⏱️
Management Consulting
Operating models, OKRs, SOPs, and change management.
- Org design and accountability charts
- KPI frameworks and dashboards
- Meeting rhythms and execution playbooks
Management • Finance • AI • Logistics
Build a smarter, leaner business with InfoMetrix
We help operators turn data into decisions—and decisions into results. From financial systems and compliance to AI automation and logistics optimization, our team partners with you end‑to‑end.
- Outcome‑focused
- Fast iterations
- Clear pricing
Works with
Google Workspace
QuickBooks Online
Airtable
Notion
Power BI
AWS
What we unlock
Plug in where you need us—systems, process, people, data.
📊
Financial clarity
Tidy books, informed forecasts, and executive dashboards.
🛠️
Process design
From SOPs to automation with measurable KPIs.
🤖
AI & automation
Assistants that schedule, summarize, and reconcile.
🚚
Logistics ops
Fleet, maintenance, and dispatch efficiency.
What we do
Advisory, systems, and execution
Engagements that move from strategy to shipped. Pick a lane or combine for a full transformation.
📈
Finance & Accounting
From cleanup to close, reporting, and model‑driven decisions.
- QBO design, chart of accounts, & close process
- Budgeting, forecasting, and cash planning
- Sales tax, revenue ops, and margin analysis
🛡️
Compliance & Audit
Policy, controls, and evidence—without slowing the business.
- SOPs, risk registers, and control matrices
- Internal audit programs and walkthroughs
- Fleet & DOT readiness and safety reviews
🤖
AI & Automation
Deploy assistants and workflows that remove busywork.
- Email triage, scheduling, and follow‑ups
- Data capture, reconciliation, and reporting
- Integrations across QBO, Airtable, Notion
🚚
Logistics & Fleet
From asset lifecycle to dispatch and maintenance ops.
- Leasing & rental workflows and controls
- Preventive maintenance & parts programs
- Dispatch analytics and route economics
🗄️
Systems & Data
Implement the stack—clean data in, reliable insights out.
- Data models, pipelines, and governance
- Dashboards in Notion, Airtable, Power BI
- Cloud setup and security basics (AWS)
Who we serve
Operators first
We partner with owner‑operators, multi‑entity groups, and growing SMBs—especially where physical operations meet finance and data.
🚛
Logistics & Transportation
Playbooks tailored to your reality.
🏭
Field Services & Maintenance
Playbooks tailored to your reality.
⚙️
Manufacturing & Equipment
Playbooks tailored to your reality.
📊
Professional Services
Playbooks tailored to your reality.
Selected work
From audit fixes to AI rollouts
Short snapshots (no sensitive details). Replace with your own case studies when ready.
Closed books in 10 days
Rebuilt chart of accounts, automated AP, and stood up a monthly close for a multi‑entity group.
Learn more →AI assistant for dispatch
Deployed an email + scheduling agent to triage loads, summarize rate cons, and prepare check‑calls.
Learn more →Parts & PM program
Designed parts categorization and PM intervals, boosting first‑time‑fix rate and warranty tracking.
Learn more →How we work
Clarity → Design → Delivery
A simple cadence to move fast without breaking trust.
Step 01
Discovery
Deep‑dive on goals, constraints, and current stack. Agree success metrics.
Step 02
Blueprint
SOPs, data models, and a delivery plan. Quick wins prioritized.
Step 03
Build
Ship in weekly sprints. Measure impact. Train teams. Iterate.
FAQ
Common questions
What industries do you specialize in?
We work across logistics, field services, professional services, and multi‑entity operators—where finance meets operations and data.
Can you work with our existing tools?
Yes. We regularly implement and integrate QBO, Airtable, Notion, Google Workspace, and BI tools—meeting you where you are.
Do you offer training?
Every engagement includes enablement: SOPs, Loom videos, and live sessions so your team can sustain results.
Where are you based?
We work remotely and onsite as needed. Add your primary office address here.
Get in touch
Tell us about your goals
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