Loupe.
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How Loupe works

How it works, end to end

Upload your own exports

Five files you can already produce today — leads, quotes, jobs, invoices, calls. No installation, no OAuth screen, no IT ticket. Every tool you use has an export button.

We read them as they are

Column names differ in every export. Loupe maps them for you and shows its guesses beside your real values before anything is imported — a wrong guess is caught here, not in your report.

Every leak, ranked in dollars

Deterministic detectors — not AI guesses — walk your records and rank what they find by monthly dollars at stake. If the data can't support a claim, no claim is made.

The math, in plain sight

Every finding opens to its own arithmetic, and every term opens to the records behind it. Software computes the number; AI only explains it — it never invents one.

A fix, an owner, a deadline

A finding you can't act on is trivia. Each one carries a concrete fix, a named owner, and a date — and a real analyst walks you through the list every month.

Measured, not assumed

Next month's records show what each fix actually returned — in collected dollars, not projections. What worked stays. What didn't gets replaced.

CRM export240 leads · 120 quotes
Imported
Accounting export148 invoices
Imported
Job records136 jobs
Ready

Example report · demo data. Your own report is computed from the records you upload.

What to bring

Five exports. Every one earns its place.

  • CRM / pipeline

    Required
    Housecall ProJobberServiceTitanHubSpotSalesforcePipedrive

    Leads that waited too long, and proposals that quietly died.

  • Accounting

    Required
    QuickBooksXeroFreshBooksSage

    The one nobody else reads. It is what lets us follow a job past booked to the money actually landing — and name the invoices that never did.

  • Ad platforms

    Recommended
    Google AdsMetaLinkedIn

    Spend measured against the work it actually returned, not the clicks it bought.

  • Call log

    Recommended
    CallRailTwilio

    Response times, missed calls, and the after-hours gap nobody is watching.

  • Invoicing / payments

    Optional
    StripeSquare

    Work delivered and never collected — usually the fastest money to get back.

Loupe reads files you can already export today — no installation, no integration to approve, nothing plugged into your systems. The first two are the floor. Each one after widens what the report can prove.

  • Housecall Pro
  • Jobber
  • ServiceTitan
  • HubSpot
  • Salesforce
  • Pipedrive
  • QuickBooks
  • Xero
  • FreshBooks
  • Sage
  • Google Ads
  • Meta
  • LinkedIn
  • CallRail
  • Twilio
  • Stripe
  • Square

Not integrations — you export a CSV and upload it. Loupe never connects to these tools or is granted access to them. Anything that exports a file works, even if its logo is not here.

“You’ll always know who’s looking at your numbers. I review every dashboard personally — and we walk through it together, every month.”
Karan Patel · Founder & your analyst

See what you’re
quietly losing.

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