Redefining Business Intelligence & Process Automation
Empowering Organizations Through AI-Powered BI Solutions
From Financial Planning to Enterprise-Wide Process Optimization, URTM empowers businesses with Intelligent Automation & Data-Driven Decision-Making.
Trusted By
The Solution Lines
The AI-Powered Automation Platform for End-to-End BI Solutions
Automation Series by Function
Pre-built automation solutions for FP&A, Finance, HR, and more.
Automation Series by Function
Pre-built automation solutions targeting specific business functions to drive efficiency and accuracy.
Automation Series by Industry
Pre-built automation frameworks for Law Firms, Real Estate, Asset Management, and beyond.
Automation Series by Industry
Industry-specific automation frameworks designed to meet the unique demands of various sectors.
Custom Intelligence Solutions
Unlock the power of your data. Transform complex data into actionable insights that drive strategic decisions.
Custom Intelligence Solutions
Custom automation solutions designed to address unique business challenges, ensuring seamless integration and optimal performance.
URTM is an AI-powered automation platform that transforms fragmented data into actionable insights, standardizes processes, and delivers a fully operational solution with no learning curve—ready to use from day one. URTM is redefining how businesses approach data, bridging the gap between fragmented systems and intelligent automation to prepare for the future of AI.
See URTM in Action
Schedule a call today and discover the possibilities!
Unlock your business’s full potential with a process designed for precision and impact.
Automation Series by Function
Transform data into action & reporting
Get a quick, real-time snapshot of your firm’s performance—employees, revenue, expenses, and key metrics in one place.
Financial & Business Planning
Monitor real-time revenue streams and profit margins to identify high-impact opportunities and address underperforming areas swiftly.
Staffing & Headcount Planning
Optimize staffing levels and employee allocation to balance workloads, reduce burnout, and maximize productivity.
Sales Commission Distribution
Gain a clear view of your sales funnel—track leads, forecast revenue, and focus on winning deals that drive sustainable growth.
Annual Bonus Pool Distribution
Automate bonus and commission calculations based on real performance data, ensuring accuracy and transparency.
Automation Series by Industry
Manage relationship maximize retention
Streamline your billing cycle and easily monitor outstanding payments—all in one intuitive view.
Law Industry
URTM empowers law firms with automation-ready dashboards that simplify billing, track performance, and impress clients.
Asset Management
URTM automates AUM tracking, performance insights, and client reporting—so your data works as hard as your capital.
Accounting
The Accounting industry Pilot Program is accepting applications. Contact us for more information.
Integrating Data from over 100+ Business Applications
The Solution Lines
Custom Intelligence Solutions
Unlock the power of your data with our custom Business Intelligence Solutions that automate, optimize, and visualize, enabling smarter decisions.
From data to decisions, streamline your operations with insights that drive growth and efficiency.
Data Intelligence Solutions
Data Integration & Visualization
Connect systems and clean your data for clear, real-time insights that drive better decisions.
Process Intelligence Solutions
Process Architecture & Automation
Replace manual steps with automated workflows built to scale & deliver consistent results.
Save over 70% on Monthly Reporting & Repetitive Tasks
For a fraction of the cost of hiring one data analyst, you get an entire finance operations team—automating reporting, forecasting, and full process optimization in a single platform.
Testimonials
What Our Clients Are Saying
See how our solutions are driving success for businesses like yours.
Workflows Automated
We don’t just visualize data — we streamline how it’s used.
%
Reduction in Manual Work
Automated workflows eliminate busywork across departments.
ROI Within First Year
Clients see results fast — in both time and money saved.
"Our leadership team is better equipped to make data-driven decisions."
Chief Financial Officer
Aon Canada
"Their professionalism and efficiency made the process seamless from start to finish."
Partner
McRock Capital
"URTM's expertise in data analysis and visualization has been pivotal to our success."
Founder
Sports Dynamics LLC
"Process improvement and dashboards that exceeded our expectations."
SVP, Digital Innovation & Data Analytics
Global X Investments Canada Inc.