Solutions

AI-First Dashboards, Reports and Apps

Pre-built solutions show you where your firm stands, and plain-language questions help you find out why.

Solution Overview

Our solutions combine a mix of traditional, out-of-the-box, Power BI data, analytics and reporting with some of the best add-on features and further enriched with our AI-centric approach that will provide positive, transformational outcomes for you and your business. Think Google for your company’s data, the perfect combination of simplicity and power. What’s included, how you buy it, and how we get you up and running.

What We Deliver

  • AI-first dashboards, reports and apps across multiple business processes, functional groups, personas and industries
  • Multi-faceted Firm Health Scorecard, incorporating financials, customers, employees, partners
  • Copilot-enabled insights and custom AI agents
  • Built using industry standard Microsoft Power BI, Copilot and Fabric platform

How You Buy

  • Four bundles: Discover (free), Essential, Premium, Ultimate
  • Order direct from our website

How We Deliver

  • A proven methodological approach
  • Implementation
  • Support & maintenance
  • Advisory & education

Solution Bundles

Given our very recent formation, our business is in stealth mode right now and as such our solution bundles remain in development. We are expecting full release, along with revised, finalized pricing as we begin 2027. For now, we are accepting pre-order requests with no contractual commitment to help ascertain the levels of demand.

Discover

Free

  • Single productivity report
  • Single Excel data source
  • Weekly data refresh
  • Standard reporting templates
  • Email support
  • Up to 2 hours of phone support
  • Max 5 users (pack of 5)
  • 3-month trial license
Get Started

Essential

~$50 / user / month

  • Everything in Discover
  • KPI performance management
  • 3 connected data sources
  • Daily data refresh
  • Business-hours support
  • Annual health check
  • Max 25 users (packs of 5)
  • Annual subscription
Pre-Order

Premium

~$75 / user / month

  • Everything in Essential
  • Financials, AR & AP suite
  • 8 connected data sources
  • Hourly refresh + alerts
  • Copilot-enabled insights
  • Priority support
  • Max 100 users (packs of 10)
  • Annual subscription
Pre-Order

Ultimate

~$125 / user / month

  • Everything in Premium
  • Full solution library
  • Unlimited data sources
  • Near real-time refresh
  • Custom AI agents & models
  • Dedicated success manager
  • Unlimited users (sold in packs of 10)
  • Annual subscription
Pre-Order

All bundles powered by Microsoft Power BI, Copilot & Fabric • Annual Agreement • Implementation Quoted Separately • No Contractual Commitment Pre-Order Only • Pricing Not Final

Solution Library

All our AI-first dashboards, reports and apps, organized by category.

Strategic / Firm Health

  • Firm Health Scorecard
  • Key Performance Indicators
  • Rolling Forecast
  • Customer 360

Financial

  • Income Statement
  • Balance Sheet
  • Cash Flow

Renewals

  • Renewals Progress Monitor
  • Renewals Scoping & Pricing
  • Renewals Insights

Client Onboarding

  • Customer Data Management
  • Contract Rate Review

Business Development

  • Sales Performance
  • Pipeline Health
  • Funnel Analysis
  • Growth Insights

Project Management

  • Budget to Actual
  • Project Profitability

Resource Management

  • Capacity Planning
  • Resource Scheduling
  • Utilization
  • Time Off Analysis
  • Time Entry Compliance

Billing

  • Pre-Billing Preparation
  • Billing Progress Monitor
  • Post-Billing Analysis

Collections

  • Current Collections
  • Collections Insights