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Decision Center

Your data team,
without hiring one.

Your numbers live in QuickBooks, spreadsheets, email and your CRM. We connect them, clean them up and send you a weekly Decision Brief: what changed, what's coming, and what to do about it.

SalesWhat's selling, and who's slipping
PurchasingWhat you pay vs. what you agreed
Cash flowWhat's coming in and going out
ROIWhat each investment returns

What you get

Four views of your business. One weekly brief.

SALES

Sales

Trends by customer, product and location, with early warning when a good customer starts ordering less.

PURCHASING AND COSTS

Purchasing and costs

Supplier invoices checked against the prices you agreed to, plus price creep, hidden fees and duplicate subscriptions flagged.

CASH FLOW

Cash flow

Money in and out over the coming weeks, shown as a likely range, so tight weeks are never a surprise.

ROI

Return on investment

What your tools, people and projects actually return, including the AI you already pay for.

Next best action

Not just charts. What to do next.

  • "Call these 3 customers. Their orders are down 40%."
  • "Hold off on the equipment purchase. Cash will be tight in week 6."
  • "Your top supplier raised prices 8% above your agreement. Here's the credit request."
  • Every recommendation shows the numbers behind it, and you make the call.

Forecasts that look outside your business

Your data, plus what's happening around you.

Forecasts can factor in outside signals such as supplier prices, interest rates, local news and weather. We show a likely range rather than one number, and we track how accurate past forecasts were.

01

Connect

Read-only connections to your accounting software, CRM and spreadsheets.

02

Clean

We fix duplicates and gaps, and code does the math, not the AI.

03

Brief

A plain-English brief every Monday, with the sources behind every number.

Common questions

Do we need clean data first?

No. Most businesses don't have it. We start with a free Data Health Check that shows what's usable, what's missing and what's worth fixing.

We already have Power BI or reports in our accounting software.

Those are good tools, but someone has to connect them, keep the data clean and decide what the numbers mean. We do that for you. If your reports already answer your questions, we'll tell you.

Can you guarantee the forecasts?

No one honestly can. We show a likely range, track how accurate past forecasts were, and show the numbers behind every recommendation.

Who can see our numbers?

Only the people you choose. We use read-only, invited access, never your passwords.

Find out where AI would help your business most.