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Good morning, Morgan.

What do you want to know?
Q3 Revenue
$14.2M
+11% vs Q2
Revenue by Month, Q2–Q3
AprMayJunJulAugSep
Q3 Revenue by Region
West
Southeast
Midwest
EMEA
Top Accounts
Account Region Q3 Revenue QoQ
Helix Manufacturing West $2.10M +18%
Northwind Retail Southeast $1.64M +12%
Cedar & Co. Midwest $0.98M +9%
Atlas Logistics EMEA $0.87M +0%
Published
Helix Manufacturing Manufacturing · West At risk $2.10M Aug 14 KP
Summary

Renewal due in 71 days. Usage down 12% QoQ and two support escalations open — flagged at risk by the renewal model.

Health
62/100
Atlas Logistics Logistics · EMEA At risk $0.87M Sep 09 DM
Northwind Retail Retail · Southeast In progress $1.64M Aug 22 RS
Cedar & Co. SaaS · Midwest In progress $0.98M Sep 03 KP
Vertex Health Healthcare · West Renewed $1.32M Jul 30 DM
Sable Foods CPG · Southeast Renewed $0.74M Jul 18 RS
Trigger
New Invoice When a new invoice arrives
Extract Line Items AI reads the invoice
Match to Vendor Query the vendor table
Duplicate? Branch on vendor match
true false
Flag for Review Hold the duplicate
Alert Finance Post to #finance
Approve & Post Send to the ledger
End Posted & done
Ready to run
DATA SCIENCE & ML

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