← All use cases
Data + reporting

Real business dashboards

One screen with the numbers that drive your decisions, fed from the tools you already use — and a weekly digest written in English you'd actually read.

🔒dash.your-firm.app
Monday brief
Monday brief
Last refresh: 06:00 AM · sources: Stripe, Shopify, Xero, HubSpot, GA, Slack
StripeShopifyXeroHubSpot
Stripe · MRR
$42.1k
+8.4% MoM
Shopify · Orders / week
318
+12 vs last wk
Xero · AR overdue
$28.4k
⚠️
3 invoices > 60d
HubSpot · Pipeline
$184k
14 qualified
GA · Site visits / wk
2.4k
+18% MoM
Internal · Active customers
1,184
+22 net new
Things worth a look
⚠️AR over 60 days jumped from $14k → $28k since last Monday. Two invoices from Pacific Logistics.
🟢Shopify conversion rate +1.4pt this week — same week we changed the checkout button colour.
📈HubSpot "qualified leads" is at a 12-week high — but reply-rate is lower than usual. Cold inbox quality dropping?
Slack digest preview
#owners-briefing
Monday morning, Sarah: MRR $42.1k (+8.4%). 1 thing to chase: AR aged $28k, mostly Pacific. Shopify conversion up 1.4pt — worth A/B confirming. Pipeline strong, lead quality flagging.
📩 Same digest also goes to your inbox + the team Notion
For
Owners who reconcile multiple SaaS exports by hand · Anyone whose Sunday afternoon goes to Excel
Replaces
Tableau (too pricey) · Power BI (still requires a half-day every week) · 14 manually-pulled CSVs.
How we approach it
  • Pulls live from your existing systems — Xero, Stripe, Shopify, HubSpot, Google Analytics, anywhere there's an API
  • One screen with the metrics that drive YOUR decisions (not enterprise BI overkill)
  • Auto-refresh hourly / daily — no manual refresh, no broken pivot tables
  • Weekly Slack or email digest with headlines + anything anomalous, written in plain English
  • Drill-down where it matters: per-client, per-product, per-month
  • Anomaly callouts: "Pacific Logistics is now 31% of revenue — worth a look"

Sound like your situation?

Tell Nia (our AI agent) about your setup — she’ll sketch what we’d build for you and, if you want, email a one-pager you can take to your team.