Ask your accounts any question.
Type a question like “which customers ordered less this month?” and get the answer from your own sales, stock and accounts in seconds, without waiting for someone to build a report.
Sound familiar?
- 1
Every question means asking someone to pull a report.
- 2
The numbers live in QuickBooks, in Excel and in three other places.
- 3
By the time the report arrives, the moment to act has passed.
Watch it happen.
You ask
Which customers ordered less this month than last month?
The answer, in seconds
| Customer | Last month | This month |
|---|---|---|
| Carter Hardware | $42,000 | $11,000 |
| Reed & Sons | $28,000 | $9,000 |
| Hayes Distributing | $16,000 | $7,000 |
From your sales in QuickBooks. Tap a number to see the invoices.
A made-up example. Yours would use your own orders, systems and names.
How it works.
First
Your numbers
Sales, stock and accounts, from wherever they live today.
Then
Ask in plain words
Type or say the question the way you would ask a person.
And so
An answer you can check
Every number shows where it came from, so you can trust it.
A normal day, before and after.
Today:You ask the accountant for a report.
You ask your phone.
Today:The report arrives, in Excel.
The answer came back in seconds.
Today:The customer has already gone to a competitor.
You called them yesterday.
What changes.
Answers in seconds, in plain words.
Everyone working from the same numbers.
Questions you never asked before, because a report was too much work.
Once it runs, you can also…
- 1
Catch a customer drifting away before they leave.
- 2
Ask about stock, sales and dues in one place.
- 3
Let each manager ask about their own area.
Works with what you already use
- QuickBooks
- Excel and Google Sheets
- Your ERP or billing software
- Your website and marketplaces
Not on the list? Tell us what you use. We work on the systems you already have.
Questions people ask
Can it make up answers?
It answers only from your data and shows where each number came from, so you can check it.
Who can ask what?
You decide. Sales see sales, accounts see accounts, and the owner sees everything.
Where is our data kept?
We agree it with you before we start: where your data is kept, and who can see it.
More we can take off your plate.
Tell us the job you would hand over first.
Book a free call with one of our engineers. Tell us what slows your team down, and we will show you what could change, and how it would feel.
- Free, 30 minutes
- About the work that slows your team down
- You leave with ideas you can use