AI and business intelligence
Most owners run the business on the bank balance and a report from the accountant six weeks late. We connect your systems, build a dashboard of the handful of numbers that predict the month, and add forecasting and AI assistants where they save hours rather than impress.
What you leave with
A live view of revenue, pipeline, margin, capacity and cash, with forecasts, delivered to the people who need them every week.
Who it is for
- Owners making decisions on gut feel or stale reports
- Multi-location or multi-crew businesses with no single view
- Companies preparing for a sale that need clean, credible numbers
What we deliver
- KPI definition: the numbers that actually predict outcomes
- Data connections across accounting, CRM, marketing, operations
- Dashboards on Looker Studio, Power BI or Tableau
- Forecasting and scenario models
- AI assistants for reporting, customer service and document work where they earn their keep
- Weekly automated reports
How it runs
1Assess
Where the data lives, how clean it is, what questions the owner keeps asking.
2Connect
Pipelines from every system into one model.
3Build
Dashboards per role: owner, sales, operations, finance.
4Extend
Forecasting and AI automation once the base numbers are trusted.
Engagement and fees
Fixed-fee build, typically four to six weeks, then a light monthly retainer for maintenance and new questions. Every engagement is scoped after a call and quoted in writing.
Industries where we run this most
Questions about this service
Is this an AI project or a reporting project?
Reporting first. AI is only useful once the underlying numbers are trusted. We add forecasting and assistants where they remove real work, and we say so when they would not.
Start with a 30-minute strategy call.
Tell us where the business is and where it should be in 12 months. You leave with two or three specific moves, whether or not we work together.