A data analyst that knows your business by name.
Off-the-shelf AI tools answer generic questions about generic data. We build one agent, around one business — yours: your products, your margins, your definition of a problem worth flagging.
Fixed scope · 10 business days · Fee credited toward your build within 60 days
Why did contribution margin dip last month?
Margin fell 3.1 pts: ad costs rose on two hero products while returns on one size run doubled. SELECT sku, SUM(returns)…
Suggested action: review the size guide for that product. Want an alert if returns exceed 12%?
Illustrative example — sample data, not a client result.
- Security-first architecture
- Your data is never used to train models
- Least-privilege, read-only access by default
- Built in your cloud — you own everything
The whole analyst's job, not just the charts.
Answers
Ask the questions you'd walk over to an analyst's desk with — sales, jobs, stock, customers, cash — and get a straight answer that shows its sources and its working.
Reports
The weekly and monthly briefings land on schedule: margin by product or job, pipeline movement, customers going quiet. No one has to remember to build them.
Alerts
You set the thresholds that matter — returns over 12%, a job's margin under 15%, stock under two weeks — and the agent speaks up only when something crosses one.
Built on your ground
In your cloud, under your accounts
We connect the tools you already use — store, accounting, helpdesk, spreadsheets, ad platforms — with least-privilege, read-only access by default. The agent and its code live in your accounts. If we part ways, it keeps working and you keep everything.
Checked, not trusted blindly
Tested before it answers for you
Before launch, the agent is evaluated against a set of real questions with known answers. When it isn't confident, it says so and shows what it found instead of guessing.
Dashboards show you charts. A data analyst tells you what changed, why it changed, and what to do next. We build the second one: an agent connected to your sales, jobs, invoices, inventory and marketing — trained on how your business defines a good month.
Who it's for
Owners who feel the numbers slipping
You know the business is leaving money somewhere — in quotes, in stock, in customers who went quiet — but the answer is spread across five tools and nobody has time to go looking. If you can't justify a full-time analyst, this is the analyst.
Who it's not for
If you need one chart a month, a spreadsheet is cheaper and we'll tell you so on the call.
Start small. Scale what works.
Three steps, each scoped and priced in writing before it begins. No figure is published, because no two businesses need the same build — the audit is what tells us what yours should cost.
AI READINESS AUDIT
10 business days fixed scope
- Data, tools and question-mix review
- Mini-prototype answering real questions on your data
- Top opportunities ranked by payoff
- Build plan with its price
Fee credited toward your build if you proceed within 60 days.
BUILD
4–8 weeks fixed scope
- Data pipelines and a clean, shared data layer
- Your personalized analytics agent, evaluated and tuned
- Dashboards and scheduled reports
- Weekly demos, milestone billing
Scope and price agreed before work starts.
MONITOR & IMPROVE
Monthly ongoing
- Pipeline and data-quality monitoring
- Agent accuracy reviews and tuning
- New questions and reports as you grow
- Monthly report against your baseline
Questions, answered.
Why not just use the AI built into our tools?
Sometimes that's enough, and the audit will tell you if it is. Built-in assistants see one tool's data; they don't know your margins, your exceptions, or how your tools connect. We build the layer that does — or we tell you not to buy it.
What happens to our data?
We work with least-privilege, read-only access wherever possible, build inside your cloud accounts, and use model providers configured so your data is never used for training. We're happy to work within your security review process.
Do we have to commit to a build after the audit?
No. The audit is a standalone deliverable — you keep the roadmap, the prototype findings and the plan. If you proceed within 60 days, the fee is credited toward the build.
See what your numbers have been trying to tell you.
Book a free 30-minute call. You'll leave with at least one practical idea — whether or not we work together.