Staffing & BPO ● Example live
Contracts, staffing, actual work and invoices don't reconcile into a reliable margin view.
We connect
CRM Contracts Recruitment Payroll Timesheets Billing
First outcomes
Detect underbilling and overtime leakage Explain changes in utilisation Forecast contract margins and staffing needs
Which contracts are we underbilling, and by how much?
In the example: $2.4M a year of earned margin never reached an invoice, across 11 of 38 contracts.
Logistics & 3PL ● Example live
Dispatch, GPS, fuel, maintenance and billing don't consistently connect to customer economics.
We connect
Orders / TMS Dispatch GPS Fuel Maintenance Billing Collections
First outcomes
True customer and route contribution Investigate empty trips, waiting time and cost overruns Forecast operating cash needs
Which customers are actually unprofitable?
In the example: 4 of the 10 largest customers lose money once empty miles, waiting time and fuel are counted.
Hospital & diagnostic chains ● Example live
Patient volumes, staffing, capacity and collections are viewed separately, which hides how each branch really performs.
We connect
Appointments Billing Claims Rosters Procurement Equipment usage
First outcomes
Explain branch margins Find billing and collection delays Forecast capacity and cash needs from operating data
Why does one branch earn twice the margin of another with the same volume?
In the example: $3.1M a year is billed but never collected, and 3 of 18 branches lose money.
Manufacturing suppliers ● Example live
Production losses and procurement changes are hard to trace through to order profitability.
We connect
Orders Production Quality Maintenance Inventory Finance
First outcomes
Investigate margin erosion from scrap, downtime, batch sizes and input prices Forecast delivery and inventory risks
Which orders lost margin on the shop floor, and why?
In the example: families quoted at 22% deliver 16% , and $4.2M a year goes to scrap, downtime and steel prices.
Wholesale distribution ● Example live
Sales growth can hide excess inventory, customer credit exposure and expensive fulfilment.
We connect
Purchases Stock movements Sales Deliveries Receivables Payables
First outcomes
Customer and product contribution Predict stockouts and slow stock Forecast working-capital pressure
Is our growth making money, or just tying up cash?
In the example: sales grew 14% while cash tied up grew 31% , leaving $6.8M of excess working capital.
Lending ● Example live
Acquisition, loan performance, collections and funding costs sit in separate reporting systems.
We connect
Acquisition Origination Servicing Repayments Collections Finance
First outcomes
Profitability by channel and loan cohort Investigate repayment deterioration Forecast losses and collections with explicit uncertainty
Which acquisition channels bring loans that actually pay back?
In the example: digital-partner loans go overdue at 2.1× the rate of branch loans, and profit is $4.6M below plan.
Don't see your industry?
If your operations, billing and finance live in different systems, the same approach applies. It starts with a 30-day pilot on two or three questions.
How the pilot works