Avi Data Technology
Software · financial dashboards · custom data tools

We turn your data into software.

Avi Data Technology builds custom dashboards, financial models, and operational tools for companies drowning in spreadsheets and CRM exports — so your numbers become decisions, not homework.

Portfolio value
$160M
▲ 6.4% QoQ
Deals in diligence
07
▲ 2
Avg. exit ROI
4.2x
▲ 0.3x

Pipeline velocity

W1–W12

Source distribution

234 leads

Deal pipeline snapshot

sourced → closed
What we build

Dashboards your team will actually open.

A few examples of what we've built — financial, operational, and custom. Names and numbers are illustrative; the patterns are real.

Financial & executive

The whole business on one screen.

Revenue, margin, and orders roll up from every location, region, and rep into one live picture — then push back down so each manager sees exactly their slice. Everything reconciles to the same source, so leadership and the floor stop arguing about which spreadsheet is right and start making decisions from one set of numbers.

  • Live KPIs with trend and pacing vs. last period
  • Region, location, and rep breakdowns you can drill into
  • Targets and rankings — who's ahead, who's behind, today
  • Refreshes itself from your exports — no Monday-morning rebuild

Typically fed by accounting, point-of-sale, and CRM exports.

Revenue
$1.21M
▲ 4.8% vs last wk
Gross margin
31.5%
▲ 0.9 pts
Orders
74,914
▼ 1.1% vs last wk

Monthly sales

Jan–Dec · hover

Net by region

vs target

Sales by year

this · last
Receivables
$4.7M
▲ on book
Collected today
$38.2K
▲ 112% of goal
PTPs kept
87%
▲ 5 pts

Daily collections

last 14 days

Collector leaderboard

% of goal

Latest activity

live feed
Casey M. · PTP set$420▲
Dana P. · paid in full$1,180▲
R. Okafor · broken PTP$260▼
Operational & custom

Run the floor, not the inbox.

Sometimes a dashboard isn't enough — you need the tool your team actually works in. We build the daily app around your workflow: goals and leaderboards, promise and follow-up tracking, queues, stock and ticket boards — all driven by the same data, updated as the day goes, with every person scoped to exactly what they own.

  • Per-person goals, streaks, and a live leaderboard
  • Promise and follow-up tracking with automatic alerts
  • Queues, stock, or ticket boards built to your process
  • Scoped logins per branch, team, and role
Platform

The building blocks, live.

Every dashboard we ship is made of pieces like these — interactive, role-aware, and built on one clean data model. Try them.

Performance dashboards

Calls handled · last 8 weeks · hover a bar
W1W2W3W4W5W6W7W8

Logins & roles

ADOwneradmin@companyfull access
MGBranch managerwest.mgrwest region
AGAgentc.morrisown numbers

When the work happens

8a11a2p5p8p

Source mix

12+formats

Capability profile

Before and after

Sheet1Final_v2Final_v3_USE_THISCopy of Copy⚠ conflict
Branch
Sold
Collected
Past due
On-time%
Notes
North
$84,210
$71,900
$12,310?
#REF!
ck w/ Dave
Lakeside
$66,540
#N/A
$9,120
81%
manual
Westgate
$52,000
$48,300
$6,400
#DIV/0!
old?
Summit
$73,880
$60,110
$13,770
76%
paste-in
TOTAL
=SUM(??)
$180,310
mismatch
—
v3 only
4 versions in the folder · last edited 6 days ago · totals don't tie
Operations · Daily
Collected today
$188,410
▲ 6.2% vs avg
On-time rate
92.4%
▲ 3.1 pts
Past due
$41,600
▼ 8.7%
On-time rate
92%
Collected / branch
30-day trend

See your payback

drag to play
18 hrs / week
4 people
0hours / year reclaimed

From 0 hrs/year of manual reporting, Avi automates roughly 85%. Illustrative.

Clients

Who we build for.

Teams that have outgrown their spreadsheets — with people, clients, or locations to compare.

Core focus

CPAs & accountingAccounting

Realization, WIP, and staff utilization — without rebuilding the schedule every month-end.

Financial advisorsWealth

AUM, production, and client portfolios — from your CRM and custodian exports into one advisor login.

Multi-location opsMulti-site

Every branch, store, or office on one screen — ranked side by side, scoped to its manager.

Also a strong fit
Auto dealers

Sales floor + collections by rep and lot.

Staffing

Recruiter performance from one export.

Insurance

Producer books, renewals, retention.

Field service

Tech throughput, job aging by crew.

Real estate

Occupancy, rent roll, portfolio.

Medical

Provider production, utilization.

Process

From export to live app.

How we turn a folder of spreadsheets into software your team logs into — usually in weeks, not quarters. Hover or tap any step.

01
STEP 01 / 05 · Week 1

Discovery

    The company

    We build the data software your company runs on.

    Avi Data Technology turns the data your business already produces into custom dashboards, financial tooling, and internal apps — deployed securely, scaled across every team, and supported for the long run.

    50+custom builds shipped
    7industries served
    99.9%uptime across deployments
    5M+records processed daily

    We become your software team. Avi Data Technology operates as your company’s dedicated software and data department — designing, building, and running the production-grade dashboards and tools your business runs on, without the cost and overhead of building that team in-house.

    Production-grade software

    Reliable apps your teams depend on daily — not prototypes.

    One governed source of truth

    Every view computes from one clean, reconciled data model.

    Secure & role-aware

    Enterprise-style access so each team sees only what it should.

    Built on your stack

    We integrate the exports, systems, and tools you already run.

    Talk to our team