TUG 2026 VIP Slot — Live Before You Arrive

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Beta TUG2026 VIP DataXcel

Terms and Conditions

Implementation in: 1-2 Weeks.

Limited — Only 4 Spots

Data, Dashboards, Dollars & Dinner

4 spots only. We bring DataXcel live on your Sage 100 data before you fly to Salt Lake City for TUG — then host you for VIP training and dinner during your trip.

The Stack

Anchor$799/mo

DataXcel Reporting Platform

60+ pre-built dashboards: Job Cost, WIP, Cash Basis P&L, Gross Margin by Project Type, AR/AP aging, and more.

Bonus 1$1,500 value

Free CFO-Level Data Audit

60-min walk-through of your live Sage data, flagging hidden margin leaks and ROI opportunities. Delivered as a written report — yours to keep either way.

Bonus 2$1,500 value

3 Custom Dashboards Built To Your KPIs

Built during onboarding. Suggested: Job cost variance · Margin by project type · Cash conversion cycle. Or pick your own three.

Bonus 3$2,500 value

Done-For-You Setup

Your team does zero work. Live on your data by Friday, May 29 — 3 business days before TUG opens.

Bonus 4priceless

VIP In-Person Training + Dinner On Me

At our office near Salt Lake during your TUG trip. Hands-on with your real data, then dinner that evening — no pitch.

Bonus stack value$5,500+

Yours when you claim a slot. Standard $799/mo platform pricing applies after.

Two guarantees. Both binding.

Delivery: Live by Friday, May 29 — or 3 months of DataXcel free.

Results: The CFO Audit finds $50,000+/year in margin leaks or cost recovery in your first 90 days — or your 1st year of DataXcel is free. Written into the agreement. No fine print.

From Data to Dinner

How we deliver every promise above — in detail.

How our AI finds your margin leaks

The same engine that produces 30+ page board-ready reports for our enterprise customers (e.g. American Integrated Services, multi-region environmental contractor). 41 dbt-managed SQL queries pull from your live Sage 100 data into your isolated warehouse, then Anthropic’s Claude AI ranks every issue by dollar impact and writes a CFO-ready report.

Your Sage 100 Contractor (live, read-only)
        |
        |  41 dbt-managed SQL queries
        v
Your isolated PostgreSQL warehouse
        |
        |  fed into Anthropic Claude AI
        |  ranked by  $ impact x urgency score
        v
CFO AI Audit Report (written, ~30 pages)
        |
        |  scans 10 financial domains
        v
RANKED FINDINGS
   $$$  account / job / customer name
   $$$  exact dollar amount
   $$$  root cause + recommended action
        |
        v
Click any finding -> drill to the source records

10 financial domains scanned every cycle

• AR aging & collection risk

• Cash flow timing mismatches

• AP late-fee leakage

• Balance sheet anomalies

• Over/under billing on jobs

• Revenue recognition errors

• Job cost variance vs budget

• Backlog quality scoring

• Project-level margin analysis

• Labor & productivity gaps

Examples of what we typically find

$87K in AR > 90 days across 12 customers — automated dunning sequence recovers within 60 days

$42K labor overrun on Job #2025-103 (Chevron tank install) — overtime pattern repeats on 3 other tank-install jobs — repricing recovers $18K/job going forward

$23K unbilled WIP aged > 45 days on 5 active jobs — bill now, cash this month

$12K/yr vendor late-pay penalties — root cause: AP approval bottleneck — workflow fix eliminates it

How we deliver every promise on time

4-week timeline from claim → live → SLC. Your team does no work past the kickoff call.

WEEK 1                   WEEK 2-3                  WEEK 4 / TUG
======                   ========                  ============
[Day 1]                  [Day 4-21]                [May 29] LIVE
Claim slot ($0 cart)     Done-For-You build:        ⭐ Or 3 mo free
locks your spot
                         + Secure connect           [Jun 2] You arrive in SLC
[Day 2-3]                  installed
Free CFO Audit (60 min)  + Data warehouse live      [Jun 2-5] VIP day:
on your live Sage data   + 3 custom dashboards       + Hands-on training
                           built to your KPIs        + Team dinner on us
[Day 3]                  + Tested + handed off       + Walk into TUG live
Audit report delivered
margin leaks +                                     [Day 90]
opportunities                                      Audit ROI hit $50K+
in writing                                          ⭐ Or 1st year free