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AI That Sees Your Numbers • Data & BI

Clean data pipelines, live owner dashboards, and B2B lead intelligence

Stop stitching together five Excel files to understand how your business performed this week. We connect your spreadsheets, CRM, ad accounts, and billing into clean, trustworthy data your team can act on immediately.

Audit Our Data Setup
The Problem

Why growing businesses struggle to trust their own numbers

Siloed spreadsheets & duplicate rows

Sales keeps one Google Sheet, operations keeps another Excel workbook, and ad agencies send separate PDFs that never match.

Hours lost building weekly reports

Managers spend Mondays cleaning phone numbers, fixing date formats, and manually calculating branch or channel totals.

Outdated B2B prospect directories

Outbound teams waste effort calling stale, unverified contact lists instead of enriched accounts that match your ideal buyer.

The Solution

Interactive preview: explore our data & intelligence setups

Single Source of Truth
lochana://executive-bi-pipelineLive Workspace
Connected Data Sources
Google Sheets ✓Meta Ads ✓Google Search ✓CRM ✓Billing CSV ✓
Scheduled Owner Digest

Monday 08:30 AM • WhatsApp + Email

Leads, CAC trend, pipeline & pending collections in 1 view.

Source-to-Pipeline Clarity ViewZero manual VLOOKUPs
CAPABILITY • Data Clarity

Unify scattered Excel sheets, ad spend, and CRM data into one live view

Instead of stitching together five spreadsheets every Friday night, open a clean dashboard showing leads by source, marketing spend, sales pipeline, and pending collections.

  • Automated pipelines from Google Sheets, Excel, CRM & billing exports
  • Clean executive dashboards tailored for business owners
  • Scheduled daily or weekly KPI digests on WhatsApp & email
How It Works

From messy exports to live decision clarity

01 • Connect & Standardize

We connect your existing Google Sheets, Excel exports, CRM, Meta/Google Ads, and payment tools—cleaning and deduplicating records automatically.

02 • Structure Your Data Layer

Your clean data is stored in a secure database you own, with automated refresh schedules and validation checks.

03 • Live Dashboards & Digests

View real-time KPIs on mobile or desktop—plus automated morning or weekly WhatsApp/email summaries for owners.

Core data capabilities we build

Founder & Operations BI Dashboards

Track enquiries, conversion rates, branch performance, ad ROAS, and collections in one fast, clutter-free view.

Data Pipelines & Spreadsheet Automation

Replace fragile VLOOKUP sheets and manual CSV merges with reliable automated pipelines and clean audit trails.

B2B Lead Generation & Data Enrichment

Build structured, verified prospect lists enriched with industry, city, and public digital signals ready for your sales team.

Data & Analytics FAQ

Yes, that is where most growing Indian businesses start. We clean up column formats, automate data ingestion from your sheets, forms, CRM, and ad accounts, and surface clean live metrics without forcing your staff to learn complex enterprise software.

Free Data & Reporting Audit

Ready to see all your business numbers clearly in one place?

Tell us where your data currently lives (Excel, Google Sheets, CRM, Tally, or ad managers) and what metrics you wish you saw every morning.