Your budget, cash flow and sales — pulled together and explained in plain English. What changed, what to watch, what to do next. So you decide in minutes, not over the weekend.
✓ Every read vetted by a human — always.
This outcome ships as a fixed-price Outcome Build Sprint — from $4,500 by company size, 3–6 weeks — built through our 7-step Privacy-Safe AI Method, with staff training as 30–40% of the work. Your 90-day Diagnostic plan sets the order, and the AI Operating Partner keeps it tuned afterward.
Yes — we work with what you already use: QuickBooks, Xero, spreadsheets, and bank or POS exports. Connections are read-only by default and set up with a human in the loop.
Business-tier tools with no-training-on-your-data by default, Canada-resident options for sensitive data, and a human approving every output. Full detail on our Privacy-Safe AI page.
It ships as an Outcome Build Sprint from $4,500 by company size, with optional monthly tuning from $695. A Diagnostic (from $3,500) comes first so the payback is proven before you commit.
A short questionnaire, a personal read from David, no cost or obligation.
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