Multiple Apps, Countless
Logins, Scattered Reports.
It's Easy To Lose Control


All Automatically
See Every Location
Fix Problems Fast
9 Locations Benchmarked

Tracks Every Location
Color-Codes Performance
Gives You Strategies for Good, Ok and Bad Locations
Shares Winning Strategies

Instant, AI Powered Reports

Here's How I Work for You
PENDING

Here's How I Work for You
PENDING
I Learn Your Business
& Connect Your Apps
From QuickBooks and Stripe to Salesforce, HubSpot, Shopify, and 500+ more. I connect all your tools automatically, keep your data in sync, and bring everything into one simple dashboard. No manual work and no jumping between platforms. It gives a clear picture of your business in real time.


Here's How I Work for You
PENDING
I Consolidate &
Analyze Everything
I bring all your data together—whether from 500+ apps like QuickBooks, Salesforce, and HubSpot, or from the inputs you share. Everything lives in one simple dashboard, so you can track, compare, and understand your business in real time. From 1 to 1,000+ locations, you’ll see clear next steps to grow faster.


Here's How I Work for You
PENDING
& Recommend Top Strategies
I turn your goals, metrics, and challenges into a Smart Scorecard—powered by strategies from 1,500+ top business books. You get clear insights, ownership, and action steps for every team, department, and location—so hitting your goals becomes faster and easier.


Here's How I Work for You
PENDING
No Data to Connect?
No Problem!
Even without connecting apps, you can still get a personalized Smart Scorecard. I draw from 1,500+ book summaries and 7,000+ proven strategies to match solutions to your challenges. Each scorecard gives you clear steps to grow your business.


Consolidation
Interactive Tutorial
PENDING
- Instant ReportsGain instant clarity on your business progress with simple, actionable reports.
- Multi Location BenchmarkingBenchmarking your locations turns competition into growth
- Financial Consolidation
- Visibility Across All Locations & AppsAll your data. One login. Zero overwhelm.
- Standardize Your Chart of AccountsUpdate your data with one click—clean, consistent, and perfectly aligned across every system.
- Auto Mapping
Consolidate All Location's Data and App Data, Gain Visibility!
- Compare Financial Performance Apples-to-Apples Compare Financials Accurately Across Locations.
- Standardize any data from Employees, Chart of Accounts, Customers etc. to reveal trends and opportunities across teams.
- Drive transparent competition and performance across locations by eliminating data and reporting gaps.

Bring Your Financial Data Into Focus




Roll-ups and side-by-side comparisons


Turn Your QuickBooks Data Into Profit
"Companies that rigorously track and act on their financial statements generate profit margins 30–50% higher than their industry peers."
— Harvard Business Review
Your QuickBooks Has All The Answers—You Just Can't Find Them
1. Connect QuickBooks
2. Ask in Plain English
3. AI Analyzes Everything
- Collections: 67 days (fix: 30)
- Inventory turnover: 2x (goal: 6x)
- Top 3 cash drains identified
4. Execute & Profit
What Your QuickBooks + AI Can Do
Fix Cash Flow
Find Hidden Money
Decide Confidently
Auto-Mapping:
Smart. Fast. Precise

Traditional BI Tools Weren't
Built for Multi-Location Reality

Power BI, Tableau, etc.

The Critical Differences:
- Traditional BINo Location SecurityCan't share reports with franchisees. Every location sees everything or nothing.
- Traditional BIManual PDF FinancialsExport, email, repeat. Every location. Every month. Forever.
- Traditional BIYears & $100K+ to Implement18-month projects. Consultants required. IT teams mandatory.
- Traditional BILimited Drill-DownsCan't drill from corporation → reg
- Auto-Secure by LocationEach franchisee sees only their data. Automatic hierarchical permissions.
- Direct QuickBooks IntegrationLive P&Ls. Real-time financials. No manual exports ever.
- Live in Days, Not YearsConnect your data. Configure locations. Done. No IT needed.