The data platform for the people who run the business

We deploy Switchboard into your business: systems connected, models built, metrics defined, and dashboards live before your team logs in.

Documents
A BI workspace for dashboards, scorecards, and business reviews.
Operator
An AI teammate that answers questions, builds for you, and runs complex analysis.
Automations
Data-driven workflows that run the recurring work.
Operator · 9:42 AM
Build a weekly brief that joins HubSpot, Stripe, and ad spend. Flag anything trending the wrong way. Post Mondays.
+ Created Document
+ Created Automation
Weekly Performance Brief Synced 8m ago
Revenue · Stripe
$1.24M
+12.3%
New Customers · HubSpot
847
+8.1%
Gross Margin
34.2%
+2.1pt
Paid CACFlagged
$58.20
+18.4%
Monday Brief Active
Schedule Every Mon · 9:00 AM
Destination #leadership

Used in production by operating teams at

All American UCAN Windmill MilkMate

Build the business review your team reads.

Live scorecards, charts, tables, and written analysis on one page, pulling from your connected systems. Add each block yourself, or ask Operator to draft the review for you.

"It's quietly become the most operationally important tool we have."
Claudia Snoh · Founder, Kloo
Revenue / Q2 Business Review
Date Last 13 weeks Region All

Revenue snapshot

Q2 closed at $4.21M, up 14% QoQ. Subscription expansion in West drove the gain. Paid CAC ticked up; see channel mix below.

Revenue · Stripe
$4.21M
+14% QoQ
Subscribers · HubSpot
28,410
+6.1%
NRR · Recharge
112%
+3pt

Channel mix · last 8 weeks

W1
W2
W3
W4
W5
W6
W7
W8
Organic Paid Partner
+ Add block type / for menu

Ask Operator what to do. It'll come back with an answer and a dashboard. Absurdly fast.

It's running on your data model, not raw tables or a generic schema.

Grounded in
Metric definitions

paid CAC, revenue, active customers

Business rules

markets, channels, SKUs, customer states

Approved actions

documents, model changes, digests

CAC by Market
Blended CAC
$47.20
+18% vs last month
Dallas CAC
$62.80
+31%
Seattle CAC
$58.40
+24%
MarketImpressionsClicksLeadsCVR
Dallas142K8,9403122.8%
Seattle98K6,2102483.6%
Portland67K4,3802014.1%
Operator
Ran Execute Sql
Ran Create Document
Ran Create Data Artifact ×3
✓ Dashboard created: CAC by Market
Question → recommendation → dashboard, in one conversation.
"We analyzed last month's promotion 99% faster in Switchboard than we could have in Looker. It's nuts."
David Siegel · VP of Marketing, UCAN
"I'm not a data person. But I can open Switchboard and answer my own questions in two minutes."
Brittany Arnett · Founder, Arame

Your data, running the business.

Once your data is in one place, Switchboard puts it to work: placing orders, restocking inventory, updating your CRM, posting weekly digests.

Send

digests, alerts, and board packets

Sync

CRM fields and operating systems

Calculate

replenishment, forecasts, and exceptions

Act

create orders and notify the right team

Acme Co. / Operations
Active
Restock Order Generator
Every Mon · 6:00 AM
station.supply_days < 14
Consumption events QR scans
Inventory levels Unleashed
Inbound POs (in flight) Unleashed
Create order in Unleashed
Post to #ops in Slack
Last run Mon Apr 7 · 6:00 AM
3 stations flagged
3 orders created in Unleashed
Slack #ops notified
Runs every Monday. Hands-free.

We deploy Switchboard into the way your business runs.

Senior data engineers embed inside your business and run weekly sprints, connecting your systems, modeling your data, and defining what matters, until Switchboard is deployed into your operating rhythm.

"It feels like we hired a full data team overnight, without the cost or complexity."

Alyse Borkan, Co-Founder · Rocco
See how the embed works
Implementation
Switchboard for your business
Active
Day
12
Sources
12
Models
47
Dashboards
8
Recent work
+ Connected Shopify, HubSpot, Stripe, Klaviyo Day 1
+ Built revenue and retention models Day 3
+ Defined CAC + LTV metrics with your team Day 5
+ Configured Weekly Performance Brief Day 8
Building paid-channel attribution model Now

How is Operator different from Claude?

Claude doesn't know your data. Operator does. It sits on a real model of your business, not a CSV upload or an API dump. It builds dashboards, modifies the data model, and remembers your preferences between conversations.

Who is Switchboard for?

The person who ends up owning data at their company: founders, marketing leads, ops managers, finance. If you have data in multiple tools and questions your current setup can't answer, Switchboard was built for you.

How long does setup take?

Typically days, not months. Your Forward Deployed Engineer connects sources on day one, configures models and dashboards by day three, and you're live by the end of the week. You don't touch a credentials screen or a mapping table.

What happens after setup?

Your FDE stays. They maintain your data models, add new sources when you need them, and make sure the platform keeps up as your business changes. This isn't a one-time setup that degrades.

What data sources do you support?

700+ pre-built connectors: Shopify, HubSpot, Salesforce, Meta Ads, Google Ads, Stripe, Klaviyo, and most tools your business runs on. If we don't have one you need, your FDE builds it. Usually takes a few days.

Do I need a data team?

No. Your FDE and Operator handle the data work. If you already have data people, Switchboard takes the invisible stuff off their plate so they can focus on work that matters.

How much does it cost?

Book a demo and we'll give you a straightforward number. Pricing depends on your sources and complexity, but the FDE, the platform, and Operator are all included. It's not five separate line items.

See how it works. 15 minutes.

We'll walk you through the platform and talk through what it looks like for your business.