Data Infrastructure & Reporting Automation

Trusted data.
Faster decisions.

Most growing companies are drowning in tools but starving for answers. We connect your data, automate your reporting, and give leadership the visibility to move fast — without hiring a data team.

Your CRM, accounting software, billing system, and ad platforms don't talk to each other — so getting a clear picture of what's actually happening in your business requires hours of manual work. By the time the numbers are together, they're already outdated. You're making decisions in the dark.

Who We Work With

Built for the operators who feel the reporting pain directly

We work with founders, COOs, and ops leaders at growing companies that have outgrown spreadsheets and need real visibility — fast.

Founders & CEOs

You're making big decisions without clean numbers. We build the reporting layer your business needs so you can lead with confidence, not gut feel.

COOs & Ops Leaders

You know the data exists somewhere — it's scattered across five tools. We centralize it and automate the reporting so your team stops wasting hours on manual exports.

RevOps & Finance Teams

Metrics mean nothing if everyone's pulling them differently. We standardize your definitions, automate your reports, and build dashboards your team actually trusts.

Investor-Backed Companies

Consolidated reporting across products, segments, or portfolio companies — margin, KPIs, and performance in one place for your board and ops team.

No expensive software licenses required. Every system we build lives in your accounts using tools tailored to your existing stack. You own it all. We manage it.
AI-Powered Insights

Ask your data anything

Every engagement is AI-powered — automated monitoring, anomaly detection, and weekly summaries built in. Sprint C adds a full interactive layer so your team can query your data directly in plain English.

Paragon AI — Blue Ridge Home Services ● Live
Which location is underperforming this month?
Charlottesville is running at 62% utilization in March — down from 71% in February. The main driver is a no-show rate of 14.2%, the highest across all three locations. Richmond and Roanoke are both above 70%. Start by reviewing the Charlottesville scheduling queue for next week.
What is driving the drop in average ticket?
Average ticket is down 4.1% vs. February — from $451 to $432. The shift is mostly in HVAC maintenance jobs, which are running shorter than usual. Installation and repair tickets are holding steady. Worth checking whether techs are underquoting on maintenance visits.
Ask a question about your data...

Spot problems before they compound

Ask which locations or techs are underperforming and get a plain-English explanation of why — not just a number.

Understand trends in plain English

No pivot tables, no SQL. Ask why revenue dropped or what changed last month and get a direct answer.

Weekly brief, automatically written

Every Monday morning, a narrative summary of last week lands in your inbox — no manual work required.

Always connected to your live data

Every answer is grounded in your actual numbers — not a generic response, but insights from your own dashboard.

Paragon AI — Atlas Software ● Live
Which segment is underperforming this quarter?
Mid-market is at 58% of plan in Q2 — down from 74% last quarter. Trial-to-paid conversion dropped from 23% to 15%, concentrated in accounts that signed up in the last 60 days. Enterprise and SMB are both on track. Worth reviewing the mid-market onboarding flow for activation friction.
What is driving the increase in churn this month?
Churn is up 2.1 points vs. last month. The pattern is concentrated in accounts under 90 days old with low feature adoption scores — suggesting an onboarding or activation gap rather than a product problem. Accounts past six months are churning at normal rates.
Ask a question about your data...

Catch revenue risk early

Ask which accounts are at risk or which segments are off-plan and get a plain-English explanation of the root cause.

Understand trends in plain English

No pivot tables, no SQL. Ask why churn spiked or what changed in conversion last month and get a direct answer.

Weekly brief, automatically written

Every Monday morning, a narrative summary of ARR movement, churn, and top priorities lands in your inbox.

Always connected to your live data

Every answer pulls from your CRM, billing, and product data — not a generic response, but insights from your own systems.

A centralized data foundation isn't just good reporting. It's the infrastructure that makes every AI tool you adopt in the next three years actually work — and most of your competitors won't have it.

How We Work

From scattered data to weekly decisions

We start with a paid audit, prove value fast, then build and manage the system ongoing.

Step 01

Free Intro Call

Free — 20 minutes

A no-pressure conversation to understand your current setup, where the reporting pain is, and whether we're the right fit. No commitment, no pitch deck.

Book a Call
Step 02

Data Clarity Audit

$2,000–$3,500 — scoped to your setup

A structured review of your data sources, reporting gaps, and biggest bottlenecks — delivered as a written findings doc and prioritized improvement plan.

  • Intake form to map your current stack
  • Review of your key data sources and KPI gaps
  • Written findings with bottlenecks identified
  • Prioritized improvement plan with ROI estimate
Sprint Option A

Data Foundation + Reporting Sprint

$8,000–$20,000 per project

For companies starting from scratch. We build your data warehouse and layer reporting on top — one engagement, fully operational output.

  • Connect CRM, billing, product, ads, and support sources
  • Build the central data warehouse and core data model
  • Set up monitoring and failure alerts
  • Build executive dashboards and KPI views
  • Automate recurring reports by email or Slack
  • Standardize metric definitions so everyone uses the same numbers
Sprint Option B

Reporting Automation Sprint

$3,000–$10,000 per project

For companies that already have a data warehouse but still waste time on manual reporting. We build the reporting layer on top of what you already have.

  • Build executive dashboards and KPI views
  • Automate recurring reports by email or Slack
  • Create anomaly alerts and threshold notifications
  • Standardize metric definitions so teams stop arguing over numbers
  • Reduce ad hoc reporting requests
Sprint Option C — Add-on to A or B

AI Analytics Layer

$7,500–$20,000 per implementation

For companies that already have clean, centralized data and want leaders and operators to ask questions in plain English and get instant answers. Pairs with Sprint A or B.

  • LLM-powered Q&A over approved business data
  • Natural-language metric lookup
  • Automated summary generation for weekly reporting
  • Internal copilots for ops, finance, or RevOps teams
  • Guardrails so answers stay grounded in trusted data
Step 03

Managed Analytics Retainer

$2,000–$5,000 / month

Ongoing management of everything we built — plus a Monday morning brief every week that tells you what happened and what to act on. The system gets smarter every month.

  • Weekly Monday morning brief
  • Pipeline monitoring and proactive alerts
  • Dashboard updates and KPI refinement
  • New automations added each month
  • Monthly insights call (Growth tier)

Essential

$2,000–$3,000 / month

Weekly brief, pipeline monitoring, dashboard maintenance, and alert management. Best for companies that want reliable ongoing visibility without deep engagement.

Growth

$3,500–$5,000 / month

Everything in Essential, plus new automations each month, KPI expansion, and a monthly insights call where we tell you something you didn't know about your own business.

How It Works

Your data, connected and working for you

We pull from every system you already use, centralize it, and turn it into decisions.

Your Data Sources
CRM & Pipeline
Accounting & Billing
Ad Platforms
Product & Support
Centralized

Data Warehouse

All your data in one place — clean, structured, and automatically updated

Your Deliverables
Live Dashboard
AI Chat Interface
Weekly Monday Brief
Automated Alerts
Why Paragon

What makes us different

We're not a big agency. We're a focused partner that builds the right thing, fast.

You own everything

Every system we build lives in your accounts. No vendor lock-in, no dependency on us to keep the lights on. You keep everything if we ever part ways.

No expensive licenses

We build on best-in-class tools that are powerful, scalable, and cost next to nothing. No bloated software subscriptions — just the right tools for the job.

We think in outcomes, not deliverables

Most agencies hand you a dashboard and disappear. We stay focused on the business question — what decision does this need to enable? — and build backward from there.

The Monday morning brief

Every Monday, you get a plain-English email — what happened last week, what changed, and what to act on first. Designed to be the first thing you read.

Built for where AI is going

The data warehouse we build today is the foundation for every AI tool you'll adopt in the next three years. Clean, centralized data is what separates companies that benefit from AI from those that can't use it at all.

Alerts, not just reports

Your system flags problems automatically — a key metric drops below threshold, revenue dips, or conversion rates shift. You're notified before a bad week becomes a bad month.

See what your data can actually tell you

Book a free 20-minute intro call. We'll learn about your stack, your reporting pain, and whether we're a good fit — no commitment, no pitch deck.

Book a Free Intro Call