On a Zoom session with Cory, Steve, Kelly, Sarah, and myself. The subject was aggregated P&L (profit & loss or income statement) reports. Lots of good and fun ideas floating around. This is a spot where we can really help businesses and gain more visibility in the business intelligence (BI) realm. Here are a few of the notes from the day.

- Log any changes made to older things (invoices, payments, line items, deposits, expenses, etc.). Once logged, show a report for both audit trail as well as what changed and who touched it. Even to the level of notifications and communication stuff.

- Lots of talk about the need for the ice-down dates and how that may play in.

- Getting into the business intelligence (BI) level with quick data, summaries, totals, and aggregates.

- We do great at transactional data - right now. We would love to move more into the aggregate type levels.

- Seeing the bigger picture.

- Using BI functions to help drive revenue for us and our clients. This is what our clients want. Quick and reliable access to counts, sums, averages, maxes, mins, and stats and reporting.

- Big need to be able export the data. We also talked about being able to import data, even from other financial or operational type software packages. Along these lines, we also talked about the need for API sockets to help both push and pull the data as needed.

- Some other names and phrases that deal with bigger or summarized systems. Things like enterprise, consolidated, multi-faceted, etc.

- Dashboards and being able to show and compile the aggregated data.

- Playing with the ideas of "Powered by adilas.biz" - Having adilas being under the covers, somewhat in the background, but built on our business platform.

- A super general BI enterprise solution. Maybe even a product that rides on top of the bigger platform.

- For fun... we built a small fake database to show where we were headed. Just playing around.