System 02
Money & reporting.
Accounting, payments, ad spend, and job data cross-referenced into briefs you actually read — so money sitting in the wrong place, drifting labor, and wasted spend surface while you can still act.
What it caught
$17,640 in Square payments sitting undeposited outside the bank ledger, plus a per-job labor gap understating costs by roughly $12,000 a year — both flagged in a Monday brief, not a year-end surprise.
caught in a single weekly brief
What's inside
Three working parts. One configured system.
AI financial analyst
A weekly brief cross-referencing accounting, payments, and job data: revenue vs. last period, labor drift, margin by job, anomalies that need eyes — before a quarter goes sideways.
Ad-spend auditor
A daily automated audit of your ad account: health score, what changed, wasted spend, and what to do — in plain language, not platform jargon, and not the platform grading its own homework.
Custom dashboards & live reporting
The numbers you actually run on, pulled from your CRM, books, and job data into one live view — instead of three tabs and a spreadsheet you rebuild by hand every week.
Want this running on your stack? Start with the audit.
Half a day of your team's time, a ranked map of where this is costing you, and the math before you spend a dollar.