Institutional Intelligence.

Zero Maintenance.

Don't waste time messing with formulas, formatting, and clunky analytics software. We build, host, and maintain your entire analytics system—so you can spend more time taking action to grow your business.

Advanced Insights & Support

Go far beyond your accounting software's generic, surface-level metrics. Gain a deeper view into your operations—backed by direct support whenever you need updates.

Fully Managed Infrastructure

Our team handles everything from raw data ingestion to data cleaning and your finished dashboard. We continuously monitor your system for errors so it never breaks.

Automated Insights

Built for Security

We design data pipelines tailored to your exact security protocols. Whether you prefer a completely hands-off API integration or a manual file upload, you maintain absolute control over your data.

Client-Controlled File Upload

Retain total control over your data. We create a secure, encrypted directory specific to you.

Simply drop your exported files into the shared folder. Our system instantly detects the new data and updates your dashboard in seconds.

Scheduled Email Routing

Bypass manual exports completely. Configure your existing software to automatically email reports to a dedicated inbox, creating a seamless data push.

Live Data Connection

We design a secure, encrypted API connection to your existing software. Your data syncs automatically in the background, delivering continuous, real-time insights with zero manual data entry required from your team.

Read-Only ERP Access

For direct ERP integrations, we operate strictly through "Read-Only" access. Our system extracts only the specific information you authorize, systematically preventing any alterations to your data and keeping your sensitive information completely private.

Our Offerings

Tier 1:

Performance
Overview

A broad insight into every aspect of your business operations. Monitor current performance and effortlessly compare to historical figures with a single click.

Includes:

  • Choice of Folder or Email Automation System
  • 10+ Core Financial Metrics
  • 3 Complimentary Metric Swaps Upon Set-Up
  • Custom Dynamic Filtering
  • Dynamic Measure Toggling
  • Cash and Balance Sheet Snapshots
  • Expense Tracking

Tier 2:

Workforce
Optimization

A detailed analysis into one of a business's largest expenses. Insight into hourly margins and labor costs will support in identifying inefficiencies to adjust your strategy with precision.

Includes:

  • All Tier 1 Features +
  • Enterprise-Grade Data Pipelines:
    • Seamlessly link your operational software via real-time API connections or secure ERP access
  • 7+ Labor Specific Metrics
  • Margin and Labor Cost Monitoring
  • Hourly Staffing and Role Allocation
  • Efficiency Heatmaps
  • 3 Metric Reconfigurations Annually

Tier 3:

Product & Margin Optimization

An in-depth breakdown of your products and services, their profitability, and how to cater to consumer behavior.

Includes:

  • All Tier 1 and 2 Features +
  • 11+ Product Specific Metrics
  • Margin and Cost Analysis
  • Consumer Trends
  • Product Attachment Rates
  • +3 Additional Metric Reconfigurations Annually

Have questions or need a custom configuration?

Get in touch with our team to get started.