Business Health
The pulse of your operation
Live KPIs derived from your latest generated report.
Zackgo Pro · Flagship
AI Copilot — ask your business anything
Conversational intelligence grounded in your generated reports. Get board-ready answers in seconds.
This Week's Focus
What deserves your attention
Blind spots, latest report and recent activity in one glance.
Latest Report & Recent Activity
Last 5 reports and workspace events
Upcoming Deadline
Workbook submission
Blind Spot & Recommended Actions
From latest report
AI Recommendation
Executive priority from latest report
Reports
All generated reports · searchable archive
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No reports yet.
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Department Comparison PRO
Health scores, trends and cross-department patterns
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Upload History
All files submitted by your team · grouped by date
Team
Add Team Member
Credentials are sent via your onboarding API. The clerk signs in with email + password.
Enterprise Settings
Settings Center
Configure your workspace profile, AI intelligence, reports, notifications, branding, and security.
Company Profile
Your company identity and workspace details visible across Zackgo Reports.
Company Logo
PNG, JPG, SVG or WebP · Max 2 MB · Displayed across your executive dashboard and reports.
Drag & drop your logo here
or click to browse · PNG, JPG, SVG, WebP
Company Details
Workspace Status
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Created Date
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AI Preferences
Customize how Zackgo generates and presents intelligence for your company.
Report Preferences
Configure default report generation, formatting, and export behaviour for your workspace.
Weekly Reports
Enable weekly report generation for your workspace
Monthly Reports
Generate monthly reports on the final day of each month
Select departments included in default reports. All selected if none chosen.
Notification Preferences
Control how and when you receive workspace alerts and updates.
Email Notifications
Receive important workspace alerts via email
In-App Notifications
Show alerts in your notification center and bell icon
Weekly Digest
Summary of workspace activity every Monday morning
Critical Alerts
Security events, failed uploads, and urgent issues
Report Completed
Notify when weekly or monthly reports are generated
Historical Processing
Updates on historical data uploads and processing
Team Invitations
When clerks join or are invited to your workspace
Billing Reminders
Payment due dates, renewals, and invoice alerts
Weekly Reports
Workspace-level weekly report notifications
Monthly Reports
Workspace-level monthly report notifications
Clerk Notice Board
Visible to all clerks on their dashboard. Use "Send Notification" to also push an in-app alert.
Branding
Customize your workspace appearance across dashboards, presentations, and PDF exports.
Manage your logo in
Custom
Password Management
Update your executive account password. Use a strong, unique password.
Active Sessions
Devices currently signed in to your executive account.
Recent Devices
Device information for your current session.
This Device
Detecting…
Recent Activity
Logins, security events, downloads, and workspace actions.
Two-Factor Authentication
Add an extra layer of security to your executive account.
2FA setup reserved
Authenticator app and SMS verification will be available in a future release. Your account is protected by enterprise-grade secure authentication.
Data & Privacy
Manage your workspace data, privacy rights, and compliance documentation.
Export & Import Settings
Download workspace branding, AI, notification, and report preferences as JSON — or restore from a previous export.
Request Deletion
Submit a workspace deletion request. Data is not deleted immediately — reviewed by Zackgo administrators.
Retention Policy
Learn how Zackgo retains operational data, reports, and historical uploads.
View Policy
Workspace Activity Log
Recent actions performed in your workspace for audit and compliance review.
Notifications
All messages and alerts — permanent log