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Data intelligence

Know what changed before Monday starts.

Your numbers, pulled from the systems you have, with a weekly brief on what moved and why.

Start with one workflow

Try it yourself

A working sample. Change the rules and watch what it does.

01Choose what it can see

02Ask your business a question

Or type your own in the box.

It can see all four systems. Every answer cites where it came from.

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Live

What changes

Your numbers arrive
Before: Ten days late
After: Monday morning
The report
Before: Exports stitched into a spreadsheet
After: Built automatically, every week
Trusting a figure
Before: Take it on faith
After: Click through to the source

How it stays yours

Sources
ERP, accounting, bank, sales
Reads it
What changed, and why
Exceptions
Flagged, never netted out
Every number
Traces to its source

A good fit for

  • Weekly margin, cash, and backlog briefs
  • Receivables aging
  • Sales and pipeline rollups
  • Branch or location comparisons

Probably not, if

If the data isn’t being captured at all. We’d fix that first.

Works with what you have

  • QuickBooks, Xero, NetSuite, Sage
  • Your ERP or point of sale
  • Your bank feed
  • Your CRM
  • Email, Slack, or a web page

Questions owners ask

What does “traces to its source” mean?

Every figure links to the records behind it.

Our systems disagree. Which one wins?

Neither, silently. It flags the difference for a person instead of picking one.

Is this a dashboard?

Not really. A dashboard shows forty numbers; the brief tells you the three that moved.

See it running

Livato’s owner reads a Monday brief instead of rebuilding a Friday spreadsheet.

Read the Livato case study

Start with this one workflow

Tell us where the hours go. We’ll scope one workflow, in writing, and reply within two business days.

Tell us what’s costing you time