Business Intelligence Dashboards
See your entire business in one place.
We connect your existing tools — QuickBooks, Toast, Clio, Jobber, Mindbody, and more — into a single AI-powered dashboard so you always know exactly what's happening in your business.
Revenue
$24.6k
+18%
New Leads
128
+12%
Bookings
27
+8%
Follow-Ups
43
+15%
3 invoices overdue · 6 leads need follow-up · Thursday lunch tracking slow.
Stop logging into five different apps every morning.
Most small business owners are running their business blind. Revenue is in QuickBooks. Appointments are in their booking system. Leads are in their email. Jobs are in their field service app. None of it talks to each other.
We connect all of it into one clean, custom dashboard — built specifically for how your business works. You log in once and see everything: revenue, leads, jobs, appointments, follow-ups, and AI-generated insights that tell you what to pay attention to today.
What it shows
Your whole business, at a glance.
Data sources we connect
We connect the tools you already use.
No need to switch software. We pull your data from wherever it already lives.
Accounting & Payments
QuickBooks
Revenue, invoices, expenses, P&L
Stripe
Payments, subscriptions, revenue
Square
Sales, inventory, payments
Restaurants & Food Service
Toast POS
Orders, menu performance, staff
Square for Restaurants
Sales and menu data
Clover
Transactions and reporting
Legal Case Management
Clio
Matters, billing, deadlines, pipeline
MyCase
Case status, time, invoicing
PracticePanther
Communications, billing
Filevine
Workflows, documents, tasks
CosmoLex
Legal accounting, trust accounts
Contractors & Field Service
Jobber
Jobs, quotes, scheduling
ServiceTitan
Dispatch, invoicing, techs
Housecall Pro
Bookings, jobs, follow-ups
BuilderTrend
Timelines, budgets, schedules
Salons & Wellness
Vagaro
Appointments, staff, retention
Mindbody
Classes, memberships, revenue
Boulevard
Appointments, staff performance
Fresha
Bookings and sales data
Jane App
Appointments, billing, schedules
Real Estate
Follow Up Boss
Leads, pipeline, activity
kvCORE
Lead tracking, communications
Dotloop
Transactions, closing pipeline
Scheduling & Booking
Calendly
Bookings, meeting volume
Acuity Scheduling
Appointments, cancellations
Google Calendar
Schedule overview, availability
Communication & CRM
GoHighLevel
Leads, pipeline, email & SMS
HubSpot
Contacts, deals, campaigns
Gmail / Outlook
Inbox volume, responses
Ecommerce & Retail
Shopify
Orders, top products, inventory
WooCommerce
Sales, customers, products
Lightspeed
Retail sales and inventory
Don't see your tool listed? Ask us. If it has an API, we can almost certainly connect it.
The AI layer
Your dashboard doesn't just show data — it tells you what it means.
Daily Business Brief
Every morning your dashboard generates a plain-English summary of what happened yesterday, what's happening today, and what needs your attention right now. No spreadsheets. No guessing.
Automated Alerts
Get notified by SMS or email when something important happens — an overdue invoice, a lead that hasn't been followed up, a job behind schedule, or revenue that drops below your target.
AI Insights
Your dashboard spots patterns you'd never catch manually. Slowest day of the week. Most profitable service. Clients overdue for follow-up. Delivered in plain English, not charts you have to decode.
By industry
Built for your type of business.
Law Firm Intelligence Dashboard
Connected to: Clio or MyCase
"Stop digging through Clio to find out where things stand. See everything in one view."
What it shows
- Open matters and case status at a glance
- Billable hours this week vs. monthly target
- Outstanding invoices and trust account balances
- Upcoming deadlines flagged in red
- Client intake pipeline
- Revenue by practice area
- AI summary: which matters need attention today
Pricing
Dashboard packages
Starter Dashboard
One data source, one clean view.
- Connect 1 data source (QuickBooks, Toast, Clio, Jobber, etc.)
- Custom dashboard built in Lovable
- Up to 8 data widgets
- Mobile-friendly design
- Employee login access
- AI daily summary
- Owner walkthrough and training
Connected Business Dashboard
Multiple sources, complete picture.
- Connect up to 3 data sources
- Custom dashboard with up to 20 widgets
- Role-based employee logins
- AI insights and pattern detection
- Automated alerts via SMS or email
- Mobile-friendly design
- Monthly data review call
- Owner and staff training
Full Intelligence Dashboard
Everything connected, AI-powered.
- Connect up to 6 data sources
- Unlimited widgets and views
- Role-based logins for entire team
- AI daily business brief
- Automated alerts and notifications
- Email automation integration
- Lead and follow-up tracking
- Monthly strategy call
- Priority support
All dashboards include ongoing support as part of the AI Support Partner retainer. Ask about monthly maintenance pricing.
How it works
How we build your dashboard
01
Discovery Call
We learn what tools you use, what data matters most to you, and what you wish you could see every day.
02
We Build the Connections
We connect your existing tools using secure API connections. Your data stays yours — we just make it visible.
03
We Build Your Dashboard
We design and build your custom dashboard in Lovable, connected to Supabase, with your branding and the exact views your business needs.
04
You Take the Wheel
We walk you and your team through everything, set up your logins, and make sure you're comfortable before we hand it over.
Your data stays secure.
All data connections use industry-standard OAuth 2.0 authentication — the same secure standard used by Google, QuickBooks, and major banks. You authorize the connection. We never see your passwords. Your data is stored securely in Supabase with row-level security and role-based access controls.
Ready to see your business in one place?
Book a free consultation and we'll show you exactly what your dashboard could look like.