Extend/modify contracts without rebuilding Update budgets, mileage, and repayments Auto-update payroll and finance schedules AI-validated audit trails Pre-fill employer/employee letters, attachments

Targeted initially at receipts and allowing easy upload through the drivers portal, its envisioned that this capability would be applied more broadly to documents upload in other modules at a later stage. OCR across PDF/JPG/PNG/HEIC/mobile formats Detect invalid photos (faces, non-receipts) Auto populate relevant fields within screens directly from receipt or document Auto-approve claims under $80 GST inclusive after receipt is validated Funds Sufficiency Check: Ensure the driver account has enough money before auto-approval Duplicate/fraud detection Agentic Expense Validator: AI-based validation pipeline Full audit trail and explainable AI decision logs

Problem Statement: Today, employers have limited visibility into changes to employee payroll deductions, particularly when a novated lease or vehicle usage deviates from the original assumptions (e.g., higher kilometres, servicing, or running costs). These variations are typically identified late and communicated through manual reports, emails, or escalations, requiring employer intervention outside normal payroll workflows. This results in delayed approvals, reactive payroll adjustments, additional coordination effort, and avoidable friction between employers, FMOs, and employees. Goal: Provide employers with a role-appropriate portal that gives them early visibility, approval control, and automated payroll alignment for salary packaging and novated lease variations—allowing changes to be approved and applied cleanly, predictably, and with minimal manual intervention. Key Capabilities Proactive notification of payment variations Employers are notified when higher vehicle usage or cost changes will result in a payroll deduction variation, before the change is applied. Approval workflows for variations Employers can review and approve (or query) proposed payroll changes directly in the portal, with full context and audit trail. Payroll system integration Once approved, variations can be automatically passed to the employer’s payroll system, removing the need for manual re-entry or follow-up. Ongoing visibility and oversight Employers can view current balances, funding position, upcoming payroll impacts, and historical changes in one place. Key Benefits Early visibility into cost and payroll impacts, reducing surprises Faster, cleaner payroll adjustments with fewer errors Reduced manual coordination between employers, FMOs, and support teams Improved employer confidence and control without increasing administrative burden Preserved service model, with FMOs retaining ownership of customer relationships

Dealer Portal Problem Statement: Vehicle delivery and settlement today rely heavily on manual coordination between dealers and Fleet Management Organisations (FMOs). A single vehicle delivery typically involves 5–15 emails, repeated data entry, and multiple follow-ups to confirm invoices, VINs, registration details, accessories, and delivery dates. This creates: Delays in settlement and payroll alignment Duplicate data entry across systems Increased error rates and rework Poor visibility into delivery status Operational overhead for both dealers and FMOs As delivery volumes increase, Much of the effort involved is coordination, not value creation and does not scale well. The Dealer Portal that enables dealers to submit delivery information once, mark vehicles as ready for delivery, and automatically trigger downstream settlement workflows—eliminating email-driven coordination and duplication of effort. Portal Goal: Enable dealers to self-submit and manage vehicle delivery information through Catch-e, so that FMOs and leasing teams can confidently and quickly progress settlements without manual chasing, re-keying, or reconciliation. Key Benefits Eliminates email back-and-forth between dealers and FMOs Reduces duplicate data entry and transcription errors Accelerates vehicle settlement timelines Improves data quality at the source Provides clear accountability and visibility for all parties Scope Dealer's ability to: Mark a vehicle as ready for delivery Enter or upload: Tax invoice VIN Registration details Delivery date Accessories and associated costs Validation of dealer-submitted data at entry Visibility for dealers into submission status: Submitted Accepted Requires action Automatic triggering of downstream workflows: Validation Settlement preparation Approvals Audit trail of submissions and changes Role-based access and permissions for dealers Out of Scope Dealer pricing negotiation or quote creation Dealer access to payroll, customer financials, or employee data Commercial relationship changes between dealers and FMOs Replacement of dealer management systems (DMS)

Unified notifications panel for: Approvals Expiring registrations Insurance documents Budget variations Compliance alerts Workflow reminders (checklists, terminations, settlements) Supports email, SMS, and in-app notifications (e.g.: fuel overspend, holiday office hours, service overdue) Fully auditable Apply Regular Expression (regex) validations to fields

Before sending any system-generated email (quote acceptance, rollover, termination notices, approvals, reminders): Users must be able to: Edit subject, body, and attachments View merged field outputs See which fields must not be removed (e.g., signed URLs, OTP tokens) Save the final sent version to the audit history Make per-send customisations without changing master templates

Transfer balances between contracts for the same driver/employer Transfer validation (balances, liabilities, holds, payroll locks) Approval workflows and reversal windows Ledger/journal creation; events via API Inclusion in reconciliation and cashflow reporting RBAC to restrict initiators/approvers

A new feature for the Drivers portal that provides drivers with real-time visibility into lease usage and budget trends: Kilometres vs contracted kilometres Fuel/electricity usage Servicing, tyres, and consumables Spend vs budget and emerging overrun risk Trend indicators and MoM / QoQ / YoY comparisons This shifts the Driver Portal from a transactional to a decision-support model, reducing unexpected lease variations with additional items like: Driver compliance scoring Insurance/missing-doc detection Integration with Linxio for behaviour and safety scoring

Enable Check-lists created on the Events Screen to be saved as templates for any process at the overall, tenant or user level. Allow the user to create a checklist, save it, and make it available within the tenant or privately for the user via a simple dropdown list. Enhance the Events tab to support selectable checklist templates for key business processes: Settlement Termination Rollover Onboarding Insurance renewal Each template includes structured steps: Confirmations Required uploads (artifacts) Data-entry steps Deep links to the correct UI screen (e.g., Vehicle, Contract, Finance, SP) Support mandatory/optional flags, timestamps, notes, validation, and progress tracking. Event-level statuses: Not Started → In Progress → Blocked → Completed Provides immediate workflow capability while the full BPMN workflow engine is delivered in later phases.

Add explicit “GST Included” / “GST Separate” flags on every expense. Support split-expense modelling. Display flags in UI, APIs, exports, and Xero/MYOB integrations. Auto-backfill where derivable.

Handle budget variations and payroll synchronisation. Cashflow Reporting: High-value cash inflow/outflow dashboards with forecasting. Depreciation Reporting: Automated multi-asset depreciation workflows Reconciliation for FBT, GST, employer and employee balances. AI-assisted mapping of inbound employer payments to the correct employee and contract: Detect mismatches, partial payments, and overpayments Allocate across multiple contracts Provide exception handling & audit logs

Auto-populate contract start dates, pay cycles and propagate across related screens where possible to reduce manual entry, prevent data errors, and ensure consistent behaviour across all modules. These rules reduce manual entry, prevent data errors, and ensure consistent behaviour across all modules. Contract & Finance Defaults Default Contract Start Date: Auto-populate based on quoting workflow or employer configuration. Default Pay Cycle: Prepopulate based on the most common or most recent employer pay cycle; fully editable. Report Finance Payments (Default = TRUE): The Checkbox on the Finance tab is preselected by default and is editable, with an audit trail. Payment Start Date Deferment Rules: Determined by Business Rules Engine (employer-specific rules, delivery date, rego status, payroll cycle), with full explainability. Payment Total Consistency Rule: Total Payments (initial + ongoing payments) must equal the Finance tab payment code totals before contract approval. Discrepancies must be flagged and corrected. Vehicle Tab Defaults VIN → Registration (Rego) Prepopulation: Auto-populate registration number, expiry, model confirmation from VIN/rego services (PPSR/NEVDIS). Default Rego Expiry: Default to Contract Start Date + 1 day for new vehicles. Insurance Defaults Master Insurance Policy Expiry: Tenant-set onboarding field; applied automatically to all leases.

Goal: Automate renewal outreach and end-of-term actions. Identify contracts approaching termination (30/60/90-day windows) Applies Event Templates Trigger workflows based on time/status change Bulk termination/rollover management Template-driven email/SMS sequences (mail merge) Auto-generate extension offers Task orchestration for inspections, buyouts, and final invoices Funnel analytics: contacted → responded → rolled over Full audit history

Detect new or changed fuel-card numbers from imported files automatically Prompt users to update contracts Supports bulk-apply, preview, and rollback RBAC enforcement, duplicate detection, and issuer validation

Visual workflow builder (Flowable) for multi-step processes: Approvals, Claims, Payments, Receipts, Variations, Renewals Auto-propagate defaults (contract start, employer, banking details, budget profiles) Agentic Workflow Copilot: suggests routing, resolves exceptions, and escalates tasks.

Migrate existing MYOB and Xero Integrations from file based to API based to allow real-time integration

A Machine Learning Forecasting & Predictive Insights engine that allows for : Predictive Tyre & Maintenance Profile Management. Driver cost forecasting (fuel, tyres, maintenance, insurance). Anomaly and variance predictions. Collaborative Learning Mode: anonymised pooled-data model to improve forecast accuracy across tenants.

Goal: Deliver real-time Dashoards, AI-powered insights, predictive intelligence, and compliance automation across all modules. Core Capabilities User Self-service dashboards and reports (customizable) Enable ad-hoc BI dashboards using the analytics engine AI-driven reporting automation with anomaly detection. Natural-language queries for non-technical users. User-Customizable Dashboards: Drag-and-drop KPIs, graphs, tables Prebuilt templates for Fleet Ops, Finance, Compliance, SP Admin Per-user and per-tenant dashboard saving Compatible with Superset/Metabase embedded dashboards RBAC-controlled widget visibility Real-time BI feed integration Interactive Visual Analytics: Graphical charts, tables, blended views Trend and time-series forecasting overlays Drill-down and drill-through capabilities Module-specific visual templates (Fleet, Novated, Salary Packaging) Report Scheduling & Distribution: Email/SMS delivery, secure signed URLs/OTP Recurring schedules (daily/weekly/monthly) Event-triggered automations Delivery tracking, open/read receipts

Currently within quoting screen users have to enter excl. GST figures which then calculates GST and Total (incl. GST). Suggestion: To allow for the Total field to be editable and the GST figure & Excl. GST fields to be populated, as in a working backwards calculation.

Salary Packaging Quoter & Comparison Engine (replaces spreadsheets/macros used by clients today) Package selection & enrolment Claim submission, substantiation, and tracking Real-time balance and cap utilisation Employer-specific payroll and reporting defaults Custom layouts (DIDO, RAF, RATR) Associate lease reporting and printouts