Operational diagnostics · Data · Applied AI

See your business clearly.
Then fix what slows it down.

ClearView helps growing companies find where time, margin and decisions get lost, and then builds the data, automation and AI that close the gap.

Start with a diagnostic See how we work
  • Distribution
  • Manufacturing
  • Retail
  • Services

What we solve

Growing companies hit the same walls.

The business got bigger. The way it runs didn't. If any of these sound familiar, you're in the right place.

Decisions run on stale numbers

Reports are stitched together by hand and arrive days late. By the time the numbers are ready, the decision has already been made.

Data trapped in silos

The ERP, the spreadsheets, email and chat each hold part of the story. Nobody sees the whole flow from purchase to cash.

Manual work that doesn't scale

Orders, invoices and reconciliations are re-keyed again and again. Every new customer adds hours instead of margin.

Know-how lives in a few heads

Critical processes depend on two or three people. When they're out, things slow down or stop.

Margin you can't see

Revenue grows, but nobody can say with confidence which products, customers or channels actually make money.

AI pressure without a plan

Everyone says you need AI. Nobody has said where it pays off in your business, or what has to be in place first.

Our answer

Clarity first. Then the right technology.

We start by understanding how your business really works. Only then do we build, and only what moves the numbers that matter to you.

01

Operational diagnostic

We map your business end to end: how work flows, where decisions are made and what information they rely on. You get a clear picture of where time, money and attention are lost.

  • End-to-end process map, from purchase to cash
  • Inventory of key decisions and the data behind them
  • Prioritized roadmap with quick wins and longer bets
02

Data foundation & decision dashboards

We connect the systems you already have into a single, trusted source of truth, and give leadership the few metrics that actually drive decisions, updated automatically.

  • Integration of ERP, spreadsheets and operational tools
  • Clean, documented data model your team can trust
  • Dashboards for margin, operations and cash
03

Automation & applied AI

We remove repetitive work and put AI where it pays off: reading documents, forecasting demand, flagging exceptions and answering questions from your own data.

  • Workflow automation for orders, invoicing and reporting
  • Document extraction and data entry without re-keying
  • Forecasting and AI assistants grounded in your data

How we work

A clear path from questions to results.

Every engagement starts with a diagnostic. It's the fastest way to agree on what's worth fixing, and in what order.

  1. 1

    Structured intake

    Your team answers a short, secure online questionnaire on their own time. We arrive at the first meeting already understanding how you work.

  2. 2

    Working sessions

    Focused conversations with the people who run the business. We spend the time deciding, not collecting information.

  3. 3

    Findings & roadmap

    A clear diagnosis and a prioritized plan: what to fix first, what it's worth, and what it takes.

  4. 4

    Build, measure, hand over

    We implement in short cycles, measure the impact, and leave your team owning everything we build.

Decisions firstTechnology serves the decisions you need to make, not the other way around.
Start small, prove valueQuick wins early, then scale what works.
You own itYour data, your systems, your know-how. No lock-in.

In practice

Different industries. The same need for clarity.

Illustrative examples of situations we see across industries, and the kind of results we aim for. They are not accounts of specific client engagements.

Food ingredients distributionIllustrative example

Mid-sized importer and distributor

From scattered spreadsheets to one view of the order-to-cash cycle

Situation
Import, inventory and sales data live in separate spreadsheets. Leadership can't see margin by product or customer in time to act on it.
Approach
An operational diagnostic that maps the cycle from supplier order to collection, followed by a single data model and a margin dashboard.
Expected impact
5 days → 4 hto produce the monthly margin report
12 → 1spreadsheets replaced by one data model
Industrial manufacturingIllustrative example

Manufacturer with a make-to-stock catalog

Production planning that no longer depends on one person

Situation
Planning knowledge sits with one planner and one spreadsheet. Stock-outs and rush orders are frequent.
Approach
Document the planning process, connect ERP and sales data, and introduce a demand forecast the team reviews weekly.
Expected impact
−35%stock-outs within six months
10 h → 3 hweekly planning time
Retail & pharmacyIllustrative example

Multi-store retail chain

Pricing decisions based on the market, not on intuition

Situation
Prices are reviewed by hand and rarely compared with the market, so the company loses margin on some lines and volume on others.
Approach
Automated market price monitoring and a pricing dashboard with alerts for gaps and changes.
Expected impact
4,000+products checked against the market every day
+2 ptsgross margin on monitored lines
B2B servicesIllustrative example

Professional services firm

Back-office work automated so the team can focus on clients

Situation
Invoices and supplier documents are typed into the system by hand, causing delays and errors at month-end close.
Approach
AI document extraction with validation rules, so people review only the exceptions.
Expected impact
80%of invoices entered with no manual typing
8 → 3 daysto close the month

Start with a clear view.

One conversation is enough to tell whether a diagnostic makes sense for your business.

hello@clearviewiq.io