Workflow automation
Lightweight, custom tools that handle the repetitive work: data entry, quotes, invoices, reports and handovers.
AI insights and reporting
AI insights and reporting from the data you already have
Your data should be working for you. We build tools that pull it together automatically and surface what matters, in plain English, so decisions take minutes instead of days.
- Free 30-minute consult
- Clear, upfront pricing
- Auckland-based, NZ-wide
You have more data than you think
Most small businesses have more data than they think: in Xero, the CRM, spreadsheets, booking systems and inboxes. The problem is that it’s scattered, so reporting takes hours and the useful patterns stay hidden.
We connect your sources, clean the data and build reporting that updates itself. AI then highlights trends, risks and opportunities, and answers questions about your numbers in plain language.
What you get
Deliverables
- Data audit across your systems and spreadsheets
- Automatic data collection and cleaning
- Dashboards built around the decisions you actually make
- AI summaries that explain what changed and why it matters
- Alerts when key numbers move outside the expected range
- Forecasting and predictive models where the data supports them
How it works
A clear, low-risk process
-
Question
We start with the decisions you need to make and the questions you want answered.
-
Connect
We connect and clean your data sources so the numbers can be trusted.
-
Build
We build dashboards, summaries and alerts, then test them with you.
-
Refine
We refine the insights as you use them and add forecasting when it adds value.
Examples
What this looks like in practice
Every solution is shaped by your operations, data and goals. These are typical starting points.
-
Sales and margin
See which products, services and customers drive profit, and which quietly erode it.
-
Customer insights
Spot retention trends, high-value segments and customers at risk of leaving.
-
Operational performance
Track job times, utilisation and bottlenecks without assembling a spreadsheet.
-
Early warnings
Get an alert when cash flow, stock or bookings move outside the normal range.
Pricing
Clear, upfront pricing
Every engagement starts with a free 30-minute consultation. You’ll get a fixed scope and a clear price before any work begins, so there are no surprises.
FAQ
AI insights and reporting: common questions
Do we need clean data before we start?
No. Cleaning and connecting your data is part of the work. We’ll tell you honestly what your data can support and what would need to change for more advanced insights.
What systems can you connect to?
Common sources include Xero, MYOB, Microsoft 365, Google Workspace, CRMs, booking and job management systems, e-commerce platforms and spreadsheets. If it has an export or an API, we can usually work with it.
Will we need to buy new software?
Not necessarily. We often build on tools you already have, such as Power BI or Excel, to keep costs down. Where a new tool is worth it, we’ll explain why.
Can AI predict future sales?
It can help, if you have enough history and the patterns are stable. We’ll assess whether forecasting is reliable for your business before recommending it.
Related
Often paired with
AI strategy and readiness
A clear-eyed look at where AI will save time and money in your business, and a practical roadmap to get there.
Start with a free 30-minute conversation
Tell us what’s taking up your team’s time. We’ll show you where AI can help, what it would cost, and what to do first. No obligation and no sales pitch.