We work with companies like yours.

Every industry has its own data problems, its own systems, and its own way of making decisions. We bring solutions that are built for your context - not repurposed from a different vertical and rebranded.

Discrete, process, and mixed-mode

Manufacturing

The typical challenge

Production data sitting in systems that do not talk to each other. OEE tracked in spreadsheets. Shift managers making decisions on yesterday's numbers.

Common systems we connect to

Plex SystemsIQMS / DELMIAWorksEpicorSAPDynamics 365

What we do for manufacturing clients

  • Real-time OEE and production dashboards connected to Plex, IQMS, Epicor, or SAP
  • Quality and scrap reporting with root cause drill-through
  • Inventory and supply chain visibility across multiple plants
  • ERP implementation and data migration without production downtime
  • Predictive maintenance models on equipment sensor data

CPA firms, advisory, consulting

Accounting and Professional Services

The typical challenge

Client reporting built manually in Excel every month. Billing data in one system, time tracking in another, and no single view of firm performance.

Common systems we connect to

QuickBooksSageXeroThomson ReutersCCH

What we do for accounting and professional services clients

  • Automated client reporting pipelines that run overnight - no manual assembly
  • Firm-wide KPI dashboards across revenue, utilization, and realization rates
  • Integration between practice management, billing, and accounting systems
  • Client profitability analysis and partner performance reporting
  • AI-assisted document review and data extraction from unstructured sources

Providers, clinics, and health systems

Healthcare

The typical challenge

Clinical, billing, scheduling, and HR data in separate systems with no unified view. Leadership making decisions on a patchwork of disconnected reports.

Common systems we connect to

EpicathenahealthCernerAdvancedMDPractice Fusion

What we do for healthcare clients

  • Unified leadership dashboards consolidating clinical, billing, and operational data
  • Patient flow and capacity analytics for scheduling optimization
  • Revenue cycle reporting and billing discrepancy detection
  • Workforce and labor cost analytics integrated with payroll systems
  • HIPAA-compliant data architecture and de-identification pipelines

Regional banks, credit unions, and finance firms

Banking and Financial Services

The typical challenge

Month-end close consuming the first week of every month. Branch-level data living in silos. Leadership reviewing data that is always at least 30 days old.

Common systems we connect to

FiservJack HenryFISnCinoSalesforce Financial Services Cloud

What we do for banking and financial services clients

  • Automated month-end consolidation reducing close cycles from days to hours
  • Branch performance dashboards with drill-through to transaction-level detail
  • Regulatory reporting pipelines with full audit logging
  • Risk and compliance data infrastructure built for auditability
  • Integration between core banking, CRM, and financial planning systems

Regional and national distributors, 3PLs

Logistics and Distribution

The typical challenge

No visibility into on-time delivery until the customer calls. Carrier performance tracked manually. Operations team reactive by design.

Common systems we connect to

McLeodTMWDynamics 365NetSuiteSAP

What we do for logistics and distribution clients

  • Real-time shipment tracking dashboards connected to TMS and ERP data
  • At-risk shipment alerts before they become customer problems
  • Automated carrier performance ranking and procurement reporting
  • Warehouse and inventory analytics with location-level drill-through
  • Customer-facing delivery visibility portals built on your own data

General contractors, specialty trades, and project-based firms

Construction and Trades

The typical challenge

Job costing done in spreadsheets. Project managers working from gut instinct. No visibility into which jobs are actually profitable until they are closed.

Common systems we connect to

ProcoreSage 300 CREViewpointFoundationBuildertrend

What we do for construction and trades clients

  • Job costing dashboards with budget vs. actual tracking in real time
  • Subcontractor and materials cost reporting across active projects
  • Resource and crew utilization analytics
  • Integration between field management tools and accounting systems
  • Bid vs. actual analysis to improve estimating accuracy over time

Processors, distributors, and CPG

Food and Beverage

The typical challenge

Batch traceability managed manually. Yield and waste tracked in spreadsheets. Compliance reporting built the night before an audit.

Common systems we connect to

PlexApteanSAPDynamics 365Fishbowl

What we do for food and beverage clients

  • Batch traceability and recall readiness dashboards
  • Yield, waste, and efficiency reporting at the line and SKU level
  • Demand forecasting models integrated with production planning
  • Supplier and raw material cost analytics
  • FDA and food safety compliance reporting pipelines

MSPs, SaaS companies, and IT consulting firms

IT and Technology Services

The typical challenge

Client utilization data in three ticketing systems, billing in a fourth. Senior people spending 20 hours a week pulling numbers instead of delivering value.

Common systems we connect to

ConnectWiseAutotaskDattoFreshdeskZendesk

What we do for it and technology services clients

  • Automated client reporting pipelines across PSA, ticketing, and billing systems
  • Service desk performance and SLA compliance dashboards
  • Recurring revenue and churn analytics for SaaS businesses
  • Engineer utilization and capacity planning reporting
  • Integration between ConnectWise, Autotask, HubSpot, and billing platforms

Do not see your industry listed?

The verticals above are where we have the deepest track record. But data problems are not industry-specific - if you have disconnected systems, manual reporting, or decisions being made on stale data, we can help. Get in touch and we will tell you honestly what we have seen in your space.

Tell us what industry you are in and what you are trying to solve. We will respond within 24 business hours.

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