AI reporting and insights from the data you already have
We connect your systems, clean the data and build reporting that updates itself, with AI highlighting what changed and why it matters.
What you get
- A data audit across your systems and spreadsheets
- Automatic data collection and cleaning
- Dashboards built around the decisions you make
- AI summaries of what changed and why
- Alerts when key numbers move out of range
- Forecasting where the data supports it
How it works
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Question
We start with the decisions you need to make.
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Connect
We connect and clean your data so the numbers can be trusted.
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Build
We build dashboards, summaries and alerts, and test them with you.
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Refine
We refine them as you use them, adding forecasting when it helps.
Where it helps
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Sales and margin
See which products and customers drive profit.
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Operational performance
Track job times and bottlenecks without a spreadsheet.
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Early warnings
Get an alert when cash flow, stock or bookings move out of range.
Common questions
Do we need clean data before we start?
No. Cleaning and connecting your data is part of the work, and we’ll tell you honestly what your data can support.
What systems can you connect to?
Common sources include Xero, MYOB, Microsoft 365, Google Workspace, CRMs, booking systems and spreadsheets. If it has an export or an API, we can usually use it.
Will we need to buy new software?
Not necessarily. We often build on tools you already have, such as Power BI or Excel, and explain when a new tool is worth it.
Can AI predict future sales?
It can help if you have enough history and the patterns are stable. We check that forecasting is reliable for your business before recommending it.
Often paired with
Start with a free 30-minute consultation
Tell us what’s taking your team’s time. We’ll suggest where to start, whether or not you work with us.