A DIGITAL EMPLOYEE FOR YOUR NUMBERS

Your numbers are in six systems.
None of them agree.

So hire someone whose whole job is making them agree. He reads every system you already run, holds one agreed set of numbers, and tells you what he recommends you look at first — before the 7am huddle. Nothing gets replaced, and your data never leaves your own accounts.

LAST MONTH’S REVENUE, BY SOURCE Illustrative
Accounting—
Point of sale—
Payroll model—
Bank feed—
CRM—
The spreadsheet—
—

between the highest and lowest answer — same metric, same month, six systems.

No cost, no software to install, no commitment.

THE JOB DESCRIPTION

Three things he does, on the systems you already run

No rip-and-replace and no new platform for your team to learn. You are not replacing your systems. You are staffing them.

01

Intelligence

What is actually happening. He joins accounting, point of sale, field service, payroll and CRM — and the spreadsheets that quietly became load-bearing — into one agreed set of numbers, with the rule for each one written down.

02

Analytics

Why it is happening, and what it is costing. When two systems disagree he names which one is the system of record and explains the difference, so there is an answer instead of an argument.

03

Recommended decision making

What he would do about it. Every morning before you start, the day’s numbers with what has moved and what he recommends you look at first. You decide.

Operate Like a Ninja.

WHAT CONNECTS TO WHAT, BEFORE WE START Illustrative
AccountingField servicePayrollCRM
THE SPREADSHEET re-keyed by hand, owned by one person

Dashed lines are manual. Nothing here talks to anything else.

…AND WHAT YOU GET INSTEAD Illustrative
OPERATIONS — ALL LOCATIONS Updated 06:12 today
Revenue, month to date$4.21M+6.2% vs last month
Gross margin38.4%−1.1 pts vs plan
Jobs completed1,284+3.0% vs last month
Revenue per site$351K6 sites reporting

Revenue, last 12 months

AprJulOctJanMar

Revenue by location, month to date

Denver$0.84M
Aurora$0.74M
Pueblo$0.72M
Boulder$0.66M
Fort Collins$0.60M

HOW IT WORKS

The method, in plain terms

No rip-and-replace and no long procurement. This is how the work runs, and what comes with it.

2–3 weeksFrom first call to a live view you can actually use.
Runs in your own cloudIt runs in your own accounts and your own cloud, under your access rules. We join as an invited guest and you can remove us.
Changes in daysTwo active requests at a time, turned around in days rather than quarters.
Nothing to installNo new platform for your team to learn and no software on anyone’s machine.

INDUSTRIES

We work in the systems your industry actually runs on

Every one of these has its own stack and its own vocabulary. The reason numbers disagree is usually specific to the trade, so the fix has to be too.

COMMERCIAL & FIELD SERVICES

Field service dashboards for first-time fix rate, technician utilization and revenue per truck

Multi-branch service operators run dispatch in one system, invoicing in another and labor in a third, so the truck-level economics only appear weeks later in a spreadsheet. We consolidate ServiceTitan, Jobber or Housecall Pro with QuickBooks and your payroll system, then surface first-time fix rate, technician utilization, revenue per truck and callback rate by crew and by branch — daily, rather than at the end of the month.

First-time fix rateTechnician utilizationRevenue per truckCallback rate
DISTRIBUTION & WHOLESALE

Distribution dashboards for fill rate, on-time delivery and inventory turns

In distribution the same order looks different in the ERP, the warehouse system and the carrier portal, and inventory value is usually the number nobody will commit to. We consolidate NetSuite, Acumatica or SAP Business One with your WMS and Fishbowl inventory, then surface fill rate, on-time delivery, inventory turns, days on hand and backorder rate by warehouse, customer and SKU class.

Fill rateOn-time deliveryInventory turnsDays on handBackorder rate
MANUFACTURING

Manufacturing dashboards for OEE, machine utilization and throughput

Shop-floor reality and the ERP rarely agree, and by the time a variance is costed the shift that caused it is long finished. We consolidate ERP, MES, shop-floor and quality systems into one set of definitions, then surface OEE, machine utilization, downtime, scrap rate and throughput by line, cell and shift — so a bad run is visible while there is still a next run to fix.

OEEMachine utilizationDowntimeScrap rateThroughput
RESTAURANTS & FOOD SERVICE

Multi-unit dashboards for food cost, labor and sales per labor hour

Across a group of sites the two numbers that decide the week — food cost and labor — live in different systems from the sales that justify them, and each location reports on a slightly different definition. We consolidate Toast or Square with Restaurant365 and 7shifts, then surface food cost %, labor %, sales per labor hour and comp sales by location, daypart and week, on one definition everyone shares.

Food cost %Labor %Sales per labor hourComp sales by location
PROFESSIONAL SERVICES

Professional services dashboards for utilization, realization and WIP

When the billable hour is the product, the gap between recorded time and collected revenue is the whole margin — and it is usually only visible after billing. We consolidate practice management, time-and-billing and the CRM, then surface utilization, realization rate, WIP and revenue per head by team, partner and matter, so leakage shows up while the work is still open.

UtilizationRealization rateWIPRevenue per head
PE PORTFOLIO COMPANIES

Portfolio dashboards for EBITDA, working capital and value-creation milestones

Every portfolio company arrives with its own ERP, CRM and finance stack, so rolling the portfolio up means a monthly scramble and definitions that quietly differ between companies. We consolidate each company’s systems onto shared definitions, then surface EBITDA, working capital, pipeline and value-creation milestones per company and across the portfolio — the same measure meaning the same thing everywhere.

EBITDAWorking capitalPipelineValue-creation milestones
A VERTICAL VIEW — DISTRIBUTION Illustrative
DISTRIBUTION — ALL WAREHOUSES Mar 1 – Mar 31
Fill rate94.2%+1.4 pts vs Feb
On-time delivery88.7%−2.1 pts vs Feb
Inventory turns6.1annualised
Days on hand59.8+4.3 vs target

Fill rate by warehouse

Denver97.1%
Phoenix95.4%
Kansas City93.0%
Reno90.2%
Columbus86.5%

Who this is built for: owners and operators running several locations, fractional CFOs walking into a business and working out which numbers can be relied on, and M&A advisers preparing a company for a process.

THE QUESTIONS

Three worth answering before you talk to anyone

These are the questions we would ask on a call. They are more useful to you than anything we could claim about ourselves.

ONE

By the time you see those numbers, can you still do anything about them?

This is the whole problem in a sentence. Reporting that arrives after the month it describes is history — not a decision you can still make.

WHEN YOU COULD HAVE ACTED — AND WHEN YOU FOUND OUT Illustrative
THE MONTH YOU COULD STILL CHANGE SOMETHING MAR 1 MAR 31 WINDOW CLOSED APR 1 APR 19 — YOU FIND OUT

TWO

What number do you most wish you could see every morning that you can’t?

Everyone has an answer, and it is usually immediate. Whatever yours is, that is where we start — one figure you trust, waiting before the day begins.

THE ONE YOU ASKED FOR Illustrative

Yesterday · all locations

$412,880

One figure. One source. Reconciled before you woke up.

THREE

Where do you want this business in three years — bigger, sold, or handed on?

If the answer is sold, this stops being about reporting. Clean numbers lift the multiple and fragmented systems compress it, so the state of your data becomes part of the price. A buyer discounts whatever they cannot verify quickly — and the surprises that turn up in diligence are the ones that kill deals outright.

THE SAME EARNINGS, VALUED TWICE Illustrative
Numbers a buyer can verify quickly 6.0×
The same business, numbers they cannot 4.2×
−30%

The multiples are illustrative. The gap is the point — identical earnings, priced differently because one set can be substantiated and the other cannot.

STRAIGHT ANSWERS

What people ask before they say yes

The objections we hear most, answered the way we would answer them on a call.

I already have a dashboard.

Does everyone in the room trust the same number? Most dashboards get quietly checked against somebody’s own spreadsheet before anyone acts on them. A dashboard nobody argues with is a different product from a dashboard nobody believes.

My controller pulls the numbers.

They do, and they are good at it — that is the problem. How many days a month are they spending on it, and what would you rather they did with them? A person doing this well is the most expensive way to do it, and it stops when they are away.

My data is a mess.

That is the job, not a prerequisite. You do not tidy the house before the cleaner arrives. Nobody comes in and asks you to clean it up first — sorting it out is the first two weeks of the work.

We are too small for this.

If you run more than one location and more than two systems that do not talk to each other, you are exactly the size. It is not about revenue — it is about how many places a number can hide.

How long does it take?

Two to three weeks to the first live number. Not a discovery phase, not a pilot — a number on a screen you can use.

What happens to our data if we stop?

Your data is yours and never leaves your own accounts — we join as an invited guest and you can remove us. The system that reads it is ours and we run it, so if it ends we switch it off: you keep every system and every number you had before, and what you lose is the screens.

It is expensive.

Against what? It costs about what a low to mid-level employee costs. If you needed this information and someone had to pull it together by hand, would you hesitate to hire someone to complete that work? Think of it as a digital employee: it does not take PTO, does not need managing, does not leave after eighteen months, and it reads every system you run before the 7am huddle. The better question is what the last decision made on a wrong number cost you.

START HERE

A free visibility audit

We ask you those questions properly, then go and check. A conversation and a map, not a sales process — if it is not worth going further, we will say so on the call.

  1. We map where your numbers liveEvery system holding a figure someone reports on — including the spreadsheets nobody admits to.
  2. We find where they disagreeThe specific figures that come out different depending on where you look, and why each one drifts.
  3. We tell you what it is costingIn hours per close, in decisions made too late to act on, and in the discount it invites when someone values the business.

Your data stays yours. Everything runs in your own cloud, on your own accounts, under your own access rules. Nothing moves somewhere you cannot see it, and nothing is held hostage.

Not ready to book? Leave an address and we will send the audit outline.

One email with what the audit covers. No list, no sequence, no reselling your address.