Everything your business does, in one system.
The Operational Intelligence Platform isn't a dashboard on top of your accounting system. It's the operating picture — sales through delivery through cash — assembled from the tools you already use and reasoned over as a whole.
Modules feed the Intelligence Layer. Nexus sits on top.
Sales
From lead sheet to signed deal, every step lives in one place and carries forward. Deals move through your pipeline stages; when one closes, the estimate and the project already know about it.
- Pipeline by stage, value, and owner
- Lead sheets that become deals without re-entry
- Where deals stall, and why
Estimating
The estimate is the budget, and the platform treats it that way — line items, price sheets, and a quote engine on the front end; variance tracking against actual cost once the job is live.
- Estimate-to-actual variance per job
- Benchmark rates vs. what jobs really cost
- Quote history per customer
Projects
Work in progress is measured, not guessed. Change orders, milestones, and time entries roll up to a live picture of each job — tied back to the estimate it started from and the invoices it's producing.
- WIP and unbilled work
- Change-order impact on margin
- Job health before it's a problem
Accounting
Invoices, payments, bills, and collections sync from your accounting system. The platform doesn't replace your books — it reads them and adds what they can't show on their own.
- AR aging and collection priority
- Customer concentration risk
- 13-week and longer cash-flow forecast
People
Labor is usually the biggest cost and the least understood. The platform costs every hour at the pay rate in effect when it was worked — raises included — so job margins reflect reality, not a blended average.
- Labor cost per job, period-accurate
- Utilization and capacity
- Overhead rate and margin floor
It looks across your business, not just inside one system.
Most tools are experts in their lane. Your accounting system knows invoices; your project tool knows tasks. Neither can tell you that one customer's slow payments plus one job's labor overrun add up to a cash squeeze in week seven. The Intelligence Layer can, because it has all of it.
Cash-flow forecast
Week by week, booked versus expected, with the squeeze visible before it lands — not after.
Margin analysis
Per job and across the book. Trend, not just a point in time, so you see drift while there's still time to price differently.
Anomaly detection
Payment timing, vendor behavior, and job-cost patterns that don't match your own history — surfaced, not buried.
Ask it like you'd ask your operations manager.
Nexus is the assistant built into the platform. Ask "which jobs are over budget?" or "what's our biggest cash risk this month?" and it answers from your own data — the same computations behind every screen — and shows its work. It's read-only by design: it can tell you, it can't change anything.
Your data, your dedicated environment.
Dedicated, not shared
Every client runs in its own environment with its own database. Your data is never mixed with anyone else's.
Connects to what you already use
The platform syncs from the tools your business already runs on. You don't switch accounting systems or retrain your team on data entry.
Honest about gaps
If a source hasn't synced or has holes, you see "based on available data" — never a confident wrong number.
See it running.
Request a demo and we'll walk you through a live instance, then talk about what your operation runs on.