- SourcesERP, sheets, bank feed, production log.
- One recordSame order, same meaning, everywhere.
- ChecksFigures that disagree are flagged.
The picture, before the day starts.
Reports, digests and early warnings from the data you already have.
- 06:30Delivered before the first meeting.
- GroupsFinance, sales and production each get their own.
- PlainNumbers, labels, change. No commentary.
- RunwayWeeks of cash against a floor you set.
- OverspendBy department, against the monthly budget.
- At riskRevenue tied to invoices past due.
Insurance broker
Policies, debit notes and earnings lived in Drive folders and a spreadsheet per adviser. Nobody could answer which companies were due for renewal this month.
We put every company, policy and adviser on one record, imported 408 debit notes from Drive, built the pricing matrix and earnings by policy, and added an agent that drafts group-benefit quotes and a review queue for outreach.
408 debit notes on one record, earnings by policy, quotes drafted by an agent.
We can do the same for your business.
A client we run today, named by industry.
Questions buyers ask
What is in the morning report?
- Cash position, orders, stock and production: yesterday against the week, numbers and change only, in each department’s chat group at 06:30. No commentary. A line you set turns a number into a warning.
Which systems can you connect?
- ERPs, accounting systems, bank feeds, spreadsheets and production logs. Data is read into one record nightly; figures that disagree between sources are flagged, never averaged.
Does this replace the ERP?
- No. It reads from the systems you run and puts the picture in front of the people who decide. Where the ERP is one of eleven, see Infrastructure for the consolidation.
How early is an early warning?
- Cash runway under a floor you set, for example 8 weeks; a department over its monthly budget; revenue tied to an invoice past due. Each is raised the morning it appears, with the figure and the source.
How do I set up a daily WhatsApp operations report from our ERP?
- Connect the ERP’s database or export, compute the day’s cash, sales and production figures at 06:00, send them as an approved utility template to each person on the distribution list at 06:30 and log every send. KYN runs this for a manufacturer on eleven-to-three migrated systems; the agent answers follow-up questions in the same chat.