The Operational Intelligence Company
Built on numbers you can rely on.
We connect your systems, reconcile the data, and turn it into clear, decision-ready Operational Intelligence built around how your business runs.
Live Dashboards • 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
The Outcome
From manual reporting to live visibility.
URTM gives each team the data, workflows, and insights they need — ready, current, and tailored to their role.
63%
faster monthly close
6x
return on URTM
200+
systems connected
Using the Platform
What your team works in, every day.
One login to every view, with the definition behind every number — and your systems stay where they are, nothing to rip out.
One login for everything
Finance, operations and executive views in one place.
Alerts when numbers move
Get told the moment a metric crosses your threshold.
The right access for every person
Everyone sees only the data they're permitted to.
Share comments with your team
Discuss any number in context, right on the dashboard.
A definition behind every number
See how every KPI and formula is calculated.
Configured around your business
Built around how your team works.
Shows its work
Figures, sources and reconciliation, all auditable.
Proactive
Surfaces what changed before you ask.
Your definitions
Close, variance and margin, as you mean them.
Honours access
Answers only from data you can see.
Yours, end to end
Eagle Eye is configured to your organization and grounded by us, so the answers are ones you can take straight into the room.
Security & Governance
Secure by design.
Access, encryption, audit trails and governance — built into the platform and maintained to your policy from day one.
Row-level security
Access enforced down to the individual row, configured and maintained to your governance policy.
Audit-ready trails
Authentication, access and changes logged via Azure Monitor — and no customer data is written to logs.
Encrypted in transit & at rest
TLS 1.2+ on HTTPS-only endpoints; data at rest encrypted with Azure-managed keys.
Least-privilege operations
Our access is scoped to the work, time-bound where possible, and reviewed regularly.
Built on certified infrastructure
The Customer Portal runs on Microsoft Azure and Power BI, inheriting their certifications under a shared-responsibility model.
SOC 2 Type 2
ISO 27001
GDPR
HIPAA*
* where applicable · full list in the Trust Center
Integrations
Connects to the 200+ systems you already use.
Accounting, CRM, warehouses, HR. If your data lives in it, we can connect to it.
Quickbooks
NetSuite
Salesforce
Shopify
Zendesk
Xero
Databricks
Azure
Snowflake
ADP
SharePoint
Google Sheets
Actionstep
HubSpot
Stripe
Sage
LEAP
Workday
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.