Your Data Speaks.
Are You Listening?

Automated BI dashboards that visualize your business in real-time, analyze every metric with AI, and alert you the moment action is needed. No manual reports. No guessing. Just reliable intelligence delivered instantly.

PROBLEM

You Have the Data.
You Don't Have the Answers.

Manual reporting isn't just tedious, it's actively hurting your business with wasted time, hidden costs, and decisions based on outdated data.

Your data lives everywhere: spreadsheets, software systems, exports, scattered

files. But getting clear answers takes hours of manual work. By the time you

compile the report, the information is already outdated.



You're making critical decisions on week-old data. Your team wastes 15+ hours

weekly pulling numbers that should update automatically. And important problems

hide in plain sight because nobody has time to analyze everything.



You don't need more data. You need your data to work for you: clearly,

automatically, and immediately when it matters.

50

k+

$ Lost Annually

600

+ Hours

Wasted annually

83%

Outdated Data

Real Results

The Solution

Not spreadsheets that need updating. Not dashboards you check daily. A complete intelligence system that visualizes your business, analyzes every metric automatically, and alerts you exactly when action is needed.

All your metrics visualized in one place. Real-time charts that update automatically from every data source.

Filter by date, department, product, region. Answers appear instantly on any device.

Instant Visibility

Every metric analyzed automatically by AI. Financial ratios calculated.

Trends identified.

Anomalies flagged.

Strategic recommendations generated

in plain language.


Automatic Analysis

Real-time alerts notify you when metrics cross thresholds you define.

Problems surface immediately, not in next week's report when damage is already done.

You know instantly. You respond in hours, not days.

Proactive Alerts

93

%

Faster

50

k+

$ saved on 1st year

0

Hour

Delay

Complete Intelligence Systems

Built on platforms you already use, enhanced with AI analysis, connected to your real business systems, and delivered as turnkey solutions that run themselves.

Automated Alerts & Reports


Intelligent Alert System

Real-time email/Slack notifications when KPIs cross thresholds

  • Customizable conditions (above/below targets, percentage changes, trends)

  • Smart routing (right alerts to right people)

  • Alert acknowledgment tracking

  • Escalation rules (notify manager if unacknowledged)

  • Alert performance analytics

Problems surface immediately. You respond proactively, not reactively.

Automated Report Distribution

Reports email themselves on your schedule

  • Daily operations summaries to relevant teams

  • Weekly executive briefs to leadership

  • Monthly board presentations auto-generated

  • Custom cadence for different stakeholder groups

Reports happen automatically—not when someone remembers to run them.








Intelligent Financial Analysis


Automated Financial Analysis

  • Key financial ratios calculated automatically (margins, ROI, efficiency)

  • Period-over-period comparisons (vs. previous week/month/quarter/year)

  • Variance analysis (actual vs. budget/forecast with explanations)

  • Profitability breakdowns (by client, product, department, campaign)

  • Cash flow tracking and runway projections

  • Custom calculations matching your business logic

AI Insights Engine

AI analyzes every metric automatically

  • Pattern recognition across all data sources

  • Anomaly detection (AI flags unusual changes immediately)

  • Trend identification and forecasting

  • Root cause analysis (AI explains what's driving changes)

  • Strategic recommendations in plain language

  • Executive summaries written automatically

Financial intelligence that updates itself. AI tells you what it means and
what to do about it.

Your Data, Your System, Your Control


Multi-Source Data Integration

  • Automatic sync from spreadsheets, APIs, databases, CSV imports

  • Connects CRM, accounting, marketing, operations, e-commerce platforms

  • Updates hourly (or as frequently as needed)

  • Data validation and error handling

  • Historical data import (1-2 years)

  • No manual data entry—ever

Complete Ownership & Control

  • You own all source code, formulas, and data

  • No ongoing software licenses or subscriptions

  • Export, modify, share freely without restrictions

  • No vendor lock-in or proprietary formats

  • Platform-independent (built on infrastructure you already trust)

All your data in one place. Always current. Always yours. Forever.

  • Live 90-minute training session (recorded)


  • Video documentation of every feature


  • Written admin guide


  • Team training for key users


  • Refinement support period begins


  • Deliverable: Fully operational system + complete documentation

Week 4: Training & Handoff

















  • 90-minute requirements session (technical scoping, not sales)


  • Map all data sources and integration points


  • Define critical metrics, KPIs, and alert thresholds


  • Design dashboard layouts and report structures


  • Establish analysis requirements


  • Deliverable: Technical specification for your approval

Week 1: Discovery & Design

How It Works

From Data Chaos to Automated Intelligence in 3-4 Weeks

  • Data pipeline construction and automated sync setup


  • Dashboard development with your actual data


  • Financial calculations and business logic implementation


  • AI analysis configuration for your business context


  • Alert system setup and threshold testing


  • Progress updates every 3 days

Week 2-3: Build & Test









One-Time Investment

Pay once for a complete system built for your business. After delivery and your support period, you own everything : code, automations, documentation. Modify it yourself, hire me for updates as needed, or leave it running. Your choice.

Essentials

$750

/ One-time setup

Starter plan includes

Single dashboard with 10-12 key metrics

3 data sources connected

AI analysis ( Financial overview, Key Insights )

5 alert rules with email notifications

Weekly automated report ( PDF with AI summary )

60-minute training for 5 users + video documentation

30-day support period (bug fixes, minor adjustments, 24-hour response)

Complete System

Popular

$1400

/ One-time setup

Everything in starter plan

Multi-dashboard system with 20-25 metrics

6 data sources connected

AI analysis ( real-time insights, financial analysis, root cause, recommendations )

15 alert rules with email + Slack + smart routing

Daily + weekly + monthly automated reports ( all with AI )

90-minute training for 10 users + video library + custom branding

45-day priority support ( unlimited adjustments, 4-hour response )

Enterprise

$2050

/ One-time setup

Everything in pro plan

Multi-page role-based dashboard system

Unlimited data sources

AI analysis ( real-time insights, predictive analytics, forecasting scenario modeling )

30+ alert rules with multi-channel delivery + escalation logic

Real-time + daily + weekly + monthly reports ( custom cadence available )

Executive briefing + admin workshop for 20 users + complete documentation suite

90-day priority support + 3 quarterly review sessions ( 2-hour response )

Questions? We've Got Answers.

Clear answers to the most common concerns about working with us

Book a free 15-minute technical assessment. We'll discuss:


  • Your current reporting workflow (and where time is wasted)


  • What data sources you need connected


  • Which metrics and alerts would provide most value


  • Realistic timeline and exact pricing for your situation


No sales pitch. No pressure. Just an honest technical conversation about whether this approach fits your needs.


If it's not a good fit, I'll tell you. If it is, you'll know exactly
what you're getting and what it costs, no surprises.

See Exactly How This Would Work for Your Business

How is this different from Tableau or hiring an analyst?

Tableau: $50k-150k+ implementation, 6-12 months, $25k-40k/year ongoing. Analyst: $70k-100k/year, 3-6 months to hire. This: One-time investment, weeks to deliver, zero ongoing costs, you own it.

Is my data secure?
How quickly will this pay for itself? (ROI)
Will my team actually use this?
What if my business needs change?

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