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When Neoflo runs your back-office operations, you retain full visibility into everything happening on your behalf. The Neoflo reporting suite gives you a real-time window into the operations we manage — processing volumes, SLA adherence, accuracy rates, exception trends, and cost savings — so you’re never in the dark about what’s working and what needs attention. You don’t need to ask your account team for a status update; the data is always available, always current, and always yours to export.

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Dashboard Overview

Your Neoflo dashboard is organized into purpose-built sections, each focused on a different dimension of operational performance. Every dashboard refreshes in real time and supports filtering by date range, process, business unit, or entity.

SLA Performance

See your current SLA adherence at a glance — broken down by process, SLA type, and time period. Green, amber, and red status indicators flag any metrics trending toward a miss before they become a breach. Historical adherence is available for every SLA going back to your go-live date.

Processing Volume

Track the volume of invoices processed, tickets resolved, transactions matched, and documents extracted over any time period. Volume reports help you identify seasonal patterns, forecast staffing needs, and demonstrate throughput to internal stakeholders.

Accuracy and Quality Metrics

Monitor exception rates, auto-approval rates, and error rates across every process Neoflo runs. Drill into specific exception categories to understand where AI accuracy is highest and where human review is still required most often.

Cost Savings Tracker

Quantify the value Neoflo delivers in concrete financial terms: cost per invoice processed, FTE-equivalent savings, and reduction in processing cost compared to your pre-Neoflo baseline. Use this data for internal ROI reporting and budget justification.

Touchless Processing Rate

See exactly what percentage of tasks the AI handled end-to-end versus what went to human review. Track how touchless rates improve over time as Neoflo’s AI learns from resolved exceptions — and measure progress toward your contracted touchless SLA.

CSAT and Support Quality

For customer support operations, track CSAT scores, first-contact resolution rates, average handle time, and ticket backlog in real time. Compare performance against your contracted CSAT SLA and identify categories where quality improvement is needed.

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Scheduled Reports

You don’t need to log into the dashboard to stay informed. Neoflo can deliver automated summary reports to your inbox on a schedule you define — weekly, monthly, or both. Each scheduled report includes a plain-language summary of performance against SLAs, volume trends, and any exceptions or quality flags that need your attention.
Set up a weekly operations summary report to land in your inbox every Monday morning. It gives you a concise view of the prior week’s performance — SLA adherence, volumes processed, exception trends — without requiring you to open the dashboard. Configure it under Settings → Scheduled Reports.

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Custom Reporting

Standard dashboards cover the most common reporting needs, but your business may require metrics that are specific to your processes, org structure, or internal reporting standards. Neoflo’s team can build custom reports tailored to your requirements — whether that’s a reconciliation accuracy report by legal entity, a vendor-level exception breakdown, or a combined SLA and volume view for a specific workflow. To request a custom report, contact your Neoflo account team or submit a request through the dashboard under Reports → Request Custom Report. Most custom reports are delivered within ten business days.

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Data Export

Every report in the Neoflo dashboard can be exported for use in your own systems. Supported formats:
  • CSV — for importing into Excel, BI tools, or internal data warehouses
  • PDF — for sharing with stakeholders or attaching to internal reporting packages
Exports include all data visible in the current filtered view. Scheduled reports can also be configured to attach a CSV or PDF automatically with each delivery.
All exported data remains your property. Neoflo does not restrict access to your operational data, and exports are not rate-limited. If you need access to raw event-level data for your data warehouse, ask your account team about the Neoflo Data Export API.