Operational intelligence, without complexity.
Empowering Organizations Through AI-Powered BI Solutions
From Financial Planning to Enterprise-Wide Process Optimization, URTM empowers businesses with Intelligent Automation & Data-Driven Decision-Making.
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The Solution Lines
The AI-Powered Automation Platform for End-to-End BI Solutions
Automation Series by Function
Automation Series by Industry
Custom Intelligence Solutions
URTM is an AI-powered automation platform that transforms fragmented data into actionable insights, standardizes processes, and delivers a fully operational solution with no learning curve—ready to use from day one. URTM is redefining how businesses approach data, bridging the gap between fragmented systems and intelligent automation to prepare for the future of AI.
Automation Series by Function
Transform data into action & reporting
Get a quick, real-time snapshot of your firm’s performance—employees, revenue, expenses, and key metrics in one place.
Financial & Business Planning
Monitor real-time revenue streams and profit margins to identify high-impact opportunities and address underperforming areas swiftly.
Staffing & Headcount Planning
Optimize staffing levels and employee allocation to balance workloads, reduce burnout, and maximize productivity.
Sales Commission Distribution
Gain a clear view of your sales funnel—track leads, forecast revenue, and focus on winning deals that drive sustainable growth.
Annual Bonus Pool Distribution
Automate bonus and commission calculations based on real performance data, ensuring accuracy and transparency.
Automation Series by Industry
Manage relationship maximize retention
Streamline your billing cycle and easily monitor outstanding payments—all in one intuitive view.
Law Industry
URTM empowers law firms with automation-ready dashboards that simplify billing, track performance, and impress clients.
Asset Management
URTM automates AUM tracking, performance insights, and client reporting—so your data works as hard as your capital.
Accounting
The Accounting industry Pilot Program is accepting applications. Contact us for more information.
Integrating Data from over 100+ Business Applications
The Solution Lines
Custom Intelligence Solutions
Unlock the power of your data with our custom Business Intelligence Solutions that automate, optimize, and visualize, enabling smarter decisions.
From data to decisions, streamline your operations with insights that drive growth and efficiency.
Data Intelligence Solutions
Data Integration & Visualization
Connect systems and clean your data for clear, real-time insights that drive better decisions.
Process Intelligence Solutions
Process Architecture & Automation
Replace manual steps with automated workflows built to scale & deliver consistent results.
Save over 70% on Monthly Reporting & Repetitive Tasks
For a fraction of the cost of hiring one data analyst, you get an entire finance operations team—automating reporting, forecasting, and full process optimization in a single platform.
