✦AI Data Analyst & Dashboards

Ask your business a question. Get the answer.

We connect your data into one place, then you ask questions in plain English, like "which service made the most profit last quarter?", and get the answer with a chart.

Focused sprints $5,000Larger builds quoted separatelyYou own the custom build
Ask your numbers
  1. You ask“Which service made the most profit last quarter?”
  2. Pulls your dataQuickBooks · CRM · job system
  3. AnswersStamped patios: $48,200 profit, 31% margin
  4. Saved to your dashboardWeekly email every Monday
Answer in seconds, with sources
Illustration with sample data

Before you buy

Is this the right next step?

A good fit when

Managers repeatedly reconcile reports from multiple systems and need agreed definitions for business measures.

Start smaller if

One existing dashboard or a spreadsheet answers the question. Fix data quality before adding a conversational interface.

What we check first

Data sources, permissions, metric definitions, refresh frequency, and example questions with known answers.

How to judge the result: Check totals against trusted records and track report preparation time. A plausible chart is not proof of a correct answer.

Interactive walkthrough

See how AI Data Analyst & Dashboards works.

Follow one realistic example from the first input to the result your team receives.

Product simulation · sample data
AI Data Analyst & Dashboards · workflow preview
INPUTConnected sales and operations dataSTEP 1Map the ai data analyst & dashboardsOUTPUTBuilding…
1
NOW HAPPENING

Map the ai data analyst & dashboards

You show us the process. We ask where it breaks.

Input receivedMap the ai data analyst & dashboardsFixed quote in 24 hoursBuild and testLive and handed over
Step 1 of 4

The problem

Sound familiar?

01

Data lives in ten tools

CRM, ads, accounting, spreadsheets.

02

Reports take hours to build

And they're out of date by Monday.

03

Only one person knows the numbers

Everyone else waits for them.

What you get

What we build for you.

Built on your tools and your data, tested on real cases, and handed over so you own it.

All your data in one place

CRM, ads, accounting, job and sales systems.

Ask in plain English

Answers with the numbers and a chart.

Shows its working

Every answer shows where the numbers came from.

Weekly report by email

The numbers that matter, every Monday.

Live dashboards

For owners, managers and clients.

Read-only access

It reads your data; it can't change it.

How you buy it

Agree the scope before you build.

A focused workflow may fit a $5,000 sprint. Full applications and larger integrations need a separate Custom Build quote from $15,000. Ongoing support is optional. Live by the agreed date, or the final scheduled installment is waived.

Start here

2–3 weeks

AI Sprint

$5,000

Your main data sources connected, a live dashboard and plain-English questions for your team. Live in 2–3 weeks.

  • Written scope and launch date
  • Built, tested and live
  • Training for your team
  • 30 days of fixes
See the AI Sprint

Month to month

AI Build Team

from $3,500/mo

More sources, new reports and dashboards, data quality fixes and a monthly review.

  • Same builder every week
  • Slack requests in 48–72 hours
  • Monitoring and fixes
  • Monthly report
See the AI Build Team

How it works

A focused sprint takes 2–3 weeks after scope and access are agreed.

01

30-minute call

You show us the process. We ask where it breaks.

02

Fixed quote in 24 hours

Written scope, price and launch date.

03

Build and test

Weekly demo, on your real data.

04

Live and handed over

Your team uses it. We fix anything for 30 days.

Laptop showing business analytics charts

Who it's for

Built for businesses like yours.

Every build is shaped around your tools, your data and how your team works.

  • Owners and managers
  • Agencies reporting to clients
  • Operations and finance
  • E-commerce

Built before

Similar workflows we've built for clients.

Real screenshots, client names kept private.

Make workflow: Etsy receipt processing and task list Full workflow

MakeDocuments & data

Etsy receipt processing and task list

Order receipts arrived as files and were read and logged by hand.

  • Watches a Drive folder for new receipts
  • Converts each file and pulls out order number and total
  • Adds a next step such as “mark as shipped”
  • Logs everything in a tracking sheet

MakeGoogle DrivePDF toolsOpenAIGoogle Sheets

Make workflow: Uploaded files into Asana tasks Full workflow

MakeDocuments & data

Uploaded files into Asana tasks

Audio files and documents were uploaded and then never acted on.

  • Watches Dropbox for new files
  • AI reads or transcribes each one
  • Pulls out the action items
  • Creates the tasks in Asana

MakeDropboxOpenAIAsana

Questions

Before you start.

Can the AI get the numbers wrong?

It writes the query and shows you where every number came from, so answers can be checked. Key reports use fixed, tested queries.

Can it change our data?

No. It gets read-only access.

Which data sources work?

Most tools with an API or export: CRMs, accounting, ads platforms, spreadsheets and databases.

Can our clients see their own dashboards?

Yes. Agencies often give each client a login that shows only their data.

✦AI Data Analyst & Dashboards

Ask your business a question. Get the answer.

Request a free consultation. You get a fixed, written quote within 24 hours.