Frequently asked questions
Where is my data?+
Your data is hosted in Quebec. It's kept separate from other clients' data, and we only have read access.
Do I need to install anything?+
No. We handle everything. You get a link to see your dashboards in your browser, on a computer or a phone.
What if I leave?+
You can stop anytime with 30 days' notice: there's no annual commitment. You keep your data, and we hand it back in a format you can use.
Do I need to buy dashboard software or licenses?+
No. No software or licenses to buy. Everything is included in the monthly price.
How long is setup?+
We set a go-live date together before we start. Your first dashboard within 3 weeks of receiving access to your data, with your real numbers. Otherwise, we refund your setup fee.
My ERP isn't listed. What now?+
Let's talk. Odoo and QuickBooks are available now; other ERPs are offered on request. We can also connect your CRMs (HubSpot, Salesforce), your online sales (Shopify, WooCommerce, Stripe), your files (Excel, CSV, Google Sheets), your databases and your other tools. Each additional source is part of the Custom plan. In many cases, we can start from exports of your ERP while we set up the direct connection.
Can you connect our CRM?+
Yes. HubSpot and Salesforce are available in the Custom plan. For Salesforce, data access depends on your edition; we'll check it together on the first call.
Can you use my Excel files?+
Yes — in the Growth plan. Your budgets, standard costs and forecasts in Excel are built into your dashboards, next to your ERP numbers.