SMB Dashboard & App Integrations
A dashboard, built from scratch, where small-business owners connect their SaaS apps, track KPIs and subscriptions in one place, and ask an AI chatbot about their own data.
- Client
- SquareStack
- Industry
- Startups
- Services
- Web DevelopmentAI Agents
SquareStack wanted one place for small and mid-size business owners, and the channel partners who serve them, to manage business data scattered across dozens of apps. It had to work for non-technical users, and new integrations had to be quick to add.
Before building, we ran focus groups with SMB owners across industries, so the product matched how they actually work.
What we built
How the system works, step by step.
One integration format
A custom layer that brings data from Google Analytics, Todoist, Twitter, Plaid, SurveyMonkey, Mailchimp, and Asana into one standard format, so each new app is quick to add.
KPI dashboard
Hundreds of reports and charts from connected apps, with each owner choosing and arranging the KPIs that matter to them.
App$ Tracker
Recurring subscriptions and fees from SquareStack’s Plaid partnership, with an internal API so partners can embed the tracker in their own platforms.
App library
Reviews from SquareStack’s G2 partnership help owners choose apps.
Single sign-on
One secure login across hundreds of apps.
AI chatbot
Owners ask questions of the data in their connected apps and get custom reports or quick analysis in conversation.
- Plaid
- G2
- Google Analytics
- Mailchimp
- Asana
- SSO
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