Analytics for Local Businesses Across Frisco & Dallas–Fort Worth
If someone on your team rebuilds the same spreadsheet every week, that work can run itself. We connect your Excel files, POS, accounting, CRM and practice systems into dashboards that refresh on their own.
Free 30-minute data & reporting assessment
We review your current reports and show you what can be automated. No cost, no obligation, no software to buy first.
The manual reporting most local businesses still do by hand
Nothing here requires a data team. We build it, you open a link.
The weekly sales spreadsheet someone rebuilds every Monday
Month-end numbers copied between POS, bank and accounting exports
Owner reports that arrive too late to act on
Separate spreadsheets per location, store or provider
Invoice, AR and cash tracking kept in a personal workbook
Marketing spend compared to revenue by hand, if at all
Built around how your business actually runs
Retail & e-commerce
Daily sales, margin, and inventory health pulled straight from your POS and online store — no more Monday-morning exports.
Restaurants & hospitality
Covers, average ticket, labor percentage and food cost tracked by day-part instead of at month end.
Professional services
Pipeline, utilization and project profitability joined from your CRM, time tracking and invoicing tools.
Dental & medical practices
Production, collections, hygiene and new-patient flow from practice-management exports, across one or many locations.
Real estate & property
Listings, closings, commissions and occupancy in one view instead of separate broker and property spreadsheets.
Accounting & bookkeeping firms
Client-level realization, workflow status and recurring deliverables — with reports that build themselves each month.
We work with the systems you already pay for
You don't need to change software. If a system can export a file or offers an API, we can bring it into one dashboard.
See a sample dashboard for your sectorDemos use sample data for illustration, not real client information.
Excel & Google Sheets
Recurring workbooks, exports and manual trackers.
POS & payments
Square, Toast, Clover, Shopify, Stripe.
Accounting
QuickBooks, Xero and bank exports.
CRM & marketing
HubSpot, Salesforce, Zoho, ad platforms.
Practice systems
Dentrix, Open Dental, Eaglesoft and similar exports.
Databases & APIs
SQL Server, MySQL, Postgres, REST APIs.
From first call to a dashboard that runs itself
01
Free 30-minute assessment
We look at the reports you build by hand today and where the numbers come from.
02
Written scope & fixed fee
You get a short plan: the dashboards, the data sources, the timeline and the price.
03
First dashboard live
We connect your systems and put a working dashboard in front of you — usually within a few weeks.
04
Runs on schedule
Refreshes happen automatically. We stay on for support and changes as the business shifts.
Plans from $299 per month
The Starter plan covers a core dashboard and scheduled refresh for a single business. The Professional plan adds more data sources and up to 8 hours of support each month. Larger builds are scoped as fixed-fee projects.
Based in the Dallas–Fort Worth area
We work with businesses in Frisco, Plano, McKinney, Prosper, Allen, Little Elm and across the wider Dallas–Fort Worth metroplex — on site when it helps, remotely the rest of the time. We also serve clients outside Texas.
Monday–Friday · 8:00 AM – 6:00 PM CT
(210) 724-3168