TechAppForceGet information in, out and found.
Scheduled reports, checked imports, files on records, timely notifications and a history of every change.
✓ Excel import checked before anything is saved
Notify people by
The problem
The report is always “nearly ready”. Nobody knows who changed the figure.
Exports wait for a developer, spreadsheets are keyed in by hand, and answers live in old emails.
- Manager asks for an export
- A developer writes a query
- Same request, one more column
- Spreadsheets keyed in by hand
- Who changed it? Search old emails
- A report is configuration you change and schedule
- An import is a feature your users run
- People are told the moment work moves
- Every record carries its own history
How we solve it
From spreadsheet to inbox, without a developer
Import it, clean it up, design the report once and schedule it. The history answers questions later.
- Import the historyLast year's invoices, checked first
- Clean up in bulkRetired cost centre moved at once
- Design the reportOn a saved query, in the designer
- Schedule itPDF to finance, 1st of the month
- Answer questions laterHistory shows who changed what
What you get
Reports, imports, files and search, built in
Every piece respects each user's access.
Reports in five formats, on a schedule
- Excel
- Word
- CSV
- HTML
- Report
- Weekly orders
- Format
- Excel
- When
- Mondays 08:00, Asia/Kolkata
- To
- Sales managers
- Last run
- Succeeded
- Preview
- Download
- Email a secure link
Imports with a dry run first
- Excel or CSV
- Mapping
- Validate only
- Import
Files on the record, shared by expiring links
- File
- Contract-2026.pdf
- Expires
- in 7 days
- Click limit
- 5
- Opened
- 2 times
Global search and change history
History: Vendor Northwind Traders
Notifications
The right person hears about it the moment work moves
When, to whom and what it says are settings. In-app, email, SMS or webhook.
- Status changes
- Approval decided
- Workflow step
- @mention in a comment
Invoice {{ Number }} for {{ Amount }} is waiting for your approval, {{ Approver }}.
- In-appBell and inbox
- EmailTo the right people
- SMSA text message
- WebhookAnother system hears
Reminders and escalation on approvals: see Automate.
Straight answers
What it does today, and what it doesn't
- FormatsPDF · Excel · Word · CSV · HTML
- Change a reportNo developer needed
- Excel importYes, with a validation run
- Change historyKept automatically
- BI connectorNot packaged today
Which export formats are supported?
PDF, Excel, Word, CSV and HTML. Reports can be previewed, downloaded or sent by email, and scheduled reports are delivered as a secure download link.
Do we need a developer to change a report?
No. Reports are configuration built on saved queries, so adding a column or a filter is a change you make in the designer and release like anything else. Developers can also design reports in TAF Studio.
Can we import data from Excel?
Yes. Import Excel and CSV files into an entity in bulk, with a validation-only run first. Lookups are resolved by name, and child records are created with their parents.
Is change history something we have to set up?
No. Every record the platform manages keeps who created it, who changed it and when, together with its lifecycle status. Approval decisions are stored as records as well.
Where are files stored?
Storage today is FTP or SFTP, kept separate per app and tenant. Cloud object storage is on the roadmap.
Does TechAppForce connect to BI tools?
There is no packaged BI connector today. Reports, dashboards with charts and pivots, and scheduled exports cover most operational reporting. Talk to us about what you need to connect.
Bring the spreadsheet you most want to retire
In a demo we import it, build the report your managers ask for every month, and schedule it.