Data & Reporting

One accurate view of the business, and answers when people need them.

Most businesses run several systems and rebuild the same report by hand each month.

Senior people answer the same questions all day, and staff build AI tools nobody manages.

We connect the systems, fix the data underneath, and put AI to work with controls.

Book a Discovery Call

One accurate view of the business

“Every month-end, someone spends a day rebuilding the same report.”

Data sits in an ERP, a CRM, a project system and spreadsheets, and someone combines it by hand.

We can:

Pull ERP, CRM, project and finance data into one source.
Give each manager and the leadership team role-based dashboards.
Run supply chain metrics each night with our ProfitCatalyst Supply Chain Agent.

See the ProfitCatalyst Supply Chain Agent.

Typical forAll industries

Stabilising your ERP before you automate

“Most of our ERP lines don't match, so purchasing works from CSVs.”

Data quality and configuration gaps mean automation would only repeat the errors.

We can:

Fix data quality and configuration gaps.
Clean item, BOM and customer data.
Build automation on top once the core is stable.

Typical forManufacturingfabrication

Choosing a CRM or ERP

“We've looked at seven systems and can't decide.”

Platform choices drag on without a common way to compare them.

We can:

Score platforms against a weighted model.
Design the architecture.
Model licence cost.

Typical forFinancial servicesSMBs

Knowledge assistants for manuals and procedures

“Ask a technical question and someone has to find a particular person.”

Answers sit in manuals, datasheets and senior people's heads.

We can:

Answer from manuals, datasheets and procedures, with a link to the source.
Draft specification replies for a specialist to review.
Send hard questions to a person.

See the AI Knowledge Platform.

Typical forManufacturingdistributionengineering

Staff-built AI tools: prototype to production

“A staff member built a tool the business now relies on, and nobody else knows how it works.”

Staff build tools in their own time, with no owner, no test and no plan for when the builder leaves.

We can:

Review and rank what staff have built.
Test tools against a production framework and deploy the useful ones.
Set up ownership, monitoring and support.

Typical forAll industries

Tracking AI adoption, cost and value

“We don't know who uses the AI tools or what they cost.”

Usage, cost and results of AI tools are not visible to the business.

We can:

Show usage, errors and tool health.
Show token and infrastructure cost.
Estimate benefit and recommend improvements.

See the AI Adoption Platform.

Typical forAny business running AI agents

One accurate view of the business

Stabilising your ERP before you automate

Choosing a CRM or ERP

Knowledge assistants for manuals and procedures

Staff-built AI tools: prototype to production

Tracking AI adoption, cost and value

One accurate view of the business

“Every month-end, someone spends a day rebuilding the same report.”

Data sits in an ERP, a CRM, a project system and spreadsheets, and someone combines it by hand.

We can:

Pull ERP, CRM, project and finance data into one source.
Give each manager and the leadership team role-based dashboards.
Run supply chain metrics each night with our ProfitCatalyst Supply Chain Agent.

See the ProfitCatalyst Supply Chain Agent.

Typical for: All industries

Stabilising your ERP before you automate

“Most of our ERP lines don't match, so purchasing works from CSVs.”

Data quality and configuration gaps mean automation would only repeat the errors.

We can:

Fix data quality and configuration gaps.
Clean item, BOM and customer data.
Build automation on top once the core is stable.

Typical for: Manufacturing, fabrication

Choosing a CRM or ERP

“We've looked at seven systems and can't decide.”

Platform choices drag on without a common way to compare them.

We can:

Score platforms against a weighted model.
Design the architecture.
Model licence cost.

Typical for: Financial services, SMBs

Knowledge assistants for manuals and procedures

“Ask a technical question and someone has to find a particular person.”

Answers sit in manuals, datasheets and senior people's heads.

We can:

Answer from manuals, datasheets and procedures, with a link to the source.
Draft specification replies for a specialist to review.
Send hard questions to a person.

See the AI Knowledge Platform.

Typical for: Manufacturing, distribution, engineering

Staff-built AI tools: prototype to production

“A staff member built a tool the business now relies on, and nobody else knows how it works.”

Staff build tools in their own time, with no owner, no test and no plan for when the builder leaves.

We can:

Review and rank what staff have built.
Test tools against a production framework and deploy the useful ones.
Set up ownership, monitoring and support.

Typical for: All industries

Tracking AI adoption, cost and value

“We don't know who uses the AI tools or what they cost.”

Usage, cost and results of AI tools are not visible to the business.

We can:

Show usage, errors and tool health.
Show token and infrastructure cost.
Estimate benefit and recommend improvements.

See the AI Adoption Platform.

Typical for: Any business running AI agents

People stay in charge

Every figure traces back to its source system. Every assistant answer shows its source.

Where to start

Pick one measure, such as job margin or on-time delivery, or one document set for an assistant, and build outward from there.

See the full approach on How We Work.

Common questions

Do we need to replace our ERP to get one view of the business?

Usually not. If the data in the ERP is unreliable, we fix that first. A dashboard built on poor data only shows the errors sooner.

Where does our data go?

We design to your data rules, limit access by role and log what is asked. We confirm the specifics for your set-up before build.

Data & Reporting

One accurate view of the business, and answers when people need them.

One accurate view of the business

Stabilising your ERP before you automate

Choosing a CRM or ERP

Knowledge assistants for manuals and procedures

Staff-built AI tools: prototype to production

Tracking AI adoption, cost and value

One accurate view of the business

“Every month-end, someone spends a day rebuilding the same report.”

Stabilising your ERP before you automate

“Most of our ERP lines don't match, so purchasing works from CSVs.”

Choosing a CRM or ERP

“We've looked at seven systems and can't decide.”

Knowledge assistants for manuals and procedures

“Ask a technical question and someone has to find a particular person.”

Staff-built AI tools: prototype to production

“A staff member built a tool the business now relies on, and nobody else knows how it works.”

Tracking AI adoption, cost and value

“We don't know who uses the AI tools or what they cost.”

People stay in charge

Where to start

Common questions

Do we need to replace our ERP to get one view of the business?

Where does our data go?

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