Your team shouldn't be building reports manually. Ours automates it.
We build automations and data intelligence systems that eliminate manual reporting, streamline deal flow intake, and give leadership real-time visibility — without adding headcount.
The problems costing you money.
Reports are built from scratch weekly
Your team pulls the same data every week and builds the same report from scratch. It takes hours. It shouldn't.
Deal intake is all friction
Deal flow and client intake is a manual process — emails, spreadsheets, follow-up threads. Every new opportunity starts with friction.
Leadership lacks real-time visibility
Leadership doesn't have real-time visibility into portfolio performance, pipeline, or team activity. Every report is already out of date.
What we automate for you.
Eliminate manual reporting entirely
Every Monday, a clean summary of your key metrics lands in the right inbox — pulled automatically from your systems, formatted, and ready to act on. No dashboards to build. No data to pull.
Analyst time on manual reporting at $150/hr fully loaded. 5 hours/week = $39,000/year in labour cost. Automate it for $24,000/year.
Streamline deal flow and client intake
New deal or client enters your intake form — a complete record is automatically created, team is notified, next steps triggered. Clean data from day one.
30 minutes of manual intake per new deal, 15 deals per month = 7.5 hours returned to high-value work every month.
Real-time visibility into your numbers
Custom dashboards pull live data from your systems — portfolio performance, pipeline status, KPIs — updated automatically. Leadership always has the current picture.
One better decision per quarter from better data visibility is worth more than the cost of the system.
The Intelligence Stack
Four automations. One complete operations and intelligence system.
- Weekly Reporting Bot — automated plain-English performance summaries
- Intake Form → CRM Pipeline — zero manual data entry on new deals/clients
- Custom Dashboards — real-time visibility into metrics that matter
- Invoice & Payment Follow-Up — automated receivables for advisory retainers
How it works
Three steps. Then it runs itself.
We build it
We configure every automation for your firm — your systems, your intake process, your communication standards. Nothing is generic.
It runs
From day one, the system handles follow-up, intake, reminders, reporting, and invoicing automatically. Your team focuses on the work that requires their expertise.
You grow
More clients converted. Less time lost to admin. Better visibility into your numbers. We monitor and optimise everything on an ongoing basis.
Your operations should be as precise as your analysis.
Free 20-minute call. We'll map exactly where your team is losing time to manual work.