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Automate
Dashboards and weekly scorecards that build themselves — from the tools you already use.
In most small businesses, reporting means someone exports CSVs, pastes them into a spreadsheet, and burns half a Monday making the same report as last week. Solve Technology automates the whole pipeline: data flows out of your tools, into one place, and lands as a dashboard or scorecard that's simply there when you need it.
We sync the systems you already run — CRM, accounting, scheduling, e-commerce, ops tools — and deliver the numbers where you'll actually look: a live dashboard, a Google Sheet, or a weekly email/Slack scorecard. At SMB scale you rarely need a data warehouse; when you do, we keep it lightweight.
Numbers you can't trust are worse than no numbers. Every pipeline ships with reconciliation checks, drift alerts, and a runbook — so when a source changes, you know before the report is wrong.
Your CRM, accounting, and ops tools connected and flowing into one consistent picture — no exports.
The 5–15 numbers that actually run your business, delivered weekly by email or Slack.
Built in tools you'll actually open — Google Sheets, Looker Studio, or a custom view.
Reconciliation and drift alerts so you find out about broken numbers before the meeting, not during it.
Every pipeline documented with a designated owner. Your team can extend it without us.
01
Define the numbers that matter and find where they live today (and why they disagree).
02
Wire up the sources — CRM, accounting, ops tools — with reconciliation checks from day one.
03
Ship the dashboard and scorecard. Iterate on what's shown until it drives decisions.
04
Monitor data quality, add sources and views as the business grows.
Common questions about Solve Technology's data & reporting automation engagement.
Tell us which numbers you wish just showed up. We'll come back with a pipeline plan and a fixed quote.
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