We bridge QuickBooks, CRMs, and operational logs into a unified context engine—delivering a 1-page Weekly Brief telling mid-market owners what changed, why it changed, and what deserves focus today.
Most mid-market wholesale distributors and commercial service providers have critical data trapped inside isolated silos.
Tells you what happened after the accounting period closes, when it's already too late to recover lost account revenue.
Tracks sales rep calls and emails without cross-referencing actual customer ordering velocity or invoice drops.
Captures freight disputes, shipping delays, and pricing complaints in unstructured logs that never reach executive awareness.
No complex software implementations or risky API write-access required. We plug directly into your existing workflow.
Your team securely provides standard weekly or monthly CSV data exports from your existing accounting, CRM, and operational systems.
Our proprietary Python reasoning pipeline normalizes entity names, cross-references metrics, and detects hidden cross-system friction.
Every Monday morning, leadership receives a concise 1-page institutional PDF highlighting critical risks and 3 prioritized action items.
Designed specifically for executive leadership who need answers, not more spreadsheets.
Automatically flags accounts showing reduced order frequency combined with sales rep silence or past pricing complaints before revenue drops permanently.
Identifies aging balances past 45+ days before new delivery holds or high-risk inventory stock releases are approved.
Delivers 3 concrete, executive-level action items for your management team every Monday morning to keep operations tightly aligned.