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It starts in
QuickBooks.
QuickBooks Desktop · read-only
The numbers you need are all in QuickBooks. We structure them in a database that you and your team can easily access from anywhere.
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Reports,
delivered.Northgale Building Products Weekly ReportAll locations · Week ending February 28, 2025Net sales$91,289+14.3%vs same week last yearInvoices15+411 same week last yearTop accountBergstrom Construction Group$22,36925% of week netSales by categoryNet Sales by Week — Last Six WeeksDeckingWindowsMillworkSidingAll otherJan 24$143,538$35,175$47,295Jan 31$67,001$41,059Feb 7$130,651$28,568$40,320$39,114Feb 14$175,325$59,713$33,347$36,211Feb 21$70,297$28,605Feb 28$91,289$52,680Top customersTop Accounts — Week Ending Feb 28Bergstrom Construction GroupBuilder · 2 invoices$22,369Dorsett RemodelingContractor · 1 invoice$11,090Alder Falls Hardware & LumberDealer · 1 invoice$10,561Iron Creek LumberDealer · 1 invoice$7,569Sable Point LumberDealer · 1 invoice$7,449InventoryBelow Reorder Point — On Hand vs Weekly Usageon handreorder ptwks coverPP-546-16-GRYDecking233 units/wk3207001.4Ashwyn Base 412 16ftMillwork121 units/wk1803601.5Cedar 5/4x6-16Decking89 units/wk952701.1J-Channel 12ftSiding64 units/wk1401902.2Net sales = invoiced sales less credit memos · weeks run Saturday–Friday · usage = trailing eight-week average
Custom built, delivered weekly without any work.
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Then,
just ask.“Which of our best customers are slipping — still ordering, but way off their usual pace?”
Sales pace · top accounts · % of a year ago last three months, through Feb 2025, against the same three months a year earlier · rule = usual pace, 100% · red = under 60% Norlund HomesKestrel Ridge HomesBergstrom Construction GroupStonebeck HomesVoss Custom HomesMarsh Lake Home CenterUlrich ExteriorsHalvard Custom Homes not shown — first sale Mar 2024, no prior-year pace to measureIn plain English, in moments, with the arithmetic shown.
Who this is for
You run your business on QuickBooks Desktop — usually Enterprise — and you’re keeping QuickBooks Desktop. You’re owner-led, somewhere between $2M and $50M a year. And you want answers about your business at the speed you think of the questions — at your desk, on your phone, in the middle of a meeting.
Who it isn’t for: anyone who wants their books done differently. We don’t touch the accounting — your bookkeeper stays your bookkeeper.
Nothing we do can write to your QuickBooks. It isn’t restricted from writing; it’s incapable of it. The connection is read-only by architecture.
Built for ourselves first.
Straight Figures began inside a family manufacturing business our founder helps run. Its QuickBooks Desktop numbers land in a database every week; the standing reports arrive without anyone asking; the people who run it ask questions in plain English and get answers from the live numbers. It has run that way, every week, for about a year — and every load is checked against QuickBooks before it publishes, so the answers match the books.
How it starts
The first step is small on purpose.
- We model one year of your sales data and get on a live call where you ask and your own numbers answer.
- You give us the three questions you most want answered. We get you those answers, or figure out how we can deliver them.
- You keep the database — a year of your sales, structured and connected to your Claude or ChatGPT. Take your time with it; what you learn is yours.
Credited in full toward your setup if you go ahead. And if you don’t? We delete the project — your data doesn’t stay with us.
Every refresh is checked against your QuickBooks before it publishes — if the totals don’t agree, it doesn’t go out. If we ever publish a number that doesn’t match your books as of the last refresh, fixing it is free.
We take on four companies at a time. Each build gets the founder’s direct attention, and we don’t start the next one until yours is running. When all four slots are full, new applications go on the list for the next opening.
Apply below. A short application, about two minutes. If it looks like a fit, we book a 15-minute call — no pitch deck. You bring the hardest question about your business you can’t answer today, and we tell you honestly whether we can answer it.
Ask it the way you’d say it out loud.
Every question in the first list is one a real business asked publicly — on Intuit’s own forums, on Reddit — and was told QuickBooks can’t do it.
- Which customers haven’t ordered in over a year? Names, contacts, last order date.
- What’s our gross margin by sales rep? By item? By customer?
- Which sales channel actually earns us the most?
- Sales by product category, this month against the same month last year.
- Which items make money across all customers and jobs — not one job at a time?
- Sales by customer type — wholesale next to retail, side by side.
And then there are the questions that were never going to be a report, because they’re computations:
- What’s a customer worth over their lifetime — and which rep brings in the ones who stay?
- Which product line’s share of our profit is growing, and which is quietly shrinking?
- Of the customers we gained last year, how many came back this year?
- When a good customer starts slipping away, how early could we have seen it?
If it’s in your QuickBooks, it’s a question you can ask.