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See plans →QuickBooks, Shopify, NetSuite, SAP, and Clio each come with built-in reporting, and each stops short somewhere. Here's what you get out of the box, where it ends, and how we close the gap.
A dashboard tab and standard reports, out of the box.
Limited customization, no advanced filtering or grouping, and it can slow or crash on larger datasets. No real multi-entity consolidation.
We rebuild the QuickBooks → Power BI pipeline directly (the one Microsoft retired) and add the filtering, drill-down, and consolidation QBO doesn't offer natively.
Built-in Analytics for sales, orders, and customers.
Shopify data only, no accounting, no other sales channels. Full reports and any customization require the $399/mo Advanced plan, and exports cap at 10,000 rows.
We pull the complete data set via API, not the plan-gated slice, and blend it with accounting and other channels in one dashboard.
SuiteAnalytics dashboards built on saved searches and KPIs.
Limited visualization options, restricted access to custom fields, no external data sharing, and no automated refresh, dashboards go stale until someone updates them by hand.
We automate the refresh and connect NetSuite to everything else the business runs on, so it's not an island.
Genuinely strong, 500+ prebuilt Fiori analytical apps and a no-code query builder cover most standard operational reporting out of the box.
It's strictly single-system. SAP's embedded analytics can't blend in data from other business systems without a separate paid product like SAP Analytics Cloud or BW/4HANA.
We connect SAP alongside whatever else runs the business, without the added SAP license.
Real-time financial dashboards, cash flow, trust accounting, income statements.
Solid for law-firm financials specifically, but no way to blend in data from case management, marketing, or other firm systems.
We connect Clio's numbers to the rest of the firm's operating picture.
These five are the ones we get asked about most, the approach works with whatever runs your business. Book a free data evaluation and we'll show you what your systems can do together.
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