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shane brady

Know Your Numbers Before You Start Your Day

Most small business owners make decisions based on reports that are two weeks old, gut feel, or whatever their accounting software shows by default. Shane Brady builds custom AI analytics dashboards that pull your real data together every morning so you can see what sold, what is running low, what a competitor just changed, and where revenue is heading next week. One screen. Every morning. No digging required.

Updated April 21, 2026

The AI workforce that handles this for your operation.

We don't build one giant AI bot. We build twelve specialists, each one trained on your operation and each one focused on a specific revenue leak. They work together as a team. You hire one or hire all of them. Here's what each agent does:

Riley, the AI Receptionist. Answers every call, qualifies the caller, books the job. 24/7.

Riley picks up the phone the moment it rings. She asks the right questions, looks up your calendar, and books the appointment before the caller has a chance to try the next contractor on Google. Every missed call becomes a captured job.

Plugs the missed calls leak. See Riley’s ROI calculator →

Cole, the AI Lead Closer. Responds to inbound web leads in under 60 seconds.

Cole is the first responder for every form fill, chat, or lead source. The second a lead lands, he's already replying in your voice with the right question, the right context, and the right next step. Response time goes from hours to seconds.

Plugs the slow follow-up leak. See Cole’s ROI calculator →

Ava, the AI Scheduler. Confirms, reminds, reschedules. No-shows go to zero.

Ava runs the calendar like a hawk. Day-before confirmations, morning-of reminders, and the second a customer says they can't make it she finds them a new slot before they ghost. Booked-to-completed ratio jumps.

Plugs the no-shows leak. See Ava’s ROI calculator →

Marcus, the AI Collector. Chases unpaid invoices. Polite. Persistent. Paid.

Marcus runs the AR follow-up your bookkeeper doesn't have time for. Day 1 friendly nudge, day 7 firmer reminder, day 14 escalation with a payment link. He recovers cash you'd otherwise write off and shrinks DSO.

Plugs the unpaid invoices leak. See Marcus’s ROI calculator →

Maya, the AI Support Agent. 24/7 customer service across web chat, SMS, and email.

Maya handles the customer service queue your team can't keep up with. She answers FAQs from your real knowledge base, processes refunds and returns, books rescheduling, and escalates only when a human truly needs to step in.

Plugs the support overload leak. See Maya’s ROI calculator →

Quinn, the AI Quote Closer. Sends quotes, follows up, recovers ghosted deals.

Quinn takes the quotes that went out and never came back. She runs a multi-week follow-up sequence built from what's actually closed your past deals, surfaces objections, and pulls ghosted prospects back into the pipeline.

Plugs the ghosted quotes leak. See Quinn’s ROI calculator →

Reese, the AI Onboarder. Walks every new customer through the first 30 days.

Reese owns the first 30 days. She welcomes every new customer, walks them through setup, checks in at the right milestones, and surfaces issues before they become churn. The customers who stick around are usually the ones who got onboarded right.

Plugs the early churn leak. See Reese’s ROI calculator →

Sage, the AI Reviewer. Asks every customer for a review. At the right moment.

Sage asks every customer for a review the moment they're happiest. She times the ask perfectly, sends through whichever channel they prefer, and routes negative feedback to you privately before it lands on Google.

Plugs the low review velocity leak. See Sage’s ROI calculator →

Drew, the AI Dispatcher. Routes incoming work to the right person, fast.

Drew triages every incoming job. He looks at location, skill required, tech availability, and customer priority, then routes it to the right person in seconds. Dispatch goes from a full-time job to a background process.

Plugs the dispatch admin leak. See Drew’s ROI calculator →

Beck, the AI Bookkeeper. Categorizes, reconciles, flags weirdness. Daily.

Beck handles the bookkeeping grind. He categorizes transactions, reconciles accounts, flags anything that looks off, and keeps your books month-end ready every single day. Your accountant gets clean data, your CPA bill drops.

Plugs the bookkeeping drag leak. See Beck’s ROI calculator →

Indi, the AI Marketer. Content, social, email campaigns. In your voice. At 5x output.

Indi runs the content engine. Blog posts, social, email campaigns, ad copy, review replies. She writes in your voice using your actual brand voice doc, ships on schedule, and measures every piece against real conversions.

Plugs the marketing bottleneck leak. See Indi’s ROI calculator →

Owen, the AI Reporter. Daily business dashboard, delivered to your inbox.

Owen pulls every number that matters every morning. Revenue, jobs booked, jobs completed, AR aging, lead source ROI, customer NPS. He delivers the dashboard at 6am so you walk into your day already knowing what's up.

Plugs the reporting drag leak. See Owen’s ROI calculator →

Every agent is custom-built around how your operation actually runs. The voice your phone agent uses, the questions it asks, the calendar it books into, the CRM it writes to, the pricing rules it follows: all configured to your operation. No generic chatbot energy. No off-the-shelf. The agents sound like you because they are trained on you.

Build with one agent first if you want to start small. Most clients pick the single biggest revenue leak (usually missed calls or slow follow-up) and ship that agent in 2 to 4 weeks. From there, the next agents stack on top because the foundation is already in place: the integrations, the knowledge base, the brand voice, the analytics. Each new agent is faster to build than the last.

Run the ROI calculator on every agent→

Your AI Workforce

Twelve AI employees ready to plug into your business.

Voice receptionist, lead closer, scheduler, collector, support, plus 7 more. Each one trained on your business.

Meet the workforce→
Riley, AI Voice Receptionist

Riley

Voice Receptionist

Cole, AI Lead Closer

Cole

Lead Closer

Ava, AI Scheduler

Ava

Scheduler

Marcus, AI Invoice Collector

Marcus

Invoice Collector

Common questions

My data is a mess. We use three different systems and nothing talks to each other. Can you still build this?

Yes, and that is actually the most common situation. The data audit in week one is specifically designed to map out what you have, where the gaps are, and what needs to be cleaned before it is useful. Most businesses running Shopify, QuickBooks, and a separate inventory tool are in better shape than they think. The pipelines handle the translation between systems so the dashboard shows clean numbers even when the source data is inconsistent.

How is this different from just using the built-in reports in Shopify or my accounting software?

The built-in reports in Shopify, QuickBooks, or Lightspeed only show you what happened inside that one platform. They do not combine your ad spend with your margin, your inventory lead time with your sell-through rate, or your booked revenue with your bank balance. This dashboard pulls all of those sources together and adds forecasting on top of them. It is also designed around what you actually need to decide, not what the software vendor decided to show every customer.

Do I need to hire someone technical to use this dashboard once it is built?

No. The dashboard is built for a business owner, not a data analyst. You click a link, you see your numbers. The morning report is written in plain English. If you want to dig deeper into a chart or filter by date range, that is available, but it is not required. The handoff includes a recorded walkthrough so any member of your team can understand what they are looking at.

How accurate is the sales forecasting actually going to be for my business?

For most retail and e-commerce businesses with at least 12 months of transaction history, the 14-day forecast comes in at 80 to 92 percent accuracy measured by mean absolute percentage error. Businesses with strong seasonal patterns, stable product catalogs, and consistent traffic sources tend to land at the higher end. Businesses that are growing fast, running frequent promotions, or selling a small number of high-ticket items with irregular purchase cycles tend to land at the lower end. Shane will give you an honest estimate during the scoping call based on what your data actually looks like.

Can this connect to my specific tools? I use [X] for inventory and [Y] for POS.

The most common integrations are Shopify, WooCommerce, Square, Lightspeed, QuickBooks, Xero, Meta Ads, and Google Ads. If you are using something outside that list, the answer depends on whether the platform has a usable API or data export. Most modern SaaS tools do. Shane will confirm compatibility during the data audit in week one before any build work begins, so there are no surprises mid-project.

What is the retainer actually for once the dashboard is built and running?

Three things. First, maintenance: APIs change, platforms update, and pipelines occasionally break or drift. Someone needs to catch that before it shows up as missing data in your morning report. Second, improvement: as your business changes, your reporting needs change. Adding a new product line, a new ad channel, or a new location means the dashboard needs to update. Third, a monthly call where Shane reviews what the data is showing and flags anything worth your attention. Some clients use this as a sounding board for operational decisions. Others just want the maintenance covered. Either way is fine.

I am in the US. Does Shane work with clients outside Canada?

Yes. Most clients are in the United States. Shane is based in Ontario but serves clients across North America. All work is done remotely. The only practical difference is that invoices come from a Canadian company, which your bookkeeper will know how to handle.

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