Platform
The settings that decide how the other ten behave.
Users, roles, companies, units, configuration, number ranges, audit, connectors, drives, forms, analytics and the API studio that decides what may leave the company at all. Most of what people ask support for is a five-minute change on one of these screens.
Watch for: Almost everything here is per company. Setting it once does not set it for the group. An accounting firm reaches your books only through Accountant Access (Platform › External Accountants), with the pairing code you send it; since 13 October a firm cannot create your account or sign-ins for you.
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Access & Security
Who may sign in, what they may reach, and what they did.
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Access
Who may sign in, which directory vouches for them, what they may reach once they are in, who is signed in at this moment, the duties that must not be combined, administrator authority borrowed for a fixed window, and one person’s identity borrowed for another to debug with.
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Assurance
What was done, by whom, and how the platform is performing.
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AI Governance
Switch AI and automated decision tools off, to suggest-only or on, per area; review what they produced about people; see every use; and disclose each tool.
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Configuration
The company tree, the numbering, the lists, and what this company has added.
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Core Settings
The company tree, the numbering, the lists every module chooses from, and the numbers the platform itself runs on.
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Classification
Category sets and their trees, descriptive attributes, and the shared address book — the spine every master stands on.
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Customization
Fields and logic this company has added: labels for the ten spare fields every table carries, custom fields held in a schema of their own, and the company’s own validations. None of them blocks an upgrade.
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Automation
Work that happens without anybody doing it, at one record or at a million.
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Workflow Automation
Work that happens because something happened, without anyone doing it.
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Automation
What the background jobs found and what became of it, how far each may act by itself, when an approval or a ticket left alone is chased and escalated, and the folders and mailboxes whose documents become drafts.
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Batch
Mass functions: the jobs every module runs over many records at once, the run books that order them, and what each run actually touched. A job that takes longer than anybody will wait runs in the background, and one nobody should have to be awake for runs on a schedule.
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Business Flows
The chains that cross module boundaries — procure to pay, quote to cash, hire to retire — counted rather than drawn.
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Connectivity
What is published to other software, what is connected in, what reaches out, and what money and public comment come through.
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Published API
What this company allows to leave it, and who may come and get it. Nothing is reachable from outside until somebody publishes it: one screen, its columns and the rows of it that may travel. Software is then registered, given a key, granted specific exposures and pinned to the addresses it may be used from. The same publication serves a REST API, an OpenAPI document generated per key, and an MCP server for an AI agent.
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External Accountants
Letting the firm that keeps your books in, without giving them a standing login. One invitation creates everything they need — a console user with no password, a key for their software, read-only access to the ledgers a practice reads — and hands you one code to send them. They then open this console in a window that expires, reaches only what you allowed, is read-only unless you said otherwise, and records every call. You can see who is in your books right now, and put them out.
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Integration
What is connected, and what is flowing.
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Email
What this company sends by email, to whom, and what became of it. Every message goes from noreply@tranxact.ai unless you send from your own domain. An account being created, a requisition raised, a purchase order waiting for its approver, a ticket answered — each event has a default audience, and a rule of your own replaces it.
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Events & Webhooks
The way this system reaches out.
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Payments
Card and wallet engines, what they charge, and what they took.
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Social Channels
The social accounts this company listens through, what each one watches for, and the thresholds applied to everything that arrives. The signals themselves are worked in CRM → Social Desk.
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Data & Documents
Where files live, what leaves as paper, and the shapes and sets generated here.
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Drives & Files
Google Drive, OneDrive, SharePoint, Dropbox, Box, Amazon S3, Azure Blob Storage, Google Cloud Storage and WebDAV — the places this company already keeps files. Connect one and every screen that wants a file can take one from it, and anything TRANXACT produces can be written back to it.
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Content
Where documents come from, what was found in them, and what they are attached to.
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Printed Forms
The invoice, the cheque, the purchase order and every other document this company sends out — drawn on the page rather than written in code. One of each ships with TRANXACT carrying the TRANXACT mark; upload your own logo under Personalize and every form takes it, without any of them being edited.
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Electronic Signature
What this company signs electronically, who may sign it, and every envelope that has gone out.
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Data Retention
Archive or purge data once it is old and nobody has touched it for a while — both periods, how often it runs, and archive or purge, are yours to set. Nothing is shipped: with no policy, data is kept for ever. Archived records can be read and put back; purged ones cannot.
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Records & Legal Hold
Hold what a matter may need so nothing can change or destroy it, and export everything about a person, a matter or the company.
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Synthetic Data
Data that never belonged to anybody: generators fitted to a real table, and what each run produced.
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Data Quality
Duplicates found by the weekly scan, the rules good master data keeps, what breaks them, and merges a data steward approves.
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Insight
Governed datasets, the numbers defined once, and the catalog over them.
Operations
Coming across from the old system, whether this one is well, and what it is licensed on.
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Legacy Migration
Bringing a company across from the system it is leaving — masters and open transactions through the application, closed history archived rather than re-posted.
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Health
What the platform is doing this second — every request, background worker and batch run with the database work behind it and the locks it holds — and whether the integrations, pipelines and workflows are healthy. Cancel a runaway query, release a stale lock.
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License
What this installation is licensed on — a percentage of the revenue filed with the tax authority for the prior year, or the gigabytes of data it consumes — and the meter behind it: data in, data out, disk, data processed by the database and AI engines, and backups, each measured continuously. The basis changes only with a new license key from TRANXACT.
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