Cogrova logoCogrova

cogrova.comsmart company dashboard

Run operations from one dashboard

Cogrova brings together the ease of a company file hub (think shared-drive workflows) and spreadsheet-clear reporting — charts and KPIs leaders can scan like a workbook. Your company data lives in one secure workspace (encrypted, tenant-isolated). Create an account on cogrova.com, sign in, then pick a plan.

Demo test for free

How Cogrova, the site, and dashboards fit together

Read this before you create an account or open a workspace. Below is a plain-language map of what you get after you sign in — from the marketing site to your company dashboard and day-to-day tools.

  • Your workspace URL

    Every company gets its own path on this site (for example /your-company/…). Teammates bookmark one URL for sign-in, documents, dashboard, and billing — data stays isolated per workspace.

  • Protna Dashboard

    The dashboard is the operations overview: KPI-style cards, trends, and at-a-glance metrics so leadership can scan performance like a live workbook. Charts and figures update from your workspace data (permissions still apply).

  • Documents hub

    Upload and organize files by month and category (statements, income, expenses, custom folders). Drag-and-drop, folder uploads, previews, and trash behave like a focused company drive — with visibility controls for the whole team vs managers only.

  • Ledger & money trail

    Ledger-style views tie numbers to context: see balances and entries in a structured way alongside your reporting, so finance and operators share one narrative.

  • Team & access

    Invite members, assign roles, and scope who can view or edit each area (dashboard, documents, settings). Owners control billing and workspace structure; editors can run day-to-day uploads and updates.

  • Security posture

    Sessions and tenant boundaries keep each workspace separate. What you upload stays tied to your company URL and account — not mixed with other customers.

Try flows without creating a workspace

Hands-on demos (permissions, exports, invites) run in the browser on the demo hub — separate from this guide, but complementary.

Live-style preview

Analytics your team actually wants to open

Rich neon visuals, mirrored sales curves, and signal maps — the same chart kit powers your Cogrova workspace after sign-in.

Total users

438

+76

Active

546

Dynamics

875

Runway

546

Income

$128k

+12%

Payments

$41k

-4%

Sales dynamic

Mirrored performance

1W1M3M1YALL
Sales dynamic — mirrored bars50k050kJanFebMarAprMayJunJulAugSepOctNovDec
Sales figures · $10,430

Store dynamics

87%target mix

Views

41.9k

Sales

$32k

Margin

86%

Plan progress67%
Month close54%

Situational map

Signal density

1W1M3M1Y
Hex density mapH0255075100125150175
+

Trends

Multi-series pulse

Glowing trends
RevenueOrdersSessions

Illustrative demo data · charts are SVG + motion — no tracking pixels or third-party analytics widgets.

Search…

Revenue

$128,400

Cash

$52,800

Tasks

  • Review Q3Due
  • ContractsDone
  • PayrollOpen

Spend

Inbox

Sample workspace view — drop dashboard-preview.png into /public anytime to use a real screenshot instead.

How it works

From signup to a team on one URL

No maze of spreadsheets — a straight path so everyone knows where work lives and who can see it.

  1. 01

    Claim your workspace URL

    Create an account on the hub with your company email — billing and roles sit with you as the owner.

  2. 02

    Invite people in the right roles

    Share Finance, Documents, or admin only with who needs them. No duplicate logins across random apps.

  3. 03

    Connect money, files, and decisions

    Use ledger-style views, document threads, and live KPIs so leadership sees the same picture as ops.

  4. 04

    Scale the plan when you’re ready

    Start lean, then add seats or compliance tooling as you grow — compare options anytime on pricing.

Prefer a guided tour? Open product demos or read the full FAQ.

Use cases

One workspace for finance, legal, and leadership

Align your team on one URL: files where you expect them, metrics in chart and grid views finance can read like a workbook, and company data persisted safely in your workspace — not duplicated across consumer apps.

  • One dashboard for your whole team

    Leadership, ops, and finance share the same live view — tasks, revenue signals, and document status stay aligned without chasing spreadsheets.

    Live KPIsShared tasksActivity feed
  • Owner permissions that match reality

    As workspace owner, choose who can open Finance, Documents, payroll views, or admin settings — so people only see pages that fit their role.

    FinanceOwner + CFO
    Legal vaultOwner + counsel
    ReportsLeadership
  • Company library — Drive-simple

    Central PDFs, Office files, and uploads in a familiar folder-style flow. Pair that with tenant-isolated storage and optional links with expiry — sensitive contracts stay in your workspace, not lost in personal accounts.

  • Track payments & income together

    Monitor vendor payments, runway, and incoming revenue from one ledger-style view — built for founders who need signal without switching to a separate accounting UI for day-to-day checks.

    Incoming

    $128.4k

    MTD

    Payments out

    $41.2k

    scheduled

    Cash position

    $52.8k

    estimate

  • Track documents with lawyers

    Route NDAs, financing packs, and board updates into a counsel-ready thread — version labels, review status, and comments stay next to the file.

    • Counsel review · awaiting signature
    • Series A deck · v3 shared
  • Accountant-ready workspace

    Preview how external accountants get scoped access to exports, journals, and closing checklists — without handing over full admin keys.

    Open accountants demo

Data storage

Where your data lives — and how we protect it

Below is a plain-language map of the infrastructure we ship with: managed app hosting, a cloud database, and a payments provider — each with a clear role and separation of duties.

  • Web app & sessions

    The product is a Next.js app. In production it runs on Vercel’s managed platform: every page load and API call goes over HTTPS (TLS). Sign-in uses NextAuth with a server-only secret, so session integrity does not depend on storing sensitive state in the browser.

  • Workspace data in MongoDB

    Workspaces, users, documents, and operational records live in MongoDB. Production deployments target MongoDB Atlas so you can choose the cluster region — including EU regions for data residency. Each company’s data is scoped to its workspace so tenants stay separated.

  • Encryption in transit

    Connections from this app to MongoDB use encrypted channels (for example `mongodb+srv` on Atlas). Between users and the site, TLS is standard. Fine-grained at-rest encryption and compliance features depend on your Atlas configuration and plan.

  • Payments (Stripe)

    Subscriptions are billed through Stripe. Card numbers stay in Stripe’s PCI environment; we store billing metadata and use webhooks for entitlements — not full card data in our own database.

For legal and privacy terms, see Privacy. For EU-oriented hosting context, see the trust note below or contact us about regional deployment.

Teams like yours

Built for operators, not slideware

Illustrative quotes — composite feedback from design interviews.

  • We stopped exporting CSVs for every board prep. One URL, one view — finance and legal finally match.

    Nina K.

    COO · B2B SaaS

  • Permissions feel like how we actually work: owners, counsel, and accountants see what they should — not everything.

    Marcus V.

    Founder · European market

  • The dashboard reads like our model, not a generic BI toy. Leaders open it without a training deck.

    Elena R.

    Head of Finance

Designed with EU hosting in mind

All data is stored privately, encrypted on dedicated European servers.

Questions

Answers before you commit

The essentials for security, onboarding, and data — or open the full FAQ.

  • Each organization gets its own URL on cogrova.com — for example your-company. People bookmark that link and sign in after the owner creates an account.

Give your company its own workspace URL today

Create an account in minutes, invite your team as you roll out modules, and upgrade when you need more seats or compliance tooling.