The base every engagement starts with — set up once, then kept clean and updated every month.
Required for all plans. Everything else sits on it.
An official, read-only connection to each tool. You click “Allow” once.
Duplicates merged, names matched, and checks on every update.
Encrypted, separate from every other client, and yours.
Your data dictionary: what every number means, where it comes from, and who owns it.
QuickBooks, your project tool, Excel, shared folders: keep all of it. We connect to them.
Your team keeps using them exactly as it does today. You approve a read-only connection to each one, and a copy updates in your private database on a schedule.
Foundation cleans data that's already digital. Getting from paper to digital is an Engineering project.
Cleans data that's already digital
We connect the systems and spreadsheets you already use, clean and match what's in them, and keep it updated in your private database.
Monthly. Priced by how many sources you have.
Built from scratch, for you alone
Getting from paper to digital with phone forms or scanning, a crew-scheduling app, an automation that posts approved change orders into QuickBooks, a portal your customers sign into.
Priced as a project: from $5,000, or $175/hr.
Spreadsheets, accounting, project tools, files in email.
Official, read-only connections that update on a schedule. Your team keeps working as usual.
Checks run on every update. Odd rows are held back for review.
Encrypted, private, and yours to keep.
Three reports, three different totals.
Press “Clean it” and your clean table builds here.
Sample data.
Your data is mapped, moved table by table, and counted twice before the old system is switched off.
An old on-premise reporting server from 2011. Five core tables, about 184,000 rows. Nobody wants to touch it.
CUST_MSTR4,812 rowsINV_HDR61,240 rowsJOB_CST88,305 rowsVNDR1,963 rowsTIME_ENT27,900 rowscustomers—invoices—job_costs—vendors—timesheets—Sample data.
Your data dictionary is part of Foundation: what each number means, where it comes from, and who on your team owns it. It's what keeps every dashboard and every answer from Ask Your Data using the same meaning.
Point at any number to see its definition. Sample data.
Monthly covers: hosting, updates, testing, monitoring, and the platform usage allowance.
Required for all plans. Setup takes 2–10 weeks depending on size.
No. Your team keeps using QuickBooks, Procore, Excel, and the rest exactly as it does today. We work from a copy of the data, kept beside them.
Foundation works with data that's already digital. Getting paper into a system — a phone form, or scanning what you already have — is an Engineering project. Once it's digital, Foundation picks it up with everything else.
Your data dictionary: one written meaning for every number (what counts as a late order, what “revenue” includes), where it comes from, and who on your team owns it. They're part of Foundation, and they're what keep dashboards and Ask Your Data accurate.
That's normal, and it's exactly what Foundation fixes.
On a schedule: once a day overnight on Small, up to every hour during business hours on Mid, and a custom schedule on Large.
Yes, as part of Foundation. Your data is mapped, moved table by table, and counted twice before the old system is switched off. Very large migrations are quoted up front.
Yes. Buy Foundation on its own and point Power BI, Tableau, or Excel at your clean database.
You do: the data, the cleaning rules, and anything built for you. It's in the contract, and it all comes with you if you leave.