01
Data connection & clean-up
CRM, accounting, ads, e-commerce, spreadsheets, and databases unified into one clean, reliable model.
06 · Decisions on autopilot
Know what’s happening in your business — without asking anyone.
Numbers scattered across your CRM, accounting, ads, and spreadsheets mean decisions get made on gut feel. We connect your data into live dashboards and automated reports delivered to your inbox or Slack, then put an AI assistant on top that answers questions like ‘which service was most profitable last month?’ in plain English.
1 place
For every KPI
Sales, marketing, operations, and finance metrics in one live dashboard your team trusts.
0h
Manual reporting
Daily, weekly, and monthly reports generated and delivered automatically.
Minutes
To any answer
Ask the AI assistant in plain English and get the number, the chart, and the ‘why’.
✦Is this for you?
This is built for businesses where…
- Reporting means someone spends Friday afternoon in spreadsheets
- You find out about problems (cash, churn, missed targets) too late
- Different tools give you different numbers for the same thing
- Your team asks you questions the data could answer
✦What's included
Everything data, reporting & ai assistants covers
Built, integrated, and monitored by CODEVGROW — one team, one system, no hand-offs to a third party.
02
Live KPI dashboards
Role-based dashboards for owners, sales, ops, and finance — on web and mobile.
03
Automated reports & alerts
Scheduled summaries to email or Slack, plus threshold alerts when a metric moves.
04
AI business assistant
A private assistant trained on your data and documents that answers questions and drafts summaries.
05
Call & meeting summaries
Sales calls and meetings transcribed, summarised, and logged with action items — automatically.
06
Forecasting & attribution
Lead-source ROI, pipeline forecasts, and cash-flow projections based on your real history.
✦How it works
From first call to a system that runs itself
A fixed, transparent path — you always know what happens next and what it costs.
- 1
Metrics workshop
We agree the 10–15 numbers that actually run your business and where each one lives today.
- 2
Connect & model
Data sources connected, cleaned, and reconciled so every number matches its source of truth.
- 3
Dashboards & reports
Built, reviewed with your team, and scheduled. Alerts configured for the metrics that matter most.
- 4
AI layer & training
Assistant deployed on your data, with guardrails and permissions. We iterate on the questions your team asks.
✦Questions
What business owners ask us first
Still unsure? The audit is free and you'll leave with a ranked list of what to automate — whether you work with us or not.
Is our data safe?
Yes. Data stays in your accounts or a private warehouse you own; the AI assistant has read-only, permissioned access and no data is used to train public models.
Which tools do you connect?
HubSpot, Salesforce, Xero, QuickBooks, Stripe, Shopify, Google Ads, Meta Ads, Google Sheets, Postgres/MySQL, and 200+ others.
Do we need a data team?
No. We build and maintain the pipeline and dashboards; your team just uses them.
Can the assistant take actions?
Optionally — e.g. create a task, send a report, or update a record — with approval rules you control.
Pairs well with
All services →Lead Capture & Instant Follow-upEvery lead answered in under 60 seconds, qualified, logged, and booked.AI Voice & Chat Agents24/7 agents that answer calls, text back, and handle WhatsApp, SMS, and web chat.Automated Websites & FunnelsFast, SEO-ready sites wired into chat, booking, quotes, and payments.Workflow & Back-office AutomationOnboarding, quoting, invoicing, scheduling, data sync, and reporting on autopilot.AI Customer Support AutomationResolve the repetitive 70% of support across email, chat, and WhatsApp.
Build smarter. Scale faster. Operate better.
Schedule a discovery call and we'll map the systems your business needs to reach its next stage.