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One dashboard for our company. And Bee works alongside us.

We run NECTA on software we built ourselves. The NECTA Dashboard keeps clients, tickets, invoices, meetings, files and passwords in one place. At the centre is Bee, our AI assistant: she sits in on meetings, understands Swiss German, and handles the next steps with the same tools we use.

NECTA Dashboard · Dashboard with AI assistant
NECTA Dashboard · Mobile

Real interface · clients, tickets and amounts are demo data

Client
NECTA (internal)
Industry
Agency operations
Year
2026
Scope
Concept & UX, Web app, Mobile view

Before: many separate tools.

Contracts and invoices were written by hand. Tickets lived in another tool, meeting notes in e-mails and documents. Finding out what was going on with a client meant searching in many places.

  • Contracts & invoices

    Written and filed by hand.

  • Tickets elsewhere

    Work and clients in separate tools.

  • Scattered notes

    Meeting notes in e-mails and documents.

After: one dashboard for everything.

One login, eight areas, and Bee right in the middle. Everything is connected, from the client to the ticket to the invoice. Logged hours become invoice items. After every meeting Bee has written the summary and already prepared the next steps as tickets, appointments or quotes.

  • Everything in one place

    Clients, tickets, invoices, meetings.

  • Invoice in one click

    With Swiss QR bill.

  • Bee on the team

    Sits in on meetings, gets tasks done, helps with code.

8 areas
in one login
Swiss QR
invoices straight from the dashboard
Swiss German
Bee understands dialect
Mobile
works on the phone too
Overview & clients

How the business is doing, at a glance.

The start page shows monthly revenue, open invoices and the state of the tickets. In the client area every client has a page with test and live links, Git repository, subscriptions, open tickets and notes.

  • Monthly revenue and open invoices
  • Client page with links, subscriptions and tickets
  • Import contracts from PDF
Executive dashboard
Dashboard on mobile

Dashboard on mobile

Work & invoices

From ticket to invoice.

In the workboard we plan work in sprints, like in Jira, but right next to the client. Hours are logged on the ticket and become invoice items. One click turns them into an invoice with a Swiss QR code.

  • Sprints, backlog and archive
  • Log hours on the ticket
  • Monthly invoices in one click, with Swiss QR
Workboard
Meetings & Bee

Bee has a seat at the table.

We plan meetings right in the dashboard, and Bee joins. Google Meet’s built-in transcription was not good enough for meetings in Swiss German, so Bee transcribes with a better speech model that understands dialect. After the meeting the summary, decisions and next steps are in the dashboard, and Bee turns them into tickets, appointments and quotes. In Necta Builder Bee also works with us on code and specs, even from the phone.

  • Transcription that understands Swiss German
  • Next steps as tickets, appointments and quotes
  • Necta Builder: AI assistant for code and specs
Meetings
Meetings on mobile

Meetings on mobile

Everything the business needs every day.

Executive dashboard

Revenue, invoices and tickets.

Clients (CRM)

Links, subscriptions, checklists and notes.

Workboard

Sprints and backlog, log hours.

Invoices

With Swiss QR bill and reminders.

Meetings

Planned in the dashboard, Bee joins.

Summary by Bee

Decisions and next steps, dialect included.

File storage

Folders per client, ZIP archives.

Password safe

Encrypted, with an audit log.

Technology & operations

Custom built, hosted in Switzerland and maintained by us. No per-seat licence fees.

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A Bee for your team?

We build dashboards where an AI like Bee works alongside your team: summarising meetings, preparing tasks, kicking off invoices. Tell us where things get stuck.