Replace Manual Excel Reporting
Eliminate the 3 days/month your finance team spends pulling, formatting, and reconciling data across systems.
Stop Reporting from Spreadsheets.
Start Reporting from Data.
Your finance team shouldn't spend days every month reconciling exports from five different systems. We connect them all to one live dashboard.
Everything Your Finance Team Has Been Waiting For
From eliminating manual reporting to understanding your best customers — fully managed, no data team required.
Connect Every Source System
Shopify, NetSuite, Salesforce, QuickBooks, HubSpot — all flowing into a single Snowflake data warehouse automatically.
Executive KPI Dashboard
Revenue, customers, margin, pipeline — on a live dashboard your CEO, CFO, and PE operating partner can view daily.
Unified Customer View
CustomerBridge resolves customer identities across CRM, e-commerce, and finance — giving your team a complete 360° view.
RFM Segmentation & LTV Scoring
Automated customer segmentation: Champions, Loyal, At-Risk, Churned. LTV and churn probability updated daily.
Fast Deployment
Reusable ontology models and config-driven source mappings mean deployments are measured in weeks, not quarters.
Automated Weekly Reports
Weekly reporting packs delivered automatically to your inbox. Your finance team stops building slides from scratch.
SOC 2–Ready Architecture
Encrypted at rest and in transit. Role-based access control. Audit logging. Built for enterprise compliance from day one.
No Internal Data Team Needed
We handle all infrastructure, pipeline maintenance, and monitoring. Your team gets the insights — not the burden.
Two Products. One Platform.
Start with DataBridge for operational visibility. Add CustomerBridge for customer intelligence.
Operational Intelligence
DataBridge
Unified Snowflake data warehouse, dbt transformations, and executive KPI dashboard. Connects Shopify, NetSuite, Salesforce, and 200+ more.
- Live revenue, margin, and pipeline metrics
- Automated weekly reporting packs
- Standardized KPI definitions across systems
- Fast deployment for standard stacks
Customer Data Platform
CustomerBridge
Identity resolution, RFM segmentation, LTV modeling, churn prediction, and two-way CRM sync — built on top of your DataBridge foundation.
- Unified customer profile across all systems
- Automated Champion / Loyal / At-Risk / Churned segments
- LTV and churn scores updated daily
- Enriched data pushed back to Salesforce or HubSpot
Common Questions
From CFOs and finance teams at PE-backed companies.
No. We connect to the tools you already use — Shopify, NetSuite, Salesforce, HubSpot, and 200+ more. Your teams keep working in the systems they know. We pull the data, not replace the stack.
For a standard e-commerce stack, deployment typically takes a few weeks from kickoff. We give you an honest timeline during the discovery call — based on your actual systems and data complexity, not a generic estimate.
You do. Every client gets a dedicated, isolated Snowflake database. Your data is never co-mingled with other companies. If you leave, your data leaves with you.
That is the ideal scenario. When your PE firm has JP Data Partners deployed at the fund level, DataBridge and CustomerBridge at your portfolio company feed directly into their cross-portfolio benchmarking. You benefit from standardized definitions across the whole portfolio.
Our Essentials tier starts at a $40,000 setup fee and $10,000/month. Professional is $80,000 setup and $18,000/month, which adds 8 data sources, 15 dashboards, and CRM integration. The setup fee reflects real implementation work — not software licensing.
Also explore: Solutions for PE Firms · About JP Data Partners
Ready to See Your Portfolio Data Clearly?
Book a 30-minute discovery call — no commitment, no sales pitch. Just data.