The Operational Intelligence Company
Your Data, unified.
URTM unifies your existing systems, reconciles your data, and transforms it into Operational Intelligence.
Unified Systems • Clean Data • Automated Workflows • Custom AI
Trusted by Finance & Operations Leaders
Our leadership team is better equipped to make data-driven decisions.
Aon
Chief Financial Officer
Process improvement and dashboards that exceeded our expectations.
Global X Investments Canada Inc.
SVP, Digital Innovation & Data Analytics
Their professionalism and efficiency made the process seamless from start to finish.
McRock Capital
Partner
URTM's expertise in data analysis and visualization has been pivotal to our success.
Sports Dynamics LLC
Founder
What URTM Is
One Platform. Your Way.
Clear & accurate dashboards, workflows, and insights, built around the way your business operates.
We use your existing systems
Your data stays where it is.
We reconcile the numbers
Cleanup, mapping, matching & setup.
We automate & optimize
Workflows tuned to run themselves.
We speak your language
Finance, ops & performance logic.
We customize it your way
Dashboards built around your KPIs.
We make AI work for you
Customized, on a clean foundation.
Operational intelligence (OI) is the real-time analysis of business or IT data to make instant decisions and fix problems right away.
EFFICIENCY & ROI
Save over 70% on reporting and repetitive work
Automate manual reporting, forecasting, and recurring workflows — saving time, improving accuracy, and giving teams faster visibility.
Solutions
Start where it matters most.
Start with a function, an industry solution, or a challenge unique to your business.
By Function
Solutions for every team & department.
By Industry
Solutions tailored to your sector.
Custom Solutions
Dashboards, workflows, automation & AI.
Department-level clarity, company-wide alignment
Give each department the visibility it needs to move faster, make better decisions, and stay aligned.
FP&A
Close, forecast & performance
Executive
Company performance & KPIs
Operations
Efficiency, capacity & throughput
HR & People
Headcount, cost & utilization
Marketing
Spend, pipeline & ROI
Sales & Revenue
Revenue, pipeline & commissions
Industry intelligence, shaped around your business
Built around the metrics, workflows, and performance drivers that define your sector.
Law Firms
AR, WIP & financial performance
Asset Management
AUM, fee income & net flows
Accounting Firms
Utilization & billing realization
Professional Services
Project margin & resourcing
Education
Enrollment, funding & program cost
Healthcare
Utilization, payer mix & cost per case
Custom intelligence, built around your needs
We design solutions around the reporting gaps, workflows, and business logic that are unique to you.
Dashboards & Reporting
Built around the decisions you make.
Dashboards & Reporting
Approvals, alerts, and repetitive work — automated.
Dashboards & Reporting
The views and controls your users need.
Dashboards & Reporting
Meet Eagle Eye, grounded in your data.
Start with one problem, not a platform rollout.
We take a single reporting gap, build it end to end, and you judge the result before anything scales. Limited places each quarter.
Testimonials
Performance visibility, built for leadership.
Real outcomes from teams who put URTM between their data and their decisions.
Our leadership team is better equipped to make data-driven decisions.
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 given us key insights into profitability and performance. As a result, our leadership team is better equipped to make data-driven decisions.
Aon
Chief Financial Officer
Aon
6X+
Faster monthly close
Close cycles cut without adding headcount.
Process improvement and dashboards that exceeded our expectations.
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 and seamlessly integrated with our existing tech stack, ensuring compatibility. Their insightful suggestions significantly enhanced our project.
Global X Investments Canada Inc.
SVP, Digital Innovation & Data Analytics
Global X Investments Canada Inc.
6X+
Return on URTM
Value returned many times over the investment.
Their professionalism and efficiency made the process seamless from start to finish.
Their professionalism and efficiency made the process seamless from start to finish.
URTM played an important role in the creation of the McRock Industrial Software Index. They quickly understood the problem we were trying to solve, and their professionalism and efficiency made the process seamless from start to finish. We’re grateful for their support in bringing this to life and making the Index accessible to our community.
McRock Capital
Managing Partner
McRock Capital
1
Custom index, built
A bespoke software index, delivered end to end.
URTM's expertise in data analysis and visualization has been pivotal to our success.
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 spending patterns has allowed us to attract attention of high calibre investors and pivot from loyalty into Fintech, thereby increasing our start-up's valuation by orders of magnitude.
Sports Dynamics LLC
Founder
Sports Dynamics LLC
6→1
Systems to one view
Six source systems consolidated into one.