Trusted by clients from global brands to local charities
Sound familiar?
Every team has its own numbers, and none of them quite agree.
The CRM says one thing, finance says another, and the spreadsheet someone built last year says a third. Month end turns into reconciling, and big decisions get made on gut feel.
Pulling the board pack together takes days.
Sales and finance have different revenue figures.
We can't see which marketing actually brings in work.
The report exists, but nobody trusts it.
Sort the data first, and the reports follow
We bring the data from the systems you run into one structured place, cleaned and joined up. Every report, forecast and AI tool then reads from the same source.
- CRM
- Finance system
- Operations system
- Website analytics
- Ad platforms
- Spreadsheets
- Operational reports
- Financial reports
- Marketing reports
- Forecasts
- AI tools
Five services, from where the data lives to what it tells you
Start with the one that hurts most, or run them in order as the work grows.
Board reports that build themselves, so the meeting is about the decision
Pulling the figures together is usually someone's week. We turn that week into a workflow that runs on its own.
- 01Your systems
Data lands in one place
From the CRM, finance, operations and marketing platforms, as the work happens.
on schedule - 02Workflow
The report refreshes
Every figure recalculated from the source, with no copying and pasting.
summarised - 03AI and analyst
What changed, in words
A short summary of what moved and why, checked by our analyst.
sent - 04Leadership
Ready for the decision
Return on the systems and the marketing, in the board pack or on screen.
How we work with your data
Data, then information, then insight, in that order.
MidtonSales Analytics CRM & Portal
A modern sales intelligence platform, connecting FileMaker CRM data to interactive dashboards for pipeline forecasting and opportunity management.
Reporting dashboardsFileMaker
MidtonCustom Sales Pipeline Dashboard
We built a custom web-based sales dashboard that connects directly to FileMaker data, replacing an off-the-shelf CRM solution. The dashboard provides real-time pipeline visibility and performance tracking across all sales stages.
Reporting dashboardsFileMaker
What clients say about working with us
Extremely satisfied. The team are extremely responsive, flexible, fast, and precise in all areas. We started together with a small project, and have since expanded the SoW significantly after the service and talent we got. 10/10, would recommend.
William HillCEO, Bascule Insurance Services LLCWorking with Neptune has been an exceptional experience from start to finish. Their dedication, expertise, and swift execution in developing our system left me thoroughly impressed. The seamless communication and willingness to go the extra mile demonstrated their commitment to delivering excellence. Overall, my experience with Neptune has been nothing short of outstanding.
Jacquie FreearPurchasing Manager Neptune provided an excellent professional, knowledgeable service and offer exceptional value to any project. Thank you to Jordan and the Team.
Darren WilliamsProduct Owner, Solotech
Questions about data and analytics
Usually by mapping which systems hold what and where the figures disagree. That tells us whether the first job is fixing the data, building a report, or improving the system behind it.
We still support Qlik for some existing clients, and Power BI can read the data layers we build. For new work we usually build the reports ourselves, which modern tools and AI make quicker and more affordable than licensing a BI platform.
The data layer sits in the region you choose, with access rules in the database itself, so people only see what they're allowed to, whether they're in a report, an app or an integration.
No. We build the management reports you run the business from. Your accountant keeps doing the statutory side.
You do. The data stays in your systems and in a database held for you, and the reports are yours to keep if we stop working together.
Usually within the first cycle of work, built on the data that's ready first. The rest follows as each source is joined up.