Your business already has the answers. They’re just scattered.
Every morning, SmartBoard brings together the signals scattered across your company — cash, pipeline, jobs, and people. It tells you what changed, what needs your judgment, and what should happen next. Then it prepares the follow-up, payment reminder, task, or call for your approval. Nothing is sent or changed without your say-so. It connects to the apps you already use and stays updated all day long.
Sample data. Yours speaks your language — and every action waits for your approval.
Stop checking your business. Let it brief you.
One system knows your cash. Another knows your leads. Another knows your jobs. Your team knows everything else. So you spend the day opening tabs, checking spreadsheets, asking for updates, and discovering problems later than you should. SmartBoard turns all of those signals into one short daily briefing:
The numbers and exceptions that moved since yesterday.
The decisions only the owner can make.
Actions prepared and waiting for your approval.
Everything that matters. One board.
One screen, your numbers
The 5–7 numbers you actually run on — cash, pipeline, jobs, people — pulled from the apps you already use and refreshed all day long. No new system to feed; no export ritual.
A morning briefing in plain language
SmartBoard opens by telling you what changed and what deserves attention first — AI reads your numbers so you don’t have to interpret charts before coffee. Its whole job is focus: what matters now, and nothing else.
Custom-built, not configured
Not a template with your logo on it. Your metrics, your vocabulary, your priorities — a contractor’s board and a law firm’s board share nothing but the quality.
Kept alive as you change
Businesses drift; dashboards rot. Stewardship keeps your board matched to reality — new metrics, new tools, new questions included.
Agents that act, not just report
This is what makes SmartBoard an actionable dashboard rather than a scoreboard. Every number can carry a next step: an overdue invoice arrives with the reminder already drafted, a stale proposal with the follow-up written, a slipping job with the check-in scheduled. You approve with one click — the agents run the busywork, the judgment stays yours.
A private operating system for how you run your company.
SmartBoard monitors the business, filters out the noise, brings forward the decisions only you can make, and prepares the work needed to act on them. You can delegate the reporting; you cannot delegate the judgment. SmartBoard takes care of the first so you can concentrate on the second.
Don’t chase your data. It comes to you, ready for review.
Your tools feed the board. The board prepares actions. You approve. Sample data.
Plays well with the tools you already use.
QuickBooks
Gmail
Google Sheets
Google Drive
Google Docs
Google Calendar
Outlook
Microsoft Teams
Slack
Notion
Salesforce
HubSpot
Stripe
Shopify
Asana
Dropbox
Canva
Zoom
Gamma
ClickUp
Don’t see yours? If a human can read it, we can usually connect it — and version one can start from weekly exports while we wire it up.
Same discipline. Three different businesses.
Every SmartBoard is designed around one company’s numbers, vocabulary, and priorities — a law firm, a contractor, and a nonprofit don’t look at the same board. These three are fictional. Yours won’t look like any of them.
Thu — Kaplan discovery deadline
Fri — Trust account reconciliation
Fictional organizations, sample data. The design, the numbers, and the language are rebuilt for every client.
One system, built around your priorities.
SmartBoard Blueprint
We identify the questions you need answered, the thresholds that matter, and the actions you take again and again.
SmartBoard Build
We connect the systems you already use and build the board, the morning briefing, and your first action workflows — with you in the room, so it speaks your language from day one.
SmartBoard Stewardship
We maintain the connections, refine the briefing, and add new actions as the business changes — updated all day long, every day.
Priced like a service, not a project.
Blueprint, build, and a walkthrough with your team. That’s the starting price — connecting more systems or deeper action workflows raises it, and you’ll have the exact number after the Blueprint call, before anything is built. Custom BI projects routinely start at $6,500.
Data stays fresh, changes are included, and you have a standing line to us for “can the board show…?” requests. Cancel and the board stays yours.
The honest answers.
What is an executive dashboard?
An executive dashboard is a single screen that shows a leader the current state of the business — typically cash, revenue, pipeline, operations, and people — pulled live from the apps where that data lives and updated all day long. A good one replaces the ritual of checking six systems with one look.
What should a CEO dashboard include?
For most small businesses: cash on hand, revenue against plan, pipeline value, overdue receivables, project or job status, team utilization, and the week’s deadlines. Industry changes the list; the one-screen discipline doesn’t.
How much does a custom dashboard cost?
Custom business-intelligence projects typically start around $6,500 and climb quickly. SmartBoard starts at $1,859 for the build — the exact price depends on how many systems we connect, and is fixed after the Blueprint call. The optional Stewardship plan is $350/month. Priced for small businesses, stated in public, no quote theater.
Is SmartBoard a Power BI or Tableau alternative?
For a small business without an analyst on staff — yes, in practice. Power BI and Tableau are powerful tools you (or a consultant) configure and maintain. SmartBoard is a service: we build a custom KPI dashboard around your numbers, keep it alive, and add an AI morning briefing that reads it for you.
What makes SmartBoard “actionable”?
Behind the board sit AI agents connected to your tools. When the board surfaces something — an overdue invoice, a proposal going stale, a deadline at risk — the matching agent has the email drafted, the reminder queued, or the meeting proposed. Nothing sends without your approval: the agents do the busywork, you keep the judgment.
Where does our data live?
In your accounts, where it already is. SmartBoard reads from your tools — we don’t warehouse your data, and access is granted by you and revocable by you.
Which tools can you pull from?
QuickBooks, spreadsheets, most CRMs and project tools. If a human can read it, we can usually connect it — and when a tool won’t cooperate, version one starts from weekly exports and nobody waits.
What if our numbers are a mess?
Most are. The mapping call finds the 5–7 that matter, and cleanup happens as we go — a messy QuickBooks is a reason to start, not a reason to wait.
Do we need to buy new software?
No. SmartBoard runs on what you already have. The only new thing on your screen is the board itself.
What happens on the fit call?
Twenty minutes: you describe how you check on your business today, we tell you honestly whether a SmartBoard would pay for itself. If it wouldn’t, we’ll say so.
Stop checking your business. Let it brief you.
SmartBoard doesn’t give you more information — it tells you where your attention is worth the most today. Start with twenty minutes; no deck, no discovery questionnaire.
Map my SmartBoard