A clearer view of your business

Answers to
Expensive Questions.

opt2mize connects AI to your business, giving you a financial analyst that understands your numbers, monitors performance, and helps you answer your most expensive questions.

Accounting. Sales. Payroll. Inventory. Customers. Spreadsheets. One connected view of your business.

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quarterly plan · updated today
You
Are we on track to hit our goals this quarter?
reviewing accounting payroll sales
✦
Profit goal at risk

Not yet — revenue is ahead, but margin performance puts the profit goal at risk.
Revenue forecast
$1.24M +4.0%
Operating margin
9.5% −1.7 pt
Profit forecast
$118K −$15K
Revenue is forecast above the $1.19M plan, but operating margin trails the 11.2% target as labor and delivery costs grow faster than sales.
Recommended focus: two locations represent $11.7K of the projected profit gap. Review overtime and delivery costs there first.
See it work

See an expensive question get answered.

Watch opt2mize bring business data together, investigate a real question, and show the numbers and tradeoffs behind the decision.

Product walkthrough · recording coming soon
The process
QuickBooks ✓
Sales ✓
Payroll ✓
Google Sheets ✓
ϟopt2mize
Decision-ready contextAsk in plain English · see the numbers behind it
We connect and organize your systems during onboarding — no integration project on your end.
Questions we help answer

Every business has expensive questions.

The evidence is usually buried across accounting systems, spreadsheets, payroll reports and sales data. opt2mize brings it together and helps you answer the questions that affect cash, profit, growth and risk.

Cash

  • Can I afford this purchase?
  • How much cash is truly available?
  • Which invoices should I collect first?
  • What payments should I be worried about?

Profit

  • Why did profit fall?
  • What changed in our margins?
  • Where are we losing money?
  • Which expenses increased?

Growth

  • Can I afford another employee?
  • Should I raise prices?
  • Can I open another location?
  • Will this investment pay for itself?

Customers

  • Who owes us money?
  • Who are our most profitable customers?
  • Which customers stopped buying?
  • Where should we focus?

Operations

  • What needs my attention today?
  • Where are we falling behind?
  • Which location is underperforming?
  • What changed unexpectedly?

People

  • Is payroll too high?
  • What is driving overtime?
  • Are we overstaffed?
  • Can we afford another hire?
Start of day

Know what matters before your first meeting.

Ask opt2mize what changed, and it surfaces what's worth your attention — instead of making you dig for it.

daily briefing
Good morning.
Here's what changed.
  • Revenue was up 6% yesterday.
  • Cash declined 9% this week.
  • Three invoices totaling $18,420 became overdue.
  • Labor reached 32.1% of sales versus a 28.4% recent average.
  • The Downtown location drove most of this week's margin decline.
Worth a look: Downtown staffing and the three newly overdue invoices.
Explain →
The numbers behind the decision

See the numbers behind every important decision.

A clear view of the business — revenue, cash, margin, labor, receivables. When something changes, you can investigate it instead of digging through reports.

%Profit & margin lab
Interactive example
90-day revenue
$312K
+5.8% vs prior period
Gross margin
63.4%
+0.8 points
Operating margin
11.2%
-1.1 points
Cash runway
4.8 mo
$88K cash floor
How can we maximize profit margin over the next 90 days?
Test a realistic margin target and see the profit impact before changing pricing, costs, or staffing.
Margin improvement scenario
Projected profit$36.5K
Operating margin11.7%
90-day profit gain+$1.6K
Projected profit$39.6K
Operating margin12.7%
90-day profit gain+$4.7K
Projected profit$44.3K
Operating margin14.2%
90-day profit gain+$9.4K
Highest-impact opportunities
Pricing & sales mixProtect price on high-demand work
+0.6 pts
Direct costsRenegotiate and reduce waste
+0.5 pts
Labor schedulingMatch coverage to demand
+0.4 pts
Illustrative data. In a live business, opt2mize ranks these levers using actual sales, payroll, vendor, and accounting data.
Forward-looking scenarios make the dashboard useful before the month is over. Run it on my numbers
yourbusiness.opt2mize.app
opt2mize dashboard showing revenue, orders, labor percentage and cash outlook
One operating pictureCash, sales, labor and operations in the same context.
Numbers you can traceSee the metrics behind every briefing and answer.
Built for follow-upMove from what changed to why it changed without starting over.
How it works

Your systems stay. The answers get easier to find.

Nothing gets ripped out or replaced. Your data becomes something you can finally ask questions of.

01

Connect

Connect the software your business already uses.

02

Organize

opt2mize brings the information together into one usable view of the business.

03

Ask

Ask questions in plain English — through the assistant you already use, or your dashboard.

04

Decide

Understand what changed, why it matters, and what deserves your attention.

Where your data lives

Your business already has the data.

opt2mize connects the systems where that information already lives. We start with the sources that matter most and handle setup during onboarding.

QuickBooksSquare ShopifyStripe Google SheetsExcel PayrollCRM Inventory systems

What's your most expensive question?

Show us how your business operates, and we'll show you what opt2mize could help you answer.

Book a demo See how it works