Analytics

Financial clarity, without the spreadsheet

Get a clear picture of your profitability, utilization, and cash flow. Pulled directly from your PSA and accounting software, served in one dashboard your whole team can actually use.

Trusted by 1,000+ service businesses nationwide
Two professionals reviewing a laptop next to collections time and days-to-pay analytics cards

Understand your most profitable and least profitable customers

We pull data from your PSA and your accounting software, line it up against the cost of delivery, and show you profitability ranked by client. A dashboard your CFO will trust and your operators will actually use. The platform does the math. Our team helps you read it.

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A smiling professional next to a profitability bar chart and gross revenue stat card

Is your team underutilized? Find out.

Your next hire should be a decision, not a guess. With body utilization, billable hours, and ticket load pulled from ConnectWise, Autotask, or HaloPSA, you know exactly who has room, and who's at capacity.

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Every dollar. Every client. In one dashboard.

Track revenue, profit, cash, and utilization in one view. Drill into any number without pulling exports, building pivot tables, or waiting for the accountant to send the deck. The numbers that used to land in your inbox once a quarter live here instead.

Analytics and reporting dashboards showing revenue trends and key metrics
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Automatically integrates with the tools you already use

No manual exports. No stale numbers. No switching between systems. Connect your accounting software and PSA once. Everything stays current automatically.

Accounting
PSA

QuickBooks Online
Revenue, invoices, and P&L combined with PSA data for true client-level profitability.

Autotask invoices collected and reconciled without manual work.

Time entries, tickets, agents, and agreements, pulled and blended with financial data.

Pull invoices from HaloPSA and collect payments automatically.

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Questions about how we automate Analytics?

We've got answers.

It pulls financial and operational data from the software you already use, lines it up, and shows you what is happening in the business. Revenue, profit by client, cash flow, Accounts Receivable aging, with utilization coming soon. The work that used to take a controller a week of cleanup happens in the background.

We connect your accounting software and your PSA, calculate true delivery cost per client, and show profitability ranked from best to worst. You see the answer on a dashboard, not in a spreadsheet you have to rebuild every quarter.

By pulling ticket and time data straight from ConnectWise, Autotask, and HaloPSA. We show billable versus non-billable hours by technician, by client, and by service line. You see who is over capacity, who has room, and where the time is actually going.

Accounting: QuickBooks Online. PSA: ConnectWise, Autotask, and HaloPSA. Plus the payment and billing data already on the Alternative Payments platform.

For most service businesses, it is a multi-day process every month. Exports from accounting, exports from the PSA, manual joins in Excel, a deck for the leadership team. With Alternative Payments, the same view refreshes itself in the background. The team that used to build the report can spend that time acting on it.

Stop guessing. Start running the business on numbers you can trust.

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