Power BI reporting with AI Pulse built in: plain-English answers on what moved, why, and what to do next. Built on your real ERP data for manufacturing, oil and gas, CPG and private equity, and rolled out with Prosci-certified change management so people actually use it.
Every refresh, AI Pulse writes a short briefing from your own ledger and operating data, so leaders get the answer instead of another chart to interpret.
The changes that matter this period, ranked by dollar impact, not by which tab they sit on.
Drivers traced to plant, field, SKU, customer or entity, with the numbers to back it up.
A suggested next step and who owns it, so the briefing turns into action in the next meeting.
Gross margin rose 2.1 points to 38.4%. About two-thirds came from lower scrap on Line 2; the rest from freight cost per order.
Next step: confirm the Line 2 tooling change is permanent before updating the forecast.
DSO is up 6 days, driven by three distributor accounts now past 60 days. Together they hold $1.4M in open receivables.
Next step: AR lead to call the three accounts this week.
On-time delivery held at 96% despite a 9% rise in order volume. Backlog is down to 3.2 weeks.
No action needed.
Raw material inventory is up 14% ($620K) ahead of Q1 orders, and turns slipped from 6.1 to 5.4.
Next step: purchasing to review open POs against the Q1 forecast.
Anyone can paste a spreadsheet into a chatbot. The answer is only as good as the export, and it's gone the moment the chat closes. UpturnIQ does the work underneath that makes AI answers worth acting on.
| A general AI chatbot | UpturnIQ with AI Pulse | |
|---|---|---|
| Data | Whatever export someone pastes in, once | Connected to your ERP and operating systems, refreshed automatically |
| Accuracy | Can misread columns or invent figures | Reconciled to your general ledger before any commentary is written |
| Definitions | Guesses what "margin" or "backlog" means | Your chart of accounts and KPI definitions, the same every month |
| Reach | One person, one question | A briefing for every role, from plant manager to the board |
| Adoption | Nobody is trained to act on it | Prosci-certified rollout so teams change how they work |
| Ownership | No one is accountable when it's wrong | A team that owns the data, the model and the results |
Your numbers are scattered across an ERP, a CRM, payroll, field systems and a dozen spreadsheets. UpturnIQ pulls them together, reconciles them, and keeps them refreshing, so every dashboard and AI Pulse briefing runs on numbers your CFO will sign off on.
Legacy on-prem ERPs, QuickBooks Desktop, locked-down Workday reports, systems with no API. If it holds your data, we can get it out without replacing it.
Stop reconciling spreadsheets to explain the numbers.
Better reporting without another platform to support.
The same finance foundation, tuned to the metrics your industry actually runs on.
See where margin is made and lost, by plant, product line and customer.
Epicor, Business Central, NetSuite
Tie field operations to the P&L so cost per barrel isn't a month-end surprise.
Your ERP plus production and field data
Know which SKUs, channels and promotions actually earn their keep.
ERP, distributor and retailer data
One consistent reporting standard across every portfolio company, ready for the investment committee.
Works across mixed ERPs and accounting systems
A faster close and a clearer story for leadership, without a long consulting project.
Workday, NetSuite, QuickBooks Online, Business Central
Distribution, construction, services, healthcare. The finance foundation is the same; the operating metrics are what we tailor.
Tell me what you runMost reporting projects stall after go-live because nobody changed how they work. UpturnIQ manages the people side of the rollout with Prosci-certified change management and the ADKAR model, from the first sponsor conversation to the habit sticking.
Leadership explains why reporting is changing and what it replaces.
Each role sees what's in it for them: less spreadsheet work, faster answers.
Role-based training built on your own data, not generic demos.
Hands-on coaching through the first live closes and reviews.
Usage tracking and ROI reviews so the old reports get retired.
A short call on what you report today, what takes too long and what leadership keeps asking for.
Secure, read-only access to your ERP or accounting system. Nothing changes in your books.
You get a working dashboard to react to, then we tune it until it matches how you run the business.
Each role is trained and coached, usage is tracked, and we review the return with you after launch.
UpturnIQ handles the full path from raw data to return on investment. We connect your ERP and operating systems, model the data, and build executive Power BI reporting on Workday, NetSuite, Business Central, Epicor and QuickBooks, from multi-entity consolidations to board-ready finance packs.
Then we make sure it gets used. Every engagement includes Prosci-certified change management: we plan the rollout, train each role on their own numbers, and track adoption until the old spreadsheets are retired and the reporting pays for itself.
Senior-level delivery from people who have run finance and operations reporting, without the overhead of a large consulting firm.
Send a note with your ERP and what you report on today, whether it's one company or a full portfolio. You'll hear back within one business day.