Your business, in view
A clearer picture of your business.
Bring your company’s exports into one workspace. Confirm the data, surface discrepancies, and trace each finding to the records that support it.
- Import policy, commission, client and billing exports.
- Review field mappings before running checks.
- Separate observed discrepancies from recommended next steps.
From scattered files to a useful first look.
01 / Import. Bring CSV, TSV or Excel exports from your existing systems. Source records stay attached to the import.
02 / Confirm. Review record types and field mappings before the data becomes a company snapshot.
03 / Investigate. Review commission discrepancies, overdue full-pay invoices and data-quality issues with their supporting evidence.
Access is provided by your workspace administrator. Company data stays isolated.