You shouldn't have to trust a black box with your sales and customer data. So instead of asking you to take our word for it, here's the actual path your data takes — from the systems you already use, to the dashboard you open every morning.
You link the systems you already run — your point of sale, your online store, your accounting software, your CRM — through each tool's own secure login screen. The same kind of "Connect with Google" flow you already trust elsewhere. We never see or store your passwords, and we never touch your database directly — only what you've explicitly approved.
Every day, a scheduled job checks each connected tool for anything new or changed, pulls it in, and reshapes it into one clean, consistent format. No manual exports, no spreadsheets emailed back and forth.
Trends, comparisons, forecasts, and anomaly checks are computed ahead of time and stored — before you ever open the dashboard. That's the difference between a dashboard that thinks in front of you (slow, and someone has to know what to ask for) and one that already knows the answer.
Every business's data lives in its own secure space, enforced at the database level, not only in our application's code. Even in the event of a bug in our app, the database itself refuses to let one client see another client's numbers. That two-layer approach is called defense in depth — the same principle banks use.
No software to install, no new logins to manage, works on any device. If you can open a bookmark, you can use your dashboard.
Every choice above maps to a reason big-company BI tools don't work for a 12-person retailer or a regional service business.
The analysis step — trends, forecasts, "why did this change" — is done for you, on a schedule. You're not handed a tool and told to figure it out.
Dashboards and reports arrive as links and emails. There's no BI platform to onboard your team onto.
The same database-level tenant isolation an enterprise platform uses — you're not getting a stripped-down version of security because you're a smaller account.
Switch point-of-sale systems or add a new tool later, and we reconnect the source — your historical dashboards keep working.
No. Every connection uses that tool's own official login and permission screen (OAuth) — the same standard behind "Sign in with Google" or "Connect to Slack." We receive a limited, revocable access token, never your credentials, and you can revoke it at any time from the source tool itself.
No. Isolation is enforced at the database level (Postgres row-level security), not just in application code. A bug in our app logic still can't leak data across clients, because the database itself rejects the query — that's the "walled off twice" step above.
Tell us and we reconnect the new source. Your historical data and dashboards stay intact — we map the new system's data into the same normalized schema the old one used.
Daily by default, on a schedule that runs overnight so your numbers are ready when you sit down in the morning. If your business needs same-day or hourly numbers, that's available too — it's a configuration change, not a rebuild.
No. You get a link. If you can open a website, you can use your dashboard — no installs, no logins beyond your own, no training session required.
We'll map out exactly which of your tools connect and what your first dashboard looks like — no cost, no commitment.
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