Getting started

Here's exactly what starting looks like.

How hard, how long, how much — before you call.

Readiness quiz · 5 questions

How big of a problem is your data?

Five questions. See where you stand.

?OF 5

0 of 5 answered. 5 to go.

  1. 1Where does most of your data live?
  2. 2How many different tools or files hold important numbers?
  3. 3Do your reports from different teams agree?
  4. 4How long does it take to get a basic report?
  5. 5Do you have an IT or data team?
Cost & timeline estimator

Your estimate, in about 60 seconds.

Move the sliders. It updates instantly.

Where should your data live?
How soon?
Where is most of your data today?
Records in your biggest system
Every invoice line, timesheet entry, or transaction counts as one. A guess is fine.
Recommended

Insight plan · Small

Small businesses getting organized. Includes Foundation, Workspace, and Insight Review. Fewer products? Build your price →

Difficulty for you
Very easy
Your time required
~3–5 hours total
Time to first dashboard
3–5 weeks
Estimated setup
$9,000–$14,500
Estimated monthly
$2,500–$3,500
Who's involved on your side
Owner or office manager

What we'll need from you

  • A list of the tools and spreadsheets you use today
  • Your OK on a read-only connection (or an export) for each one
  • One person who can answer questions (usually you or your office manager)
  • One 45-minute review meeting before launch

Includes +20% setup and 1–2 extra weeks because the data starts in spreadsheets. Estimate only. Your Readiness Check gives you a fixed quote.

Book my Readiness Check with this estimate
The 5 steps

From first call to first action item.

  1. 1

    Free Readiness Check 30 min

    We ask where your data lives and what decisions you're trying to make. You get a readiness score and 3 findings.

  2. 2

    Proposal Within 2 business days

    A fixed setup price, a fixed monthly price, a timeline, and exactly what you'll get.

  3. 3

    Kickoff 1 hour

    We get read-only access to your tools. You tell us who needs to see what.

  4. 4

    Build 2–10 weeks

    We collect, clean, and secure your data, then build your Workspace. You see progress every week.

  5. 5

    Launch + first Insight Review 1 week

    Your team gets access and a 30-minute training. You get your first list of action items.

Effort

How much work is this for you?

Small businessMid-sizeLarge organization
Difficulty for you Very easy Easy Moderate
Your time required~3–5 hours total~8–15 hours totalSponsor + IT, ~20–40 hours total
Who's involved on your sideOwner or office managerOps or finance leadExecutive sponsor + IT contact
What we need from youA read-only connection or export for each tool, one review meetingRead-only connections to your systems, 2–3 review meetingsSecurity review, read access, steering meetings
Time to first dashboard2–3 weeks4–6 weeks6–10 weeks
Typical setup$7,500–$12,000$15,000–$35,000$40,000–$150,000+
Typical monthly$2,500–$3,500$4,000–$7,000$10,000+
Disruption to daily workNoneNoneNone — we work alongside existing systems
Do you need to buy new software?NoNoNo (we can use what IT already owns)
Value

Compared to doing it yourself.

Hire one data analyst

~$85K–$110K + benefits + tools

One person, one skill set, months to ramp up. When they leave, the knowledge leaves.

Big consulting firm

$150K–$500K+

Long timelines. Built for enterprises.

FAQ

Common questions.

Do we have to stop using Excel?

No. We can sync the spreadsheets you want to keep, or give you simpler input screens that replace the ones you don't.

What if our data is really bad?

That's exactly what we fix. Messy data is the normal starting point, not a problem.

What access do you need?

A read-only connection to each tool that holds your numbers. Most tools have an official connection: you click “Allow,” and it can read data but can't change anything.

Is our data safe?

Every client gets their own separate, encrypted database. Only named people with multi-factor sign-in can reach it, and every login is recorded.

What happens if we leave?

You leave with your data in open files, the cleaning rules, your app code, and your business definitions, within 30 days, at no charge.

Can we start small?

Yes. Start with one team or one question. Add more when you're ready.

How ready is your data?