipeline. One audit log.
Capabilities
Built-in reporting plus a BI-ready data plane.
Cross-module dashboards
Roll-ups across every module per site, per portfolio, per tenant.
Metric catalogue
Single definition of MRR, occupancy, SLA-adherence, AR ageing — no two reports disagree.
Scheduled exports
CSV / Excel / PDF on a cron, delivered to email or SFTP.
Drill-down
Click any number, land on the source records, with the same filters applied.
Saved views
Share filtered dashboards by link. RBAC enforced at view-time.
BI gateway
Read-only Postgres replica + dbt-ready models for Looker, Metabase, Power BI.
Architecture
Same data, three audiences.
In-app
Native dashboards rendered inside every SoftDocket module.
- Dashboards
- Saved views
- Drill-down
Reporting
Scheduled exports and ad-hoc report builder for finance + ops.
- Scheduler
- Report builder
- Email + SFTP
BI gateway
Read replica with dbt-modelled marts; connect any BI tool over Postgres wire protocol.
- Read replica
- dbt models
- Postgres wire
Audit
Every export and BI session logged with actor, query, and row count.
- Audit log
- Row-count log
RBAC enforced at the metric catalogue — BI users can't query rows their role can't see in the app.
Why finance leaders pick it
Close the month-end without copy-pasting CSVs.
One source of truth
Finance, ops, and the board read the same numbers. No reconciliation meetings.
Zero metric drift
BI without a data team
Plug Metabase or Power BI in on day one — the dbt models are already there.
Day-1 BI
Scheduled, not screenshotted
Monthly PDF reports land in inboxes. No more 'can you re-send me the dashboard?'
100% delivery
Modules with rich reporting
Analytics is everywhere.
Common questions
BI, retention, and PII.
Try it on your data
See your real numbers in 30 minutes.
We'll load a slice of your operations into a sandbox tenant and walk through the dashboards your CFO would actually open.