We build the reports your ERP should have come with.
eIDX builds automated reports and data audit checks for distributors, manufacturers, and other operating businesses on the ERP they already run. We catch duplicate invoices, unbilled orders, and margin leaks while they’re still easy to fix.
Five questions, about a minute.
| Invoice | Customer | Amount |
|---|---|---|
| INV-48211Matches INV-48219 | Customer 1042 | $3,418.20 |
| INV-48307Matches INV-48312 | Customer 2210 | $912.00 |
| INV-48355Matches INV-48361 | Customer 0877 | $14,650.75 |
Sample data. In the real report, each flag links to the invoices behind it.
The KPIs that run your business
KPIs, short for key performance indicators, are the handful of numbers that tell you whether the business is healthy: margin, cash, inventory, and how well you serve customers.
Your ERP already holds the data behind them, spread across a dozen screens and exports. We pull your key KPIs into one report on your schedule, so you see a problem the week it starts, at your desk or on your phone. Each one answers a question you’re already asking:
“Who’s actually making us money?”
Gross margin by customer, rep, and product line
30.2%▲ 0.3 pts
“How long is our cash sitting with customers?”
Days sales outstanding and AR aging
41 days▼ 2 days
“What’s tying up the warehouse?”
Inventory turns and dead stock
5.4 turns▲ 0.6 a year
“Are orders shipping complete?”
Fill rate and backorders
96.8%▼ 0.9 pts
“How fast does a shipment become a bill?”
Order-to-invoice time
1.6 days▼ 0.4 days
“Where is our growth coming from?”
Sales by branch and rep vs. last year
+8.4%Led by Branch 3
“And the number only we watch?”
That one too, built from your own data.
Sample figures.
When a KPI moves, our data audit checks show you why: the below-cost lines behind a margin dip, or the unbilled orders behind a slow month. You choose which moves are worth an email or a text, and when they arrive. How the reporting works →
Reports you can actually read on your phone
Most reports are laid out for a wide monitor, so on a phone you pinch, zoom, and scroll sideways to find one number. Ours aren’t. Every report and data audit check we build comes with a mobile-optimized view, designed for a small screen from the start.
- Read it at a glance. The numbers that matter come first, each marked up or down since last time, in type you can read without zooming.
- Act on an alert where you are. Tap the text and you’re looking at the rows behind it.
- Nothing to install. It opens in your phone’s browser, with the same numbers you see at your desk.
Gross margin
30.2%
▲ 0.3 pts on last week
Days sales outstanding
41 days
▼ 2 days, collecting faster
Fill rate
96.8%
▼ 0.9 pts, 14 backorders
Below-cost check · 2 lines
On SO-30388 and SO-30401.
Review
Sample data
Everyone has AI. It’s what you do with it that matters.
We use it for one job: reading what the checks find and explaining it in plain language, grouped by likely cause. Every finding still traces back to the rows behind it, and a person decides what happens next. How we use AI →
Two of today’s three duplicates come from one EDI resend. Customers 1042 and 2210 order through the same portal, which resent its Oct 14 batch. Void INV-48219 and INV-48312.
The third is a rebill that never voided its original. INV-48355 for Customer 0877 was re-keyed after a price change. Credit INV-48361.
Sample data. In the real briefing, each finding links to its rows.
Your data stays yours
You’re trusting us with customer lists, pricing, and margins. Here’s exactly where they go.
Where it starts
Your ERP
Never changed. We read from a copy you keep, your system’s official API, or exports you send.
Where it lives
Your private site
Built for you alone and hosted on DigitalOcean, in your own account if you like. No other client shares it. Every report and check runs here.
Claude explains the findings, through Anthropic’s commercial API. Anthropic doesn’t train on your data, and what our AI learns from it serves only your reports.
Who sees it
Your team and eIDX
No one else. Not other clients, not outside contractors.
Always your data. It belongs to you, not to us. If you cancel, we send you an export and delete our copy. The details, for your IT team →
Who we work with
A good fit
- Distributors, manufacturers, and other operating businesses, small teams included.
- Running an ERP or accounting system.
- Based in the US.
Probably not a fit
- Businesses that run mostly on spreadsheets.
- Anyone looking for a financial audit. We’re not a CPA firm.
- Teams shopping for per-seat BI software.
See if we’re a fit
If we are, you pick a time on the spot. If we’re not, we’ll tell you why.
Five questions, about a minute.
Run an outsourced CFO or bookkeeping practice? Introduce a client →