Where does the data come from?

From the tools you already use, such as your accounting, sales and operations software, pulled together automatically so nobody has to export spreadsheets.

How often do the reports update?

As often as the source systems allow, usually daily or hourly. You decide what you need to see and when.

It depends on what you need. The free assessment gives you an itemised estimate in about three minutes, and every project starts with a written plan and a fixed price before any work begins.

Who can see the numbers?

You choose. Access is set per person, so the team sees what they need and the owners see everything.

Reports & dashboards

Know your numbers, without the spreadsheets.

Your numbers from every tool in one place, in reports that update themselves.

Get your free assessment See our work

Now

Month-end numbers a week late
Five exports pasted into Excel
Nobody trusts the totals

After

Sales, jobs and cash every morning
One report across every tool
Totals that match everywhere

Typical first project: R15 000 to R50 000
Price: Fixed, and agreed in writing first
Ownership: Accounts and data in your name

What you get

What your reports include.

We build them around the questions you ask every week.

Dashboards that update on their own

Sales, jobs and cash in one place, current every morning.

Every tool in one place

Accounting, CRM and spreadsheets combined, so the numbers agree.

Built around your questions

We start from what you need to decide, then find the numbers that answer it.

Your team shown how to use them

A short session, written notes, and help when something looks off.

A real project

Brokerage operating platformFirst brokerage moving across

Valentry

Insurance brokerage platform

Brokerages run on a CRM, spreadsheets, email folders and paper, and proving compliance takes hours. Valentry puts clients, policies, renewals, servicing and FAIS and FICA compliance in one system, under each brokerage's own brand.

Shown with demo data. Real client details never leave the system.

See our work

Questions

What owners ask us first.

Where does the data come from?: From the tools you already use, such as your accounting, sales and operations software, pulled together automatically so nobody has to export spreadsheets.
How often do the reports update?: As often as the source systems allow, usually daily or hourly. You decide what you need to see and when.
What does it cost?: It depends on what you need. The free assessment gives you an itemised estimate in about three minutes, and every project starts with a written plan and a fixed price before any work begins.
Who can see the numbers?: You choose. Access is set per person, so the team sees what they need and the owners see everything.

Often paired with

What would you decide with better numbers?

Free · 3 minutes · With an itemised estimate

Get your free assessment