Start with the two modules that fix payroll.
Turn on the rest when you're ready.
You don't need a new stack. Turn on Time Tracking — clean exports, no Friday spreadsheet, no Slack threads about hours. Week two is a handbook in Documents & Knowledge Base . Day thirty is Riley, our AI assistant answering across both.
What the first month actually looks like.
Not a feature list — an operator's first four moves.
- Day 1
Turn on Time Tracking. Import the team from a CSV. Workers clock in on web or mobile, breaks deduct automatically, and managers approve in bulk before payroll runs.
- Day 3
First timesheets approved. Payroll exports clean — one CSV, every line reconciled by default because the data was never separate. The Google Sheet someone’s been maintaining gets archived.
- Day 14
Turn on Documents. Upload the handbook, the onboarding checklist, the PTO policy. Anyone on the team can find them without asking — searchable from web or mobile, no version-tracking spreadsheet required.
- Day 30
Turn on Riley. Ask how many hours the team logged on a project. Riley answers, citing the time entries it pulled from.
Riley How many hours on Project-4472 this week?
62 hours across three time entries, logged by Sam, Maria, and Devon. Want the breakdown by day?
Triggers, not tiles.
Each row is an operational moment a small business actually has. The right column is what to turn on when it does.
- You’re paying three people to track hours in three different places.
- Time Tracking
- You’ve written the same email six times explaining the same policy.
- Documents & Knowledge Base
- You want answers across projects, documents, and time data without building a report.
- Riley
- Clients keep asking for status updates by email.
- Platforms Portal
- You outgrew the built-in fields for how your business tracks things.
- Data Tables + Custom Fields