Your Business Already
Has the Data.
Start Using It.
QuickBooks, your ERP, your CRM — they're all generating data you're not reading. Most San Antonio businesses are making decisions based on gut feel and last month's spreadsheet. AEH connects to your existing systems and builds automated dashboards and reports that put real, up-to-date intelligence in front of you — every day, without anyone pulling a report manually.
Most Businesses Are
Flying Blind
Your software knows everything about your business. The gap isn't data — it's the time, skill, and tools to turn that data into something you can act on. That's exactly what we close.
❌ Without Business Intelligence
- Decisions made on last month's spreadsheet — or gut feel
- Nobody knows cash flow status until accounting runs a report
- Slow-paying customers go unnoticed until it becomes a crisis
- No visibility into which services or products are actually profitable
- Hours lost every week manually pulling and formatting reports
- Seasonal trends and patterns invisible until it's too late to act
- Growth opportunities missed because the data wasn't surfaced
✅ With AEH Business Intelligence
- Key metrics updated automatically — always current, always available
- Cash flow, receivables, and payables visible at a glance
- Overdue invoices flagged automatically before they become problems
- Margin by product, service, and customer — always visible
- Reports delivered to your inbox on your schedule — zero manual work
- Trends and patterns surface automatically with data going back years
- Decisions made faster, with confidence, backed by real numbers
What It Looks Like
For Your Business
Business intelligence isn't one-size-fits-all. We build around what matters to your specific operation — here are examples of what we've built for businesses like yours.
Inventory & Margin Intelligence
Know exactly which SKUs are profitable, which are sitting, and what your true landed cost is — pulled automatically from your ERP or inventory system.
Revenue & Job Profitability
See which jobs, clients, and service types are actually making you money — and which are eating your margin without you realizing it.
Practice Performance Reporting
Operational metrics for medical offices — billing efficiency, appointment volume, collections rate, and provider productivity — automated and delivered weekly.
Project & Cost Tracking
Know where every active job stands — budget vs. actual, labor hours, materials cost — without waiting for accounting to run a report.
Financial Intelligence Dashboard
QuickBooks contains everything about your financial health — but its built-in reports are static and manual. We connect directly and surface what matters automatically.
Cross-Location Performance
If you operate in more than one location, consolidated reporting across all of them — in one dashboard, updated automatically — changes how you manage the business.
From Your Data to
Your Dashboard
No ripping and replacing your existing software. No months-long implementation. We connect to what you already use and build on top of it.
Discovery Conversation
We start by understanding what decisions you're making, what questions you can't currently answer, and what software your business is already running. No technical knowledge required on your end.
Data Source Audit
We inventory your existing systems — QuickBooks, your ERP, CRM, inventory platform, or any database — and identify what data is available, how clean it is, and what's possible to connect.
Dashboard & Report Design
We build your dashboards and automated reports around the specific metrics that matter to your business — not generic templates. You review a prototype before anything goes live.
Deployment & Delivery Setup
Dashboards go live on a secure, accessible link. Automated reports get scheduled — daily, weekly, or monthly — delivered straight to your inbox with no manual intervention.
Ongoing Maintenance & Expansion
As your business evolves, your reports evolve too. We maintain the connections, handle any data schema changes from software updates, and add new metrics or reports as you need them.
Systems We Connect To
Your Intelligence.
Delivered Your Way.
Every engagement is custom-scoped, but these are the core deliverables most clients end up with.
Live Dashboard
A secure, browser-based dashboard showing your key metrics in real time. Accessible from any device — desktop, tablet, or phone — with no login complexity.
Automated Email Reports
Scheduled reports delivered directly to your inbox — daily morning summaries, weekly performance reviews, or monthly executive snapshots. Formatted, readable, and ready to share.
Threshold Alerts
Automatic notifications when a metric crosses a threshold you set — cash balance drops below a floor, an invoice ages past 30 days, inventory drops below reorder point. You get alerted before it becomes a problem.
Historical Analysis
We pull historical data — going back as far as your system holds — so your dashboards show trends over months and years, not just today's snapshot.
Ongoing Maintenance
We maintain the data connections, handle changes when your software updates, and keep your reports running reliably month after month without you thinking about it.
Quarterly Reviews
Every quarter we review what you're tracking, identify new questions your data can answer, and expand or refine your reporting as your business evolves.
How This Service Is Priced
Business Intelligence engagements are scoped and quoted on a per-project basis — the build is a one-time project fee, and ongoing maintenance and report delivery is a flat monthly retainer. Pricing depends on the number of data sources, complexity of the reports, and delivery frequency. We quote after the discovery conversation so you know exactly what you're getting before committing to anything.
Business Intelligence —
Straight Answers
The Full Picture
of IT & Intelligence
Most clients who invest in business intelligence also want the infrastructure underneath it running reliably. Here's what we typically pair this with.
What Would You Do If You
Could See Everything?
Start with a conversation. Tell us what software you're running, what questions you can't currently answer, and what decisions you're making blind. We'll tell you exactly what's possible and what it would take.