V3 · Single Source of Truth
Refindable Data BU

One source of truth.
AI that actually uses it.

We bring data across your stack together, make it accurate, and put AI on top of it. For e-commerce businesses scaling between $5M and $25M — without enterprise budgets or enterprise headaches.

Book a 30-min diagnostic → See how it works
// Today vs. With Us
Shopify Klaviyo QuickBooks HubSpot Google Ads Meta Sheets
→
Single Source of Truth
One number for revenue.
One for CAC. One for inventory.
+ AI agents on top
// Backed by Refindable — trusted by
01 The Problem

Your data is everywhere. And nowhere.

Mid-sized e-commerce businesses don't fail at data because they lack tools. They fail because the tools don't talk. By the time you've stitched a number together from five sources, the decision window has closed.

01
Disconnection
Seven systems. Zero conversation.
Shopify, Klaviyo, QuickBooks, HubSpot, Google Ads, Meta, sheets. Each with its own version of "the truth." Nobody can answer "what's our blended CAC?" in under an hour.
02
Lag
Reports arrive after the moment to act.
Monthly close lands 11 days after month-end. Marketing reports refresh weekly. By the time you see the number, you've already made the decision without it.
03
AI on broken data
Generic AI gives you faster wrong answers.
ChatGPT, Copilot, generic agents — none of it works on top of fragmented data. You don't have an AI problem. You have a data foundation problem dressed up as one.
04
The wrong hire
A junior analyst can't fix this.
The work is data engineering, plus analytics, plus AI implementation. Three skill sets. Hiring one of them costs $150K and still leaves the other two open.
02 The Method

Three steps. In order.

Most consultancies sell you AI as the headline. We sell it as the consequence. AI only works on top of data you trust — so we build the trust first.

01
Bring it together
Months 1–3 · Foundation
We connect your stack — Shopify, Klaviyo, QuickBooks, HubSpot, your ads platforms — into one source of truth. By the end of phase one, every leadership decision references the same numbers. No more reconciliation calls. No more "which dashboard is right?"
02
Make it accurate
Months 4–9 · Operations
Dashboards people actually use. Forecasts your finance team trusts. Cohort views that change how marketing spends. We compress decision time from weeks to days, and most engagements pay back their first year of fees in the first quarter.
03
Put AI on top
Month 9 onward · AI
Once the foundation is real, AI becomes useful. We deploy agents that replace manual labor: AR collections, lead qualification, inventory reorder, customer service triage. Each agent measured against the FTE work it replaces.
03 Engagements

A fractional data team, sized to your stage.

Pick the engagement that matches where your business is today. Move up as the work compounds. Each tier replaces the equivalent of one or more full-time hires.

Foundation
Get your data house in order.
$6K / month
~ 6 hrs / week
  • Stack audit & source mapping
  • Single source of truth setup
  • Core KPI dashboard
  • Weekly reporting cadence
Operations
Run on data, not gut feel.
$12K / month
~ 10 hrs / week · 16-week onboarding
  • Everything in Foundation
  • Department-level dashboards
  • Forecasting & cohort analysis
  • AI basics: predictive models, automated insights
  • Ad-hoc analyst capacity
Full AI
Replace manual workflows with autonomous ones.
$22K / month
~ 18 hrs / week · 16-week onboarding
  • Everything in Operations
  • Agentic workflows (AR, lead qual, inventory)
  • Custom ML models for your business
  • Quarterly roadmap evolution
  • FTE-equivalent ROI tracking
04 What we've shipped

Real engagements. Real outcomes.

Three e-commerce businesses we've taken from disconnected stacks to AI-on-top. Different verticals. Same pattern: bring it together, make it accurate, put AI on top.

Foundation → Operations
SLNT
DTC · Privacy & Faraday Goods
Unified Shopify, Klaviyo, ads platforms, and finance into a single revenue + CAC layer. Closed the 11-day reporting lag. Marketing reallocations now happen weekly instead of monthly.
11→2d
Reporting lag
7
Sources unified
3 mo
Time to live
Operations → AI
Braindead
DTC · Apparel
Built a unified ops + finance layer, then deployed inventory and demand forecasting agents on top. Replaced a manual replenishment process that ran on three spreadsheets and one senior operator's gut.
120
Hrs/mo saved
5x
ROI
6 mo
Timeline
Full AI
DB Journey
DTC · Travel Goods
Single source of truth across Shopify, ads, and CRM. Then deployed an AR collections agent and a customer service triage agent. Recovered receivables, freed an FTE-and-a-half of operational labor.
23%
AR recovered
7x
ROI
9 mo
Timeline
// Use case details in development. Full case studies available on request.
05 Ownership

You own everything.

When the work is done, the data sits with you. The team runs the systems. There is no platform we hold the keys to. Stop working with us tomorrow — everything we've built is still yours.

  • /01
    Your data, your environment. We build inside your cloud, on your accounts, under your access controls. Nothing is copied to a Refindable environment.
  • /02
    Your code, your tools. Every dashboard, model, and agent we build is documented and handed over. No black boxes.
  • /03
    Your team, trained. We train your people throughout. By month three, your operators can run what we've built — with or without us.
06 FAQ

Things people ask in the first call.

What if we're already running on a BI tool that nobody uses? +
That's the most common starting state. The Foundation tier is built around exactly this. We audit what's there, fix what's broken, and rebuild around what your team will actually use. The tool is rarely the problem — the data feeding it is.
How is this different from hiring a data analyst? +
A senior analyst costs $150K–$250K loaded, takes 4–6 months to hire, and brings one skill set. We give you data engineering, analytics, and AI on the same team — for a fraction of the cost, live in weeks. When your needs evolve, the team evolves. You're never stuck because one person left.
How is this different from a BI consulting project? +
Most BI projects deliver a system, then leave. Six months later, the dashboards are stale, the integrations are broken, and nobody owns it. We're not a project — we're a function. Same team, every month. The work compounds instead of expiring.
How quickly do we see value? +
Within 30 days, you have visibility you didn't have before — a single source of truth for your top 3–5 KPIs. Within 90 days, the work pays for itself in time saved or decisions improved. Within 6 months, AI agents start replacing manual workflows.
What happens if we stop working with you? +
Everything continues working. Your dashboards, models, and agents live in your environment. Your team has been trained throughout. You can hire someone in-house, switch providers, or run it yourself. No lock-in.
Do you work with our existing tools? +
Yes. Shopify, Klaviyo, HubSpot, QuickBooks, Google Ads, Meta, BigQuery, Looker, Metabase — we work in your stack, not ours. If something is missing or wrong for your business, we'll tell you and recommend the change.
Are we ready for AI? +
Probably not in the form you've been pitched. AI is only useful on top of clean, connected, trusted data. If your data foundation is broken, AI gives you faster wrong answers. We sequence it deliberately: foundation first, AI when it's actually the right answer.
Let's talk

Find out what we'd see in your stack.

A 30-minute diagnostic call. We come prepared. You leave with a sharper view of where your data is breaking — whether or not we end up working together.

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