PLATFORM / FINANCE + REPORTING / Reporting + analytics
FINANCE + REPORTING · Reporting + analytics
Answers for your CFO without an export.
Build reports across payroll, time, and HR data, schedule them to your inbox, or pull data through our API.
- REPORTS
- Prebuilt and custom
- SCHEDULING
- Daily, weekly, per run
- DASHBOARDS
- Labor cost and headcount
- API
- REST, documented
WHAT'S INCLUDED
- 01
Report builder
Any field, any filter, saved and shared.
- 02
Labor cost
By department, location, or project.
- 03
Headcount and turnover
Trends over any time period.
- 04
Scheduled delivery
Reports sent to finance after every run.
- 05
Audit trail
Every change logged with who and when.
- 06
Open API
Connect your data warehouse or BI tool.
HOW IT WORKS
From data to decision.
- 01Pick a report. Start from 60+ templates.
- 02Customize. Add fields and filters.
- 03Share. Schedule to anyone, with access controls.
QUESTIONS ABOUT Reporting + analytics
- Which plan includes reporting + analytics?
- It is included from the Payroll plan up.
- Does it share data with the rest of Worklio?
- Yes. Every module works from one employee record, so changes flow to payroll, time, benefits, and reporting automatically.
- Can we add it later?
- Yes. Modules can be added at any time; your data is already in place.
SECURITY
Audited controls on every module.
SOC 2 Type II, ISO 27001, 27018, and 9001. Layered access rights, two-factor authentication, and a full audit trail.
IMPLEMENTATION
A named team, parallel runs first.
Fastest for 50–500 employees, phased for multi-entity enterprises.
WORKLIO INSURANCE
Benefits and comp, billed with payroll.
Benefits admin is free when Worklio Insurance Services is your broker of record.
- PAYROLL AND TAXES PAID
- $35+ Billion
- ACH TRANSACTIONS
- 23+ Million
- W-2S / 1099S PROCESSED
- 4.3+ Million
- EMPLOYEES PAID
- 2.8+ Million
TRUSTED BY PARTNERS INCLUDING
