NODE 01
Data pulled
SOURCE
From every tool, one source
Connects to your CRM, accounting, support, ads, analytics, and spreadsheets. Pulls fresh data on schedule (hourly, daily, weekly) or on demand. No more exporting CSVs and stitching them together in Excel.
Stop chasing data across tools
NODE 02
Metrics built
CALC
Your KPIs, computed cleanly
Calculates the numbers that matter for your business: pipeline value, cash position, win rate, churn, acquisition cost, top performers. Handles filtering, joins, rollups, and period-over-period comparisons.
No more Excel gymnastics
NODE 03
Insights generated
ANALYSE
What changed and why
Highlights week-over-week changes, spots anomalies, and flags what needs attention. Optional AI summary in plain English so you can read the key story in 30 seconds without parsing a single chart.
See what changed at a glance
NODE 04
Delivered
DELIVER
Inbox, Slack, or live dashboard
Reports arrive on your schedule in the format you want: PDF in your inbox, a posted Slack summary, or a live web dashboard the team can open anytime. One source of truth, zero manual effort.
Data wherever you already work
0
Manual exports
Live
Data, always fresh
24/7
Access
What this means for your business
More outcomes, less busywork.
- Decisions on fresh data, not last week's guess.
- Finance and ops save hours every week.
- Early warning on problems before they hurt.
- One source of truth across the whole team.
Works with your stack
Every tool you pull data from, every channel you want reports in:
Google Sheets
Airtable
HubSpot
Salesforce
Xero
QuickBooks
Stripe
Shopify
Notion
Slack
Dropbox
Zapier