{{ title }}

{{ crumb }}
✦ {{ insight.agent }} {{ insight.title }} {{ insight.level }}
{{ it.title }}
{{ it.detail }}
✓ Done
{{ insight.note }}
{{ k.label }} {{ k.chip }}
{{ k.value }}
{{ k.note }}

Approvals queue

{{ kpiPendingNote }}
{{ r.initials }}
{{ r.name }}
{{ r.line }}
{{ r.reason }}
{{ r.balNote }}
Queue is clear. Every request has a decision.

Leave usage

Company-wide, year to date
{{ u.label }} {{ u.note }}

Upcoming holidays

{{ h.mon }}
{{ h.dd }}
{{ h.name }}
{{ h.kind }} · {{ h.weekday }}

Away this week

{{ a.initials }}
{{ a.name }}
{{ a.type }}
{{ a.range }}
Everyone is in this week.
Directory
{{ empCountLabel }}
Employee Department Joined Leave used Pending Status {{ payColHead }}
{{ e.initials }}
 {{ e.dept }} {{ e.joinLabel }}
{{ e.usedLabel }}
 {{ e.pendLabel }} {{ e.status }} {{ e.pay }}

Requests

Approving deducts from the balance automatically
{{ r.initials }}
{{ r.name }}
{{ r.line }}
{{ r.status }}

Balances

Used of entitled, current leave year
Employee Casual Sick Earned Taken Pending Remaining
{{ b.name }}
{{ b.dept }}
 {{ b.casual }} {{ b.sick }} {{ b.earned }} {{ b.taken }} {{ b.pendLabel }} {{ b.remaining }} days
Working now
{{ att.working }}
Logged out
{{ att.done }}
Yet to log in
{{ att.notIn }}
Hours logged today
{{ att.hours }}

Today's log

{{ att.dateLabel }}
Employee Status Login Logout Hours Action
{{ a.initials }}
{{ a.role }}
 {{ a.status }} {{ a.inT }} {{ a.outT }} {{ a.hours }} —

Activity

Newest first
Nobody has logged in yet today.
{{ ev.name }}
{{ ev.what }}
{{ ev.time }}

{{ monthLabel }}

Mon
Tue
Wed
Thu
Fri
Sat
Sun
Holiday
On leave
Today
Week off

Holiday list

{{ holidayCountLabel }}
{{ h.mon }}
{{ h.dd }}
{{ h.name }}
{{ h.kind }} · {{ h.weekday }}
Holidays are skipped when counting leave days and loss of pay.

Generate salary slip

Live preview updates as you type
{{ lopHint }}
Payslip components
{{ editedNote }}
{{ logoMark }}
{{ company }}
{{ companyAddress }}
Salary slip
{{ slip.monthLabel }}
Customised
Employee
{{ slip.name }}
Employee ID
{{ slip.empId }}
Designation
{{ slip.role }}
Department
{{ slip.dept }}
Date of joining
{{ slip.joinLabel }}
Paid / working days
{{ slip.paidDays }} / {{ slip.workDays }}
EarningsAmount
{{ row.label }} {{ row.value }}
Gross earnings {{ slip.grossTotal }}
DeductionsAmount
{{ row.label }} {{ row.value }}
Total deductions {{ slip.dedTotal }}
Net pay
{{ slip.words }}
{{ slip.net }}
Computer-generated statement. No signature required. Generated {{ todayLabel }}

Payroll runs

{{ payrollRunNote }}
Month Status Gross payout Headcount Payslips
{{ p.label }} {{ p.status }} {{ p.total }} {{ p.headcount }} {{ p.emailed }}

Payslip email dispatch

{{ dispatchSummary }}
Auto-send on payday
{{ autoSendLabel }}
From {{ emailCfg.from }} · cc {{ emailCfg.cc }}
{{ d.initials }}
{{ d.name }}
{{ d.email }}
{{ d.statusLabel }}
{{ d.name }}
{{ d.count }}
Department head
{{ d.head }}
{{ d.headRole }}
{{ d.teams }}
{{ d.cost }}
Reporting lines
Click anyone to open their profile
{{ m.initials }}
{{ m.name }}
{{ m.role }}
{{ m.count }}
Locations
{{ l.kind }}
{{ l.name }}
{{ l.city }}
{{ l.count }}
Files on record
{{ docStats.total }}
Expiring in 90 days
{{ docStats.soon }}
Missing a contract
{{ docStats.missing }}
Document Employee Category Added Expiry Status
{{ d.name }} {{ d.who }} {{ d.cat }} {{ d.added }} {{ d.expiry }} {{ d.status }}
Items tracked
{{ assetStats.total }}
Issued to employees
{{ assetStats.assigned }}
In store
{{ assetStats.store }}
Asset Held by Issued Condition Warranty
{{ a.kind }}
{{ a.tag }}
 {{ a.who }} {{ a.from }} {{ a.condition }} {{ a.warranty }}
{{ c.label }}
{{ c.value }}
{{ c.note }}
{{ c.dueLabel }}
Contribution rules · {{ statCountry }}
Edits here change every payslip and the totals above
{{ compGrandTotal }} total liability
{{ s.name }}
{{ s.badge }}
{{ s.note }} · {{ s.capLabel }}
Computed from the annual slab on projected taxable income.
Gratuity eligibility
Employee Tenure Status Accrued
{{ g.name }} {{ g.tenure }} {{ g.eligible }} {{ g.amount }}
{{ statAnnualDoc }}
Annual tax statement, issued after year end
{{ f.name }}
{{ f.year }}
{{ f.status }}
Employee register
Employee PAN UAN ESI number PF this month TDS ESI
{{ c.name }} {{ c.pan }} {{ c.uan }} {{ c.esi }} {{ c.pf }} {{ c.tds }} {{ c.esiFlag }}
Open
{{ ticketStats.open }}
In progress
{{ ticketStats.progress }}
Resolved
{{ ticketStats.resolved }}
{{ t.initials }}
{{ t.subject }}
{{ t.id }} · {{ t.who }} · {{ t.cat }} · raised {{ t.created }}
{{ t.priority }}
{{ t.status }}
✦ Daily briefing · {{ brain.date }}
{{ brain.headline }}
{{ k.label }}
{{ k.value }}
{{ k.note }}

{{ g.label }}

{{ g.count }} open
{{ it.title }}
{{ it.detail }}
✓ Done
Nothing needs you here today.

Why did revenue fall in September?

Business intelligence agent · People, Finance and CRM combined
−4.8%
{{ w.mod }} {{ w.text }}

Try asking
1 · Detect
Agents watch your live data.
2 · Recommend
They explain what they found and suggest an action.
3 · Approve
A person approves, unless the agent is set to autonomous.
4 · Execute
The system does the work and records it in the activity log.
{{ a.name }}
{{ a.desc }}
{{ a.scope }}{{ a.stat }}
{{ a.levelNote }}

Guardrails

These always need a person, whatever level an agent is set to.
🔒 Change payroll amounts
🔒 Move money or release payments
🔒 Delete customers, suppliers or employees
🔒 Edit posted financial records
🔒 Final hiring decisions
🔒 Campaigns to more than 1,000 people

Workflows

{{ flow.runs }}
{{ s.kind }}
Add step
Steps that send money, change payroll or message more than 1,000 people always stop for approval.

Every AI action, with who approved it

{{ aiLogCount }}
{{ r.t }} {{ r.agent }} {{ r.action }} {{ r.by }} {{ r.status }}

Customers

{{ custCount }}

{{ c360.name }}

{{ c360.sub }}
{{ c360.status }}
{{ s.label }}
{{ s.value }}
✦ CRM agent
{{ c360.rec }}
{{ c360.sent }}

✦ Build a campaign with AI

Describe who to reach. The marketing agent finds them, writes two versions and picks a send time.
Audience
{{ camp.audience }}
{{ camp.rule }}
{{ n.name }}
Version A
{{ camp.a }}
Version B
{{ camp.b }}
Suggested send time: {{ camp.time }}

Campaigns

{{ campSel.name }}

{{ campSel.sub }}
{{ s.label }}
{{ s.value }}
✦ Campaign analyst
{{ i.text }}
Not built yet

{{ stub.title }}

{{ stub.blurb }}

Planned for this module
  • {{ b }}
{{ k.label }} {{ k.chip }}
{{ k.value }}
{{ k.note }}

Revenue against expenses

Last six months, in lakhs
Revenue Expense
{{ b.m }}

Where the money goes

September spend by category
{{ c.label }} {{ c.note }}

Invoices

{{ invoiceTotals.count }}
Collected
{{ invoiceTotals.paid }}
Outstanding
{{ invoiceTotals.open }}
Invoice Client Issued Due Amount Status
{{ i.id }}
{{ i.client }}
{{ i.note }}
 {{ i.issued }} {{ i.due }} {{ i.amount }} {{ i.status }}

Expense ledger

Total {{ expenseTotal }}
Ref Vendor Category Date Amount Status
{{ e.id }} {{ e.vendor }} {{ e.cat }} {{ e.date }} {{ e.amount }} {{ e.status }}

Invoice details

{{ invCurrencyNote }}
Line items
{{ it.amount }}
{{ recError }}
{{ logoMark }}
{{ org.legal }}
{{ companyAddress }}
{{ companyContact }}
Tax invoice
{{ invForm.number }}
{{ invForm.currency }}
Bill to · {{ invForm.partyType }}
{{ invPartyLabel }}
{{ invForm.gstin }}
Issue date
{{ invForm.issued }}
Due date
{{ invForm.due }}
DescriptionAmount
{{ it.desc }}
{{ it.qty }} × {{ it.rate }}
{{ it.amount }}
Subtotal {{ invTotals.sub }}
{{ invTotals.taxLabel }} {{ invTotals.tax }}
Amount due
{{ invForm.notes }}
{{ invTotals.total }}
Bank transfer
{{ org.bankName }}
A/C {{ org.accountNo }} · {{ org.ifsc }}
UPI / Razorpay
{{ org.upi }}
{{ org.razorpay }}
PayPal
{{ org.paypal }}
{{ org.website }}
{{ k.label }} {{ k.chip }}
{{ k.value }}
{{ k.note }}

Vendor accounts

Company Type Contact Terms Lead time On-time Spend YTD Status
{{ a.initials }}
{{ a.name }}
{{ a.cat }} · {{ a.city }}
 {{ a.type }}
{{ a.contact }}
{{ a.phone }}
 {{ a.terms }} {{ a.lead }} {{ a.otd }} {{ a.spend }} {{ a.status }}

Spend concentration

Top five vendors, year to date
{{ t.name }} {{ t.note }}

Company details

Used on every salary slip, invoice and outbound email

Branding

Logo, accent colour and sidebar tone. Changes apply across the workspace immediately.
Logo
Used on salary slips and invoices. The sidebar shows the monogram below when no logo is set.
Accent colour
{{ brandColorName }}
Monogram shape
Sidebar tone

Banking and payment handles

Printed on invoices and used for salary transfers
{{ accNotice }}

Sign-in email

Where approval notices and the reset link are sent
{{ acc.email }}

Password

Minimum eight characters. Changing it signs out every other session.

Custom domain Business and Enterprise

Open the dashboard and employee portal on your own web address
{{ dom.pillLabel }}
Dashboard today
{{ dom.fallback }}
Employee portal today
{{ dom.fallbackPortal }}
https://
{{ dom.error }}
You get three addresses: yourcompany.com and app.yourcompany.com for the dashboard, and employee.yourcompany.com for the employee portal.
Addresses on {{ dom.root }}
{{ h.label }}
{{ h.host }} {{ h.suffix }}
DNS records
Add these at your domain provider, such as Cloudflare, GoDaddy or Namecheap. Changes usually apply within minutes but can take up to 48 hours.
TypeHostValueStatus
{{ r.type }} {{ r.name }} {{ r.value }} {{ r.status }}
SSLCertificateIssued automatically once DNS is verified {{ dom.sslStatus }}
{{ dom.error }}
Checking records and issuing the SSL certificate…
{{ h.label }}
{{ h.host }} ↗ SSL active
Redirect {{ dom.fallback }} to your domain
Sign-in links and emails sent from Keio now use {{ dom.root }}.

Integrations

{{ connectedCount }}
{{ g.initials }}
{{ g.name }}
{{ g.statusLabel }}
{{ g.use }}
{{ g.key }}
{{ db.notice }}

Where your data lives

{{ db.whereLabel }}
{{ db.providerMark }}
{{ db.providerName }} Live
{{ db.liveHost }}
{{ db.liveMeta }}

Connection

Read and write access is needed. Use a dedicated user for this workspace.
Database
Allow inbound connections from 13.235.14.22 and 13.235.90.101 on your firewall. Credentials are encrypted at rest.
{{ db.testMsg }}

What gets stored there

Sections you switch off stay on hosted storage.
{{ s.name }}
{{ s.tables }}
Tables are created if they do not exist. Existing tables are left alone.

Move your data

{{ db.migHint }}
{{ db.progressLabel }}{{ db.pct }}
{{ t.name }} {{ t.count }} rows {{ t.state }}
Sidebar sections
Switch off anything this company does not use. A section disappears from the sidebar once every item inside it is off.
Modules
Switching a module off removes it from the sidebar entirely, along with every section inside it.
{{ menuModuleLabel }} sections
Module is off — none of these show
{{ g.label }}
{{ g.note }}
{{ g.groupNote }}
{{ i.label }}
{{ i.state }}
Not built yet

{{ adminStub.title }}

{{ adminStub.blurb }}

Planned for this area
  • {{ b }}
{{ col.stage }}
{{ col.count }}
{{ c.title }}
{{ c.account }}
{{ c.value }} {{ c.owner }} · {{ c.due }}

Purchase orders

Sorted by delivery commitment
Ref Order Value Owner Committed Stage
{{ o.id }}
{{ o.title }}
{{ o.account }}
 {{ o.value }} {{ o.owner }} {{ o.due }} {{ o.stage }}

Add employee

Employee ID {{ nextEmpId }} is assigned automatically.
Annual leave entitlement
{{ formError }}

{{ empEditName }}

Edit profile, leave and salary
Deactivated people stay on record but drop out of payroll and attendance.

Waiting for approval

No leave requests pending for this employee.
{{ p.line }}
{{ p.reason }}

Structure preview

Derived from company defaults in Settings.
{{ b.label }} {{ b.value }}
{{ empEditError }}
{{ dayMon }}
{{ dayNum }}

{{ dayWeekday }}

{{ dayDateLabel }}
Today {{ dayHoliday }} · {{ dayHolidayKind }} Week off Working day {{ dayStaffNote }}

Waiting for approval

{{ dayPendingCount }}
No pending requests on this date.
{{ p.initials }}
{{ p.name }}
{{ p.line }}
{{ p.reason }}

On leave

{{ dayAwayCount }}
Everyone is available.
{{ a.initials }}
{{ a.name }}
{{ a.line }}
Approved
{{ dayFootNote }}

Add holiday

Applies company-wide and is excluded from leave counts.
{{ holError }}

{{ recordTitle }}

{{ recordSub }}
{{ recError }}

Payslip email settings

Placeholders: {name}, {month}
Attachment
{{ attachLabel }}
Auto-send on payday
{{ autoSendLabel }}

Edit payslip components

{{ editSubject }} · {{ editMonthLabel }}
Earnings
Deductions
Apply to
Applies to every employee and every month, except payslips you have edited individually.