Knowing your numbers

Month-end close prep

SI prepares the month-end checklist and the packet your bookkeeper uses. A person still closes the books.

A one-page weekly snapshot for the owner

Every Monday, SI pulls the numbers you care about from your tools. It puts them on one page. It adds short notes on what changed.

One view of revenue across every place you take money

SI puts sales from each channel, location, or payment system into one sheet or dashboard. The sheet updates on a set schedule.

Plain-language notes when a number moves

When a key number jumps or drops, SI looks for likely reasons in the data. It writes a short, plain note for the owner.

Ad spend next to real results, in one sheet

SI lines up spend from each ad platform with the inquiries, bookings, or sales it produced. It lists campaigns that look weak.

A weekly watch on competitors' prices and offers

Once a week SI checks the competitor pages you choose. It sends a short summary of changed prices, services, offers, or openings.

A weekly team report from the tools you already use

SI pulls updates from project, support, and sales tools. It drafts a weekly report. A manager edits it and sends it.

Monthly themes from customer questions, complaints and surveys

SI groups a month of support messages, reviews, and survey answers by theme. It counts them. It suggests what to fix at the source.

A morning briefing across inbox, calendar and tasks

Each morning SI prepares a short briefing. It covers today's meetings, urgent messages, overdue tasks, and stalled deals.

Inventory value and aging report

SI shows how much money sits in stock. It shows what has not moved in months. It suggests what to discount, return, or stop buying.

Pricing and margin check across your catalog

SI compares the price you charge with the cost you have on file. It lists products or services where the price no longer covers that cost.

Cash-flow look-ahead from open invoices and bills

SI lines up open customer invoices and open bills by week. You can see where money is expected in and where it is due out.

Gift-card and holiday promo tracking

SI lines up outstanding gift cards and holiday promo codes from your POS export. You can see what is still open. It does not change balances.

Weekly nightly price check for hosts

Once a week SI checks your nightly price against nearby listings you chose. The host approves before any price changes.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Profit and loss sheet per rental

SI drafts a profit and loss sheet for each rental from your property export. The manager reviews the sheet before anyone uses it.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Monthly marketing reports for clients

SI drafts a monthly client report from the search, social, and site numbers you export. A person reviews it and sends it.

Landlord morning list of inquiries, showings, rent, and repairs

Each morning SI puts new rental questions, today's showings, late rent, and open repairs on one list. You decide what to do first.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Weekly money-in digest of payments and what is owed

Once a week SI lists payments that came in and what is still owed. You check it against your books. No money is moved.