Find the revenue others miss.

Load only synthetic or test CSVs, confirm the field mapping, and run deterministic revenue-leak rules. No CRM connections, outreach, email, or autonomous actions are enabled.

1Load data

2Review mapping

3Scan & prioritize

Start with safe synthetic data

A high-ticket HVAC and service dataset with estimates, customer history, and maintenance records.

Synthetic HVAC sample

9 synthetic records are prebuilt to surface unworked estimates, dormant customers, and overdue repeat-service opportunities. It contains no real customer or personal data.

Or upload a test CSV

Parsing stays in your browser for this demo workflow.

Choose a `.csv` test fileWe validate headers, row shape, and required mappings before a scan.

Use fake, anonymized, or approved test data only. V1 does not connect to any real CRM.