Lead with clarity. Decide with confidence.
A command center for trade company leaders — real-time visibility into revenue, margin, utilization, and customer health, with AI narratives that explain what's happening and what to do next.
Schedule a briefingRunning a trade business on last month's numbers
Most trade company owners make critical decisions — hiring, pricing, expansion — based on reports that are weeks old and require a CFO to interpret. By the time you see a problem, it's already expensive.
How it works
AI-Narrated Performance Reports
Instead of raw dashboards, get plain-language summaries of what changed, why it changed, and what action to take — generated fresh every morning before you start your day.
Revenue & Margin Forecasting
90-day rolling forecasts with confidence intervals, updated in real time as jobs close, estimates are submitted, and market conditions shift.
Customer Health Scoring
AI monitors every customer relationship for churn signals — declining job frequency, unresolved complaints, competitor activity — so you can intervene before you lose the account.
Strategic Scenario Modeling
Model the financial impact of key decisions — adding a service line, entering a new market, hiring a crew — before you commit, using your own historical data as the baseline.