Business intelligence for owner-operators

The business intelligence you can't afford to hire.

You make every decision alone. No CFO, no ops manager, no analyst connecting the dots — just you, running the whole thing. Suiteboard watches every corner of your business overnight and brings you exactly what needs attention before your day starts.

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Suiteboard

Director

Progress

What needs you · in motion · watched

5 ACTIVE

Untouched

First move needed

Chris Wilkins

$88,686 · quiet 64 days

Three estimates stale

$18,400 · no follow-up

Act

Your court

Call Ridgeline before noon

$6,200 · Finance

Review Ferguson invoice

$1,240 · Vendors

Monitoring

Watching data

Revenue up 136% — watching margin

Finance · verified

ACTIONToday · 7:14 AM

Call Ridgeline Builds before noon

They owe $6,200 — overdue 8 days. One call today covers Friday payroll.

Owe

$6,200

Cash

$4,100

Out Fri

$3,800

Draft call script →

Cash HorizonLIVE

Payroll in 3 days

$4,100

$3,800

Payroll

$1,240

Ferguson

$680

Lease

Owner-operators inHVACContractingLandscapingCleaningConsultingAV / TechPersonal services

Integrations

Connects everything you already run.

Every connection makes your Briefs sharper. QuickBooks is the only requirement.

Tap any tile to see what it teaches Suiteboard.

QuickBooks

Required

Google Calendar

Scheduling

Gmail

Email signals

Stripe

Payments

Calendly

Bookings

Meta Ads

Ad spend

Google Analytics

Website

QuickBooks is the foundation. Connect it tonight — your first Brief arrives by morning.

It watches while you sleep

No single system sees what falls between them.

Your calendar shows you met with Vance Builders for 90 minutes. Your accounting shows no invoice in 55 days. Neither system flags the problem.

Suiteboard crosses them. Every night. 40+ detectors running across six sources — finding the $3,400 meetings nobody billed, the invoices that went quiet, the cash pressure hiding in next week's payroll.

40+

signal detectors

connected systems

Every

single night

Google Calendar

Site walkthrough — Vance Builders

Mon Jul 28 · 10:00 – 11:30 AM · 3 attendees

↗ Cross-signal detected

No invoice found

QuickBooks

Vance Builders

UNBILLED

Last invoice: Jun 3 · 55 days ago
Meeting Jul 28 · No invoice created

Estimated unbilled$3,400

ACTIONToday · 7:14 AM

Invoice Vance Builders — meeting Jul 28 went unbilled

Calendar shows a 90-min walkthrough. QBO has no invoice in 55 days. $3,400 sitting unbilled.

📅 Calendar📒 QBOCross-signal

Draft invoice — $3,400 →

Running overnight

How it works

Up in 90 seconds. Useful by morning.

Connect QuickBooks

One OAuth flow. Suiteboard reads your transaction history and learns your business model in the background — billing cycles, seasonal patterns, client behavior.

See your first Brief

Open invoices, overdue clients, cash pressure — Suiteboard surfaces the first signal the moment QBO connects. No configuration. No spreadsheet imports.

Every morning after that

Overnight, Suiteboard rebuilds your feed with fresh numbers. What changed yesterday. Who to call today. What's coming Friday. Specific, named, reasoned.

Five capabilities

One section. Five chapters. No long scroll.

Suiteboard

Director

Progress5 ACTIVE

Untouched

Needs a first move

Chris Wilkins — quiet 64 days

$88,686 · Relations

Act

Your court

Call Ridgeline before noon

$6,200 · Finance

Monitoring

Watching data

Revenue up 136%

Finance · verified

Escalation — Chris Wilkins · $88,686

Email sentDay 1

Follow-upDay 4

Call promptedDay 8

Demand letterDay 14

ResolvedData confirms

02 — Progress

Every brief stays in motion until data confirms it's resolved.

Most tools fire an alert and forget it. Suiteboard tracks whose court the ball is in — Untouched, Act, or Monitoring — and escalates automatically: draft email, then a call prompt, then a demand letter. It only closes a brief when QuickBooks shows the payment posted.

ResolutionData-verified

Deep dive — Progress

What it does for you

Every morning, one of these is already done.

Cover payroll

Know if Friday is safe before Wednesday

Chase overdue AR

Named client, exact amount, call script ready

Catch unbilled work

Calendar × QBO — meetings with no invoice

Watch your reviews

Google & Yelp — unanswered feedback flagged

Audit subscriptions

Unused recurring spend found overnight

Track cash pressure

30-day obligations mapped against balance

Detect client silence

Relationship cooling before it becomes churn

Monitor pipeline

Stale estimates, quiet prospects surfaced

Sharpen with one upload

Drop in a doc — briefs get immediately smarter

Talk to your departments

Finance, Sales, Ops — each knows your data

Verify capacity

Headcount vs. booked workload — before you commit

Draft the artifact

Call script, invoice, demand letter — one tap

The last yard

It doesn't just tell you. It hands you the thing — ready to send.

Every other tool stops at "you should follow up." Suiteboard drafts the actual message — the call script for Ridgeline, the invoice for the six unbilled jobs, the demand letter for Wilkins's stale $88,686. Named, specific, ready.

Open your first brief

Artifact ready — Call Script

Call Script — Ridgeline Builds

You

Hi Marcus — calling about the $6,200 balance on the Ridgeline account.

Ask

Can we settle before Friday? You have a job on Thursday — easiest to handle on site.

If push

I have a demand letter ready if we need to go that route.

Open in call view →

◆ Tomorrow morning

You'll know exactly what to do.

Connect QuickBooks tonight. Open your first Brief tomorrow at 7am. Lock the founder rate before public pricing hits.

Open your first brief

$38 / month · locks permanently · cancel anytime