The category

What is Operating Intelligence?

Operating Intelligence connects your CRM, finance, and e-commerce data into one decisive view — then surfaces what matters and tells you what to do next.

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Without Operating Intelligence

HubSpot Pipeline
Stripe Revenue
QuickBooks Costs
Google Ads Ad spend

4-6 hours/week reconciling

With Fairview

Margin by channel in one view
Pipeline risk flagged automatically
Forecast with confidence score
Named next-best actions
Monday report in your inbox

Live in under 10 minutes

23%

Margin recovered avg

4-6 hrs

Saved per week

10 min

To first insight

10

Integrations

The problem

Operators are drowning in tools — but starving for answers.

5 tools, no single truth

HubSpot, Stripe, QuickBooks, Google Ads, Shopify — none of them talk to each other.

Revenue is not profit

Without margin by channel, you are optimizing the wrong number.

Pipeline is a guess

Deals slip, stages lie, and you find out when the quarter closes short.

BI tools don't fit

Looker needs SQL. Tableau needs analysts. You need answers, not a query language.

The category

Operating Intelligence: data to decision in one view.

Not a dashboard builder. Not a query tool. An opinionated operating layer.

Connected

CRM, finance, e-commerce, and ads data in one model. No warehouse. No SQL. OAuth in 10 minutes.

Opinionated

Not a blank canvas. Surfaces margin drops, stalled deals, and churn signals — automatically.

Actionable

Every insight includes a named action with estimated impact. Assign to your team from the dashboard.

The difference

Operating Intelligence vs. Business Intelligence

Traditional BI

Built for analysts, requires SQL

Shows what happened (backward-looking)

Blank canvas — you build every dashboard

Setup takes weeks to months

No actions — interpretation is on you

Operating Intelligence

Built for operators, no SQL needed

Shows what is happening and what to do

Opinionated — operating view built for you

Live in under 10 minutes via OAuth

Named actions with estimated revenue impact

Who it's for

Built for operators, not analysts.

COOs & Operators

Running the weekly review. Need margin, pipeline, and forecast in one place.

Founders

Too busy to build dashboards. Need to know what is working and what to fix.

Finance & RevOps

Need margin visibility without a warehouse or BI team.

FAQ

Common questions

Operating Intelligence connects fragmented business data — CRM, finance, e-commerce, and advertising — into one view that surfaces what matters and recommends specific next actions. You don't build dashboards. The operating view is built for you.
Looker and Tableau show you what happened. They require analysts, SQL, and custom dashboards. Operating intelligence shows what is happening now and generates specific next-best actions — built for operators, not analysts.
Operators, COOs, and founders at companies with $2M-$30M ARR who have data in multiple systems but no data team to make sense of it.
HubSpot, Salesforce, Pipedrive, Stripe, QuickBooks, Xero, Shopify, Google Ads, and Meta Ads. All via native OAuth — no data warehouse required.
First integration is live in under 10 minutes via OAuth. Most operators have their first operating view the same day.

Ready to see your data clearly?

Stop reporting on last week.
Start acting on this week.

10 minutes to connect. No SQL. No engineering team. Your first dashboard is built automatically.

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