The platform in action

See what the platform can do - from capturing data and running workflows to data visualizations and AI integrations.

Capture

Forms, uploads, and data entry, wired to your data

Data entry forms, file uploads, and interactive wizards that are configured for your project.

Clean, structured layouts

Table and list views, sortable and filterable by default.

Employee travel table layout with sortable columns and filters
Table layouts
Per employee costs list layout with icons and totals
List layouts

Advanced data entry options

Multi-step wizards, in-table editing, and multi-choice entries that are matched to how your team actually enters data.

Multi-step wizard for adding a new employee
Input modals & multi-step wizards
Multi-choice expense type selection cards
Multi choice entries
In-table editing of a description field
In table editing

File uploads & viewer features

Drop zones for uploads, plus on-screen file viewing and side by side data entry.

Documents file dropzone
File dropzones
On-screen PDF viewer with file details editing panel
On screen file viewers & data editing
Operate

Workflows, approvals, and access rules

Keep your process moving, from supporting multi-step approvals, to complex workflows.

Multi-step approvals

Gain complete visibility into every stage of your workflow while ensuring every approval follows the right sequence, keeping processes moving efficiently and compliantly.

1 Request Requester Submits for approval 2 Review Reviewer Checks and approves 3 Approve Final approver Signs off to complete
Request, review, and approve

Configurable workflows

Build workflows that adapt to your processes, facilitating reviews and escalations for greater efficiency, consistency, and control.

1 Data imported Automatically categorized 2 Team A Added to workstream 3 Processed Work completed 4 Team B Next handoff 5 Complete Workflow finished
Import, queue, process, and complete

Multiple login options

Local and social sign-in, enterprise SSO, or one-time passwords via email and SMS - whatever fits how your organization works.

Connects to the tools you already use

Integrate with popular services, or add a custom integration to another provider - plus outbound APIs for your existing systems.

Your app External APIs Payments, email, auth and other providers Databases Connect to your existing data stores securely Cloud services Custom providers
Integrate with popular services
Share data Your app Built on the Jinvoy platform Works with what you have Your systems The tools you already run ERP CRM Finance
Outbound APIs for integration with existing systems
Visualize

Dashboards, tables, and reports

Turn what you've captured into visuals that give you immediate insight into your data.

Dashboards & interactive visualizations

Mix and match metrics, category breakdowns, and trend charts - built from your data.

Budget dashboard with category breakdown and summary table
Summary dashboard with department totals and monthly trends

Customizable reports

Report selection can be customized to output exactly the data breakdown that is required — backed by a powerful reporting engine.

Reports selection screen with report type chooser, filters, and run report action
Configurable report selection
And more

Built to fit your systems

We integrate AI where it supports your workflows, shaped around how your teams already work.

AI integrations

The flow below is one example. We can connect OCR, categorization, tagging, review, or other AI steps as needed to support your process.

1 Data uploaded Documents received 2 OCR extraction Data captured from files 3 AI categorization Data extraction and tagging 4 Human review Checked for accuracy 5 Complete Published to portal
Example: upload, extract, categorize, review, and publish
See it for yourself

Curious how this would look for your project?

We know every project is different — let's talk about what you're building.

Contact us
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