Dylan Hoback
Accu-Tube
My Praxie analytics software transformed our operations, enabling data-driven decisions and streamlining our manufacturing process.
Your owners asked why revenue missed. You don’t have the answer.
Praxie finds where your revenue is leaking, across every system you run, in days. You walk into the board meeting with the answer — not another dashboard.
$0
Send us the question you couldn’t answer
Free pilot on your own data. You keep the answer either way.
See Praxie in Action Now
For CFOs of private-equity-owned companies.
Customer Success Stories
Dylan Hoback
Accu-Tube
Jason Carpenter
Environmental Pest Management
With Praxie, I found a way to take what was in documents and spreadsheets and provide my team with a visual application environment to drive our strategy with full accountability.
Elizabeth Pridham
Perfection Fresh
Praxie dramatically improved our process through digital transformation. We now have visibility and can drive decisions at a fraction of the time.
Scott Russell
NUCOR Vulcraft
I would heartily recommend the Praxie team to any organization seeking to seriously undertake a lasting and successful innovation process.
Mike Bainbridge
Dover Food Retail
Our MFG Ops application greatly improved our daily management initiatives. It is easy to see how we are doing, identify issues, and track improvements—no matter where we sit.
Jeff Piotrowicz
ChemLink
With Praxie we've created a way to report on complex projects that gives management full visibility. Executives have visibility to projects, assignments, and more at their fingertips.
Maureen Thompson
American Nurses Association
Our Praxie App makes it easy to track progress on strategic objectives across the organization and includes an executive-level dashboard with real-time reports to the board on key initiatives.
Tom Anderson
Springfield Armory
Praxie is used every day to track and analyze every aspect of production, quality, safety, and more. We improved quality by 10%.
Peggie Pelosi
Innovators Alliance
Almost overnight, Praxie created a customized solution for our 100 member organizations across Canada to drive strategy and innovation.
Kate Merton
Anthem
Praxie's innovation solution stood out from other options because it can be customized so quickly to fit our exact process requirements. Plus, it is incredibly easy to use and manage.
The pressure runs downhill. It stops at you.
Everyone above you wants the same thing: not the number, the reason behind it.
“Why did we miss plan, and what are you doing about it?”
“I need the real answer before Thursday.”
Data in seven systems. IT sends a chart that shows what happened, never why.
Reporting tells you what happened. Nobody is asking you what happened. They are asking you why — and what you are doing about it.
If you are reading this
Is this you?
Most finance leaders in private-equity-owned companies recognise at least four of these. If you recognise six, the rest of this page is written for you.
- You have been asked to explain a number you cannot see inside of.
- Your reporting shows what happened, never why it happened.
- The answer lives across seven systems that were never designed to talk.
- Your team can produce a chart in a day. The actual answer takes three weeks.
- You suspect revenue is leaking somewhere. You cannot prove where.
- Every month-end, someone rebuilds the same analysis by hand.
- IT says it is a data project. The board says it is Thursday.
- “I will come back to you on that” is no longer an acceptable answer.
None of this is a reporting problem. It is an answer problem.
A PE-owned childcare group · first weeks with Praxie
Its CFO could not tell the owners why enrollments lagged.
~40%
of inquiry calls arrived after hours.
Nobody answered.
Nobody answered.
Praxie connected seven systems and found the leak.
The demand was there the whole time. It was arriving outside office hours and hitting a phone nobody picked up — invisible in every report the CFO had, because no single system held both the inquiry data and the outcome.
They staffed the phones that week.
Found in days. Fixed in days. Explained to the owners with evidence.
Thursday, 9am
What you walk into the board meeting with
Without Praxie
Another dashboard.
- The miss, restated in a different chart
- “We are still investigating the drivers”
- A data project that lands next quarter
- The same question again next board meeting
→
With Praxie
The answer.
- Where the revenue leaked, named and quantified
- Why it was invisible in your existing reporting
- The corrective workflow already running
- Evidence you can hand to the owners
What Changes Once You Can Answer the Question
What finance leaders get back once the answer takes minutes instead of three weeks.
1
Traditional Revenue Operations
Reactive reportingTeams find problems in month-end reports, after the revenue is already lost.
Paper and spreadsheetsQuotes, contracts, invoices and renewals are hard to track end to end.
Limited revenue visibilityCRM, marketing, ERP, billing and support data stay disconnected.
Hidden costRevenue leakage, margin erosion, slow collections and missed renewals.
2
Transition to AI Revenue Optimization
Universal Context data + revenue workflow logic + AI analytics and agents
3
AI-Powered Revenue Optimization
Find the gaps earlierAI flags leakage, bottlenecks, missed opportunities and at-risk revenue.
Automated corrective workflowsAI agents execute the fix across CRM, ERP, billing and support systems.
Better coordinationSales, marketing, finance and customer success stay aligned.
Smarter decisionsDashboards, alerts, root cause insights, and AI recommendations.
Key ROI Elements
30%
Less Revenue Leakage
Catch unbilled orders, pricing errors and missed charges.
40%
Faster Quote-to-Cash
Cut delays from quote to contract to invoice to payment.
25%
Higher Conversion Rates
Put effort behind the accounts most likely to buy.
15%
Lower Operating Cost
Automate manual revenue admin, chasing and rework.
Fewer
Collections
Prioritize and automate collections to accelerate cash.
Higher
Lifetime Value
Grow renewals, upsell and cross-sell from existing customers.
Business Impact: less revenue leakage, faster cash conversion, higher conversion rates, and greater customer lifetime value.
Why Your Current Stack Can’t Answer It
Every tool below is good at something. None of them walks you into the board meeting with the reason behind the miss — because none of them sees across all your systems and then acts.
Spreadsheets &
Manual Logs
- Reactive tracking
- Manual revenue tracking
- Limited cross-system history
- Hard to see true leakage
- Higher revenue-loss risk
CRM / ERP
Built-in Reporting
- Connected to enterprise data
- Often rigid workflows
- Slow field adoption
- Heavy configuration
- Limited AI guidance
Revenue
Intelligence Tools
- Good pipeline visibility
- Useful forecasting signals
- Can become data-entry heavy
- Limited operational context
- Often weak analytics
Point
Predictive AI Tools
- Reports, but does not act
- Detects some risk patterns
- Needs clean CRM data
- Disconnected from execution
- No corrective workflows
★ BEST FIT
Praxie AI-Powered
Revenue Lifecycle Optimization
- AI analytics, agents & revenue apps
- Predictive alerts and risk prioritization
- Connects CRM, marketing, ERP, billing & support
- Dashboards, workflows & next-best-action
- Faster deployment, lower complexity
Revenue workflow flexibility
–
◐
◐
–
✓
Real-time leakage detection
–
◐
◐
◐
✓
AI agents that execute the fix
–
–
–
✓
✓
Quotes, contracts, billing & renewals
–
◐
✓
–
✓
Connected customer, transaction & revenue data
–
◐
◐
◐
✓
Speed to deploy and adapt
–
–
◐
◐
✓
Why Praxie
Stands Out
Stands Out
More actionable than dashboards and reports
Far more automated than manual revenue ops
Broader than point revenue-intelligence tools
Faster to deploy than replacing your CRM or ERP
See Praxie in Action Now
Questions CFOs Ask Us First
The objections we hear in the first 20 minutes — answered plainly.
1
How fast do I actually get an answer?
Answer: Send us the question you could not answer. Within 20 minutes we will tell you whether your data can answer it. If it can, we run a free pilot on your own data — typically days, not a quarter. Every finding traces back to the source records, so you can defend it in the room.
2
Does it just report problems, or actually fix them?
Answer: It fixes them. This is the core difference from revenue intelligence tools: Praxie AI Agents execute corrective workflows across your connected systems — re-pricing a quote, raising the missing invoice, launching a collections sequence, triggering a renewal play — rather than just flagging the issue on a dashboard.
3
Which parts of the revenue lifecycle does it cover?
Answer: All four stages. Acquire: account intelligence, lead qualification, campaign optimization and pipeline management. Convert: pricing and margins, AI proposals and quotes, contract management. Collect: order fulfillment, billing and revenue assurance, collections, revenue reporting. Grow: customer success, renewals and expansion.
4
Do we have to replace our CRM or ERP?
Answer: No. Praxie adds an AI optimization layer on top of the systems you already run and writes actions back into them. Rapid integration plus no-code application development means you keep your core systems and still get connected revenue visibility and automation.
5
How quickly can we see results?
Answer: Days, not months. Praxie connects your revenue systems, runs the analysis against your real transactions, and stands up the first working applications and dashboards quickly — so you uncover revenue gaps and start automating the fixes in the first weeks, not after a long rollout.
Bottom line: AI-powered revenue lifecycle optimization helps teams uncover revenue gaps, automate the corrective workflows, accelerate cash, and grow customer lifetime value — in days, not months.
What’s the one question you couldn’t answer at the last board meeting?
Send it to us. In 20 minutes we’ll tell you whether your data can answer it. If it can, we’ll prove it on your data — free.
1 · Send us the question
2 · 20-minute review
3 · Free pilot on your data
Book 20 minutes
No cost, no obligation — and you keep the answer either way.