Every feature, documented.

Capabilities

• Create a workspace during signup or from the Workspaces menu.
• Invite teammates by email or copy a shareable invite link.
• Pick a starter template (Finance, HR, Ops, CRM) that pre-loads folders, sheets and boards.
• Enable the modules you need from Admin → Feature toggles.

How to use

1. 1Sign in at /auth (email/password or Google).
2. 2Create a workspace and confirm the currency/timezone.
3. 3Invite members from the Members page — they inherit the permission template you assign.
4. 4Head to any module in the left sidebar to start working.

Capabilities

• Free: workspaces only, view-only for advanced modules.
• Pro: everything except Loans, Branch reports, Audit, Regulatory reports, Treasury.
• Enterprise: full platform except the Admin console.
• Manage subscription, invoices and seats from /billing.

How to use

1. 1Go to /billing to see your current plan and next renewal.
2. 2Click Upgrade to change tier — pro-rated instantly.
3. 3Add or remove seats in real time; invoices are auto-generated.

Capabilities

• 16 built-in modules per workspace: Overview, Chat, Files, Sheets, Notes, Tasks, Meetings, CRM, KYC, Loans, Reports, Audit, Signatures, Training, HR, Members.
• Per-workspace permission templates (Viewer, Editor, Manager, Admin).
• Colour-coded module tabs with active-state pills.
• Independent chat, files and boards — nothing bleeds between workspaces.

How to use

1. 1Create: sidebar → Workspaces → New workspace.
2. 2Switch: use the workspace switcher at the top of the sidebar.
3. 3Configure: Overview tab → Settings → toggle modules on/off.

Capabilities

• Formulas: SUM, AVERAGE, IF, VLOOKUP, INDEX/MATCH, TEXT, DATE and 60+ more.
• Cell formatting: currency, percent, dates, custom colours, bold/italic.
• Multi-sheet workbooks with cross-sheet references.
• Activity timeline with per-cell revision history.
• Export to CSV or PDF.

How to use

1. 1Open Sheets in any workspace and click New sheet.
2. 2Use the FormatToolbar for colours and number formats.
3. 3Press Ctrl+F to search and highlight, Ctrl+S to save.

Capabilities

• Tiptap-powered notes with tables, checklists, code blocks and embeds.
• Meeting Setup Wizard: name, host, reason, shared links, invitees — persists to the note.
• LiveKit meetings with Jitsi fallback and diagnostics.
• Audio-first default; visitors join via a public /meet/<slug> link without authentication.
• Scheduled meetings with countdown waiting room and automatic email invites.

How to use

1. 1Open /notes → click New meeting to launch the wizard.
2. 2Fill wizard steps, add invitee emails — briefing card auto-generates.
3. 3Edit briefing from the note; click the meeting link to join.

Capabilities

• Drag-and-drop upload, folder hierarchy, per-file share links.
• Preview PDFs, images, spreadsheets and text.
• Signed download URLs with expiry.
• Storage quotas enforced per plan.

How to use

1. 1Workspace → Files tab → drag files or click Upload.

Capabilities

• Create and co-edit DOCX, XLSX, PPTX, ODT and PDF files directly in the browser.
• Native whiteboard/diagram editor (.draw) with autosaved scenes.
• One-click export via downloadAs: PDF, DOCX, XLSX, ODT, CSV.
• File explorer tree with folders, search, rename, duplicate and delete.
• Stateful concurrency: document locks with 30-minute auto-expiry and live realtime lock sync.
• Per-document permissions (view, comment, edit) and read-only fallback when locked.
• Secure JWT handshake with the document server plus signed save callbacks.
• Automatic recovery of unsaved server backup copies on session start.
• Persistent connections: the editing session is renewed automatically before its signed link expires.
• Live connection status in the editor toolbar (Connecting, Connected, Reconnecting, Disconnected).
• Automatic reconnect with backoff after a dropped link, plus reconnect when the device comes back online.
• Manual Reconnect button after four automatic attempts — unsaved work stays preserved.
• Full-screen editing mode and responsive layout on phones and tablets.

How to use

1. 1Open kOffice 365 from the sidebar → New document, sheet, slide, PDF or diagram.
2. 2Pick a file in the explorer tree to open it in the embedded editor.
3. 3Use the export menu to download as PDF, DOCX, XLSX, ODT or CSV.
4. 4If a colleague holds the lock you open read-only — the lock releases automatically after 30 minutes.
5. 5Watch the status pill in the toolbar: it reconnects on its own, and offers Reconnect if retries are exhausted.

Capabilities

• Channels: public, private, DMs — isolated per workspace.
• @mentions with keyboard navigation, emoji reactions, message pinning.
• Slash commands: /meeting, /task, /poll, /pin, /remind.
• Rate limiting, edit/delete audit trail, message reporting and moderator tools.
• Trigram search across message history.
• Message virtualization for large channels; mobile drawer + long-press pin gesture.

How to use

1. 1Workspace → Chat tab → pick a channel.
2. 2Type / to open the command picker mid-message.
3. 3Long-press a message on mobile to pin.

Capabilities

• Employees, dependents, education, work history, emergency contacts.
• Attendance with GPS clock-in/out, shift assignments and holiday lists.
• Leave types, allocations, balances, requests and audit history.
• Expense claims with categories and approvals.
• Recruitment: job openings, candidates Kanban, interviews, offers, career site.
• Performance: cycles, goals, reviews.
• Onboarding templates, lifecycle events, exit interviews.
• PWA install at /hr-app plus 5-step /hr-onboarding checklist.
• Roster wizard on /hr to add employees in a guided 4-step flow.

How to use

1. 1Add employees: /hr → Add employees to roster (Basics → Employment → Compensation → Invite).
2. 2Employees: install PWA at /hr-app, follow /hr-onboarding, clock in from Home tab.
3. 3Admins: manage from /hr's admin views and the HR Suite tour.

Capabilities

• Compensation profiles per employee (currency, base salary, pay cycle).
• Pay runs generate per-employee payslips.
• Payslip PDF export.

How to use

1. 1HR admin → Payroll → New pay run → confirm → release.

Capabilities

• Courses with modules and per-module progress.
• Quiz attempts graded server-side via secure RPC.
• Bulk assign courses to teams, track completion.
• Overview, Modules, Assignments and Progress tabs.

How to use

1. 1/training → New course → add modules → assign to members.

Capabilities

• Roles: Owner, Admin, Manager, Editor, Viewer.
• Per-module permission overrides (view/edit/manage).
• Bulk invitations, audit log, CSV export.
• Google OAuth invitees auto-land in the workspace they were invited to.

How to use

1. 1Sidebar → Members → Invite → paste emails → pick template.

Capabilities

• Chart of accounts with multi-currency journals.
• Invoices with line items and payment tracking.
• Bills, vendors, customers, expenses.
• OCR for receipts on the expense form.

How to use

1. 1Workspace → Accounting → set up chart of accounts → issue first invoice.

Capabilities

• Connect banks and payment providers as sources.
• Daily balances with history, forecast snapshots and alerts.
• Reconciliation workbench and transaction ledger.

How to use

1. 1Treasury → Sources → Connect → set alert rules → schedule reconciliations.

Capabilities

• Loan products with rates and eligibility rules.
• Applications, comments, documents, repayments.
• Consumer loan applications with PII protection (workspace-scoped RLS).

How to use

1. 1Loans → New product → publish → applications appear as clients apply.

Capabilities

• Inventory products with SKU and stock movements.
• Orders lifecycle with payment transactions.
• Stripe integration for card and subscription billing.

How to use

1. 1Enable Stripe from Admin → Payments → then create products under Orders.

Capabilities

• KYC customers with restricted PII columns (workspace-scoped RLS).
• Document uploads with reviewer sign-off.
• Audit trail on every change.

How to use

1. 1Workspace → KYC → New customer → upload docs → assign reviewer.

Capabilities

• Upload PDF, place fields, invite signers by email.
• Drag to move and resize signature fields with corner handles.
• Signed PDFs stored with tamper-evident audit events.
• Saved signatures per user; signer-side public link.
• Admin-restricted invite dispatch to prevent spoofing.

How to use

1. 1/signatures → New document → drag fields → send.

Capabilities

• Engagements with assigned auditors.
• Programs, checklists and findings.
• Action items with comments and status tracking.

How to use

1. 1Audit → New engagement → attach program → create findings and actions.

Capabilities

• Client intake for individuals, companies and public bodies.
• Matter board with intake, active, hearing, judgment and closed stages.
• OHADA practice areas, Cameroon court hierarchy and jurisdictions.
• Hearings, statutory deadlines, case documents and case team assignment.
• Time recording with billable rates and fee notes generated from unbilled time.
• Retainers with drawdowns and automatic low-balance alerts to the client.
• Automated hearing (48h) and deadline (72h) email reminders to the case team.
• Document version control with full audit trail, check-in/check-out locking.
• In-viewer PDF redaction that burns redactions into a new version.
• Drag-and-drop mass upload/ingestion of case files.
• Native audio/video player with automated AI transcription and OCR of scanned documents.
• Template-driven correspondence generation for letters and notices.
• Per-document access rights and secure email sharing with 7-day signed links.
• Persistent document preview that stays open while you work through a matter file.
• Available on the Enterprise plan.

How to use

1. 1Workspace → Cases → Clients → add the client.
2. 2Cases → New matter → capture court, jurisdiction, lead lawyer and priority.
3. 3Open a matter → schedule hearings, log deadlines, record time, send client updates.
4. 4Cases → Billing → create a fee note from unbilled time, then send it to the client.

Capabilities

• Reusable report templates.
• Submission history with status.
• Access restricted to Enterprise plan and above.

How to use

1. 1Regulatory reports → pick template → fill → submit.

Capabilities

• Branch report cards with KPIs.
• Historical comparisons across periods.

How to use

1. 1Branch reports → New card → link branch → publish.

Capabilities

• Contacts with company and role fields.
• Deals with stages, value and probability.
• Activities log per contact and per deal.
• Pipeline stages fully customisable.

How to use

1. 1Workspace → CRM → configure stages → import contacts.

Capabilities

• Scheduled meetings with countdown waiting rooms.
• Automatic invite emails to attendees with join links.
• Public guest join via /meet/<slug> — no login required.
• Google Calendar sync of created meetings.
• Audio-first default with video toggle.

How to use

1. 1Notes → New meeting → wizard → invite emails → attendees receive branded invite.

Capabilities

• User management: search, edit, roles.
• Organisation roles: Admin, Employer and Member with staff management.
• Chat moderation queue.
• Invite telemetry and global admin dashboards.
• LiveKit diagnostics: last connection status, failure reason and Jitsi fallback state.
• Demo data controls: one-click reset/reseed per module plus a demo test runner with PASS/FAIL report.
• Feature toggles and app settings.
• Audit logs of every admin action.

How to use

1. 1/admin → pick a section from the top nav.

Capabilities

• Row-level security on every user-owned table.
• Roles stored in a separate table with SECURITY DEFINER checks.
• Rate limiting, HIBP password checks, HTTPS-only cookies.
• PII columns for employees, KYC customers and consumer loan applicants are workspace-scoped, not workspace-wide.
• Signed download URLs; SECURITY DEFINER functions run with a fixed search_path.

How to use

1. 1Review /admin → Security to run scans and manage findings.

Capabilities

• createServerFn RPCs power every internal call.
• Public webhook/cron endpoints under /api/public/*.
• HMAC signature verification on webhook payloads.
• Stable URLs project--{id}.lovable.app for external schedulers.

How to use

1. 1Contact Enterprise support for API keys and webhook secret rotation.

Capabilities

• Email/password with HIBP breach checks.
• Google OAuth via the Lovable broker.
• SAML SSO available on Enterprise.

How to use

1. 1/auth shows the enabled providers. Enterprise admins can request SSO setup.