Pick the function you own and everything below changes with it.
Mid-market · Manufacturing · Distribution · Hospitality · Retail · and more
Actuals pulled from every entity, budget versus actual reconciled automatically, and the board pack assembled rather than written.
For CFOs, financial controllers and finance leads.
+ and many moreEvery region reporting into one structure, with margin and quality problems flagged while there is still time to act on them.
For COOs, heads of operations and regional managers.
+ and many moreRevenue by customer is easy. Profit by customer, cohort behaviour and the accounts quietly slipping are the ones that need the data joined up.
For CROs, heads of sales and commercial finance.
+ and many morePayroll, rotas and headcount plans read together, so the cost of the workforce is visible before it lands in the month-end.
For HR directors, people leads and operations finance.
+ and many moreStock, purchase orders and supplier performance reconciled across systems, so a slip is visible before it stops the line.
For supply chain directors, procurement and plant managers.
+ and many moreVolume is a number, not a reason. We cluster what people are actually contacting you about and connect it to the accounts at risk.
For customer service directors and account management.
+ and many moreDifferent symptoms, one cause: the answer is spread across systems that do not talk.
Every one below is built on your own data and configured to how this function actually works. Anything the team does repeatedly can become the next one.
Run on a trigger, do the work, report back.
Pulls the trial balance from NetSuite on the 1st, flags unmapped GL lines, drafts the variance commentary.
Reconciles every entity against plan and writes the explanation for anything more than 5 percent out.
Assembles the pack the week before the meeting, with last month’s commentary carried forward.
Rolls a 13 week forecast every Monday off live receivables, payables and payroll.
A live view the team opens any time, always current.
The pack as a live page, with every figure clickable back to the ledger line it came from.
Who owes what on the close calendar, updated as each entity signs off.
Budget, actual and forecast by entity and cost center, refreshed nightly.
Triggers fire, agents run, and the output lands in an app before anyone asks for it. Three workflows we build most often for this function, with every trigger, schedule and output configured to how the business runs.
Different symptoms, one cause: the answer is spread across systems that do not talk.
Every one below is built on your own data and configured to how this function actually works. Anything the team does repeatedly can become the next one.
Run on a trigger, do the work, report back.
Reads every site’s daily numbers overnight and flags any branch tracking below plan.
Scores each manager on margin, utilization and rework, and sends it out Monday morning.
Joins job time from ServiceTitan to payroll hours and finds where the two disagree.
Projects next month’s job volume by region and says where you are short of crew.
A live view the team opens any time, always current.
Company, region and district margins side by side, refreshed daily.
Every site on one page, ranked, with the three metrics that move the number.
Volume and staffing by region for the next two quarters, updated as actuals land.
Triggers fire, agents run, and the output lands in an app before anyone asks for it. Three workflows we build most often for this function, with every trigger, schedule and output configured to how the business runs.
Different symptoms, one cause: the answer is spread across systems that do not talk.
Every one below is built on your own data and configured to how this function actually works. Anything the team does repeatedly can become the next one.
Run on a trigger, do the work, report back.
Allocates cost to serve down to each account and ranks customers by margin rather than revenue.
Tracks what each signup cohort spends by month and flags the ones falling behind.
Reads the closed opportunities in Salesforce each week and clusters why deals were lost.
Finds the accounts priced under the book rate and sizes what the discount costs you.
A live view the team opens any time, always current.
Revenue, cost to serve and margin for every account, sortable by any of them.
Retention curves by cohort, segment and rep, rebuilt weekly.
The forecast with the deals that moved since last week called out.
Triggers fire, agents run, and the output lands in an app before anyone asks for it. Three workflows we build most often for this function, with every trigger, schedule and output configured to how the business runs.
Different symptoms, one cause: the answer is spread across systems that do not talk.
Every one below is built on your own data and configured to how this function actually works. Anything the team does repeatedly can become the next one.
Run on a trigger, do the work, report back.
Reconciles the ADP roster against the hiring plan weekly and lists the roles behind schedule.
Reads tenure, overtime and manager changes to flag the teams most likely to lose people.
Totals overtime by site every payroll run and shows what it added to unit cost.
Compares each role against the market band and flags where you are out of line.
A live view the team opens any time, always current.
Headcount, cost and turnover by site and department, current to the last payroll run.
Every manager’s team on one page, with openings, attrition and overtime against it.
Triggers fire, agents run, and the output lands in an app before anyone asks for it. Three workflows we build most often for this function, with every trigger, schedule and output configured to how the business runs.
Different symptoms, one cause: the answer is spread across systems that do not talk.
Every one below is built on your own data and configured to how this function actually works. Anything the team does repeatedly can become the next one.
Run on a trigger, do the work, report back.
Compares system stock against the physical count each night and lists what does not tie.
Scores every supplier monthly on on-time delivery, short shipments and price drift.
Matches purchase orders to receipts and invoices across NetSuite, SAP and the shared inbox.
Projects part-level demand from order history and flags what to reorder this week.
A live view the team opens any time, always current.
Stock by part and location, with the variance against the last count beside it.
Every supplier ranked on delivery, price and quality, with the open orders against each.
Triggers fire, agents run, and the output lands in an app before anyone asks for it. Three workflows we build most often for this function, with every trigger, schedule and output configured to how the business runs.
Different symptoms, one cause: the answer is spread across systems that do not talk.
Every one below is built on your own data and configured to how this function actually works. Anything the team does repeatedly can become the next one.
Run on a trigger, do the work, report back.
Reads every ticket overnight and clusters them into the ten things people actually contact you about.
Watches response and resolution time by queue and raises a flag before a breach lands.
Joins ticket history to account revenue and ranks the accounts most likely to leave.
Traces repeat contacts back to the product or process step that caused them.
A live view the team opens any time, always current.
Volume, backlog and first response time by queue, updated live.
The at-risk accounts with the revenue attached and their last five tickets.
Triggers fire, agents run, and the output lands in an app before anyone asks for it. Three workflows we build most often for this function, with every trigger, schedule and output configured to how the business runs.
See what your own data can do once it is connected.
Schedule a callWe use analytics cookies to understand how the site is used. You can accept or decline. See our cookie policy.