Solutions

Tools Built For Business.

We don't just run marketing — we build the infrastructure behind it. From personal finance platforms to custom BI dashboards, IDM develops software that turns data into decisions.

Our Products

Software We've Built In-House.

Our in-house platforms available to clients and early users.

Compass business intelligence: performance dashboard with KPIs, revenue trend, and team overview
Live Business Intelligence Integrations

Compass

One dashboard. Live numbers. Built for SMBs who want revenue, spend, leads, and ops KPIs in one place—fast to set up, priced for teams, not enterprises.

Gmail
In sync
Stripe
Revenue
Calendar
Schedule
Learn More
Runway product preview: dashboard with revenue, profit, and AR metrics, charts, and expense breakdown
Live Business Intelligence Dashboard

Runway

A modular business intelligence dashboard built for small to mid-size businesses. Track revenue, ad spend, lead volume, and operational KPIs — all in one place, without enterprise pricing.

Real-Time
Data Sync
Custom
Per Client
No-Code
Setup
Learn More
MoneyMate personal finance dashboard: net worth, portfolio, cash buffer, and recent activity
Beta Personal Finance SaaS

MoneyMate

A personal finance and portfolio analytics platform built for young professionals who want more than a spreadsheet. Connects to accounts via Plaid, tracks spending, and surfaces insights automatically.

Plaid
Connected
AI
Insights
Beta
Access Open
Join Beta
Business Intelligence

What We Build for Clients.

Revenue Dashboards

Custom-built views of your revenue data — by channel, campaign, period, or product line — connected to your actual sources.

Ad Performance Tracking

Unified reporting across Google, Meta, and other platforms. Stop logging into three dashboards to see one number.

Lead & Pipeline Views

Track lead volume, source quality, and conversion rates with dashboards built around how your sales process actually works.

Operations Reporting

Job completion rates, scheduling efficiency, customer retention — operational metrics that matter for service businesses.

Financial Summaries

P&L overviews, margin tracking, and cash flow visibility built for owners who want the numbers without the accountant delay.

White-Label Solutions

Need a reporting tool to deliver to your own clients? We build and brand BI tools for agencies and consultants.

Need Something Built for You?

Every custom dashboard starts with a conversation. Tell us what you're tracking — we'll scope the build, set a timeline, and get it done.

Start a Custom Project
Pricing

Simple. Transparent.

Pick a pre-built product or scope a custom engagement. No retainer lock-ins unless you want ongoing support.

Runway Starter

$499 / one-time

Pre-built BI dashboard configured to your business. Ideal for service companies ready to stop guessing.

  • Up to 4 data sources
  • Revenue & ad spend views
  • Lead tracking module
  • 30-day setup support
Get Started

Compass Enterprise

Free / while we test

Live Compass workspace with revenue, spend, and lead views plus integrations. Enterprise is free while we onboard early teams.

  • Gmail, Stripe & Calendar sync
  • Revenue, spend & pipeline views
  • Team KPI dashboard
  • Guided onboarding
Get Started
Most Popular

Custom Build

From $1,200

A dashboard scoped and built around your exact data, workflow, and reporting needs.

  • Unlimited data sources
  • Custom modules & views
  • Brand-matched design
  • 60-day support window
  • Optional monthly retainer
Request a Quote

MoneyMate Beta

Free / during beta

Early access to the personal finance platform built for young professionals and founders.

  • Plaid bank connection
  • Spending breakdown
  • Portfolio tracking
  • AI insights (beta)
Join Beta