Operational and financial insight across all business functions.
Dashboards boost productivity by displaying actionable insights in the form of KPIs, reminders, tasks and visual report snapshots. You can drag-and-drop each portlet to customize vertical and horizontal size and location to fit your page.
Each dashboard profile can be configured by role, so each employee can see dashboards that are relevant to what they do within the organization.
Use your own custom reports or pre-defined reports as feed-stock for your dashboard portlets (aka “summary reports”).
Custom Reports - Including KPIs, Scorecards, etc...
You'll find it easy to perform common tasks such as selecting custom and default fields from database objects like organizations, orders, contacts, etc.. together with the conditions needed to fine tune the report such as date range, sort order, etc..
Various report types supported:
Report Scheduler
Schedule reports to go out via email daily which you can share with key customers and business partners too. Includes CSV copy which can be automatically consumed by 3rd party analytics tools such as Power BI.
BizDataLake AI Analysis, Report Acceleration, and ODBC / API access (add-on)
BizDataLake is BizAutomation's multi-use AI Platform. Among its capabilities include using AI technology to turbo-charge custom reports (e.g. a large report that takes 10 seconds now open in under 1). It also enables ODBC / JDBC and API access from PowerBI and other analytics platforms. BizDataLake also provides lightning-fast AI / NLP driven insights from your business data such as reports, G/L transactions, even email data. It's 10x faster than NetSuite's "SuiteAnalytics Connect" and comperable to competitor add-ons such as NetSuite Analytics Data Warehouse, Microsoft Fabric, etc.. but at a fraction of the price... continued
Workflow Automation
BizAutomation's workflow automation streamlines operations, reduces errors, and enhances productivity by automating repetitive tasks, ensuring data consistency, and providing real-time insights, which allow employees to focus on strategic initiatives and improve decision-making.
For example, say you want to send an email alert when a customer field changes, and you have QuickBooks for accounting and SalesForce for CRM, each of which has customer records. Multiply that by many systems, and the streamlining concept starts to crystalize. Whether you can call it WFA, BPA, or RPA, in the end goal is the same - manual task automation.
McKinsey estimates that 60% of employees could save 30% of their time with workflow automation. Managers say, on average, that they spend at least eight hours per week (or an entire work day) on manual data tasks. Further, 25% of managers devote 20 or more weekly hours to these tasks.
What You See Is What You Get (WYSIWYG) workflow automation means you don’t need to be a software engineer to get things done, because building rules using the wizard is trivially easy.
So easy, that we can describe them in 3 simple steps:
Custom Tabs & Sub-Tabs - Add custom tabs with your labeling, which can link to any external site or gated information within the tab. Custom labeled sub-tabs within many records (e.g. Customer records) can be added. These sub-tabs can contain their own forms and custom fields.
Custom Fields - Add custom fields and labels to records throughout the suite including Customers, Suppliers, Sales Orders, Purchase Orders, Items, and many more. Various field types are available including Text, Check-Box, Radio-Button, Combo-Box, Hyperlink, and more.
Custom Labels - Re-Label fields to match your organization's own terminology.
User Permissions & Access Control - BizAutomation’s permission framework lets administrators create custom permission groups, which can be given view, add, edit/delete rights, which are automatically inherited by users assigned to these groups. Here are just some of the things you can do with permissions:
Restrict Tab & Sub-Tab access - Tabs contain things like modules (e.g. there’s an accounting tab, an orders, etc..), so if you want for example to prevent a sales department’s access to the accounting module, this is one of the way’s you’d lock that down. Sub-Tabs are located within records such as Customer and Order records. So if you have sub-tab you don’t want to be viewed by some users, but still want to expose the rest of that record (item master is one that typically gets modified) you’ld be able to do that.
Hide fields & column lists within accessble forms by user role - Even if you want to grant access to sub-tabs containing forms and fields, you can still restrict field view access to some permission groups but not others (e.g. say you want to license or SSN field on a form every user group has access to, but only want to restrict these fields to only the accounting staff). All of these same capabilities are avaialble to records lists too, so for example even though the sales and support department have access to “Orders”, the columns can be completely different, tailored for each user role.
Global Search - Find any record, or data you’re looking for from any vantage point throughout the suite. Because we use the same indexing technology employed by search engines, even millions of records can be accessed in under a second. Also, you can tune how global searches are conducted – meaning that you can set the system to search based on “Contains value” or “Starts with” value” or, to look within a particular object such as “Orders”, “Organizations”, “Contacts”, and so forth.
Saved Search - With BizAutomation’s advanced filtering and search, you can build comprehensive lists from all your business objects. For example, say you regularly need to see organizations in California with an employee range of 50-100 in a particular industry. The combinations, and variations of saved searches are virtually endless.
Column Filtering - Almost all object lists in BizAutomation offer customizable real-time database column filtering. This means that not only can you set columns based on permission groups / roles, you ‘ll be able to column filter within exposed record columns listed, including custom field columns within whatever module you like. While most systems leave column filtering to report building, we offer it on all common records you typically use on a day to day basis.
Here’s just a partial list of what you’ll be able to column filter:
For a typical 100-person company, information workers spend an average of 100+ seconds per day waiting on slow ERP queries. At a blended cost of $25,000 per employee annually in lost productivity, decision delays, and operational inefficiency, that's $250,000 per year your organization is spending on friction instead of forward motion. That number alone more than covers the cost of running BizAutomation—including the Data-Mirror and all required add-on capabilities—for your entire organization.
BizAutomation's Data-Mirror achieves 10-100x faster query response times by intelligently routing high-join queries to a dedicated, denormalized data layer on the Data Mirror, which is based on streaming replication from the transaction database and has a 3-5 second data latency (real time) —without adding complexity or middleware.Because BizAutomation owns the entire stack—from database logic to application layer—we can route queries at the source, before they hit the transaction database. This keeps your transactional database lean and optimized for writes, which reduces record locks and improves overall system stability. The result: faster reads and faster writes, without the bottlenecks.
BizAutomation’s Data-Mirror doesn’t just speed up reports – it gives AI a live, governed firehose of ERP data. Instead of relying on stale exports, nightly ETL jobs, or narrow reporting APIs, AI agents, copilots, and analytics tools read from a real‑time, denormalized mirror of your operational data.
Because BizAutomation owns the full data stack, we can prioritize and route high‑value signals directly into your AI layer – from MCP‑driven “vibe coding” experiences to agentic automations tuned to each customer during implementation. Your RAG workflows query a real‑time data lake, not yesterday’s snapshot, so answers stay accurate, current, and context‑rich.
Competitors bolt AI on top of slow, transactional backends. BizAutomation starts with a unified data platform built for both high‑volume reads and transactional integrity, so the same Data‑Mirror that accelerates ERP performance also feeds your AI stack at full speed. The result is a future‑proof foundation for headless automation well into the late ’20s and beyond – one most ERPs simply can’t follow, because they don’t have the data infrastructure to support it. (Below, see how BizAutomation’s real‑time AI data pipeline compares with traditional ERPs on throughput, freshness, and architectural flexibility.)