Analyze. Ask. Act.
A custom AI for Small Business layer that sits on top of your existing systems — turning your data into answers and your answers into action.
Custom analytics dashboards
Built for your business, not a template. KPIs, charts, and views that match how you actually run the company.
- Real-time data from your systems
- Tailored to your industry
- Mobile and desktop ready
Plain-English AI chat
Ask anything about your business — no SQL, no BI training. Get answers, charts, and insights in seconds.
- "What were Q3 revenues by region?"
- "Which customers haven't ordered in 60 days?"
- "Show me inventory below reorder point"
AI that takes action
Beyond reports — your AI does the work. Creates orders, sends emails, generates files, runs automations.
- Sales orders from emails
- POs from inventory triggers
- Custom Excel reports on demand
Connects to the systems you already run
We meet your data where it lives — no rip-and-replace, no migration projects, no new logins for your team.
Don't see your system? We've connected to a lot more than this. Tell us what you use →
Your data, finally making sense.
Most SMBs have years of operations data sitting in their systems — but it takes a Business Intelligence team and weeks of work to get a real answer out of it. We change that.
- ✓Custom-built for your business. Every metric, view, and chart designed around your specific operations and KPIs.
- ✓Real-time, always fresh. Data syncs continuously from your sources. What you see is what's true right now.
- ✓Drill down to the detail. Click any number to see what's behind it — invoices, transactions, customers, products.
- ✓Branded as yours. Your colors, your logo, your URL. Looks like part of your business — because it is.
Talk to your data like a person.
Stop digging through spreadsheets. Stop pinging IT for reports. Just type your question — like you'd ask a smart colleague — and get an answer.
- ✓No SQL, no BI training. Plain English in, charts and answers out. Anyone on your team can use it.
- ✓Knows your business. Trained on your specific data, terminology, customers, products. Not generic ChatGPT.
- ✓Always cites sources. Every answer shows you exactly which records it pulled from. No black box.
- ✓Follow-up questions work. "Now break that down by region" — it remembers what you just asked.
⚠ Beta Inc. — $32K · last 71 days
⚠ Gamma LLC — $28K · last 64 days
+ 44 more
From insight to action, in seconds.
Most analytics tools stop at the report. Ours starts there. Tell the AI what to do — or set up rules — and watch it execute across your business.
- ✓Sales orders from emails. Customer email comes in → AI extracts the order → creates it in your ERP → sends confirmation.
- ✓POs from inventory triggers. Stock hits reorder point → AI generates a PO → routes to the right approver → sends to vendor.
- ✓Custom Excel reports on demand. Ask for "Q4 customer report by territory" and get a formatted Excel file in your inbox.
- ✓Email automations. Weekly digests, follow-ups, alerts — all with AI-written, on-brand content.
- ✓Always with approval. You decide which actions auto-run and which need human sign-off. Full audit trail.
Custom-built.
In weeks, not quarters.
Every AI for Small Business engagement follows the same simple flow. Most clients are live with their first dashboard in 2-4 weeks.
Discover
Free 30-min call. We learn your business, your systems, and the questions you want answered.
Connect
We securely link to your QuickBooks, ERP, or whatever you run. No data leaves your control.
Build
Custom dashboards, chat trained on your data, automations specific to your workflows.
Iterate
We monitor, tune, and add capabilities as your needs evolve. You always own what we build.
Honesty about what we aren't.
Most AI vendors will sell you anything. We say no a lot — because saying no to the wrong fit is what makes us right for the SMBs we serve.
- We're not a SaaS subscriptionEvery engagement is custom-built around your business. No generic platform with 200 features you'll never use.
- We don't replace your systemsYour QuickBooks, ERP, CRM stay exactly where they are. We layer on top, not rip-and-replace.
- We don't send your data anywhere riskyPrivacy-first architecture. Your data stays under your control with clear policies on AI processing.
- We don't disappear after launchYour business changes. So should your AI. We tune, update, and add capabilities continuously.
AI for Small Business,
built on your own data.
Walk through a working demo dashboard, see the AI chat in action, and discuss what's possible for your specific business.