Sales and pipeline
Opportunities, conversion, activity and what the next quarter looks like from where you stand today.
An executive intelligence platform for small and medium sized businesses
Your Business. Your Data.
Your Intelligence Platform.
A Customized Intelligence Platform Built Around Your Business.
Not another one size fits all AI tool. TRU47 Intel is configured around how your organization actually operates: your priorities, systems, workflows, metrics and preferred presentation. As your business changes, the platform evolves with it.
Request a demo
30 minutes. Nothing connected.
Pulls from
- Accounting
- Bank accounts
- Billing
- Payroll
- Inventory management
- Data analytics
- CRM
Deciding late
By the time the numbers are right,
the decisions are behind you.
Most businesses between one and five million get an accurate picture of last month somewhere in the middle of this one. The numbers arrive eventually. The decisions they should have informed were made weeks earlier, on instinct.
Fifteen logins. A payroll of outside specialists, each one holding a piece of data you already own. TRU47 Intel brings all of it home into one control center. Sales, cash, inventory, customers and marketing, reconciled overnight and waiting for you by morning.
Executive view
MAY
Operating income
41,530
▲ 9% vs April
Social posts published
142
▲ 18% vs April
Clicks from those posts
14,206
▲ 31% vs April
Revenue per post
$130
▲ 4% vs April
Cost per new client
$310
▼ 12% vs April
Days of inventory
47
▲ 9 days vs April
Labor, share of revenue
31.2%
▲ 1.8 pts vs April
Flagged Inventory days up nine since
April. Two thirds of the increase is in three items.
Refreshed 06:00 today
TIES TO YOUR BOOKS
Stop managing spreadsheets. TRU47 Intel is your partner service that pulls data from every area of your company to give you a simple executive view in real time.
Today
- Numbers stitched together by hand from systems that do not talk
- Bank, billing and books reconciled manually every month
- Margins that look right until someone checks
- A close that lands weeks after the month it describes
- Errors that compound as the business grows
Tomorrow, 6am
- Pulled and reconciled automatically, overnight
- Fees, refunds and adjustments put in the month they belong to
- Live margins, with missing costs flagged not hidden
- A daily digest that adds up, and alerts when something moves
- One database, so the same number means the same thing everywhere
Built around your business
Built around how you actually run the business.
Every company is different. The platform is configured around your priorities, your measures and the decisions you actually make. Reconciled finance is the foundation, because nothing else is worth trusting until the money ties. From there it extends into whatever else you need to see.
Financial performance Foundation
Revenue, margin, cash flow, expenses and forecast, reconciled to your books every night.
Customers and clients Foundation
Retention, repeat work, buying patterns and what a client is actually worth over time.
Marketing
Campaign performance, what a client costs to acquire, and the return measured against revenue rather than clicks.
Operations
Productivity, inventory, fulfilment and the operating measures specific to how your work gets delivered.
People
Staffing, utilization and the handful of measures you actually manage the team to.
Risk and exceptions
Anything outside the range you expect, surfaced the morning it happens rather than found later.
Executive view
Trends, anomalies and what deserves attention next, drawn from everything above.
The financial foundation is built first, inside the four weeks. Everything else is scoped with you, because a platform that claims to cover all of it on day one covers none of it well.
How it happens
01
Connect
Read only credentials issued inside your environment. Finance first, then the systems that matter to how you actually run: sales, operations, customers, people.
02
Configure
Views, measures and permissions aligned to your leadership team rather than to a template. The reconciliation underneath works the same way whoever is looking at it.
03
Evolve
New sources and new questions added as priorities change, without rebuilding the foundation every time something is added.
Not just data
Intelligence belongs above the reconciliation, not inside it.
The reconciliation is deterministic. Plain SQL, no model in the path, the same inputs producing the same answer every night. What sits on top of it can be smarter, because by then the numbers already tie.
Ask
Put a question to the business in plain language. What happened to margin in May. Which clients are slipping. Where the cash went.
Understand
Trends, relationships and the drivers underneath them, built from the reconciled tables rather than estimated from a sample.
Prioritize
Exceptions and emerging issues surfaced the morning they appear, with the ones that move money separated from the ones that do not.
Act
Better information in front of the person making the call, days earlier than the close would have delivered it.
Every figure quoted back to you comes from the same reconciled tables the reports are built on. It cannot invent a number that is not in the database, and it never writes one back.
Your data in a secure environment
In your cloud. Read only. Nothing it does can change your books.
It sits inside your own environment and signs in with the accounts your team already uses. Every connection is one way.
Your tenant
Runs in your own cloud account, not ours. If we part ways, it stays with you.
Read only
Every credential is least privilege. It cannot place an order, move money or post a journal. Because it never writes to your books, it stays outside your financial reporting controls.
Inspectable
The reconciliation is plain SQL you can read, not a black box. The same number means the same thing on every view.
Four weeks
Live on a daily cadence, reconciled to your existing workbook, with your team trained to run it.
Data residency, access and logging, credential handling,
subprocessors, exit and deletion, breach notification.
Read the security detail.
Runs on SOC 2 audited cloud infrastructure ·
Our own SOC 2 program is underway
Investment
A lower start, with the platform run for you.
One build, then a managed service that keeps it reconciled and evolving. Cloud is billed on your own subscription and passed through at cost, so you are never marked up on infrastructure you own.
Build
Everything above, live in about four weeks, with your
history loaded and reconciled. Scoped to the systems you run on and
how far back the history goes.
One time
Managed service
We operate it. Monitoring, reconciliation oversight, and
continued development of your reporting.
Monthly
Cloud
Hosting, database and backups, on your own subscription
and passed through at cost.
At cost
Pricing is shared in the first conversation and confirmed in writing before anything is signed. Forty percent to begin, the balance as each stage is delivered and verified. A mutual confidentiality agreement is in place before anything connects to live data.
Start with a look at your numbers.
You already have the data. The work is turning it into something you can run the business on. Thirty minutes, nothing connected to anything: we walk through what you have today and what the reconciled version would look like. If it is not worth doing, we will tell you.
What the thirty minutes covers
- Where your numbers live today, and who assembles them
- The one question you cannot answer quickly
- What your reconciled P&L would actually show
- Whether this is worth building for you