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KaaS Analytics

Platform

One analytics home for dashboards, reporting, and specialized title metrics.

This is the operational intelligence layer your teams use day to day. The product separates a robust API from the browser experience so you get fast iteration for users, clear security boundaries, and room to harden endpoints the way your information security group expects.

Capabilities

Modules that map to how your firm works

Below reflects the shape of the application: role-aware analytics, deep reporting, and adjacent signals (email, bills, workflow) in a single experience.

Executive & operational dashboards

Purpose-built views for leadership, operations, finance, and team performance, permissioned so each role sees the right slice.

Reports & visual query builder

Ad-hoc exploration, guided wizards, templates, and export paths that stay tied to governed field definitions.

Email analytics

Company-wide and mailbox-level analytics, user activity views, and settings to align with Microsoft 365 / Graph workflows.

Bills & revenue intelligence

Bill aggregations, exclusions, and financial dashboards that respect your ledger rules, not a one-size chart.

Workflow performance

Understand throughput and bottlenecks with operational metrics grounded in your production schema.

Payee classifications

Classifications and preferences that roll up cleanly to reporting dimensions your finance team expects.

Connections & discovery

Secure database connections, schema discovery, and pipeline orchestration with health visibility.

System health & API explorer

Operational transparency for the teams who keep the platform running, including API surfaces for integration.

Users, roles & sign-on

Administrative user management with enterprise authentication patterns (including SAML) where you need them.

Under the hood

Incremental sync into raw schemas, promotion into analytics-friendly shapes, columnstore-oriented fact tables where appropriate, and versioned caching so dashboards stay fast without serving stale truth after a data refresh.

Typical flow
  1. 1. Connect production SQL Server with least-privilege credentials.
  2. 2. Discover schema, model datasets, and define relationships.
  3. 3. Schedule sync; validate staging → production promotion.
  4. 4. Publish dashboards and reports with RLS-aware queries.

Want a tailored walkthrough against your roles and data classes?

Request a demo