- Services
- Finance
See the business without asking anyone.
Quoting, executive dashboard and costing, built on the spreadsheets your team already uses. To see what's selling, what's stalled, what each thing costs to make, and what to decide today.
Which situation is yours?
If you recognize yourself in any of these, this area is for you.
We're selling fine and I can't find the money
Sales grow and cash doesn't. Nobody sees sales, inventory, receivables and cost together.
Quoting depends on one person
A quote takes days because the cost per part lives in the head of whoever builds it.
I don't know what each part really costs
Costing gets done from memory and the real margin is lower than you think.
The numbers live in several spreadsheets and nobody sees them together
Every department has its own file. Month-end close is the only picture, and it comes late.
I find out late that a customer stopped buying
Nobody was looking at that column.
I decide with last month's close
You want to know what's urgent today, not in three weeks.
Approach
First we look at where your numbers come from and who touches them.
Then we build the dashboard or the quoting tool on those same spreadsheets, nothing migrates, and we train two people on your team to maintain it. We stay until they run it without us.
The first numbers that show up are diagnostic. The improvement gets measured later, and we say when.
What already exists
- Executive dashboardTwo dashboards built: one for a family-owned manufacturer and one for a second company.Built
- Quoting toolCost per part from a materials library, for a real client.Built
- Cost analysis and costingKardex, cost-object map and material forecast.Built
Lives in finance, admin and operations. Not for you if your numbers are already in an ERP your team uses well and trusts.
How we work
- LookYour spreadsheets, your system, who enters what.
- BuildThe dashboard or the quoting tool, on what you already use.
- Leave it runningTwo people trained and the documentation written.
Questions
The ones an executive actually asks
Where does the data come from?
From where it already is: your spreadsheets, your system, your email. Nothing gets re-entered.
Do I have to change systems?
No. We build on what your team already opens every day.
My numbers are a mess. Does this still work?
Yes. That's usually the starting point, not an obstacle.
Half an hour to find out whether it's something we know how to fix.
You tell us what's breaking. If it isn't something we know how to fix, we'll say so too.
Book a callhello@libreta.ai
WhatsApp
Dallas · Mexico City