How it works

From CSV upload to executive-ready report in under 10 minutes.

  1. 01

    Upload one operational CSV

    Accounts payable, inventory, payroll, sales — any operational extract from your ERP or accounting system. Drag and drop a file up to 20MB. No account required for the free snapshot.

  2. 02

    Automated analysis runs on your data

    Our engine profiles the dataset, classifies each column, runs the finding library against every transaction, quantifies dollar exposure with confidence intervals, and scores the operational health composite.

  3. 03

    Read a board-quality assessment

    Within 10 minutes you receive the full report — Executive Summary, Priority Matrix, findings library with structured cards, 30/90-day roadmap, and a Management Meeting Agenda ready to circulate.

Data handling

Your data is analysed, not stored.

Free snapshots are processed in memory and discarded after your report is generated — we retain only the summary findings displayed in your result page. Paid reports are stored with encryption at rest and accessible only via a signed link. We never share your data with any third party.

Generate my free snapshot