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.
Integrating Data from over 100+ Business Applications
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 Industry
Pre-built automation frameworks for Law Firms, Real Estate, Asset Management, and beyond.
Custom Intelligence Solutions
Unlock the power of your data. Transform complex data into actionable insights that drive strategic decisions.
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.
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.
Proud Partner of DMZ
We are proud to partner with DMZ—a leading global tech incubator renowned for accelerating high-impact startups through world-class programming, mentorship, and a powerful network of innovators.
As a Member Benefits Partner, URTM is excited to support the DMZ community by offering exclusive access to innovation-driven analytics solutions that streamline operations, enhance reporting, and unlock actionable insights.
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.
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.
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."
URTM has been a valuable partner. Their support in simplifying our processes — along with the creation of a dynamic CFO dashboard — has...
Chief Financial Officer
Aon Canada
"A massive THANK YOU to the URTM Solutions team for your amazing work"
A massive THANK YOU to the URTM Solutions team for your amazing work building out the index reporting on ...
Vice President
McRock Capital
"URTM's expertise in data analysis and visualization has been pivotal to our success."
URTM's expertise in data analysis and visualisation has been pivotal to our startup's success. Making sense of fan ...
Founder
Sports Dynamics LLC
"Process improvement and dashboards that exceeded our expectations."
URTM's meticulous attention to detail and ability to transform our vision into reality through process improvement and dashboards exceeded our expectations. They quickly understood ...
SVP, Digital Innovation & Data Analytics
Global X Investments Canada Inc.