UTrakk Features

Provides templates for various meeting types.

Schedules and coordinates meetings between participants.

Creates agendas for meetings to follow.

Automatically records the minutes of a meeting, either via text or audio.

Allows participants to record notes on meeting proceedings.

Provides a malleable digital workspace for meeting participants to collaborate in.

Allows participants to share files or post them in a shared workspace.

Digitally share screen view with others

Create and share notes/annotations taken during meetings

Delegates tasks based on agreed upon action points.

Provides data around meeting (length, agenda points covered, etc.)

View and track pertinent metrics to find patterns and gain insights from data

Password-protect and/or stop new participants from joining online meetings

Create budgets based on historical data and future projections

Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Scours data for actionable insights.

Allows users to customize their own reports according to business needs.

Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Receive data and information in real time

Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.

Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.

Displays and shares company performance data to increase transparency across the board.

Manage the process of evaluating documents or requests submitted for approval

Provide templates, forms and checklists to record tasks, inspections, and progress

Trigger dynamic distribution or reinforcement of SOPs when deviations or defects occur.

Enable tracking and detection of nonconforming events and suggest corrective actions.

Log safety/quality incidents and generate compliance reports.

Allows employees to collaborate on tasks and ask for help from supervisors.

Track the status of work activities per location, employee, or team.

Monitor task completion, employee productivity, and other metrics.

Allow users to build custom dashboards or connect to BI tools

Organizes tasks for different checklists into a daily, weekly, or monthly schedule

Allows users to comment on tasks or checklists.

Natively provides an online form builder option.

Allow users to download a manual or checklist as a PDF, image file, etc.

Integrates with other outside software.

Allows administrators to set permissions on editing rights, specific checklists, etc.

Software is available as a mobile application.

Software is available either in-browser or as a downloadable software application.

Allow users to create their own reports and financial statements

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Set up connections to third-party platforms to improve business processes

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Allow centralized enforcement of corporate standards, while supporting site‑specific variations.

Report metrics at both individual site and consolidated enterprise levels.

Provide channels for idea sharing, communications and collaboration across different sites and facilities.

Provide enterprise-wide support across smartphones, tablets, and wearable devices.

Provide enterprise-grade role/permission management for different user groups.

Capable of autonomously perform or propose task actions on behalf of users.

Support live transcription/translation of video/audio and contextual AI support.

Use AI models to predict anomalies, prescribe corrective actions, or suggest best next steps.

Allow frontline workers capture ideas, best practices, videos, and distribute them.

Track changes to work instructions and notify relevant users of updates or revisions.

Offer contextual training modules or tips that appear during task execution to reinforce skills.

Ensure workers can access SOPs/training offline on mobile/wearables.

Provide open APIs and SDKs for developers to extend platform capabilities.

Synchronize tasks, assets, and other data with enterprise systems such as ERP, MES, or EAM.

Predict future data based on historical data sets

Manage and support multiple languages

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Plan and coordinate all the resources, costs and time needed to execute assignments

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Analyze and gain insights into data in real-time

A record of all activities within the system, including user access, changes made, etc.

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Manage and handle financial assets as well as other investments.

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Import and export data to and from software applications

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Access software remotely via mobile devices

Monitor or audit historical and current transactions to analyze customer account activities

Application programming interface that allows for integration with other systems/databases

Measure time to completion or hours worked for projects

Estimate or forecast of a future scenario based on the study of present trends

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Centralized accounting record which tracks all financial transactions

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Active monitoring of systems, applications, or networks

Configure existing workflows to meet your organization's needs

Creation and customization of dashboards

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Electronically collect payments for goods or services

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage adherence to policies for any service, product, process, or supplier

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Create, design and manage workflows for repetitive tasks

Manage and handle various international currencies

Interact with data visualization elements, such as charts and graphs, to drill down into data

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Alter the layout and content of reports

Compare and match accounting/financial records with corresponding bank statements

Creation, processing, verification, and execution of invoices till the payment is made

Manage the accounting and financial aspects of multiple locations or companies in a single location

Used by retail investors and active traders/day traders

Monitor and record expenses such as purchases or charges incurred

Create, send, and track purchase orders and their statuses

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

View and track pertinent metrics to find patterns and gain insights from data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Upload, track, and submit receipts in a central database

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Access software remotely via mobile devices

Ability to chat online in real time

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Send messages to selected individual(s) from the entire audience

Upload or use pre-set virtual backgrounds during video meetings

Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc.

Record live video calls to play later

Manage and track all internal and external communication conducted via calls, email, text, or chat

Connect with meeting participants remotely over video

Define levels of authorization for access to specific files or systems

Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc.

Process of managing, tracking, and communicating with individuals who are registered to attend an event

Enable custom polls/voting to facilitate decision-making or increase engagement

Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet

Sub-room created within virtual meeting/class

Select how video calls/meetings are shown on a screen (e.g. tiled, spotlight, sidebar)

Track the status of discussed/agreed tasks

Add customized logos and colors to align with company branding

Highlight content and/or make notations about parts of content

High-definition audio and/or video capabilities

Timed notification for any upcoming task, deadline, appointment, or activity

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Allow users to access multiple services after entering their login credentials once

Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing

Allow users to create, edit, and sort multiple notes

Gauge satisfaction and receive information for improvement and success

Access event or meeting agenda online

Manage the process of planning and scheduling meetings, including agenda creation

Synchronize with other calendars to view mutual availability and schedules

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Store, manage, and track all electronic documents in a centralized location

Create, manage and track all task activities and progression

Provides a channel for team members to share media files, communicate, and work together