The report you rebuild by hand every month? We make it run itself.
Client reports, partner commissions, monthly statements, vendor scorecards. We build the recurring thing your team assembles from four systems every cycle, so it shows up on schedule in your own accounts and you just approve it. Fixed price, scoped on one call. No per-client fees, no monthly fee to us.
Greenville, SC. We work with agencies, companies that pay partners or reps, and businesses from 5 to 200 people that run on spreadsheets: manufacturers, clinics, distributors, professional services.
Microsoft Certified
Most Businesses Are Losing Money and Hours They Can’t See
Your business runs on data: ERP, CRM, accounting, eCommerce platforms, the spreadsheets your team rebuilds every Monday morning. We dig through it, find where money is leaking and where your team is wasting time, and fix the underlying problem. The fix might be a dashboard. It might be automation. It might be cleaning up the data you already have. Our data analytics and automation services span all of it — we figure out what actually fits.
Make It Run Itself
The report, statement or payout your team builds by hand every month, built once so it runs on schedule in your own accounts. See how it works
Find the Problems
If you don't know yet where the hours or the money are going, a short diagnostic finds what's actually costing you the most and gives you a plan with numbers attached. Start with a diagnostic
Keep It Running
Ongoing support to keep your data flowing and your automations reliable as the business changes, when you want it. Ongoing support
Technology-Accelerated Delivery: We use modern tools including AI to accelerate the repetitive parts of analytics work, like data cleaning and initial modeling. This means faster turnaround and lower costs for you. The analysis, insights, and recommendations are always human-driven. How we use AI
Simple, Proven Process
Start small, scale as you see value. Each tier builds on the last.
Diagnose
We go through your data over 1 to 3 weeks, find what's costing you money or eating up your team's time, and give you a clear plan with ROI projections.
Build
Implement the recommended fix. That might be Power BI dashboards, automated data pipelines, a clean dataset for your CRM, or a recurring report that replaces hours of manual work. Includes training and 30-day post-launch support.
Optimize
We keep your dashboards updated, handle new questions as they come up, and help you act on what the data is telling you.
What We Actually Do
The work breaks down into four buckets. Most engagements touch two or three of them.
Find the Waste
Diagnostic work. We dig into your data, find where money is leaking and where your team is wasting hours, and quantify it. Output is a prioritized report with dollar figures and time estimates attached.
Clean & Connect
Data living in five different spreadsheets, exports nobody trusts, formats that don't match. We clean it up, standardize it, and connect the systems so the data is actually usable.
Automate the Manual Stuff
Pipelines, scheduled reports, automated lead lists, custom data feeds. If your team rebuilds the same thing every week, we automate it and give them those hours back.
Reporting & Dashboards
Power BI dashboards, custom reports, interactive views. Built around the questions you actually need answered, not generic templates.
Territory Feed: Permit Leads for Your Market
We track building permits from 54 city and county systems across South Carolina, North Carolina, Georgia, and Tennessee — including metro Atlanta, Charlotte, the Triangle, and the Upstate. Every permit is scored and tiered, then delivered monthly.
Contractors, suppliers, and investors use it to see work before it's public knowledge.
Scored & tiered
Every permit ranked, so you call the best leads first.
Business names included
Permit holders and contractors — businesses only, never homeowners.
Monthly or quarterly
A fresh, deduplicated list in your inbox, one pull at a time or as a pack.
Businesses We Work With
Marketing & Advertising Agencies
Client reporting, white-label monthly reports, lookup of any client's numbers
Businesses That Pay Partners or Reps
Referral commissions, dealer payouts, rep statements, monthly without the spreadsheet
Healthcare
Patient outcomes, compliance, and operational efficiency
Professional Services
Utilization, billing, and project performance
Manufacturing
Production, quality, and operations analytics
eCommerce & Retail
Sales trends, inventory, and customer analytics
Technology & SaaS
Product metrics, churn analysis, and growth tracking
Distribution & Logistics
Fulfillment, routing, and supply chain visibility
Construction & Trades
Job costing, scheduling, and resource tracking
Finance & Insurance
Risk analytics, claims tracking, and financial reporting
If your business runs on data — or should — we can probably help. The industry changes, but the problems look the same: too many spreadsheets, not enough visibility.
What Better Data Usually Uncovers
Most businesses don't know how much they're losing until someone actually looks. Here's what we typically find.
$100K–$250K/year
Savings from finding root causes of waste, rework, and inefficiency buried in your operational data
Operations & Efficiency
5–10 hours/week
Time your team gets back each week when they stop building reports by hand and use live dashboards instead
Reporting & Visibility
$50K–$200K uncovered
Hidden costs that show up when you actually dig into process bottlenecks, delays, and quality issues across your operation
Workflow Automation
These are typical ranges based on industry benchmarks for mid-size businesses. Your results will depend on the state of your data, how complex your operation is, and what you do with the findings. For real-world examples, see client results.
Remote Work, Local Availability
We work remotely, which means efficient service without overhead costs passed to you. For Upstate South Carolina clients, we're available for in-person meetings, on-site kickoffs, and facility visits as needed.
For clients outside Upstate SC, everything happens over Zoom or Teams. Same work, same results.