Where Small Business Meets Artificial Intelligence
​Our mission is to help small and mid sized-businesses capitalize on AI technology. We believe that ensuring Main Street has access to and the ability to use AI tools will preserve the competitiveness, fairness, and dynamism that define American capitalism.
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DATAFORGE AI turns that mission into a reality by building the infrastructure that brings true AI decision-making to small business. Behind the scenes, our platform connects securely to your accounting and operational systems, detects patterns, forecasts trends, and alerts you the moment something needs your attention. By leveraging AI, we deliver the same caliber of analysis that large consulting firms historically charged tens or hundreds of thousands of dollars for—only faster, continuous, and tailored entirely to your business.
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In the next few decades, AI will revolutionize every sector of the American economy. Already, this decade has seen an unprecedented concentration of corporate spending dedicated to building-out artificial intelligence. Despite the unprecedented levels of investment and rapid progress in AI capabilities, the real benefits have not reached Main Street. A recent U.S. Census Bureau survey revealed that fewer than 8% of businesses with under 250 employees use AI at all. If this trend continues—and only large corporations capture the gains from the AI revolution—our economy will be fundamentally reshaped, and small businesses will be left behind.
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The companies who adopt AI now will dominate the next decade. Let's make sure yours is one of them.
AI Integration Starts Here
Before any integration, we meet with you for a free, custom consultation to understand how your business operates. We walk through your workflows, identify where AI can create the most value, and collaborate on the metrics, insights, and decision-support tools that would meaningfully improve your operations and bottom line.
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During this consultation, we also check whether your current accounting and operational systems already capture the data needed to generate those insights. If they don’t, we help you begin tracking the right information—either inside your existing software or through external tools like Google Sheets, Forms, or lightweight custom workflows. You keep full control; we simply help you set the foundation for better decision-making.
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Once your data sources are ready, we securely connect to your accounting software and operational systems through read-only APIs. DATAFORGE AI cannot and does not modify your software, initiate transactions, post journal entries, or change how your systems work. Nothing about how you use your tools changes. Our platform simply collects the data you already generate, analyzes it, and converts it into clear, actionable insights.
From there, we apply automation and AI to surface the trends, forecasts, alerts, and decision recommendations that strengthen your operations and improve your profitability—continuously and securely.
Free AI Consultation
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Together we identify the specific metrics, insights, and decision points where AI can improve your operations and financial performance.
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This is collaborative, practical, and fully customized to your business.
The consultation is 100% free with no commitment.
Data Readiness Check
We review the data you're already tracking in your accounting and operational systems.
If your current software doesn't capture everything needed, we help you create simple, lightweight tracking tools— Google Sheets, Forms, workflows — all designed around your real business needs.
Secure, Read-Only Integration
We connect to your accounting and operational tools using secure, read-only APIs.
Your systems, workflows, and permissions remain exactly the same.
Our platform does not initiate transactions, post journal entries, or change anything inside your software— it only reads the data.
AI-Powered Intelligence
Your data flows into DATAFORGE AI, where automation and machine learning identify trends, forecast outcomes, detect anomalies, and surface insights that improve your day-to-day operations and your bottom line.
You get clear, actionable insights— whether you need ongoing visibility or a single focused report.
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See Your Business From Every Angle
Every business has different priorities, and we shape our analysis to match them. Our AI-driven systems focus on the parts of your operation that matter most, aligning the work with your goals, industry, and budget.
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Some companies want a complete operational picture, while others are focused on specific goals like improving margins, reducing waste, forecasting demand, or preparing for financing.
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Once we understand your priorities, we point our systems in the right direction. Below, you'll find a preview of the intelligence our platform can deliver
Understanding Your Customers
DATAFORGE AI gives you a clear view of who your customers are and how they drive your business. We segment your base by type, behavior, products, and geography, then tie each group to revenue, margin, demand trends, and long-term value. You see where activity and profitability concentrate, which markets are growing, and how new vs. returning customers shape your forecast.
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We go beyond static reporting. Our systems measure repeat-purchase likelihood, churn risk, acquisition cost vs. lifetime value, and identifies low-yield segments that drain resources. We surface buying-frequency patterns, seasonality, and how communication preferences or response times affect satisfaction and retention.
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We also reveal referral strength, long-term relationship signals, and shifts in market share. The result is a practical strategy map—showing which customers to protect, grow, re-price, or invest in.
Most importantly, this intelligence fuels real growth: targeting high-value segments, reducing churn, capturing overlooked regions, and improving outreach timing to boost recurring revenue, lifetime value, and acquisition efficiency.
Optimizing Your Workforce
DATAFORGE AI gives you a clear view of how each employee contributes to the business. By linking time, tasks, and output, we show who performs well, which roles create the most value, how collaboration affects results, and where efficiency bottlenecks exist—across locations, shifts, and teams.
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We also surface quality and risk indicators. DATAFORGE AI tracks error and rework rates, customer satisfaction tied to specific employees, and patterns in complaints or callbacks. You can identify top performers, spot coaching needs, and see retention risk based on tenure, workload, and utilization.
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By analyzing how employees spend their time, DATAFORGE AI uncovers workflow patterns—high-value vs. low-value tasks, travel or idle time, and team efficiency. This helps you determine when specialists or generalists are the better fit and redesign routes, shifts, or team structures for higher output.
We tie everything to financial impact by comparing compensation and benefits to revenue and margin generated, measuring training ROI, and highlighting where you may be over- or under-investing in certain roles.
The result is a practical, defensible basis for decisions about hiring, pay, promotions, and training—so you can increase profit per employee while building a stronger, more stable team.
Understanding Profit Drivers and Demand Patterns
DATAFORGE AI shows you which products, services, and projects truly carry your business. We break down demand and profitability by job, service line, SKU, or product family—across locations, channels, and customer segments. You see which offerings bring in new customers, drive repeat business, support long-term relationships, or quietly erode margin. Cross-sell patterns and common bundles become clear, helping you design smarter packages and promotions.
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We also reveal how each offering performs operationally. Our systems track cycle times, cancellations, no-shows, returns, rework, and quality issues by job or product type. You can quickly identify which lines are smooth and scalable—and which create bottlenecks, waste, or customer friction—and then adjust staffing, scheduling, or workflow based on real operational data.
By connecting operations to cost and inventory, you see the full financial picture. Our systems link each offering to material usage, vendor pricing, labor, and overhead, then measures true margin and profit contribution. External drivers like seasonality, weather, and local events help you forecast demand, set smarter inventory levels, and decide when to pre-buy, reprice, or promote.
Taken together, these insights give you a clear roadmap: which offerings to grow, which to redesign, which to bundle differently, and which to phase out. The result is more revenue from the same product and service mix, higher margins on what you already sell, and far less money tied up in the wrong jobs or inventory.
Financial Insights Aligned with Your Goals
DATAFORGE AI gives you a level of financial clarity that most small and mid-sized businesses never see. We calculate and track the ratios that actually matter—liquidity, efficiency, leverage, profitability, cash flow strength—and present them visually over time with trends, benchmarks, and plain-language explanations of what’s improving, what’s slipping, and why it matters. Instead of raw statements, you get a living financial dashboard that shows the true health of your company at a glance.
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But ratios are only useful when they align with your goals. Our systems adapt their guidance based on what you’re trying to accomplish. If you’re preparing to apply for a loan, we highlight the metrics lenders look at first and show which operational changes could strengthen them enough to secure better terms. If you’re getting ready to sell your company, the focus shifts: we surface the ratios buyers scrutinize most—cash flow consistency, margin quality, working capital efficiency—and identify where tightening operations could increase valuation.
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For owners focused on long-term improvement rather than a single transaction, DATAFORGE AI turns financial ratios into practical recommendations. You see exactly which parts of the business are dragging down performance, which adjustments would meaningfully improve your scorecard, and how your numbers compare to industry standards. This moves financial reporting out of the realm of static paperwork and into an ongoing strategy tool—one that helps you make sharper decisions, avoid surprises, and build a stronger, more resilient company.
Customized Intelligence Delivery for Every Budget
Every business is unique, and operational needs differ dramatically by industry. The way your business receives its intelligence should reflect that. Some insights only matter once a quarter; others determine whether you hit payroll, win a contract, or avoid costly surprises—and those need to surface the moment they happen. Our job is to tailor the depth, speed, and format of intelligence delivery to the way your business actually operates.
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In your free consultation, we'll map out what decisions you make, what information supports those decisions, and how quickly you need it. From there, we design a delivery plan that fits your goals, your workflows, and your budget.
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Our pricing is determined entirely by the scope of information you want and the method of delivery that best fits your operations. As your business evolves, so can your plan. You can shift delivery methods, expand coverage, or scale back at any time.
Static Reports
Our static reports give you a clear, structured view of your business, delivered on whatever schedule makes sense for you. Each report is fully customizable: you choose whether you want raw data and visualizations, full written interpretations, or both. If you prefer your insights in plain English instead of technical analysis, we tailor the language to match your team's comfort level. During our consultation, we fine-tune the exact metrics and insights you care about most. For example, that might include, employee performance scorecards, customer patterns for the quarter, financial ratio benchmarking against your industry, etc... Whatever matters to your operation, we deliver it in a format that's easy to read, easy to act on, and designed for real-world decision making.
Real Time Monitoring
Real-time monitoring keeps an eye on the parts of your business that can't wait for a weekly or monthly report. Instead of checking dashboards or waiting for a static report, you get alerts when something happens—sent straight to your email with clear recommendations on what to do next. These alerts can be tied to anything that affects your operation: sudden shifts in demand due to weather, holidays, or seasonality; low inventory levels before a busy weekend; or staffing needs based on upcoming conditions. For example, if weather in your area is expected to spike demand our systems can automatically check your current inventory and send you a heads-up to reorder or bring in extra help. Real-time monitoring also helps catch problems early. If the system detects unusual behavior—like employees pulling materials at odd hours, inconsistent job times, or patterns that suggest moonlighting or theft—you can get notified quickly. The same goes for skill gaps: if certain employees struggle with a task, you can get a simple alert recommending targeted training. This service is fully customizable to what matters most to your business. You decide what our systems watch for, and we tailor the alerts to fit your operation.
Interactive Dashboards
Our interactive dashboards give you a live, visual snapshot of your business that you can access online anytime. These dashboards are built to keep the big picture front-and-center. They can be updated as often as you want, whether that's weekly or in sync with your reporting cycles. They can stand alone or work alongside your static reports to give you both the high-level trends and the deeper explanations behind them. You choose exactly what you want to see on your dashboard. That might include customer heat maps that show where your strongest markets are, product or service maps that highlight your best-selling services/items, workforce dashboards that show which teams or employees are driving the most financial impact, etc... We can also surface trend lines, seasonality patterns, or top-5 lists so you always know what's moving in the right direction and what needs attention. Your dashboard(s) are built around the insights that matter to your operation. They are clean, intuitive visuals that help you understand your business at a glance.
Application Building
When your business has enough historical data, we can use it to build custom applications that solve your specific operational problems. Each application is purpose-built for your industry, your workflows, and address the decisions that drive your results. For example, service companies often struggle with morning dispatch—deciding which employees to send where, which customers to prioritize, and how to sequence the day so profitability doesn’t get eroded by excessive drive time and low-value jobs. Using historical data, we pinpoint which neighborhoods and customer segments generate the highest profit, which customers have the strongest retention value, and which employees excel at specific job types. We also quantify job duration, variability, margin impact, and operational risk for each type of call. That foundation powers an application that delivers the most efficient, profitable assignments automatically. Once the application is built, the service company can simply upload the day’s incoming work orders. The system automatically matches jobs to employees by analyzing availability, customer priority, expected duration, profitability, and your operational targets. It then generates the optimal assignment list and the recommended order of completion. No more guessing. No more firefighting. Data-driven plans—produced instantly.