Problem
Manual, slow and easy to get wrong
- Numbers copied out of four or five programs
- The same spreadsheet rebuilt every week
- Last week’s numbers ready by Wednesday
- Different people working from different versions
Reports and dashboards
We build reports that pull this week’s numbers from the software you already use onto one screen, updated on their own, so nobody spends Monday copying and pasting.
Old way vs new way
Rebuilding the same spreadsheet every week is slow, and it’s wrong the moment someone mistypes.
Problem
Solution
What you get
Laid out the way your team already reads them.
Sales, cash, jobs and anything else you track, laid out the way your team reads it.
The same numbers in your inbox before the week starts, with anything unusual called out at the top.
A short note when something crosses a line you set, like overdue invoices above a set amount.
$0
To talk it over, no commitment
2 to 6 weeks
From yes to live
90 days
Free fixes after launch
Patrick ConnollyCEO, UTR Global Inc.Our founder also works at UTR Global.My team used to check invoices and build the weekly report by hand. Now it just runs. The numbers are there every Monday without anyone opening a spreadsheet, and it caught billing mistakes we’d been paying for months.
Founding clients
Half price, in exchange for a case study with the real numbers. Half up front, half once it’s live.
How it works
From first call to hours saved, in 3 steps.
A 20-minute call to see which numbers you track and where they come from. Then a fixed quote with the hours it saves.
It goes live 2 to 6 weeks after you say yes. You try it on your real work first.
Your team gets trained, and any fixes in the first 90 days are free.
FAQ
Straight answers before you book a call.
Most of what small businesses use: QuickBooks, Xero, Excel, Google Sheets, HubSpot, Gusto and more. If a program can export a report, we can usually use it.
No. It reads your numbers where they already live.
Only the people you choose. It lives in accounts you own.
Yes. Anything that doesn’t work as described is fixed free for 90 days after launch, and new additions are quoted before we start.
A fixed price, starting at $4,000. You get the quote after the free consultation. We only quote work that should pay for itself within 6 months at your numbers. Every build comes with 90 days of free fixes after launch.
Your data stays in accounts you own, in your name. Before we start, we tell you in writing which outside services, if any, will see it. Payments and anything sent outside your company wait for a person on your team to approve them.
Nightshift
Tell us which numbers you rebuild every week and we’ll show you how they’d update on their own.