Operations Portal: your whole business, one login
Your whole business, in one place.
Your finance, sales, operations and people data live in different systems, across sites and teams, and some of it still lives in spreadsheets. We bring it together in one portal built around how you work, so everyone logs in once, sees what matters to their role and acts on it.
Modelled on the portal we run a live business from every day.
- Invoice to Elm and Co, 14 days lateChase
- Quote for Ridgeway waitingApprove
- Supplier insurance renews soonReview
- Weekly report is readyOpen
The problem
Your team copies data between systems by hand.
The answer to a simple question, like "are we having a good month?", sits in four different systems. So people in finance and operations check them one by one, copy figures into spreadsheets and reconcile the differences, every week.
The numbers are in five places.
Sales in one system, payments in another, costs in a spreadsheet. Getting a clear picture means stitching it together by hand.
The same details get typed in again and again.
A new customer goes into the inbox, the accounts, the calendar and a spreadsheet, and every copy is a chance for a mistake.
Things slip because nobody sees them.
An overdue invoice, a renewal date, a quote waiting for a yes. Nothing tells you until it is already a problem.
Only one person knows how it all fits.
When they are off, the business slows down, because the real system lives in their head.
How it works
From scattered to sorted.
Here is what changes, step by step. Click through, or let it play.
An example business, shown the way its portal would look.
- Accounts softwareInvoices, bills, customersWaiting
- Bank feedBalances and paymentsWaiting
- Card and online paymentsTakings and refundsWaiting
- SpreadsheetsPrice lists and targetsWaiting
- InboxEnquiries and ordersWaiting
- Booking calendarAppointments and jobsWaiting
- Paid this month£502,300
- Due in the next 14 days£214,700
- Overdue£103,900
- Bills to pay this week£58,400
Eleven accounts, worth about £186,000 last year. The biggest is Northgate Clinics. Want a check-in email drafted to each account manager?
- 1
Connect what you have
We connect the systems you already use. Nothing to replace, and nothing typed in twice.
- 2
Log in once
Your team signs in to one place and sees the parts they need, with access set person by person.
- 3
See what matters
Live snapshots of the numbers you run on: cash, sales, what you're owed and what's due.
- 4
Act on it
Alerts, one-click approvals and an AI assistant turn those numbers into next steps.
What's in it
Built around how your business runs.
Every portal is bespoke. These are the parts most businesses start with, and we shape each one around your work.
Live overview
The handful of numbers you check every day, on one screen, always up to date.
Money
Invoices, payments and bills, matched to the bank, with overdue ones flagged and chased.
Customers and sales
Every enquiry, quote and order in one history, so anyone can pick up where someone left off.
Bookings and work
What is booked, what is due and who is on it, with changes in one place, not three.
Team and suppliers
Records, documents and renewal dates, with a warning before anything lapses.
Reports
The weekly and monthly reports you need, ready on their own, and easy to export.
Alerts and approvals
The things that need a person, sent to the right person, with one click to approve.
Access by role
One login per person, each seeing only what their job needs.
An AI assistant on your data
Ask questions in plain English, get a weekly summary of what changed, and have replies and reminders drafted for you to send.
We run our own business from one.
This product started as the portal behind a live business we built and still run. Everything below is part of it today.
- One login for orders and bookings across several service lines, with a shared calendar.
- A live money position: bank balance, card payments available and on the way, what is owed and what is still to collect.
- Profit each month after costs, conversion rates and targets, compared with the recent average.
- Team and supplier records with documents, insurance and expiry dates in one place.
- Partner referrals followed from first lead to commission paid.
- Every customer and team message in one inbox, with a delivery log.
- AI that drafts, with a person approving: finished work written up for the website.
Described in general terms. The business is not named, and its data stays private.
How we build it
Bespoke, but not a big IT project.
We start from what you already use and build the portal around it. You see working screens early and shape it as we go.
- 1
Map what you run on
We look at your systems, your spreadsheets and the questions you ask every week, and agree what the portal should do first.
- 2
Connect and build
We connect your systems and build the screens your team needs, starting with the ones that save the most time.
- 3
Run and improve
We host it, look after it and add to it every month, so it grows with the business.
Before you ask
Questions
- Do we have to change the software we use?
- No. The portal sits on top of the systems you already have and reads from them. You keep using what works; you just stop logging in to all of it to find things out.
- Which systems can it connect to?
- Most business software can share its data, either directly or as a regular export: accounts software, payment providers, booking tools, inboxes, spreadsheets and databases. We check yours on the first call and tell you plainly what we can and can't connect.
- Who can see what?
- Each person has their own login, and you decide what they see. Your accounts person might see money and reports; someone running the day-to-day sees bookings and the team.
- Is our data safe?
- Your portal is private to your business. Access starts locked and is opened only for the people and parts that need it. We tell you exactly what it stores and who can reach it.
- What does it cost?
- Every portal is bespoke, so we price it once we know what you run on and what you want first. You get a clear plan and price after the first call.
What would you want on one screen?
Tell us which systems you run on and the questions you ask every week. We'll show you what your portal could look like.