Defending strategy with screenshots that don't reconcile.
The QBR slide says one thing. The client's NetSuite says another. The retention conversation gets uncomfortable fast.
Show clients exactly what their stack earned, where the leaks are, and what to do next, backed by a reconciled number.
Three things every team in your seat tells us within the first call.
The QBR slide says one thing. The client's NetSuite says another. The retention conversation gets uncomfortable fast.
Every account is a snowflake. You rebuild the same contribution analysis in Sheets every month and pray nothing breaks.
Platform ROAS is up, contribution is flat, the CFO has questions. You don't have the artifact to land the renewal.
Every solution page below maps to a deeper product surface, click into any of them for the live screens and proofs.
Weekly profit reviews, monthly P&Ls and board decks generated from a reconciled number, branded, scheduled, and shareable.
See it in product DIAGNOSTICSRun the investigation in three minutes and walk into the client call with a dollar-ranked root cause, not a theory.
See it in product THE AGENTThe agent investigates, explains and proposes the next move, so your senior strategists spend time on the brief, not the build.
See it in productInvite your client as Approver, your account team as Analyst, and route every money-moving action through a gated, audited queue, without sharing logins.
Tour the full platform
“Replaces a junior analyst and a week of meetings, for every client we run. Our QBRs land harder and our renewals close faster.”
Connect your stack, run your first investigation, and watch the agent find money your dashboards never could.
~14 day payback · no card to start · pause anytime.