All your business numbers. One place.

See how your business is performing—without chasing numbers.

SpearPoint BI brings the information from the systems you already use into one simple, up-to-date view of your business. See your sales, jobs, costs, margins, payroll, cash flow, and other key numbers without building reports or chasing spreadsheets.

We set it up We keep it running You get the answers
Fig. 01 — Live operations view Window / trailing 12 mo
/ Operations Live data
Revenue
$1.84M
▲ 12.4% VS PRIOR
Gross Margin
38.6%
▲ 1.8 PTS VS PRIOR
Trend / 12 months Synced
Data pipeline healthy Last sync: 6 min ago
Everything together

Your business is already telling you what's going on.
The information is just scattered everywhere.

Your accounting system has one piece. Your CRM or job-management software has another. Payroll has another. Then there are spreadsheets and reports somebody has to pull together manually. SpearPoint BI brings it all together so you can open one dashboard and see how the business is doing.

01

Everything in one place

See the numbers that matter without jumping between different systems and reports.

02

Numbers you can trust

We help make sure the information lines up, so you're not making decisions based on conflicting reports.

03

Built around your business

You don't get a generic dashboard. We build around the way you run your company and the numbers you actually care about.

Fully managed

We handle the complicated part.

You shouldn't need to hire a data analyst, learn another piece of software, or figure out how to connect everything yourself. We connect your systems, build your dashboards, keep everything up to date, and make changes as your business grows.

  1. Show us what you use

    QuickBooks, ServiceTitan, Housecall Pro, HubSpot, payroll, spreadsheets — whatever runs your business.

  2. Together, we define what matters

    We identify the metrics that show what’s working, what needs attention, and what to do next.

  3. We build and manage it

    We bring everything together and give you a simple place to see the answers whenever you need them.

Fig. 02 — Data routing 6 sources
ACCOUNTING CRM PAYROLL PAYMENTS OPERATIONS JOB / BUSINESS APPS INGEST RECONCILE · MODEL · MONITOR PUBLISH MANAGED BY SPEARPOINT BI INTELLIGENCE LAYER ACTIVE ONE VIEW ACCOUNTING CRM PAYROLL PAYMENTS OPERATIONS JOB / BUSINESS APPS INGEST PUBLISH MANAGED BY SPEARPOINT BI INTELLIGENCE LAYER ACTIVE ONE VIEW
A clearer view of the business

The answers you need are no longer hidden between systems.

We connect marketing spend, sales, operations, payroll, and costs so you can see which advertising pays off and understand performance no individual platform can show—all in one unified view. No exporting. No spreadsheet gymnastics. No waiting until month-end.

Always up to date

We keep your connections running and your dashboards current, so you aren't wondering whether you're looking at old numbers.

Continuous

Catch problems sooner

We flag numbers that don't look right so mistakes and inconsistencies are easier to spot before they become bigger problems.

Validated

Grows with your business

Add a location, change software, or start tracking a new number? We update SpearPoint BI as your business changes.

Extensible
Get started

All your business numbers. One place. Always up to date.

Tell us what you use today and what you wish you could see more easily. We'll show you what SpearPoint BI could look like for your business.

See SpearPoint BI in Action
SpearPoint BI