Trades & Home Services
Field-service businesses: electricians, plumbers, HVAC, roofing and other trades that run many short jobs.
INDUSTRIES
Built for How Your Industry Works
Every engagement includes an industry pack at no extra cost: the measures that matter in your industry, AI assistants set up for your work, and clear lines on what AI never touches.
Construction Contractors
Contractors who build projects under contract.
E-Commerce
Online sellers: Shopify and WooCommerce brands, and sellers who also sell on Amazon or other marketplaces.
Restaurant Groups
Restaurants that want to run on numbers they trust, from a single busy restaurant to a group of locations or a multi-unit franchisee.
Real Estate Brokerages
Residential and commercial brokerages, including those with a rental management arm.
Property Management
Residential (single-family and small multifamily) and small commercial managers. Their data sits across a property…
Financial Planning & Advice Firms
Firms that sell expertise and time rather than products, starting with financial planning offices.
Insurance Agencies
Personal and commercial property and casualty lines, often with some benefits or life business. Their data sits across…
Law Firms
Roughly 2–30 lawyers in practices such as estate planning, family, business, real estate, personal injury and…
Accounting Firms
CPA and tax practices, outsourced bookkeeping and client accounting services firms, and mixed practices. Their data sits…
Architecture & Engineering
Architecture, interior design, landscape, and civil, structural and MEP engineering practices. Their data sits across…
Marketing & Creative Agencies
Agencies that sell time and talent on retainers and projects.
Staffing Agencies
Firms that place temporary, contract and permanent workers.
Higher Education
Small colleges, universities and training schools that run their own operations.
Nonprofits
Human services, education and youth, arts and culture, health and community nonprofits, foundations that run programs…
Veterinary Clinics
Animal hospitals and veterinary practices.
Industrial Equipment Sales
Companies that sell, install and service industrial machines.
Small Manufacturers
Companies that make products in their own shop or plant.
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