Why was revenue down this month? Ask the AI Business Analyst
"Why was revenue down this month?" is a question most owners feel but can't see without hours in a spreadsheet. The AI Business Analyst is an add-on to your Handbuilt Operations Dashboard: you ask a plain question and it checks your invoices, jobs, and payments, then explains what actually changed — always showing the exact numbers it used. If it can't verify something, it says so rather than guessing. Hosted, AI included, from $99/mo on top of your dashboard.
The problem
You can feel a slow month in your bank balance, but figuring out why means an evening in spreadsheets you don't have — so the real cause stays a guess.
What this looks like in practice
Take a Surrey electrical contractor who notices revenue is down maybe 15% from last month and has no time to dig into why. They ask the Analyst, and it pulls the actual figures: say job count held steady around 40, but the average invoice dropped because a big commercial job that closed in May had no equivalent in June, and three invoices are still unpaid past 30 days. Instead of a hunch, they get the breakdown with every number on screen — and a clear next step: chase the overdue invoices. How useful any given answer is depends on how clean the underlying data is, which is why the Analyst flags anything it can't confirm.
How it works
- 1
The Analyst connects to your QuickBooks, Stripe, and CRM through your existing Operations Dashboard
- 2
You ask a question in plain words — like why revenue moved, which jobs paid late, or what changed since last quarter
- 3
It queries your real invoices, jobs, and payments and writes a plain-language answer with the numbers it used shown alongside
- 4
Anything it can't verify from your data, it tells you it can't verify — it never fills the gap with a guess
What you get
- Plain-language answers to revenue and operations questions, on demand
- Every answer shows the actual invoices, jobs, and payment figures behind it
- Honest 'I can't verify that' when the data isn't there — no fabricated numbers
- Connects to QuickBooks, Stripe, and your CRM through your Operations Dashboard
Common questions
Yes. The Analyst is an add-on that reads the data your Operations Dashboard already pulls together from QuickBooks, Stripe, and your CRM. It's $99/mo on top of the dashboard — we set up both together if you don't have the dashboard yet.
Want this built for your business?
Tell us about your setup and we'll send a plan and a fixed quote within one business day.