Case studies

Customer results
backed by real KPIs.

Revenue protected, margins defended, boards aligned. Full details available upon request.

$61K+costs avoided
11sources unified
0board MRR disputes
DTC · Ecommerce

One MER view across Shopify, Meta, and Klaviyo.

  • Shopify
  • Stripe
  • Meta Ads
  • Klaviyo
$14Kad waste avoided
Livedaily margin
94%less reporting time

Four tools, four truths — until MER, CAC, and margin lived in one governed layer with Slack alerts on creative fatigue.

MER visibilityWeekly exportLive + alerts
Contribution marginMonthly guessDaily governed
Ops reporting6 hours20 min

“We caught MER breaking Thursday at 2pm — not Monday after the damage.”

Head of Growth · DTC brand
B2B SaaS · Finance

One MRR number finance, sales, and investors trust.

  • Stripe
  • HubSpot
  • Postgres
$47KMRR gap resolved
0board disputes
90%less analyst hours

Stripe and HubSpot disagreed by $47K three days before the board. DataAgents unified billing, CRM, and warehouse into one governed source.

MRR alignment2–3 disputes0 per board
NRR + pipelineManual mergeLive, shared
Board prep14 daysSame day

“We had a reconciled MRR with lineage before lunch — not a two-day archaeology dig.”

VP Finance · Series A SaaS
B2B SaaS · Founder-led

Stripe + HubSpot governed before the first analyst hire.

  • Stripe
  • HubSpot
  • Google Sheets
$36KARR retained
2accounts saved
1source of truth

Pipeline in standup never matched HubSpot. One afternoon to connect sources; churn spike caught on annual plans within 48 hours.

Churn detectionMonth-end review48h alert
Pipeline accuracy45 min / standupGoverned live
MRR definitionTribal knowledgeDocumented

“I almost hired just to keep the spreadsheet honest. DataAgents caught churn I'd have missed.”

Founder & CEO · Seed-stage SaaS

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