Paychex
Filament

Ask questions about your Paychex data

Connect Paychex to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Paychex tracks payroll, compensation, and headcount, but understanding how labor costs affect profitability or which departments drive revenue requires connecting to your accounting software and project management tools. Filament links Paychex to your other business systems and answers questions about cost allocation, team efficiency, and workforce planning in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Paychex KPIs with Filament Analytics

Connect your Paychex account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Paychex metrics you can track in Filament:

Workers
Track employee demographics, employment status, and organizational structure with worker_id, hire_date, termination_date, job_title, department, and employment_type. Connect to project management tools to analyze team composition by initiative.
records:
worker_idhire_datetermination_datejob_titledepartmentemployment_type
Compensation
Monitor base pay rates, salary adjustments, and compensation history with worker_id, pay_rate, effective_date, pay_frequency, and compensation_type. Link to accounting software to calculate fully loaded labor costs by department or project.
records:
worker_idpay_rateeffective_datepay_frequencycompensation_type
Paychecks
Access detailed paycheck information including gross_pay, net_pay, earnings, deductions, taxes, and pay_period_start_date. Combine with project tracking to understand actual labor spend versus budget.
records:
worker_idgross_paynet_paypay_period_start_datepay_date
Time and Attendance
Review hours worked, overtime, and attendance patterns with worker_id, hours_worked, overtime_hours, time_entry_date, and time_type. Connect to project management platforms to track time allocation across client work.
records:
worker_idhours_workedovertime_hourstime_entry_datetime_type
Job Assignments
Understand reporting relationships and organizational hierarchy with worker_id, supervisor_id, position_id, department, and assignment_start_date. Link to revenue data to analyze team structure efficiency.
records:
worker_idsupervisor_idposition_iddepartmentassignment_start_date
Employment History
Track employee lifecycle events including promotions, transfers, and status changes with worker_id, event_type, event_date, previous_value, and new_value. Combine with performance tools to understand retention patterns.
records:
worker_idevent_typeevent_dateprevious_valuenew_value
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Combine Paychex with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Paychex lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Paychex data gets even more powerful when combined with other tools:

Paychex
Xero

Paychex + Xero

Connect Paychex payroll data with Xero accounting records to see fully loaded labor costs by department, project, or client. Track how compensation and benefits affect gross margins without manual reconciliation.

Paychex
Jira

Paychex + Jira

Connect Paychex employee data with Jira project assignments to analyze team capacity, labor allocation across initiatives, and actual time costs versus project budgets. See which teams are over or under capacity.

Paychex
HubSpot

Paychex + HubSpot

Connect Paychex headcount data with HubSpot revenue metrics to calculate revenue per employee, analyze sales team efficiency, and understand how team size affects pipeline growth. Build a kpi dashboard tracking workforce productivity.

Benefits of Filament's Paychex Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Paychex account

Connect your Paychex account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Paychex data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Paychex dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Paychex integration FAQ

Everything you need to know about connecting Paychex with Filament and getting the most out of your data.