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Sales & Financial Analytics

Everything you need to turn sales and financial data into decisions.

We build custom, live dashboards and business apps as real code on Microsoft Azure. Engage us for a single dashboard or an end-to-end platform — the same secure, automation-first approach applies either way, and you own what we build. Insight. Performance. Growth.

Ambiguity

Too much noise, no clear direction

Numbers scattered across spreadsheets, CRMs, and finance systems — each telling a slightly different story, none of them trusted.

Transformation

Insight connects, insight accelerates

We model the data into one governed source of truth. This is the AM2 Moment — where everything changes and insight begins to compound.

Clarity

Confident decisions, measurable impact

Live, automated analytics your teams actually trust — where confidence grows and impact multiplies.

Custom Dashboards

We design live financial dashboards from the data up — cash runway, margins, receivables, recurring revenue — built for the decisions you actually make. Real code on Azure, not an off-the-shelf report you have to bend to fit.

  • Live views of the metrics that run your business
  • Numbers reconciled to source, so they earn trust
  • Fast, responsive, and readable on any device
  • Role-based access for safe, tailored sharing
  • Refreshes on a dependable daily schedule

Business Apps

When the data you need does not exist yet, we build the app that captures it. Custom web apps for capture, approvals, and everyday operations — replacing spreadsheets and shared inboxes with structured data you can trust. Fast to ship, and yours to own.

  • Web apps for field capture and daily operations
  • Approvals, alerts, and workflow built in
  • Sign-in and role-based access done properly
  • Responsive, accessible UI that matches your brand
  • Backed by your own database, not a black box

Automation

Automation is what makes a dashboard self-running. We wire in the plumbing that moves data between systems, refreshes your numbers overnight, and pings you when a metric crosses a threshold — so nobody has to remember to export anything.

  • Scheduled and event-driven data refresh
  • Alerts by email or Teams when a number moves
  • Approvals routed to the right person automatically
  • Clean integrations with QuickBooks and your systems
  • Monitored, with real error handling — not hope

Data Foundation

Every trustworthy dashboard sits on a reliable home for the numbers. We build pipelines on Azure that pull from QuickBooks and your other systems, clean and model the data, and land it in Azure SQL — accurate and current, day after day.

  • Azure SQL as a reliable, queryable source of truth
  • Pipelines that ingest, clean, and model your data
  • Incremental loads that stay fast as you grow
  • Secure connectivity with managed identities
  • Cost-aware, right-sized infrastructure

Built to Own

Everything we build ships as clean, source-controlled code in your own Microsoft tenant — hosted on Azure Static Web Apps, Azure Functions, and Azure SQL. No per-seat licensing, no proprietary platform to rent. The result is an asset your company owns.

  • Source-controlled code you keep, in your tenant
  • No per-seat licensing to pay month after month
  • Hosted on Azure — the infrastructure scales with you
  • Reviewable, testable, and safe to change
  • Documented so any developer can pick it up

How we engage

Three ways to work together

Dashboard Sprint

A fixed-scope engagement to deliver one production-ready dashboard, from data source to live, deployed site, in a defined timeframe.

Platform Build

An end-to-end build spanning pipelines, data model, apps, and automation — ideal when you are standing up analytics for the first time.

Care Plan

Ongoing support and enhancement for an existing solution, with a guaranteed response time and a monthly improvement allocation.

Not sure which service fits?

Tell us about your data and the decisions you need to make. We'll recommend the right starting point — no obligation.

Book a discovery call