Omnio

Secure enterprise intelligence for companies built to grow

Know your business inside and out. Scale through insights you can trust.

Omnio holds your annual plan, the goals each leader owns, and the numbers that show how every goal is tracking. Ask it anything about your business in plain English, and take the answer straight into your next meeting.

Ask Omnio
Which customers grew the most this quarter?

Sales are up 8.4% on last year. Three customers account for 70% of the gain:

Sales growth, quarter to date

Northgate Foods+$210k
Harbour Grocers+$96k
Pine Ridge Retail+$54k

Source: sales by customer, Jul to Sep

Every goal, decision, and outcome in one place.

Great companies are built by leaders who own their results. Data wrangling and siloed teams add friction and erode trust. Omnio puts clear goals and trusted data in every leader's hands, so owning the result is the natural way to work.

1

Delegate

Set the year's plan with your team, and give every goal an owner who helped shape it. Everyone can see who owns what.

2

Measure

Every goal tracks to a real number, event or milestone. Where the number is already in your data, progress updates on its own. The owner adds the outlook and the reason behind it.

3

Incentivize

When your team sees the score, they play to win. Align them to a common goal and they will transform your business.

4

Achieve

See what's on target, what isn't and why. Adjust the plan, acknowledge the wins, and take the results to your board or bank.

This year's plan
Grow retail sales to $5.2MJMVP SalesHit
Hold gross margin at 21%AKCFOHeld
Cut days of inventory to 45RSOperationsAhead
Launch the new product lineLTMarketingLaunched
Company goal: net sales of $30M$30.4M

One system for five jobs you already do.

In Omnio they share one plan and one set of numbers, so nothing has to be copied from one place to another.

Your operating plan

The year's goals, the projects behind them, and the targets they roll up to, on one page your leadership team can read in five minutes.

Accountability

Every goal has an owner, a measure and a status. The status comes from your data and the outlook comes from the owner. Each quarter the whole team can see what's on track and what isn't.

Growing your leaders

Your instinct as an owner got the company this far. Omnio helps you hand it to your team. Each leader learns to read their own numbers, explain them in their own words, and own the result.

Making change stick

A plan only changes a company if someone follows it through. Omnio ties every project to an owner and a number, so you can see quarter by quarter whether the change is taking hold.

AI you can check

Ask any question about your critical business data and get an answer that shows its source. Turn the answer into slides for the board or the bank.

Goals that track themselves.

Goal-setting software stalls because they're not tied to your data and rhythms. Reporting tools stall because there's no goal to measure against. In Omnio, a goal tied to a real measure updates itself from your data, so the owner's job is to explain the number.

September sales loaded · 1,284 invoices
Grow retail sales to $5.2MOn track

Owner: VP Sales · updates from your sales data

$4.06M to dateTarget $5.2M by Dec 31

Outlook Two new grocery listings start in November, so I expect to finish at about $5.3M.

The questions you already ask, answered from your own numbers.

Q4 2026Sales and finance
Sales

What's growing, and where do we push?

Which products, customers and regions are growing, which are slipping, and by how much.

Profit

What makes us money, and what doesn't?

Gross margin and EBITDA by month, against budget and last year, with the lines that moved them.

Cash

How much cash is sitting in inventory and receivables?

Days of inventory and days to get paid, month by month, so you can see when cash gets tied up.

2027Operations
Manufacturing

Are my production lines performing?

Productivity, attainment, yield and waste, by line and shift.

Maintenance

Is my maintenance program optimized?

Asset performance, work order analysis, downtime and recovery, and predictive maintenance.

Supply chain

How well am I serving my customers?

Fill rates and fulfillment errors, demand planning, and MRP analytics.

Ask for the board deck. Omnio builds it from your numbers.

Agree the storyline with Omnio, and it builds every slide from your own data, with the source behind each figure. Want a change? Ask for it.

Bank Review - Q2 and YTD Results June 2026Present
Bank Review - Q2 and YTD Results June 202601

Sales grew 5.1% and beat budget by 3.3%

Net sales reached $14.5M year to date. Retail did most of the work, on new listings.

$14.5Mnet sales, YTD
+5.1%vs last year
+3.3%vs budget
20.7%gross margin

Growth by channel, vs last year

Retail+$1.16M
Foodservice+$0.16M
Industrial+$0.10M

Where it came from

Five new retail accounts. Foodservice was flat.

Growth is real. The next question is whether margin holds.
Source: P&L by month and sales by customer, Jan to Jun 2026
Sales and budget
Margin
Cash
What we watch

Your data stays yours.

Each company's data is kept apart from every other company's, and none of it is ever used to train AI models.

From your first upload to a live ERP connection. We do the setup with you.

1

Start with a secure upload

Upload your sales and financial statements. We set up your workspace with you on the first call, and Omnio shows you what it read before anything is saved.

2

Connect your ERP

Then we connect Omnio to your ERP, and your numbers stay current on their own. Tell us which system you run. It decides which connector we build next.

3

Ask, or review

Ask a question in plain English, or open a monthly review that already knows your period, your customers and your plan.

4

Take it to the meeting

Every figure shows its source. When you need to present it, Omnio builds the slides.

Beta program

Ten founding seats. We set it up with you.

Bring your financial statements and your sales ledger. We'll map your chart of accounts by hand, set up your workspace, and then you tell us what's wrong with it. Ten companies, ahead of our November launch.

Tell us about your business. If it's a fit, we'll book a call.

We're taking ten companies into the beta before launch.

Tell us about your business and we'll book a call.