Stop Making Million-Dollar Decisions Based on Last Month's Spreadsheets
We build custom financial dashboards that consolidate all your business data into one real-time view—replacing hundreds of hours of manual reporting
Join 35+ businesses with real-time financial visibility
The Financial Blindspot Problem
You're spending 20+ hours per month manually pulling reports, building spreadsheets, and making PowerPoints
Your P&L is 3 weeks old by the time you see it, so you're steering your business with rearview mirrors
You can't see performance by location, product line, or customer segment without Excel gymnastics
QuickBooks gives you accounting reports, but you need business intelligence—they're not the same thing
You're drowning in data but starving for insights about what's actually driving growth or bleeding money
Every stakeholder meeting requires someone to manually update dashboards for hours beforehand
We've Built 35+ Custom Dashboard Systems
From multi-location retail chains to professional services firms with complex project tracking, we turn scattered data into instant clarity.
Why Choose Us
We don't hand you a Power BI license and wish you luck. We build a completely custom dashboard tailored to YOUR specific KPIs, pulling from YOUR specific systems, showing exactly what YOUR business needs to see. Done-for-you, not DIY.
What Makes Us Different:
From Data Chaos to Instant Clarity
See Everything, Instantly
One screen shows your complete business health: revenue by product line, cash flow trends, customer acquisition costs, project profitability. All updated in real-time from your actual systems.
Identify Problems Before They're Disasters
Color-coded alerts show when metrics trend wrong. Spot cash flow crunches 30 days early. See which product lines are bleeding margin. Make decisions while you can still fix things.
Reclaim 200+ Hours Per Year
Stop being a 'data butler.' No more manual report pulls, Excel pivots, or presentation prep. Your dashboard is always ready. Spend time analyzing and acting, not formatting cells.
What Clients Say
"We discovered our Chicago location was bleeding $40K/quarter. Would have never seen it in our standard QuickBooks reports."
Patricia Morrison
CFO, RetailWorks Group
"Board meetings went from 'wait, let me pull that number' to confident, data-driven strategy sessions. Game changer."
James Liu
CEO, Apex Consulting Partners
"I used to spend 3 full days every month building investor reports. Now it's 20 minutes and always accurate."
Rachel Torres
Finance Director, GrowthTech Ventures
Simple 3-Step Process
Free Dashboard Strategy Session
30-minute session to map your critical KPIs and identify which data sources to integrate
We Build Your Custom Dashboard
3-5 weeks to design visualizations, integrate all data sources, and build your executive command center
Run Your Business with Confidence
Make decisions based on real-time data, not gut feel or outdated spreadsheets. Finally work ON your business.
Why We're Different
What's Included
Common Questions
What's the difference between this and Power BI or Tableau?
Power BI and Tableau are powerful tools, but they require expertise to build and maintain. We're a done-for-you service—we design, build, and deliver a finished dashboard customized to your business. You get results, not homework.
How do you know which metrics matter for our business?
We start with a deep discovery session to understand your business model, growth goals, and decision-making process. Then we recommend KPIs based on industry best practices and what will actually move your business forward.
Can we add new metrics or change visualizations later?
Absolutely. Businesses evolve, and so should your dashboard. We offer ongoing support packages for updates, new integrations, and dashboard enhancements.
What systems can you integrate with?
Pretty much anything with an API or export function. Common integrations include QuickBooks, Salesforce, Shopify, Google Analytics, HubSpot, project management tools, and custom databases.
How real-time is 'real-time'?
Depends on your needs and data sources. We can do true real-time (updates every few minutes) or scheduled updates (hourly, daily). Most clients do 15-minute refresh intervals for operational metrics.
What if our team isn't data-savvy?
That's the point. We design dashboards that are intuitive and visual. If you can read a speedometer, you can read our dashboards. Plus, we include training for your team.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.