Data warehouse · Unified reporting · AI agent
All your systems. One dashboard. Clear answers.
We connect your ERP, sales, inventory, and finance systems into one warehouse. Then we deliver a dashboard that actually drives decisions. You own the infrastructure.
Gross margin
36.1%
+1.1 pts MoM
Net revenue
$2.6M
+4.1% MoM
Inventory turns
5.2x
flat
On-time delivery
94.2%
+0.8 pts MoM
Days sales outstanding
41 days
−3 days MoM
Order fill rate
97.1%
+0.4 pts MoM
Gross margin by month
Ask the agent
“Which customers lost margin this quarter?”
4 of 18 accounts. Combined margin down 3.8 pts; 62% of the impact is concentrated in two accounts with rising freight costs.
What changes
Today
- Sales in one system, inventory in another, costs in a third — and the version everyone trusts lives in a spreadsheet.
- Finance reconciles it manually; by the time the numbers agree, the month is half over.
- Margin by product, customer, or channel requires a fresh build every time someone asks.
- Every follow-up question restarts the work, and no two reports fully agree.
After delivery
- One warehouse with a single, documented definition for revenue, cost, and margin.
- A dashboard covering the ~20 metrics your team actually decides on, refreshed daily.
- Margin by product, customer, and channel — plus period-over-period comparison in seconds.
- An agent that queries the warehouse directly and answers ad-hoc questions in plain English.
Systems we connect
Sales, inventory, costs, spend, fulfillment, and the ledger — extracted on a schedule and normalized into one model. If a system isn't listed, we've likely built against its API before.
NetSuite
ERP · COGS
Epicor
ERP
SAP Business One
ERP
Microsoft Dynamics
ERP
Plex
ERP · MES
QuickBooks
Ledger
Xero
Ledger
Sage
Ledger
Shopify
Sales
Amazon Seller Central
Sales · Fees
Salesforce
Sales · CRM
Stripe
Payments
Meta Ads
Spend
Google Ads
Spend
EDI / 3PL feeds
Distribution
Excel & legacy exports
Migration
Warehouse of record
You own it
And more
How it works
01
Audit
We map your systems, existing reports, and the decisions finance and operations need to support. You get the metric list before any build starts.
02
Connect
We extract from each source on a schedule and normalize it into a warehouse in your own cloud account.
03
Model & build
We model product, customer, and channel cost logic, build the dashboard, and configure the agent against your definitions.
04
Deliver
Working system, documented models, and a handoff session. Nothing is locked behind us.
Fixed price, agreed before we start. No retainer required to keep the system running.