DataCEVABook a Call

What We Build

Systems we've built, built again for you.

Each one has shipped for a real client. Yours is built around your tools, your data and your team.

Finance

AI Finance Data Platform

An AI analyst that knows your numbers.

Finance OverviewJUN 2026
Revenue$2.3B▼ vs plan
EBITDA$418.8M▼ vs plan
Gross Margin40.3%▲ vs plan
Why is EBITDA below plan?
Industrial ran 6% under plan in Q2, mostly freight costs.SOURCE: NETSUITE, Q2 CLOSE

Sales

Sales Automation

Follow-ups drafted and your CRM updated after every call.

Follow-Up Draft
EditApprove
TOJordan Lee
SUBJECTNext steps from today's call
CRM ACTIONS
Deal moved to Proposal
2 follow-up tasks created
Call notes logged

Operations

Company OS

Your business in one place, with AI handling the admin.

Where the Work StandsTHIS WEEK
Completed
In Progress
Next Up
Blockers
RUNNING TODAY
Meeting DecksDaily Status UpdatesMeeting Notes FiledBilling From Hours

Agencies

Agency Data Platform

Client reporting that runs itself, under your brand.

YOUR LOGOClient Portal
LAST 30 DAYS
Spend$184K▲ 12%
ROAS4.2x▲ 0.3
Leads2,931▲ 18%
Meta
Google Ads
TikTok
GA4