Copperlane Payroll

Healthy£20kRenews 1 Jun 27

AI facts

As at Fri 9 Oct 2026

Copperlane Payroll holds a Starter order form at £20k a year, running 1 Jun 2026 to 31 May 2027 with 15 licensed users and 4 connectors. Active users stayed at 13 over the last four months (0%), while questions asked went from 548 to 596 (9%). Renewal is due 1 Jun 2027, 235 days away, at £22k against £20k today (12.8%). Invoice INV-022-0003 was paid on 24 Jul 2026 after its 17 Jun 2026 due date. The CRM owner, Priya Raman, left BG-Demo on 28 Aug 2026.

Read from 13 calls · 24 email threads · 5 tickets · 2 deals · 5 people · 8 documents, newest 8 Jul 26

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Profile

Updated 9 Oct 26

IndustryPayroll services
Websitecopperlane.example
CountryUnited Kingdom
HQ cityCardiff
Size150 employees
CRM ownerPriya Ramandiffers
Customer since1 Jun 2025
TypeCustomer
StateHealthy

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Healthy, because the Chief Executive renewed without dispute and usage is steady: 13 active users against 15 licensed, questions up 9% over four months. Late payment looks like process, not value. Opportunity: the fourth licensed connector is unused, so finishing it adds depth before the price rise.

Signals Copperlane Payroll - Order Form (signed)INV-022-0003 Copperlane Payroll / BG-Demo – Check In Ian Brearley

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

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Key facts

Updated 9 Oct 26

Contracted ARR£19,500
Next renewal1 Jun 2027
Term1 Jun 2026 to 31 May 2027
TierStarter
Last contact8 Jul 2026
Tenanteu-west-2
Licensed seats15

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Daniel Okafor takes ownership of Copperlane Payroll and books a session with Rebecca Nuttall to tackle the adoption plateau and scope the fourth licensed connector. Re engage
Who: Daniel Okafor
When: This week by 9 Oct 2026
Why: Daniel Okafor should formally take over Copperlane Payroll, which has had no active owner since Priya Raman left. He should book a call with Rebecca Nuttall to address the adoption plateau and start the value case before the renewal moves to £22k.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

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The story

As at Fri 9 Oct 2026

Healthy

Healthy: Copperlane Payroll renewed Starter at £20k to 31 May 2027 and has 13 steady active users. The CRM owner has left, use leans on one admin, and the price moves to £22k at renewal.

Healthy: Copperlane Payroll holds an executed Starter order form at £20k a year, running 1 Jun 2026 to 31 May 2027. Renewal on 1 Jun 2027 moves the price to £22k against £20k today (12.8%).

Active users have held at 13 for four months (0%), while questions asked rose from 548 to 596 (9%). Ian Brearley, the only active admin, asks 15% of questions, and Rebecca Nuttall reported a plateau on the 6 Jul 2026 call.

Priya Raman, the CRM owner, left BG-Demo on 28 Aug 2026, so the account has no active owner, and no interaction is recorded since 8 Jul 2026. The main risk is a thin value case before the price rise.

Daniel Okafor, the CSM, should take ownership by 9 Oct 2026. He should book a session with Rebecca to tackle the plateau and scope the fourth licensed connector.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

ARR journey

Updated 9 Oct 26

Updated 09 Oct 26

CSV

Contracted ARRInvoiced ARR

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £20k; Invoiced ARR £20k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_022.

Show the figures as a table

Month	Contracted ARR	Invoiced ARR
Jun 25	£19,500	£19,500
Jul 25	£19,500	£19,500
Aug 25	£19,500	£19,500
Sep 25	£19,500	£19,500
Oct 25	£19,500	£19,500
Nov 25	£19,500	£19,500
Dec 25	£19,500	£19,500
Jan 26	£19,500	£19,500
Feb 26	£19,500	£19,500
Mar 26	£19,500	£19,500
Apr 26	£19,500	£19,500
May 26	£19,500	£19,500
Jun 26	£19,500	£19,500
Jul 26	£19,500	£19,500
Aug 26	£19,500	£19,500
Sep 26	£19,500	£19,500

Accountingmade from

Platform usage

Updated 9 Oct 26

Active users · Sep 26

13level vs 3 months earlierof 15 included on the tier

Questions asked · Sep 26

596down 49 vs 3 months earlier

Connectors configured · Sep 26

3level vs 3 months earlierof 4 included on the tier

Active admins · Sep 26

1level vs 3 months earlier

Data volume · Sep 26

3.1 GBup 0.1 GB vs 3 months earlier

Active users and questions · monthlyUpdated 09 Oct 26

CSV

Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 13; Licensed seats 15; Questions asked 596. Basis: product usage, facts.usage_monthly:org_022, signals:org_022.

Show the figures as a table

Month	Active users	Licensed seats	Questions asked
Jun 25	6	15	116
Jul 25	9	15	379
Aug 25	11	15	275
Sep 25	13	15	626
Oct 25	13	15	636
Nov 25	13	15	558
Dec 25	13	15	498
Jan 26	13	15	567
Feb 26	13	15	568
Mar 26	13	15	655
Apr 26	13	15	562
May 26	13	15	548
Jun 26	13	15	645
Jul 26	13	15	693
Aug 26	13	15	372
Sep 26	13	15	596

Connectors, admins and data volume · monthlyUpdated 09 Oct 26

CSV

Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 3; Active admins 1; Data volume 3.1 GB. Basis: product usage, facts.usage_monthly:org_022, signals:org_022.

Show the figures as a table

Month	Connectors configured	Active admins	Data volume
Jun 25	2	1	1.59 GB
Jul 25	3	1	2.43 GB
Aug 25	3	1	2.48 GB
Sep 25	3	1	2.53 GB
Oct 25	3	1	2.57 GB
Nov 25	3	1	2.62 GB
Dec 25	3	1	2.67 GB
Jan 26	3	1	2.72 GB
Feb 26	3	1	2.76 GB
Mar 26	3	1	2.81 GB
Apr 26	3	1	2.86 GB
May 26	3	1	2.91 GB
Jun 26	3	1	2.95 GB
Jul 26	3	1	3.00 GB
Aug 26	3	1	3.05 GB
Sep 26	3	1	3.10 GB

Usagemade from

Documents

Updated 9 Oct 26

8 documents in 3 folders; 1 drafts hang on their executed paper. All documents

commercial
delivery
presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list

Contracts (5)
- Draft Starter master services agreement draft · contract · 1 May 2025
- Signed Starter tier MSA executed · contract · 16 May 2025
- Signed data processing agreement executed · dpa · 16 May 2025
- Signed Starter order form executed · order form · 16 May 2025
- Starter subscription order form executed · order form · 18 May 2026
Onboarding (1)
- Four-week onboarding plan issued · onboarding plan · 3 Jun 2025
Proposals (2)
- Draft Starter tier proposal draft · proposal · 14 Apr 2025
- Starter tier implementation proposal issued · proposal · 17 Apr 2025

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

Upcoming
15 Oct 2026upcoming eventBG-Demo webinar Alice Brewer, Rajesh Mistry, Geoffrey Rowe, Alexander Vallance, Marieke Postma, Emma Croft, Inge de Boer, Dan Dyson, Andrew Pickering, Sandra Neale, Jeroen Coenen, Dirk Vogt, Jens Maes, Aaron Graham, Troy Wendt, Rebecca Nuttall, Ian Brearley, Brandon Russell, Claire Girard, Marie Goossens, Yasmin Carswell, Neil Ashworth, Matt Colenso, Niamh Fogarty, Jade Kenwright+22
Held
22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Louise Pring, Eamon Burke, Sarah Northcott, Pradeep Menon, Margaret Cleland, Toby Mellor, Catherine Mayo, Gordon McInnes, Thomas Schumacher, Gary Pellegrin, Nicole Dahl, Colin Airey, Nathan Booth, Lukas Hartwig, Rebecca Nuttall, Imran Qureshi, Liz Waddington, Marie Wouters, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth, Gregory Hasselbeck, Matt Colenso, Carl Whittle, Samuel Adeyemi, Clara Hoskins, Siobhán Nolan, Bas Kuijpers, Joanne Unwin, Jade Kenwright, Liam Corner, Monique Fairley, Dana Kurtz+36
16 Jul 2026eventBG-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Imran Qureshi, Siobhán Dunne, Gráinne Lynch, Lucas Goossens, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El Idrissi+38
8 Jul 2026email threadInvoice INV-022-0003, payment reminder Rachel Dunmore, Dan Kitching
6 Jul 2026callCopperlane Payroll / BG-Demo – Check In Daniel Okafor, Rebecca Nuttall
4 Jul 2026email threadBG-Demo webinar, 16 Jul 2026 Alice Brewer, Ian Brearley
2 Jul 2026email threadLet's catch up Daniel Okafor, Rebecca Nuttall
24 Jun 2026email threadInvoice INV-022-0003, payment reminder Rachel Dunmore, Dan Kitching
11 Jun 2026eventBG-Demo Customer Day London Alice Brewer, Callum Reid, Liam Doherty, Aisha Rahman, Imogen Hartley, Kelly Sharpe, Greg Haskins, Tanya Briggs, Ravi Atherton, Kirsty Rigby, Toby Mellor, Hugh Firth, Kofi Asamoah, Priti Varma, Andrew Sugden, Claire Ackroyd, Siân Pritchard, Graham Tovey, Lee Hathaway, Gordon McInnes, Natasha Greaves, Adrian Mellor, Daan Visser, Helen Varley, Andrea Neumann, Shane Twomey, Huw Bevan, Dylan Price, Rhian Morgan, Tyler Brookes, Sandra Neale, Lindsay Pallister, Barry Coxon, Harry Kitching, Brittany Hayes, Karin Vossen, Martina Engel, Dirk Vogt, Eoin Hegarty, Maeve Doherty, Jacinta Hoad, Riley Tran, Els Van Damme, Katrien Wouters, Karen Midgley, Kevin Kershaw, Oliver Kirkby, Chris Jagger, Toby Cowell, Mark Brearley, Ian Brearley, Graham Rowntree, Imran Qureshi, Marloes Hendriks, Ilse de Graaf, Karin Sjöberg, Linnea Holm, Annika Lund, Arnaud Janssens, Lena Becker, Jonas Lehmann, Markus Hofmann, Mike Delaney, Tyler Nguyen, Dev Malhotra, Jess Doyle, Lachlan Hutchinson, Malcolm Ridgway, Tariq Saleem, Gareth Pugh, Kwame Asante, Matthias Ebner, Dennis Wolter, Danielle Okonkwo, Lauren Pilkington, Stuart Haworth, Nadia Bashir, Carl Whittle, Kirsty Robson, Samuel Adeyemi, Clara Hoskins, Gavin Rudd, Ruud Verhoeven, Raymond Tsai, Ingrid Solberg, Pauline Metcalfe, Tracey Bainbridge, Vikram Sethi, Andy Buckley, Yara El Idrissi, Phil Catterall, Monique Fairley, Elliot Rosen, Javier Ortiz+91
29 May 2026email threadBG-Demo Customer Day London, 11 Jun 2026 Alice Brewer, Mark Brearley
26 May 2026eventRevenue leaders roundtable Alice Brewer, Kofi Mensah, Ellie Rowcliffe, Derek Imrie, Priti Marsden, Brendan O'Mahony, Natasha Pryor, Imran Hussain, Daan Visser, Ruben Dekker, Andrew Pickering, Allison Pereira, Cian O'Leary, Shane Twomey, Dylan Price, Jonathan Marsden, Anita Mistry, Luke Oakes, Lindsay Pallister, Hector Villarreal, Diarmuid Kenny, Jens Maes, Jas Dhillon, Darragh Quinlan, Laurent Brisset, Rebecca Nuttall, Dan Kitching, Bas Vermeulen, Erik Wallin, Jess Mitchell, Fiona Ingham, Vicky Eccles, Ed Kershaw, Desmond Oyelaran, Shauna Pettibone, Douglas Forsyth, Femi Olatunji, Joost van der Linden, Mirjam Hendriks, Ailsa Dunlop, Petra Lüders, Julia Hartmann+39
18 May 2026email threadInvoice INV-022-0003 Rachel Dunmore, Dan Kitching
18 May 2026invoiceINV-022-0003 Dan Kitching
18 May 2026documentCopperlane Payroll - Order Form (signed) Priya Raman
14 May 2026email threadOrder form for signature Priya Raman, Mark Brearley
3 May 2026email threadRevenue leaders roundtable, 26 May 2026 Alice Brewer, Dan Kitching
24 Apr 2026callCopperlane Payroll / BG-Demo – Renewal Daniel Okafor, Priya Raman, Mark Brearley, Rebecca Nuttall, Dan Kitching+2
16 Apr 2026eventBG-Demo webinar Alice Brewer, Joost Verbeek, Jenna Price, Luis Herrera, Elliot Kirkby, Asif Jagger, Bryony Gilchrist, Cian O'Leary, Jennifer Moua, Tyler Brookes, Sandra Neale, Clodagh Fitzgerald, Grant Mattner, Jens Maes, Gemma Varley, Timo Brand, Wayne Entwistle, Annika Lund, Dev Malhotra, Alyssa Jenkins, Neil Barlow, Elise Lambert, Gemma Dobson, Tariq Saleem, Fiona Marsden, Elspeth Haldane, Douglas Forsyth, Becky Tattersall, Joe Mallinson, Ronan Healy, Nigel Ferris, Trevor Mayhew, Lars Wübbena, Pauline Metcalfe, Bernard Haslam+32
10 Apr 2026ticketRequest: export payroll reports Wayne Entwistle, Olivia Grant
30 Mar 2026ticketRecent invoices not visible Ian Brearley, Bethan Lister
16 Mar 2026callCopperlane Payroll / BG-Demo – Check In Daniel Okafor, Rebecca Nuttall
2 Mar 2026email threadRenewal notice Daniel Okafor, Priya Raman, Mark Brearley
2 Mar 2026dealCopperlane Payroll – Renewal Priya Raman, Rebecca Nuttall
27 Feb 2026ticketExport results to spreadsheet Ian Brearley, Bethan Lister
28 Jan 2026ticketBilling charge clarification Wayne Entwistle, Bethan Lister
15 Jan 2026eventBG-Demo webinar Alice Brewer, Dean Hargreaves, Sam Cheney, Wei Ling Tan, Miriam Theisen, Howard Feinberg, Jess Dobson, Lindsey Ward, Méabh Crowley, Cerys Llewellyn, Luke Oakes, Asif Nuttall, Jean Benson, Maeve Doherty, Kerryn Mibus, Jas Dhillon, Phil Royston, Karl Tennison, Ian Brearley, Shane Keane, Karin Sjöberg, Erik Wallin, Lucas Goossens, Hugh Atherton, Dylan Tremblay, Jun Tan, Kevin Lister, Tariq Saleem, Dan Hosken, Matt Colenso, Graeme Charlton, Mark Dodds, Declan Moran, Kirsteen Boyd, Abi Coombes, Tracey Bainbridge, Wouter Brouwer, Javier Ortiz+35
8 Dec 2025ticketHow to view payroll runs by client Wayne Entwistle, Bethan Lister
20 Nov 2025eventBG-Demo webinar Alice Brewer, Harriet Gale, Lorna Wishart, Koen Janssens, Edward Grey, Mark Ellwood, Shona Baird, Morven Tait, Matthew Grice, Cerys Llewellyn, Emma Haworth, Susan Tweddle, Clodagh Fitzgerald, Nathan Booth, Aaron Graham, Julian Gatcombe, Jacqueline Sutcliffe, Amanda Holt, Willem Arts, Wayne Entwistle, Marloes Hendriks, Gráinne Lynch, Ida Mortensen, Brodie Kennedy, Luke Kershaw, Fiona Ibbotson, Fiona Fairclough, Bernadette Lowry, Desmond Oyelaran, Philip Annear, Priscilla Bowen, Liam Corner, Florian Becker+30
12 Nov 2025callCopperlane Payroll / BG-Demo – Check In Daniel Okafor, Rebecca Nuttall
7 Nov 2025email threadCheck in Daniel Okafor, Rebecca Nuttall
4 Aug 2025email threadInvoice INV-022-0001 Rachel Dunmore, Dan Kitching
23 Jul 2025email threadInvoice INV-022-0002 Rachel Dunmore, Dan Kitching
14 Jul 2025callCopperlane Payroll / BG-Demo – Training Hamza Akhtar, Wayne Entwistle, Ian Brearley
9 Jul 2025email threadInvoice INV-022-0002: payment overdue Rachel Dunmore, Dan Kitching
9 Jul 2025email threadInvoice INV-022-0001 Rachel Dunmore, Dan Kitching
9 Jul 2025callCopperlane Payroll / BG-Demo – Onboarding Hamza Akhtar, Ian Brearley, Rebecca Nuttall
25 Jun 2025email threadInvoice INV-022-0001: payment due Rachel Dunmore, Dan Kitching
20 Jun 2025callCopperlane Payroll / BG-Demo – Onboarding Hamza Akhtar, Ian Brearley, Rebecca Nuttall
13 Jun 2025email threadOnboarding sessions Hamza Akhtar, Ian Brearley
12 Jun 2025callCopperlane Payroll / BG-Demo – Onboarding Hamza Akhtar, Ian Brearley, Rebecca Nuttall
9 Jun 2025email threadOnboarding sessions Hamza Akhtar, Ian Brearley
6 Jun 2025email threadKickoff meeting Hamza Akhtar, Daniel Okafor, Rebecca Nuttall, Ian Brearley+1
5 Jun 2025callCopperlane Payroll / BG-Demo – Kickoff Hamza Akhtar, Daniel Okafor, Rebecca Nuttall, Ian Brearley+1
3 Jun 2025email threadKickoff meeting Hamza Akhtar, Rebecca Nuttall
3 Jun 2025documentCopperlane Payroll - Onboarding Plan Hamza Akhtar
2 Jun 2025email threadSubscription invoice Rachel Dunmore, Dan Kitching
2 Jun 2025invoiceINV-022-0002 Dan Kitching
19 May 2025email threadImplementation invoice Rachel Dunmore, Dan Kitching
19 May 2025invoiceINV-022-0001 Dan Kitching
16 May 2025documentCopperlane Payroll - Order Form (signed) Priya Raman
16 May 2025documentCopperlane Payroll - Data Processing Agreement (signed) Priya Raman
16 May 2025documentCopperlane Payroll - Master Services Agreement (signed) Priya Raman
14 May 2025email threadOrder form for signature Priya Raman, Mark Brearley
1 May 2025documentCopperlane Payroll - Master Services Agreement v2 Priya Raman
1 May 2025callCopperlane Payroll / BG-Demo – Negotiation Priya Raman, Owen Tallis, Mark Brearley, Rebecca Nuttall, Dan Kitching+2
23 Apr 2025email threadNext steps Priya Raman, Mark Brearley
22 Apr 2025callCopperlane Payroll / BG-Demo – Proposal Priya Raman, Rebecca Nuttall, Mark Brearley
17 Apr 2025documentCopperlane Payroll - Proposal Priya Raman
16 Apr 2025email threadDemo next week Priya Raman, Rebecca Nuttall
14 Apr 2025documentCopperlane Payroll - Proposal v1 Priya Raman
7 Apr 2025callCopperlane Payroll / BG-Demo – Demo Priya Raman, Hannah Lowe, Rebecca Nuttall, Ian Brearley, Wayne Entwistle+2
20 Mar 2025callCopperlane Payroll / BG-Demo – Discovery Priya Raman, Rebecca Nuttall
6 Mar 2025dealCopperlane Payroll – New Priya Raman, Rebecca Nuttall

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership AI records not written yet

Key

Source rows
Raw things
People
Organisation
Organisation AI
Pages
AI-written record (ring)
AI record not written yet
belongs to the organisation (one line per group)
Size: how many records a group holds

Copperlane Payroll's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 50 AI summaries of 55 raw things (calls, tickets, emails, news), 5 people (5 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 9 pages.

The trail as a list (block, record, entity, raw row)

Activity page block
- Copperlane Payroll / BG-Demo – Discovery entity
  - Copperlane Payroll entity
    - accounting/customers.csv org_022 raw row
    - crm/companies.csv org_022 raw row
    - product_analytics/tenants.csv org_022 raw row
  - call_recorder/calls.csv call_022_001 raw row
- Copperlane Payroll / BG-Demo – Demo entity
  - Copperlane Payroll entity
    - accounting/customers.csv org_022 raw row
    - crm/companies.csv org_022 raw row
    - product_analytics/tenants.csv org_022 raw row
  - call_recorder/calls.csv call_022_002 raw row
- Copperlane Payroll / BG-Demo – Proposal entity
  - Copperlane Payroll entity
    - accounting/customers.csv org_022 raw row
    - crm/companies.csv org_022 raw row
    - product_analytics/tenants.csv org_022 raw row
  - call_recorder/calls.csv call_022_003 raw row
- Copperlane Payroll / BG-Demo – Negotiation entity
  - Copperlane Payroll entity
    - accounting/customers.csv org_022 raw row
    - crm/companies.csv org_022 raw row
    - product_analytics/tenants.csv org_022 raw row
  - call_recorder/calls.csv call_022_004 raw row
- Copperlane Payroll / BG-Demo – Kickoff entity
  - Copperlane Payroll entity
    - accounting/customers.csv org_022 raw row
    - crm/companies.csv org_022 raw row
    - product_analytics/tenants.csv org_022 raw row
  - call_recorder/calls.csv call_022_005 raw row
- Copperlane Payroll / BG-Demo – Onboarding entity
  - Copperlane Payroll entity
    - accounting/customers.csv org_022 raw row
    - crm/companies.csv org_022 raw row
    - product_analytics/tenants.csv org_022 raw row
  - call_recorder/calls.csv call_022_006 raw row
- +57 more
AI opinion page block
- Copperlane Payroll healthy AI record
  - Copperlane Payroll – New entity
    - Copperlane Payroll entity
      - accounting/customers.csv org_022 raw row
      - crm/companies.csv org_022 raw row
      - product_analytics/tenants.csv org_022 raw row
    - contracts/order_form_lines.csv ctr_022_01:1 raw row
    - contracts/order_form_lines.csv ctr_022_01:2 raw row
    - contracts/order_forms.csv ctr_022_01 raw row
    - crm/deal_line_items.csv deal_022_01:1 raw row
    - crm/deal_line_items.csv deal_022_01:2 raw row
    - +7 more
  - Copperlane Payroll – Renewal entity
    - Copperlane Payroll entity
      - accounting/customers.csv org_022 raw row
      - crm/companies.csv org_022 raw row
      - product_analytics/tenants.csv org_022 raw row
    - contracts/order_form_lines.csv ctr_022_02:1 raw row
    - contracts/order_forms.csv ctr_022_02 raw row
    - crm/deal_line_items.csv deal_022_02:1 raw row
    - crm/deal_stage_history.csv deal_022_02:1 raw row
    - crm/deal_stage_history.csv deal_022_02:2 raw row
    - +3 more
  - Copperlane Payroll Starter contract roll-up AI record
    - Copperlane Payroll - Proposal v1 entity
      - Copperlane Payroll entity
        accounting/customers.csv org_022 raw row
        crm/companies.csv org_022 raw row
        product_analytics/tenants.csv org_022 raw row
      - document_store/files.csv doc_022_001 raw row
    - Copperlane Payroll - Proposal entity
      - Copperlane Payroll entity
        accounting/customers.csv org_022 raw row
        crm/companies.csv org_022 raw row
        product_analytics/tenants.csv org_022 raw row
      - document_store/files.csv doc_022_002 raw row
    - Copperlane Payroll - Master Services Agreement v2 entity
      - Copperlane Payroll entity
        accounting/customers.csv org_022 raw row
        crm/companies.csv org_022 raw row
        product_analytics/tenants.csv org_022 raw row
      - document_store/files.csv doc_022_003 raw row
    - Copperlane Payroll - Master Services Agreement (signed) entity
      - Copperlane Payroll entity
        accounting/customers.csv org_022 raw row
        crm/companies.csv org_022 raw row
        product_analytics/tenants.csv org_022 raw row
      - document_store/files.csv doc_022_004 raw row
    - Copperlane Payroll - Data Processing Agreement (signed) entity
      - Copperlane Payroll entity
        accounting/customers.csv org_022 raw row
        crm/companies.csv org_022 raw row
        product_analytics/tenants.csv org_022 raw row
      - document_store/files.csv doc_022_005 raw row
    - Copperlane Payroll - Order Form (signed) entity
      - Copperlane Payroll entity
        accounting/customers.csv org_022 raw row
        crm/companies.csv org_022 raw row
        product_analytics/tenants.csv org_022 raw row
      - document_store/files.csv doc_022_006 raw row
    - +11 more
  - INV-022-0001 entity
    - Copperlane Payroll entity
      - accounting/customers.csv org_022 raw row
      - crm/companies.csv org_022 raw row
      - product_analytics/tenants.csv org_022 raw row
    - accounting/invoice_lines.csv inv_022_001:1 raw row
    - accounting/invoices.csv inv_022_001 raw row
    - accounting/payments.csv pay_022_001 raw row
  - INV-022-0002 entity
    - Copperlane Payroll entity
      - accounting/customers.csv org_022 raw row
      - crm/companies.csv org_022 raw row
      - product_analytics/tenants.csv org_022 raw row
    - accounting/invoice_lines.csv inv_022_002:1 raw row
    - accounting/invoices.csv inv_022_002 raw row
    - accounting/payments.csv pay_022_002 raw row
  - INV-022-0003 entity
    - Copperlane Payroll entity
      - accounting/customers.csv org_022 raw row
      - crm/companies.csv org_022 raw row
      - product_analytics/tenants.csv org_022 raw row
    - accounting/invoice_lines.csv inv_022_003:1 raw row
    - accounting/invoices.csv inv_022_003 raw row
    - accounting/payments.csv pay_022_003 raw row
  - +58 more
ARR journey page block
- facts.arr_monthly:org_022 facts table
  - Copperlane Payroll – New entity
    - Copperlane Payroll entity
      - accounting/customers.csv org_022 raw row
      - crm/companies.csv org_022 raw row
      - product_analytics/tenants.csv org_022 raw row
    - contracts/order_form_lines.csv ctr_022_01:1 raw row
    - contracts/order_form_lines.csv ctr_022_01:2 raw row
    - contracts/order_forms.csv ctr_022_01 raw row
    - crm/deal_line_items.csv deal_022_01:1 raw row
    - crm/deal_line_items.csv deal_022_01:2 raw row
    - +7 more
  - Copperlane Payroll – Renewal entity
    - Copperlane Payroll entity
      - accounting/customers.csv org_022 raw row
      - crm/companies.csv org_022 raw row
      - product_analytics/tenants.csv org_022 raw row
    - contracts/order_form_lines.csv ctr_022_02:1 raw row
    - contracts/order_forms.csv ctr_022_02 raw row
    - crm/deal_line_items.csv deal_022_02:1 raw row
    - crm/deal_stage_history.csv deal_022_02:1 raw row
    - crm/deal_stage_history.csv deal_022_02:2 raw row
    - +3 more
  - INV-022-0001 entity
    - Copperlane Payroll entity
      - accounting/customers.csv org_022 raw row
      - crm/companies.csv org_022 raw row
      - product_analytics/tenants.csv org_022 raw row
    - accounting/invoice_lines.csv inv_022_001:1 raw row
    - accounting/invoices.csv inv_022_001 raw row
    - accounting/payments.csv pay_022_001 raw row
  - INV-022-0002 entity
    - Copperlane Payroll entity
      - accounting/customers.csv org_022 raw row
      - crm/companies.csv org_022 raw row
      - product_analytics/tenants.csv org_022 raw row
    - accounting/invoice_lines.csv inv_022_002:1 raw row
    - accounting/invoices.csv inv_022_002 raw row
    - accounting/payments.csv pay_022_002 raw row
  - INV-022-0003 entity
    - Copperlane Payroll entity
      - accounting/customers.csv org_022 raw row
      - crm/companies.csv org_022 raw row
      - product_analytics/tenants.csv org_022 raw row
    - accounting/invoice_lines.csv inv_022_003:1 raw row
    - accounting/invoices.csv inv_022_003 raw row
    - accounting/payments.csv pay_022_003 raw row
AI facts page block
- Copperlane Payroll healthy AI record
  - Copperlane Payroll – New entity
    - Copperlane Payroll entity
      - accounting/customers.csv org_022 raw row
      - crm/companies.csv org_022 raw row
      - product_analytics/tenants.csv org_022 raw row
    - contracts/order_form_lines.csv ctr_022_01:1 raw row
    - contracts/order_form_lines.csv ctr_022_01:2 raw row
    - contracts/order_forms.csv ctr_022_01 raw row
    - crm/deal_line_items.csv deal_022_01:1 raw row
    - crm/deal_line_items.csv deal_022_01:2 raw row
    - +7 more
  - Copperlane Payroll – Renewal entity
    - Copperlane Payroll entity
      - accounting/customers.csv org_022 raw row
      - crm/companies.csv org_022 raw row
      - product_analytics/tenants.csv org_022 raw row
    - contracts/order_form_lines.csv ctr_022_02:1 raw row
    - contracts/order_forms.csv ctr_022_02 raw row
    - crm/deal_line_items.csv deal_022_02:1 raw row
    - crm/deal_stage_history.csv deal_022_02:1 raw row
    - crm/deal_stage_history.csv deal_022_02:2 raw row
    - +3 more
  - Copperlane Payroll Starter contract roll-up AI record
    - Copperlane Payroll - Proposal v1 entity
      - Copperlane Payroll entity
        accounting/customers.csv org_022 raw row
        crm/companies.csv org_022 raw row
        product_analytics/tenants.csv org_022 raw row
      - document_store/files.csv doc_022_001 raw row
    - Copperlane Payroll - Proposal entity
      - Copperlane Payroll entity
        accounting/customers.csv org_022 raw row
        crm/companies.csv org_022 raw row
        product_analytics/tenants.csv org_022 raw row
      - document_store/files.csv doc_022_002 raw row
    - Copperlane Payroll - Master Services Agreement v2 entity
      - Copperlane Payroll entity
        accounting/customers.csv org_022 raw row
        crm/companies.csv org_022 raw row
        product_analytics/tenants.csv org_022 raw row
      - document_store/files.csv doc_022_003 raw row
    - Copperlane Payroll - Master Services Agreement (signed) entity
      - Copperlane Payroll entity
        accounting/customers.csv org_022 raw row
        crm/companies.csv org_022 raw row
        product_analytics/tenants.csv org_022 raw row
      - document_store/files.csv doc_022_004 raw row
    - Copperlane Payroll - Data Processing Agreement (signed) entity
      - Copperlane Payroll entity
        accounting/customers.csv org_022 raw row
        crm/companies.csv org_022 raw row
        product_analytics/tenants.csv org_022 raw row
      - document_store/files.csv doc_022_005 raw row
    - Copperlane Payroll - Order Form (signed) entity
      - Copperlane Payroll entity
        accounting/customers.csv org_022 raw row
        crm/companies.csv org_022 raw row
        product_analytics/tenants.csv org_022 raw row
      - document_store/files.csv doc_022_006 raw row
    - +11 more
  - INV-022-0001 entity
    - Copperlane Payroll entity
      - accounting/customers.csv org_022 raw row
      - crm/companies.csv org_022 raw row
      - product_analytics/tenants.csv org_022 raw row
    - accounting/invoice_lines.csv inv_022_001:1 raw row
    - accounting/invoices.csv inv_022_001 raw row
    - accounting/payments.csv pay_022_001 raw row
  - INV-022-0002 entity
    - Copperlane Payroll entity
      - accounting/customers.csv org_022 raw row
      - crm/companies.csv org_022 raw row
      - product_analytics/tenants.csv org_022 raw row
    - accounting/invoice_lines.csv inv_022_002:1 raw row
    - accounting/invoices.csv inv_022_002 raw row
    - accounting/payments.csv pay_022_002 raw row
  - INV-022-0003 entity
    - Copperlane Payroll entity
      - accounting/customers.csv org_022 raw row
      - crm/companies.csv org_022 raw row
      - product_analytics/tenants.csv org_022 raw row
    - accounting/invoice_lines.csv inv_022_003:1 raw row
    - accounting/invoices.csv inv_022_003 raw row
    - accounting/payments.csv pay_022_003 raw row
  - +58 more
Contacts page block
- Rebecca Nuttall entity
  - Copperlane Payroll entity
    - accounting/customers.csv org_022 raw row
    - crm/companies.csv org_022 raw row
    - product_analytics/tenants.csv org_022 raw row
  - crm/contacts.csv per_2201:org_022 raw row
  - product_analytics/users.csv usr_022_002 raw row
- Mark Brearley entity
  - Copperlane Payroll entity
    - accounting/customers.csv org_022 raw row
    - crm/companies.csv org_022 raw row
    - product_analytics/tenants.csv org_022 raw row
  - crm/contacts.csv per_2202:org_022 raw row
  - product_analytics/users.csv usr_022_004 raw row
- Ian Brearley entity
  - Copperlane Payroll entity
    - accounting/customers.csv org_022 raw row
    - crm/companies.csv org_022 raw row
    - product_analytics/tenants.csv org_022 raw row
  - crm/contacts.csv per_2203:org_022 raw row
  - product_analytics/users.csv usr_022_001 raw row
- Wayne Entwistle entity
  - Copperlane Payroll entity
    - accounting/customers.csv org_022 raw row
    - crm/companies.csv org_022 raw row
    - product_analytics/tenants.csv org_022 raw row
  - crm/contacts.csv per_2204:org_022 raw row
  - product_analytics/users.csv usr_022_003 raw row
- Dan Kitching entity
  - Copperlane Payroll entity
    - accounting/customers.csv org_022 raw row
    - crm/companies.csv org_022 raw row
    - product_analytics/tenants.csv org_022 raw row
  - crm/contacts.csv per_2205:org_022 raw row
Open deals (computed from the records; nothing to show yet) page block
- Copperlane Payroll entity
  - accounting/customers.csv org_022 raw row
  - crm/companies.csv org_022 raw row
  - product_analytics/tenants.csv org_022 raw row
Documents page block
- Copperlane Payroll - Proposal v1 entity
  - Copperlane Payroll entity
    - accounting/customers.csv org_022 raw row
    - crm/companies.csv org_022 raw row
    - product_analytics/tenants.csv org_022 raw row
  - document_store/files.csv doc_022_001 raw row
- Copperlane Payroll - Proposal entity
  - Copperlane Payroll entity
    - accounting/customers.csv org_022 raw row
    - crm/companies.csv org_022 raw row
    - product_analytics/tenants.csv org_022 raw row
  - document_store/files.csv doc_022_002 raw row
- Copperlane Payroll - Master Services Agreement v2 entity
  - Copperlane Payroll entity
    - accounting/customers.csv org_022 raw row
    - crm/companies.csv org_022 raw row
    - product_analytics/tenants.csv org_022 raw row
- +2 more
hero page block
Key facts page block
Evidence trail page block
The story page block
Next step page block
Open tickets (computed from the records; nothing to show yet) page block
Profile page block
Sources page block
Platform usage page block

Computedmade from

Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Usage

made from

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Copperlane Payroll

AI facts

Profile

AI opinion

Key facts

Next step

The story

ARR journey

Platform usage

Documents

Open deals

Open tickets

Activity

Contacts

Evidence trail

Help & Support

Help & Support

How to use the site

How to ask

What the data covers

Who to contact

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