AI-Powered Transformation
Clean, map, merge and reconcile records through a conversational workflow.
Welcome to the new era of business intelligence.
Power Your Business withData & AI Intelligence
Genius Lab combines expert data services and proprietary technology to turn disconnected systems into trusted, decision-ready intelligence.
Trusted by operators, manufacturers and value creation teams
NORTHWINDAXIOMMERIDIANVANTA GROUPHELIOSCALDERAORBISSTRATUMNORTHWINDAXIOMMERIDIANVANTA GROUPHELIOSCALDERAORBISSTRATUM
Executive Operating System
Meridian Holdings · FY26 Q3 · 14 entities live
Quarter to dateAsk Genius
Business performance — revenue and gross margin
Dual axis · left: Rev $M · right: GM %
Revenue ($M) Gross margin %
May · week 2
Revenue$127.4M
Gross margin38.2%
vs prior period+6.2% · +0.4pp
Revenue
$0.00B
+6.4% vs prior quarter
Ahead of plan
EBITDA
$0M
+1.2pp vs prior quarter
Ahead of plan
Gross margin
0.0%
+0.8pp vs prior quarter
On track
Free cash flow
$0.0M
−$4.2M vs prior quarter
Attention required
Executive Briefing
Today · 06:12The quarter is ahead of plan. Revenue is 6.4% above budget and EBITDA is up 1.2 points, carried by North and EMEA.
The one real risk is cash: Southeast inventory is tying up working capital as demand slows, leaving free cash flow $4.2M behind plan. A Tier-1 supplier is also showing delivery slippage across three plants.
My recommendation: approve the inventory release first, then review pricing before the board pack goes out Thursday.
Recommended actions
- Release $1.4M of Southeast inventoryCash flow +$1.4M · closes the gap to planReview
- Hold price floor on 1,284 SKUsMargin +120bp · $8.6M annualisedReview
Performance by business unit
| Business unit | Revenue | vs plan | Trend | EBITDA |
|---|---|---|---|---|
| Industrial — North | $482.6M | +8.1% | $104M | |
| Industrial — Southeast | $311.4M | −2.4% | $58M | |
| Distribution — EMEA | $268.9M | +11.3% | $61M | |
| Retail — Direct | $214.7M | +4.7% | $47M |
Healthy Attention Critical
Executive Operating System
Meridian Holdings · FY26 Q3 · 14 entities live
Quarter to dateAsk Genius
Business performance — revenue and gross margin
Dual axis · left: Rev $M · right: GM %
Revenue ($M) Gross margin %
May · week 2
Revenue$127.4M
Gross margin38.2%
vs prior period+6.2% · +0.4pp
Revenue
$0.00B
+6.4% vs prior quarter
Ahead of plan
EBITDA
$0M
+1.2pp vs prior quarter
Ahead of plan
Gross margin
0.0%
+0.8pp vs prior quarter
On track
Free cash flow
$0.0M
−$4.2M vs prior quarter
Attention required
Executive Briefing
Today · 06:12The quarter is ahead of plan. Revenue is 6.4% above budget and EBITDA is up 1.2 points, carried by North and EMEA.
The one real risk is cash: Southeast inventory is tying up working capital as demand slows, leaving free cash flow $4.2M behind plan. A Tier-1 supplier is also showing delivery slippage across three plants.
Opportunity: pricing discipline in Retail could add 120bp of margin. Overnight I reconciled four entities and completed 327 workflows.
My recommendation: approve the inventory release first, then review pricing before the board pack goes out Thursday.
Recommended actions
- Release $1.4M of Southeast inventoryCash flow +$1.4M · closes the gap to planReview
- Hold price floor on 1,284 SKUsMargin +120bp · $8.6M annualisedReview
- Dual-source Tier-1 supplier — 3 plantsProtects $22.6M of at-risk revenueExecute
Performance by business unit
| Business unit | Revenue | vs plan | Trend | EBITDA |
|---|---|---|---|---|
| Industrial — North | $482.6M | +8.1% | $104M | |
| Industrial — Southeast | $311.4M | −2.4% | $58M | |
| Distribution — EMEA | $268.9M | +11.3% | $61M | |
| Retail — Direct | $214.7M | +4.7% | $47M | |
| Services — Global | $142.1M | +1.9% | $14M |
Healthy Attention Critical
The pattern
Growth Creates Complexity
Every growing business runs into the same pattern.
01
Complexity Compounds
Every acquisition, location, department, and new system adds another layer to manage.
02
Fragmented Data & Processes
Information and workflows become scattered across systems that were never designed to work together.
03
People Become the Integration
Teams spend their time moving data, coordinating workflows, and filling the gaps between disconnected systems.
04
Can't Trust the Data
Simple business questions don't have reliable answers. Leadership is forced to react instead of staying ahead.
05
The Business Can’t Wait
Revenue is lost. Costs rise. Risks go unnoticed. Opportunities are missed.
Reality check
Replacing Systems Solves the Wrong Problem
Why replacing core platforms is not the answer.
Every System Has a Purpose
Modern businesses depend on specialized technology. Every platform is optimized for a specific function, not for running the entire business.
The Real Cost of Replacement
Replacing core systems demands time, investment, and organizational focus, while the business still has to serve customers and keep operations running.
The Root Cause Remains
Even after a successful implementation, the business still depends on multiple systems and people sharing information, coordinating work, and supporting decisions.
Every system was built to solve a different problem. The real value is unlocked when they work together.
How it works
From fragmented systems to one governed truth.
01 / 06
Fragmented
Dozens of systems of record.
ERP, CRM, MES, HRIS, retail and cloud platforms — each with its own model, its own cadence, its own truth.
02 / 06
Entities
And every entity runs a different stack.
Business units acquired over a decade never converged. Ask for group revenue and four teams return four numbers.
03 / 06
Harmonized
One hub. One definition.
Every entity lands raw into the Genius Lab Data Hub — structured, cleansed, merged and defined once in the semantic layer.
04 / 06
Decide
One surface the board trusts.
Governed KPIs plot straight into the executive operating system — no reconciliation, no spreadsheet detour, no debate.
05 / 06
Brief
The morning briefing, written for you.
Genius reads the governed numbers overnight and returns a plain-language brief: what moved, what is at risk, and the priorities to act on today.
06 / 06
Act
Agents that close the loop.
AI agents read the same definitions, take governed action, and write results back into the systems of record.
Fragmented
SCROLL
GENIUS LAB: EXPERT SERVICE, POWERED BY TECHNOLOGY
The expertise and technology to turn connected data into confident decisions.
AI-Powered Analytics
Trusted dashboards, forecasts and executive answers in plain language.
Chart of Accounts Consolidator
Harmonise account structures across entities with AI-assisted mapping.
Automation
Run recurring processes end to end, with every step documented.
AI Agents
Agents that monitor, investigate and act on your operational data.
AI-Reports
Executive reports generated from governed data, fully traceable.
Connectors
ERP, CRM, MES, HRIS, warehouses and spreadsheets — connected in minutes.
Data Integration Hub
Every source lands in one governed model, no pipeline engineering.
Governance
Lineage, permissions and audit trails built into every layer.
Genius Lab in action
See how Genius turns complexity into clarity.
Experience how connected, intelligent, AI-powered analytics converge into a single business experience.
5:12
See How Genius Works
A five-minute tour, from raw systems to executive answers.
3:44
From Connected Data to Trusted Analytics
Harmonised models powering board-level reporting.
4:08
Transform Complex Data with AI
Reconciling millions of records conversationally.
Product walkthroughsLive sessionsMonthly deep dives
THE NEW ERA OF BUSINESS INTELLIGENCE
Faster. More reliable. More Genius.
Genius Lab combines an expert data team with proprietary technology to turn fragmented business data into clarity, intelligence, and measurable value.
- All your data, in one place
- Modern data transformation
- AI-powered insights
- Dashboards & governed metrics
- AI agents & executive reports
Genius Lab · Intelligence Layer
LIVEERP
CRM
SHEETS
APIs
→ONE MODEL
Transformation pipeline
98.6% healthyIngestion
Harmonisation
Validation
Publication
−0%
Close cycle
GOVERNED0
Entities unified
GOVERNED0
Manual joins removed
GOVERNEDConsolidated performance
+18.4%AI agent
“Margin improved in 3 of 5 units. Close cycle down 64%.”
✓ Board report generated
✓ Variance explained
✓ Sent to 12 stakeholders
About Genius Lab
We help businesses create value from their data.
Genius Lab integrates disconnected systems, transforms complex information into a trusted data foundation, and delivers the analytics, reporting, automation, and AI insights leaders need to make better decisions.
Our expert-led service is powered by proprietary technology built to connect, govern, and turn data into action.
The full picture
One data partner. From disconnected systems to executive action.
Most tools solve one part of the problem. Genius Lab combines the data foundation, intelligence layer, and hands-on delivery required to make it useful.
| Capability | Fivetran | Power BI | Zapier | Domo | Genius Lab |
|---|---|---|---|---|---|
| Connect business systems and data sources | Partial | ||||
| Centralized data foundation | Partial | Partial | — | ||
| Data transformation and validation | — | ||||
| Bronze, Silver, and Gold data layers | Partial | Partial | — | Partial | |
| Dashboards and business analytics | — | — | |||
| Governed metrics and KPI logic | — | — | |||
| Business workflow automation | — | Partial | |||
| AI executive reports and insights | — | Partial | Partial | ||
| Chart of accounts consolidation | — | Custom | — | Custom | |
| Discovery, implementation, and ongoing data expertise | — | — | — | Partner-led | Included |
More than data
Value creation for every
stage of growth.
Genius turns fragmented financial, operational and commercial data into the intelligence that drives decisions, diligence and durable enterprise value.
Investment Firms
Roll up portfolio company data into one comparable view — diligence, reporting and value creation on a single foundation.
Explore →M&A Teams
Accelerate post-merger integration by harmonising systems, charts of accounts and customer records in weeks, not years.
Explore →Multi-Entity Companies
Bring disparate regional entities, ERPs and ledgers into one consolidated operating picture leadership can trust.
Explore →Operating Companies
Give operators and analysts self-serve access to governed data without waiting on a central engineering queue.
Explore →Proof
Real results from teams who put their data to work.
Industrial North
“We stopped arguing about whose number was right. Within weeks the board pack came from one governed model, and our close cycle dropped by three days.”
Group CFO
Multi-entity industrial manufacturer
data integration projects, compared with traditional custom-built approaches
manual work spent on recurring reporting, reconciliation, and spreadsheet consolidation
to first dashboard — from discovery to executive-ready reporting
The expertise of a data partner. The power of proprietary technology.
Talk to an expertGoverned revenue model
+10.50%
Q1Q2Q3Q4Q1Q2
Expert service. Powerful technology.
Genius Lab works alongside your team to turn disconnected business data into reliable reporting, automation, and executive intelligence.
Learn moreFrom integration and transformation to governed metrics, consolidated reporting, and AI-ready data.
We design, implement, and continuously evolve the solution around your systems, entities, priorities, and decision-makers.
Data Integration
Connect ERP, CRM, accounting, files, databases, and APIs into one trusted environment.
Data Transformation
Clean, standardize, validate, and organize data across Bronze, Silver, and Gold layers.
Executive Intelligence
Deliver dashboards, AI executive reports, and governed metrics leaders can trust.
Automation & Consolidation
Automate workflows and consolidate financial structures across entities and systems.
Built for the way your business works
Powerful technology. Less disruption.
Genius adds intelligence to the systems, workflows and teams your organisation already trusts.
01
Build on What You Already Have
Genius sits above your existing systems, adding an intelligence layer without ripping out the platforms your teams rely on.
Learn more →02
Simple and Intuitive
A conversational interface means business teams can build and validate data work themselves — with governance intact.
Learn more →03
Secure and Private AI
Private model execution, role-based access, full lineage and auditability. Your data never trains anyone else's model.
Learn more →04
Avoid Costly Migrations
No multi-year replatforming. Connect, harmonise and deliver value while the rest of the estate keeps running.
Learn more →Ready to build?
Turn your business knowledge
into intelligent systems.
Start with a guided discovery experience. See how Genius turns what your team already knows into a connected, governed intelligence layer.
NO CREDIT CARD REQUIRED
