Revenue intelligence for small businesses
AI is only as good as the data under it. We build a secure, trusted foundation from the tools you already use, so the answers you get are ones you can act on.
One finding sized in dollars, plus what to fix first. Free, no obligation.
Our approach
We build from the bottom up. First your data is secure and in one place, then it is clean enough to trust, then AI can do useful work on it.
We connect your accounting, ad accounts, CRM or POS and spreadsheets into one source you own.
We clean up duplicates, match names and dates across tools, and check totals against your books, so the report and the bank account agree.
AI is only as good as the data under it. Once your foundation is clean and connected, AI can spot trends, flag problems early and answer questions in plain English.
The free revenue check
Every free check starts with a data readiness review. We look at the tools you use and score how ready your numbers are to trust and to analyze. The same score tells you whether your data is ready for AI.
Then we use what is there to find one thing worth money, sized in dollars.
Finding: about $1,500 a month in ads can’t be tied to a paying customer. Fix first: make lead source a required field.
Once your data is ready
Click a question to see the kind of answer you get, using a made-up home services business. Hover or tap a chart for the numbers.
Try a question
Which jobs actually make us money?
I matched 12 months of Jobber jobs to QuickBooks invoices, payroll hours and fuel, then worked out profit per job by service.
› Thought for 14 seconds
Do this: Set a cleanup minimum, or only sell cleanups with a maintenance plan.
Will we be short on cash this summer?
I projected the next 90 days from your bank balance, scheduled jobs, open invoices and payroll.
› Thought for 19 seconds
Do this: Take 30% deposits on installs and chase the two open invoices in June.
Who should we go after next?
I grouped customers by how fast they booked again and what they spent, then looked at where the best ones live.
› Thought for 17 seconds
Do this: Point next month’s mailers and ads at the four lookalike zip codes.
Which ads are wasting money?
I traced each paid invoice back to the lead source in Jobber, then divided each channel’s spend by the paying customers it brought in.
› Thought for 21 seconds
Do this: Move $1,000 a month from Facebook to Google: about 4 more paying customers a month.
Illustrative examples, not client results. Your own numbers fill them in.
How it works
Each step is its own engagement. Move to the next one only if the last one paid off.
We score how ready your data is for AI and send back one finding sized in dollars.
One question reviewed against your data. Every finding sized in dollars.
We connect your data and build the dashboard or model, so the answer updates itself.
Your part-time revenue analyst: a weekly dashboard and a monthly review.
Who you work with
Our team brings enterprise analytics experience, including go-to-market work at Google. We bring the same methods to growing businesses, explained without jargon and tied to dollars.
“[Approved client testimonial goes here.]”
Tell us which tools you use and the one question you most want answered. We send back a data readiness score and one finding sized in dollars.
One finding sized in dollars, plus what to fix first. Free, no obligation.