Important Choices Deserve Better Data.

Our financial analytics services bring CFO-level clarity to your business, built by a bank treasurer who knows what decision-makers need.

-Professional Services at Reasonable Prices

-Customized to Your Needs

-Insights you can Act On

Get Clarity on Customer Value in 3 Minutes
No signup hoops, no complicated formulas — just a fast, free calculator that helps you make better decisions.

Free Calculator

Stop Guessing - Know What’s Working Now


Track marketing ROI, revenue trends & operational efficiency - all in one view.

  • Professional Services at Reasonable Prices

  • Customized to Your Needs

  • Insights You Can Act On

Special Offers

Just starting out? [LIMITED TIME]

FREE Onboarding and 50% off your first month if you are just starting your business or started within the last 12 months.

Leave a review and get money back!

Leave a review and get 25% off one month of service! Onboarded clients with at least one month of services are eligible to claim.