Capabilities
Everything between your raw data and a confident decision.
The full URTM capability catalogue, in detail — delivered, maintained and optimized as one environment. This is the deep-dive behind the Platform overview.
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
Foundation
Data structuring & integration
Before anything is visualized, the data has to be trustworthy. This is the unglamorous work we own.
Data integration
Live pipelines connecting your ERP, CRM, billing, HRIS and data warehouses — 200+ connectors plus custom sources.
Data structuring
Raw, scattered data shaped into a coherent, governed model that reflects how your business actually works.
Data reconciliation
Continuous matching across systems so figures agree before a decision is ever made.
Data quality
De-duplication, normalization and validation running in the background, not in your spreadsheets.
Reporting
Reporting & analytics environments
Consistent, decision-ready reporting that the whole organization works from.
Executive dashboards
C-suite and board views that roll the business into the few numbers that matter.
Operational reporting
Recurring reporting standardized across teams — built once, maintained by us.
FP&A environments
Budgets, forecasts and variance analysis in a reconciled, governed environment.
Pipeline & revenue visibility
Live bookings, pipeline and revenue tied back to operational reality.
Automation
Workflow automation & writeback
Less manual work, more auditable flow — and the ability to act, not just observe.
Workflow automation
Repetitive, manual steps replaced with monitored, auditable automation.
Workflow visibility
See where work actually is — bottlenecks, SLAs and queue health in real time.
Writeback functionality
Push approved changes back into source systems, closing the loop between insight and action.
Governance
Operational governance & security
The part most teams dread — configured into the environment and maintained continuously.
Row-level security
Access enforced to the row and configured to your governance policy.
Operational governance
Definitions, ownership and controls documented and enforced across the environment.
Audit & compliance support
Audit-ready trails and SOC 2-aligned practices throughout.
Intelligence
Forecasting, planning & AI
Once the foundation is trustworthy, intelligence compounds on top of it.
Forecasting
Forward-looking models built on reconciled data your team can actually trust.
Planning
Scenario and operational planning environments that stay in sync with the source of truth.
AI agents
Operational AI agents tailored to your workflows — drafting, flagging and summarizing.
Continuous optimization
Ongoing enhancements as your business evolves — the environment never goes stale.