Your ERP captures every transaction. We turn it into intelligence.
Custom AI-powered platforms that give mid-market leadership the analytical firepower of a Fortune 500 company — live on your data in 30 days.
You spent $500K on an ERP. Where are the insights?
Every mid-market company follows the same pattern — and 90% end up with a database they can't query.
You invested in an ERP
Business Central, NetSuite, SAP — the implementation is done.
1Transaction processing works
Invoices, AP/AR, GL entries — all functional.
2Reporting never happened
Phase 2 was supposed to deliver analytics. It never came.
3Decisions on stale spreadsheets
Leadership makes $5M–$50M decisions on gut instinct and outdated reports.
4Sound familiar? You're not alone. 90% of mid-market companies experience this.
From expensive database to executive intelligence
We sit on top of your ERP — no replacement, no migration — and surface the insights your leadership team has been waiting for.
- Transaction records and journal entries
- Basic canned reports that require a developer to change
- Month-end financials that arrive 2–3 months late
- Data trapped in silos across 5–15 systems
- No cross-entity or cross-system analysis
- No scenario modeling or 'what-if' capability
- Real-time executive dashboards with drill-down analytics
- Interactive pricing simulator with full cost waterfall
- Inventory risk scoring with 60–90 day advance warnings
- AI assistant that queries across all systems in natural language
- Scenario modeling with instant P&L impact
- Customer, product, and channel profitability ranked
Six modules. One platform. Built for your business.
Executive Dashboard
Real-time KPIs, revenue trending, channel segmentation, and period-over-period comparisons — updated automatically.
- Revenue vs. budget with drill-down by channel, region, and program
- Gross margin, EBITDA, and growth rate tracking in real time
- Configurable alerts when KPIs breach thresholds
- Replaces manually-built monthly PDF reports
Pricing Intelligence
Your complete cost waterfall — every layer, every variable — in an interactive simulator.
- Model tariff scenarios across all product tiers in seconds
- Catch below-threshold deals before they ship
- Volume curve analysis and compliance tracking
- Replaces the spreadsheet only one person understands
Inventory Risk
AI-powered sell-through analysis and aging thresholds that give leadership 60–90 days of advance warning.
- Real-time inventory heat maps by program, warehouse, and SKU
- Risk scoring with proactive intervention recommendations
- Write-off projection modeling with and without intervention
- Sell-through velocity tracking against lifecycle windows
Profitability Analytics
Customer, product, and channel profitability ranked and visualized so you know where margin actually lives.
- Scatter-plot profitability matrix: revenue vs. margin by customer
- Channel comparison with side-by-side margin contribution
- Trend analysis with annotations for significant shifts
- Flag underperforming segments before they erode results
AI Assistant
A domain-specific AI connected to your live database — answers complex, multi-dimensional questions in natural language.
- Cross-entity analysis: joins sales, inventory, GL, freight, and royalty data
- Scenario modeling: 'What happens if we lose our top 3 customers?'
- Available 24/7 with the depth of a senior FP&A analyst
- Gets smarter with every interaction through embedded learning
Scenario Modeling
Model 'what-if' decisions in real time — tariff changes, customer loss, new product lines — with instant P&L impact.
- Pre-built scenario templates for common strategic questions
- Sensitivity analysis ranking variables by P&L impact
- Before/after comparison for Revenue, Margin, EBITDA, Cash Flow
- Results in seconds, not days of spreadsheet work
From first call to live platform
Traditional BI consultants take 6–12 months. We deliver executive-grade intelligence in weeks.
Discovery Call
60 minutes. No slides. Just listening.
Working Demo
A functioning prototype built from your conversation.
Feedback & Refinement
You test it. We improve it.
Efficiency Audit
We map your entire data infrastructure.
Live Data Connection
Your real numbers. Real-time.
Full Platform Launch
Executive-grade intelligence. Live.
Not 6 months. Not 12 months. Weeks.
The value isn't theoretical. It's measured.
Every claim is grounded in real engagement data and replicable for companies with similar profiles.
Conservative first-year ROI
5x–15x
return on platform investment
What leaders are saying
From our first engagement — a $96.5M consumer products company.
“We went from not looking for clear visibility — looking for any visibility — to real-time executive dashboards in weeks. Way exceeded expectations.”
CEO
Consumer Products Company, $96.5M Revenue
$96.5M consumer products company
Went from zero financial visibility to real-time executive dashboards — identifying $6.3M in at-risk inventory — in weeks, not months.
Read the full case studyEvery day without visibility is a day where a $3M problem can develop undetected.
Let's fix that. See what intelligence looks like on your data.