Your Data Is Already There.
Let's Actually Use It.
QuickBooks, your ERP, your CRM, your operations systems — they're generating data every day that most businesses never read. AEH builds automated reporting pipelines and business intelligence dashboards that turn that raw data into clear, actionable insight delivered to your inbox on schedule.
Most Business Data Never Gets
Out of the System It Lives In
The data your business generates every day is valuable — but only if you can see it, understand it, and act on it. Most small and mid-size businesses are flying blind because pulling meaningful insight from their systems requires time, technical skill, or expensive consultants they don't have.
Data Stuck in Silos
QuickBooks, your ERP, your CRM, and your operations system don't talk to each other. Getting a complete business picture requires manual exports and spreadsheet work nobody has time for.
Reports Are Always Late or Manual
Monthly financials take days to compile. Weekly reports are built by hand. By the time you're reading the data, the moment to act on it has passed.
Decisions Made on Gut Feel
Without clear, current data you make pricing, hiring, and operations decisions based on instinct rather than evidence. Sometimes that works. Sometimes it's expensive.
Automated Reporting That
Works While You Sleep
We connect to your existing business systems, build the extraction and transformation pipeline, and deliver clean reports and dashboards on your schedule — automatically, no manual work required.
Automated Report Delivery
Scheduled reports delivered to your inbox — weekly P&L, daily cash position, monthly KPI summaries. Built once, runs automatically. No one needs to remember to pull a report.
Executive Dashboards
A single dashboard showing the metrics that matter most to your business — revenue, margin, job status, AR aging, headcount cost — refreshed automatically from your live systems.
Multi-System Integration
We pull from QuickBooks, ERP platforms, CRMs, job management systems, and spreadsheets — combining data sources that have never talked to each other into a unified view.
Threshold Alerts
Automatic alerts when metrics hit defined thresholds — cash below a level, AR aging past 30 days, job margin dropping below target. Know about problems when they're still fixable.
Mobile-Friendly Reports
Reports and dashboards designed to be readable on your phone. Check your business health from the field, from the road, or from wherever you actually are.
Custom to Your Business
We build to your specific metrics, your specific systems, and your specific reporting cadence. Not a generic template — a reporting system that reflects how your business actually operates.
Works With the Systems
You Already Run
We don't require you to switch platforms. We connect to what you already use and build the reporting layer on top.
QuickBooks
Online & Desktop
ERP Systems
Inware, SAP, Epicor & more
Microsoft 365
SharePoint, Teams, OneDrive
CRM Platforms
HubSpot, Salesforce & more
Field Service Software
ServiceTitan, Jobber & more
Spreadsheets & CSV
Any Excel or CSV data source
What Would You Do With
Better Business Data?
Tell us what you want to see about your business and we'll tell you whether we can build it. Most projects start with a discovery conversation — no commitment required.