Close the books. Don't rebuild the report.
Ask Operator for the monthly P&L, contribution margin by product line, or variance vs plan. It pulls from your connected systems, builds the document once, and refreshes it every month with one message.
You spend close week rebuilding the report, not reading it.
Close week, day 4. The board pack is still in tabs.
Revenue from Stripe. COGS from NetSuite. Refunds from Shopify. Pasted into the same Excel template you built last month. You haven't answered a new question yet. You've just rebuilt the report.
"Why did gross margin drop 2.3 points?"
Someone in ops just told you a SKU was miscategorized. Answering means five tabs, two CSV exports, and a VLOOKUP you'd rather not own. The meeting is in two hours.
Variance vs plan is the slide that gets cut.
Same question every month. Same scramble to answer it. By the time the math is right, the meeting is over and the driver is still a guess.
Ask once. Get the document, the answer, and the automation.
Operator pulls Stripe, NetSuite, and Shopify, builds the April margin review in a Document, answers the variance question in the same conversation, and sets up a watchlist that posts the next one to #finance on day four.
| Product Line | Net Revenue | COGS | Gross Margin | Marketing | Contribution |
|---|---|---|---|---|---|
| Premium | $640K | $192K | 70% | $128K | 50% |
| Standard | $480K | $230K | 52% | $144K | 22% |
| Subscription | $300K | $138K | 54% | $90K | 24% |
"Within a few days we had all of our data centralized in one easy-to-use platform. We're making decisions faster without having to hire a data team."
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.
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.
Do I need to retire my current BI tool?
No. Switchboard runs alongside what you have today. Most customers migrate dashboards over piece by piece as Operator builds them, but nothing has to come out to get started.
What happens after the dashboards are live?
Your FDE stays on. They maintain your data models, add new sources as your stack changes, build new dashboards on request, and keep things current. The implementation never ends — it just becomes the weekly rhythm.
Stop rebuilding the same report every month.
See how finance teams use Switchboard to close the books, not rebuild them.