12 hours/week back from manual reports.
Connects to your core systems, generates automated reports on a schedule, surfaces anomalies before you notice them, and answers business questions in plain language.
The problem
Someone on your team is spending Monday morning rebuilding the same report in Excel. Numbers live in QuickBooks, your CRM, your ad platforms, your e-comm platform — and nowhere talks to anything. By the time the report is ready, the week is half over and the insight is stale.
What we build
We connect your 3–8 core data sources to a single intelligence layer. Reports get generated on the cadence you set — daily ops digests, weekly leadership summaries, monthly board decks. Anomalies surface proactively ("Revenue down 15% vs. last week — here's what changed"). And anyone on your team can ask plain-English questions like "what was our best-performing product last month?" and get an answer instantly.
Outcomes
SMB managers report spending ~30% of productive time on manual reporting. This gives most of that back.
Industry benchmark for SMB BI automation, with a 2.3-month payback period for 5–50 employee businesses.
Proactive alerts mean problems get flagged before they show up in the monthly numbers.
Capabilities
Every deployment ships with these. We configure them to your business — you don't rebuild them from scratch.
Pulls from QuickBooks, Xero, HubSpot, Salesforce, Shopify, Google Analytics, Meta Ads, Google Ads, and 30+ other common SMB tools.
Daily ops digest, weekly leadership summary, monthly board deck — generated on your schedule and emailed to the right people automatically.
Watches for unusual patterns in revenue, traffic, conversion, and cost. Surfaces what changed and the likely drivers.
Ask any question of your data in plain English. "What's our customer acquisition cost trending toward?" gets answered, not assigned to an analyst.
Quarterly business review and board-ready summaries written automatically from the underlying data. You edit, you don't compose.
Revenue, cash flow, and pipeline forecasts based on your historical patterns — recalculated every time new data lands.
Pricing
Pricing is monthly, cancel anytime. Most clients start at Standard and adjust after the first 90 days.
Up to 3 data sources, weekly summary cadence.
Up to 6 data sources, daily + weekly + monthly cadence.
Unlimited sources, executive summaries, forecasting.
Integrations
Don't see your tool? Most integrations are 1–2 days of work — ask.
Ideal for
Any SMB with data spread across 3+ tools and at least one person doing meaningful manual reporting. Especially strong for e-commerce, agencies, professional services, and multi-location operators.
Pairs with
Most clients run two or three solutions side by side. Here's what compounds best with this one.
FAQ
We can, but usually we sit on top of what you have. Most clients keep their tool-specific dashboards (e.g. HubSpot's reports) and use us for cross-tool views and proactive intelligence.
Yes. Data stays in your cloud where possible (we connect, we don't extract). Where extraction is needed, we use encrypted storage with role-based access. Full data-handling documentation included.
Common. We start with a 1-week data audit before any reporting work, so you know what's usable and what needs cleanup. If cleanup is required, we'll quote it separately.
Book a free 30-minute discovery call. We'll figure out whether this fits your situation, what a realistic deployment looks like, and what it would actually cost. No pitch — just a working answer.