Our New AI/Executive Reporting Platform
Executive reports and insights all in one place.
Real Insights
Powered by AI
Our platform is more than just a set of dashboards;
it’s your virtual executive-level data analyst, designed for insights and time savings.
We pull together data from wherever you keep it: QuickBooks, Salesforce, HubSpot, Personify, GrowthZone, ChamberMaster, spreadsheets — you name it.
From there, your data is aggregated, aligned with
your budget and business model, and mapped to
your specific growth goals.
Our Platform delivers daily insights through live dashboards, tracks progress, and offers smart recommendations to help you stay on course — or course-correct fast.
All data is accurately sourced and tracked for easy validation and extraction and data audits.
Save HOURS each month extracting and preparing data for executive team meetings, staff meetings and board meetings.
Standard outputs include standard financial board reporting, live TV dashboards, all the way to live KPIs on your phone or tablet.
Designed for growth minded executives our optimized platform brings your most critical business metrics into one powerful, personalized command center.
Built by executives, for executives.
Our AI Analytics Platform delivers the clarity and confidence to lead, grow, and outperform all in one intuitive platform.
Real Strategy.
Real Context.
Real Results.
Other dashboards surface numbers. Our AI goes deeper. It layers AI analytics with human experience, benchmarking performance, and offering recommendations driven by real executive judgment.
Unlike platforms that rely on one AI engine, we stay AI-agnostic, pulling insight from multiple engines so you get layered perspectives, not a single point of view. The result: better insights, faster decisions, stronger growth.
Unified KPI Dashboards
Live, visual, and role-specific dashboards that bring all your critical data into one clear view.
AI-Powered Insights, Backed by Experience
Anomaly detection, smart summaries, and peer benchmarks — all reviewed and validated by real executive advisors.
Board-Ready, Branded Reports
Generate polished, customizable board decks instantly — no spreadsheets, no stress.




