Business Intelligence Software

Your clients' data is telling
a story you can't see yet.

We connect the tools they already use — QuickBooks, Google Ads, Google Business Profile — and surface what the numbers miss. Automatically. Every month.

I'm an Accountant → I Run an Agency → I Own a Business →

What we find in the first 24 hours

Real results from connected clients. These weren't visible before NaviPoint.

⚠ High Severity Finding

Chicago Restaurant · QuickBooks Online

One vendor was absorbing 71% of food cost.

Their accountant filed clean returns every year. The data was all in QuickBooks. Nobody had connected it to surface a single-source supply dependency worth $533,000.

71%

Vendor concentration

18mo

Data analyzed

<60s

To connect

🔴 Critical Finding

Phoenix Plumbing Contractor · Google Ads

$7,143/day budget. Under $100/day actual spend.

A $7,143 daily Local Services Ad budget was delivering under $100/day due to 187 leads stuck in "Active" status since December. We found it day one. Fixed in a week.

−45%

Cost per lead

$4,900

Wasted spend found

2.6×

Peak ROAS

How it works

Three steps. Under 60 seconds for the client.

1

Client connects

One email. One click. No password. No IT. Works exactly like "Sign in with Google."

2

Data flows in

QuickBooks, Google Ads, GBP, and 60+ more — pulled automatically, refreshed daily.

3

Findings delivered

Our intelligence engine surfaces risks and opportunities your client has never seen before.

Who are you?

We've built a path for each of you.

Accountants & CPAs

Connect your clients' QuickBooks. Surface what the P&L misses. Earn revenue share on every client you bring us.

Marketing Agencies

Add business intelligence to your agency offering. We build the infrastructure. You deliver the report. Your brand.

Business Owners

Connect your Google Ads, QuickBooks, and Google Business Profile. See exactly what's working and what's costing you.

60+

Connected platforms

<60s

Client onboarding

0

Passwords shared

Daily

Automated refresh