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Insights is the product.
The modules stand on it.

Kamino is bought in one order, and it is not an accident. Connect your data, get the operating picture, then turn on the modules the data now supports. Insights — the fabric plus ask, report and dashboards — is what ships and what you buy first. Projects and Planning are paid modules on top of it, and they are being built.

41
reports
108
KPIs
8
data domains

Fabric at the base. Insights over it. Modules off the trunk.

The drawing is the argument. Every domain terminates at one interchange, the data fabric. The trunk leaving it is Insights, the heaviest line here because it is the product. Projects and Planning branch off that trunk — dashed, because they are being built — and they begin on it rather than beside it, because a module is only as good as the domains feeding it.

A forecasting tool sold on its own asks you to type your assumptions into an empty box. Kamino’s forecast starts from records that already exist. That is the difference between a module on a fabric and a tool on its own.

See how the modules fitSee the eight of nine domainsRead the roadmap

Architecture · one trunk, two dashed branches

DATA FABRICEight domains, one interchangeINSIGHTSAsk · Report · DashboardsPROJECTSPaid module · being builtPLANNINGPaid module · being built

Insights — the primary product

Shipped. Four surfaces, one set of records.

Kamino sits over the books you already keep and answers operating questions from them. Nothing here asks you to re-enter data, maintain a model, or accept a figure on faith.

Insights is also the part the whole team uses, not just finance: every role reads it through its own drill-down ceiling, set per data domain, so a producer can open project economics without ever reaching an individual cost rate. The modules sit on top of that same fabric and inherit the same ceilings. See the five roles.

The Insights module. A left rail groups the surfaces: Ask Kamino; Dashboards, Reports; Standard Reports, KPIs, Templates; Saved, Shared, Scheduler; and Data Health. The Dashboards screen is open, headed “You go to a dashboard. Live, monitored, at-a-glance — no narrative. If it needs to come to someone, build a report instead.” A panel titled “Settings limiting this screen” lists three: most reports and KPIs stay locked until their source is connected, with two of six data sources not delivering; periods default to the calendar year, so every period comparison may be wrong; and dashboards fall back to a generic order because company priorities are not ranked. Below it, three dashboards — Monday Morning, Cash & Collections, and Client Health — each showing its tile count, owner, scope and who it is shared with.

Insights · Dashboards

Illustrative demo data · One Step Ahead, a fictional agency

Every surface described below is in that left rail. The four are one product, not four purchases.

Data fabric

Eight connected domains, one reconciled set of records.

In the rail above

Settings · Unified Data Fabric, and Data Health

The base of everything. The accounting platform is one line among eight, starting with QuickBooks Online and with more accounting platforms opening. Around it run the systems that actually hold the truth about delivery. The fabric keeps them reconciled so that two questions asked two ways cannot give you two answers.

Ask

A question in words. An answer with its working shown.

In the rail above

Ask Kamino

Type the question you would put to a finance person. You get the figure, the arithmetic that produced it, the scope it was measured over and the records it used. If something is unassigned or provisional, the answer says so as an exception rather than quietly rounding past it.

Report

A 41-report catalogue, run against your own books.

In the rail above

Reports, and Standard Reports in the library

Profit and loss by project. Client contribution. Department utilisation. Ageing that ties to the invoice. You are not designing report layouts at 11pm; you are choosing which of the 41 you want and which scope to run it at.

Dashboards

108 KPIs in the catalogue, scoped the way you run.

In the rail above

Dashboards, and KPIs in the library

Not a wall of gauges. A working picture: which jobs are carrying the quarter, which client is quietly expensive, where hours went. Click any tile and the records behind it open.

Paid modules, gated on data

Being built

Projects and Planning are add-ons on top of the base subscription, not alternative products. Neither is available yet. Both are gated on data coverage, and that is the whole point: you cannot forecast cash without receivables and payables, and you cannot say whether a project made money without time, payroll and resourcing. The modules do not merely use the fabric — they are impossible without it.

Module pricing is set as an add-on on top of the base subscription. We are not publishing those figures while they are under review.

Projects

Being built

Needs these domains first

Time tracking · Payroll · Resourcing

Whether a project made money is not a ledger question. It needs the hours that went into it, what those hours actually cost once payroll burden is included, and who was committed elsewhere. Until those domains are connected, a project module can only show you what you invoiced.

In scope

  • Budgets
  • Quotes
  • Contracts
  • Delivery
  • Invoicing
  • Resourcing
The Projects module, on a Portfolio screen covering pitches in progress and committed work. Five figures run across the top: gross pipeline, probability-weighted pipeline, committed value, blended margin on committed work, and committed spend to date. Beneath them a “Needs attention” list holds thirteen open conditions, each with the action it wants and the area it came from — a booth over its ceiling, a staff ratio outside its target band, an expired certificate of insurance, an overdue invoice, an expiring master agreement, and capacity booked past a hundred per cent. A note reads that this is state, not an event feed: a row disappears when the condition behind it is resolved, and returns if it comes back.

Projects · Portfolio

Design preview of a module still being built · illustrative demo data · One Step Ahead, a fictional agency

Planning

Being built

Needs these domains first

Accounts Receivable · Accounts Payable · CRM

A forecast is only as good as the commitments behind it. Cash needs what is owed to you and what you have already committed to pay. Revenue needs a pipeline with real deal records against it. Without those, a plan is just your assumptions retyped.

In scope

  • Company plan
  • Forecast
  • Scenarios
  • Statements
  • Cash
The Planning module, on a thirteen-week cash flow. A stacked bar per week carries receipts and disbursements with a closing-cash line across them and a covenant minimum marked. Each week is split by how firm it is — confirmed, committed, expected, modelled and manual are counted separately along the bottom. A finding beneath the chart reads that cash is held at the covenant minimum from week thirteen because the revolver sweeps to the floor each week, and states plainly that this is the finding, not a data error. A side panel lists every source with how fresh it is: several synced within the hour, one payment-behaviour model fitted in Kamino, one pipeline flagged stale at thirty-six hours, and one payables source marked not connected.

Planning · Cash Flow

Design preview of a module still being built · illustrative demo data · One Step Ahead, a fictional agency

No delivery dates are published against either module. Building means building. Each screen above is a design preview, not a shipped product — it shows what is being built, which is a different claim.

Start with InsightsWhich domains are liveRead the roadmap

The lines that feed it

QuickBooks Online is where we started, not the spine. Eight domains connect, each by a direct API or the spreadsheet connector: where a vendor ships no usable API, HR being the clearest case, the spreadsheet route lights the domain up anyway. The ninth line, AR & Collections, is drawn dashed because it is not available at launch — we draw a line dashed rather than describe it as if it were running.

QuickBooks Online
Direct API · connected
Invoices, bills, journals, the chart of accounts
CRM
Direct API · connected
What has been won and what is quoted
Accounts Payable
Direct API · connected
Vendor bills and what you have committed to pay
Resourcing
Direct API · connected
Who is committed, and to what
HR
Spreadsheet connector · connected
Headcount, departments, joiners and leavers
Payroll
Direct API or spreadsheet · connected
What the people on the job actually cost
Expenses
Direct API · connected
Card spend and recharges tagged to a job
Time Tracking
Direct API · connected
Approved hours, billable and not
AR & Collections
Direct API or spreadsheet · coming soon
Dunning status, promises to pay, collections effort
Connected — by direct API or spreadsheet connector
Coming soon — not available at launch, no date published

See what’s behind any figure

The interaction the whole product turns on: click a figure and see what is behind it — the records, with the derivation written out. Illustrative demo data for One Step Ahead, a fictional agency.

Figures · company, department, project

  • Company line

    $453,250

    Revenue, year to date

    Scope
    One Step Ahead · all projects · 1 Jan – 8 Aug 2026
    Derivation
    Sum of posted sales invoices in the accounting platform, income accounts only, credit notes netted, tax excluded.

    Records behind the figure · illustrative demo data

    • INV-1042$128,400
      Northbank Product LaunchNorthbank Retail · posted 14 Feb 2026
    • INV-1043$96,750
      Halberd Sales KickoffHalberd Industries · posted 2 Mar 2026
    • INV-1051$84,200
      Marlow Group RoadshowMarlow Group · posted 21 Apr 2026
    • INV-1055$72,900
      Citycrest Awards NightCitycrest Media · posted 9 Jun 2026
    • INV-1060$41,000
      Vantage Dealer SummitVantage Motors · posted 17 Jul 2026ExceptionTwo recharged expenses on this job are still unbilled.
    • INV-1064$30,000
      Northbank Retainer Q3Northbank Retail · posted 1 Aug 2026

    Six invoices. Nothing aggregated that you cannot open.

    Demo extract · corrected to QuickBooks Online, 8 Aug 2026, 07:15

Company line · $453,250 — Revenue, year to date

Four figures from a fictional agency’s books. Each one is the sum of records you can open, and the arithmetic checks by hand.