What we build

One Platform.
Three Custom AI Solutions.
Built for Your Business.

Every one of our Custom AI Solutions deployments is custom-built. Same core platform — Analyze, Ask, Act — tailored to your data, your systems, and your specific operations. From analytics to AI Business Automation, every engagement is shaped to fit how your company actually runs.

Analyze.

Your business runs on data spread across QuickBooks, ERPs, CRMs, spreadsheets — but getting one clear view of it has historically required a Business Intelligence team and weeks of work. We change that.

  • ✓Custom dashboards — designed around your KPIs, not a generic template. Industry-aware metrics for distribution, manufacturing, services, retail.
  • ✓Real-time sync — data refreshes continuously from your sources. No nightly batches, no stale numbers.
  • ✓Drill-down everywhere — click a number, see the transactions behind it. Click a customer, see their full history.
  • ✓Predictions built in — sales forecasts, inventory predictions, customer churn risk — modeled on your actual history.
  • ✓Anomaly detection — automatic alerts when something unusual happens, before it becomes a problem.
Customer Health
Live · 1,240 customers
● LIVE
498
Active customers
170
Slowing down
387
Stopped ordering
79.6%
Active share
⚠ AI Alert: 23 high-value customers entered "slowing" status in last 14 days. View list →

Ask.

Imagine a smart colleague who has memorized every transaction, every customer, every product, and every line item — and is available 24/7, asks no questions, and answers in plain English.

  • ✓Trained on your data. Not generic ChatGPT. Knows your customers, products, terminology, business rules.
  • ✓Plain-English questions. "Show me top 10 customers by Q3 margin" works. So does "Why are sales down in California?"
  • ✓Charts and tables on demand. Visual answers when they help. Lists when they don't.
  • ✓Sources every answer. Click to see the underlying records. No black box.
  • ✓Conversation memory. Follow-up questions just work. "Now break it down by month."
  • ✓Multi-user, with permissions. Sales sees sales, accounting sees accounting. Owners see everything.
AI
Your AI Assistant
Online
Why is gross margin down 4 points QoQ?
Three drivers explain ~85% of the change:
1. Product mix shift — high-margin SKUs down 12%
2. Vendor cost increase — Brand-A up 6% in Q4
3. Promotional pricing — extended Black Friday
Want me to model what fixes this?
Yes, and email it to the team
Done. Modeled 3 scenarios, attached as Excel, emailed to leadership@. 📎 margin-recovery-scenarios.xlsx

Act.

Most analytics tools stop at the chart. AI Business Automation starts there. The same AI that answers your questions can take action across your business — with your approval rules and full audit trails.

  • ✓Sales orders from emails. Customer sends an order email → AI extracts the details → creates SO in your ERP → sends confirmation.
  • ✓Purchase orders from triggers. Inventory threshold hit → PO drafted to preferred vendor → routed to approver → sent.
  • ✓Custom Excel exports. "Generate a quarterly customer report by territory" → formatted Excel in your inbox.
  • ✓Email automations. Re-engagement campaigns to dormant customers, AR collection sequences, weekly digests — all written by AI in your voice.
  • ✓AI Business Automation with approval workflows. You decide what auto-runs (small POs) and what needs human review (high-value orders).
  • ✓Full audit trail. Every action logged with timestamp, source, and AI reasoning. Compliance-ready.
⚡ Auto-PO Workflow
Inventory hits reorder pointWidget-A: 12 units left, reorder threshold 25
↓
AI drafts the POBest vendor, optimal qty (200 units), historic price
↓
Routed for approvalUnder $5K → auto-approved. Over → owner review.
↓
Sent to vendorEmail + PDF · ETA tracked · auto-status updates
Avg. PO cycle: 3 minutes (was 2 days) Inventory stockouts down 87% in first 90 days

Built on what you already use

The platform connects to virtually any source of business data. These are the most common — but if you don't see yours, ask. We've connected to a lot of unusual systems.

Who we work with

Built for operationally
complex SMBs.

Our Custom AI Solutions work best with businesses that already generate meaningful operational data and want to make better use of it.

Distribution & wholesale

Common starting point

Multi-product, multi-customer, multi-vendor operations where margins are thin and timing matters. Our sweet spot. Out of the box, our AI Business Automation handles auto-POs, sales order capture from email, and customer health monitoring.

  • Customer health scoring & segmentation
  • Product mix and margin analysis
  • Auto-PO from inventory triggers
  • Sales order automation from email

Manufacturing

High-impact use case

Production data, inventory turns, vendor performance, quality metrics — all in one view, with AI watching for anomalies.

  • Production output dashboards
  • Inventory turn analysis
  • Vendor performance scoring
  • Predictive demand forecasting

Service businesses

Growing demand

Time tracked, projects billed, customer satisfaction — turning service-business data into clear leading indicators.

  • Project profitability dashboards
  • Utilization & capacity planning
  • Auto-invoicing from time entries
  • Customer NPS automation

Retail & e-commerce

Multi-channel ready

POS, e-commerce, inventory, and finance unified into one analytics layer with AI-powered demand forecasting.

  • Cross-channel sales unification
  • Demand forecasting by SKU
  • Customer LTV & cohort analysis
  • Auto-replenishment workflows

Want to see a live demo
on real business data?

We have walkthrough environments for distribution and wholesale businesses. Click through it yourself or schedule a guided walkthrough.

See it live → Talk to us first