The Data Island
Your team wastes hours manually moving numbers between your scheduling app, CRM, and accounting software—creating typos and constant mapping errors.
Real Time Business Visibility Package
Stop Waiting Until Month-End to Know Your Real Cash & Margins.
We connect your software tools, audit your data quality, and build a live executive dashboard in 10 days flat—giving you complete real-time operational and financial visibility without changing how your team works.
Zero long-term lock-in. 100% direct-to-owner delivery. Flat-fee 10-day package.
Business overviewAll systems in sync
Cash runway4.8 months↑ 0.6 months
Gross margin38.6%↑ 2.9 pp
Working capital$276k↑ 6.4%
Cash flow outlook
Next 12 weeks
Week 1Week 6Week 12
Job / service margins
Installation42.1%
Maintenance36.8%
Service & repair39.5%
Data quality & exceptionsAutomated checks. Clear visibility.
0Sync failures
2To review
Sound Familiar?
The Financial Blindspot
You ask for live cash numbers, and your accountant sends a 3-week-old P&L statement that doesn't answer your real operational questions.
Uncertain Data Quality
You suspect duplicate records, missing entries, or mismatched numbers across systems, but nobody has time to audit them.
Three phases. Ten days. One clear view.
The Real Time Business Visibility Package
We fix your software plumbing, safeguard your data quality, and build your live command center in three streamlined phases:
01
System Integration
Days 1–3- Build automated data pipelines connecting up to 3 core apps: QuickBooks, Xero, Stripe, Jobber, HubSpot and more.
- Eliminate manual data entry and set up automated pipeline status alerts so data syncs smoothly every night.
02
Data Quality, Reconciliation & Safeguards
Days 4–7- Reconcile datasets across systems so financial and operational records match.
- Build automated QA checks and anomaly flags for mismatched invoice totals, missing records and broken mappings.
- Deliver an Automated Data Quality & Exception Summary for visibility into your underlying numbers.
03
Executive Dashboard & Command Center
Days 8–10- Build a single-page executive dashboard in Power BI or an advanced executive model.
- Track daily cash runway, gross job/service margins, working capital and operational bottlenecks.
Core Package scope shown; the Pro Package supports up to 4 connected systems plus your accounting platform. Dashboard freshness follows your connected systems’ sync schedule.
How It Works
The 30-Minute Systems Audit
We map out your current software ecosystem, identify data bottlenecks, and pinpoint high-value metrics.
The 10-Day Build & Audit
We build the integrations, reconcile your data, set up automated quality flags, and build your dashboard—with zero heavy lifting required from your office team.
Live Handover & Training
We walk you through your new live dashboard, train you on reading your metrics, and hand over complete ownership.
A clear investment in a clearer business
Clear scope. Flat-fee delivery.
Core Package
$4,800
One-Time Flat Fee
- Up to 2 connected systems + Accounting platform
- Full pipeline integration
- Data reconciliation & QA checks
- Live Executive Dashboard
- 10-day turnaround
- 30 days of post-launch monitoring and adjustments
Pro Package + Scenario Modeling
$6,500
One-Time Flat Fee
- Up to 4 connected systems + Accounting platform
- Everything in the Core Package
- Dynamic financial scenario modeling
- Hiring plan impacts & seasonality forecasts
- Cash stress-testing
- 60 days of post-launch monitoring and adjustments
The 10-Day Speed Guarantee
If we don't deliver a fully synced system, reconciled data summary, and live dashboard within 10 business days, you receive an immediate $1,000 refund on the spot.
See Your Business Clearly.
Connected systems. Reconciled data. One executive view of your cash, margins, and operations.