SourceVale | AI and Data Consultancy for Australian Businesses

01 / Problem

Sound familiar?

A

You copy the same details between apps, every day.

B

Reports take days, and the numbers never quite match.

C

You've tried AI, but it only writes emails, because it can't see your business.

What it costs youExample

Copying data between apps~3 hrs

Building reports by hand~3 hrs

Fixing numbers that don't match~3 hrs

Lost every week~9 hrs

02 / How it helps

One connected business. Then AI that does real work.

Connect

Your tools talk to each other.

Data moves between your apps on its own. No more copy and paste.

See

Numbers you can trust.

One live dashboard in your browser. No extra software licences.

Automate

AI that does the work.

AI that drafts, files, chases and reports using your real data, and a team trained to use it.

Not IT support.We work alongside your IT team or provider, on data, apps and AI.

03 / Work

Real results for real businesses.

Custom web app + AI

A whole business, run from one portal.

The owner's client information lived in eight tools that didn't talk to each other, and every client plan was written from scratch. Now it's all in one portal. AI drafts each plan to the owner's own rules and checks its own work. The owner just reviews and approves.

3 daysfrom kickoff to the first version live

BeforeEight separate tools, and every plan written by hand

AfterOne client view with every call, report, payment and past plan

ConnectedCRM, payments, bookings, call recordings, forms, files and chat

IntegrationClaude APIWeb app

Data platform

89x fasternightly finance update, 5.5 hours down to under 4 minutes

Finance and sales numbers in one place.

Finance data only reached reports through manual Excel exports. Now finance and sales data land together every night, ready for reporting.

DatabricksNetSuiteSalesforce

Marketing automation

Lead alerts and ad creative, automated.

Fragile automations were dropping leads without anyone noticing, and every ad was made by hand. We replaced them with direct lead alerts, cleaned up the CRM and built an ad maker that checks the rules first.

HubSpotTwilioMeta Ads

See 3 more projects

Prospecting tool

30,000+products traced to the companies that own them

Prospects ranked by hard evidence.

Company size data was guesswork. We linked public data to the companies behind it, and used AI to spot the distributors nobody could see.

Google CloudGeminiWeb app

Marketplace platform

A marketplace that does the matching.

Buyers and sellers were applying blind. A scoring engine now rates every profile against every open request, so the right matches show up before anyone applies.

Next.jsSupabaseAnalytics

Search portal

73,000+listings from 71 sources in one search

Dozens of websites, one search.

People had to check dozens of separate websites to see what was available. We built the portal that brings it all together, cleaned and easy to filter.

Data pipelineNext.js

Works with your tools

Microsoft 365, Google Workspace, HubSpot, HighLevel, Salesforce, Monday, NetSuite, Xero, Stripe, Shopify and more.

Audit your toolsFreeSee where you stand in 5 minutes.

04 / How it works

Four steps. Weeks, not months.

Day 1

Audit.

Fill in the 5-minute audit. We go through it with you on a free 20-minute call.

You: 5 minutes

Week 1

Plan.

A plan in plain English, with a fixed price before any work starts.

You: one 1-hour chat

Weeks 2 to 6

Build.

We build in short stages, so you see progress every week.

You: quick feedback

Handover

Train.

Your team trained to use it. You own the data and the code.

You: a training session

05 / Pricing

Clear pricing. Projects from $5,000.

Starter build

From $5,000

Connect your key tools and automate one core part of the business, or build a simple portal.

Usually 2 to 6 weeks

Custom tool

From $10,000

A custom app, data tool or AI system built around the way you work.

Fixed price, agreed up front

Data platform

$100,000+

A full data platform for a larger organisation, built and paid for in phases.

Delivered in phases

All prices in Australian dollars.

Fixed feeDay rateHourlyNo lock-inYou own the code

06 / Who it's for

Built for businesses that have outgrown spreadsheets.

A good fit if you

Run on a mix of apps and spreadsheets
Want AI, but don't know where to start
Have an IT provider, but no data team
Want to grow without adding admin staff

Not the right fit if you

Need day-to-day IT support or a helpdesk
Want AI for the headlines, not for results

07 / Under the hood

For your tech team: how it fits together.

Your tools01

The apps and spreadsheets you already use.

CRMAccountingBookingsM365GoogleSheets

Connect02

Data is pulled in automatically, on a schedule or the moment it changes.

APIsWebhooksETL

Clean data03

One tidy, trusted copy of your numbers.

RawbronzeCleanedsilverReadygold

BigQueryDatabricksSnowflake

Use it04

Dashboards, web apps and automations your team actually uses.

Web appDashboardsAutomations

AI05

Your AI assistant reads your real business data, safely.

ClaudeChatGPTCopilotMCP

Platforms

Databricks, Snowflake, Google Cloud, Microsoft Azure serverless, Fivetran, NetSuite, Salesforce, HubSpot, HighLevel, Monday, Stripe and Twilio.

08 / Questions

Good questions.

What does SourceVale do?

SourceVale is an Australian AI and data consultancy. We connect a business's existing apps into one clean source of data, build dashboards and custom web apps on top, then set up AI and automation that use that data. We also train teams to use AI well.

What does it cost?

Projects start from $5,000 AUD, with a fixed price agreed before we start. Bigger builds are quoted and paid in phases. We can also work on a day rate or hourly.

Do I have to change my tools?

No. We connect what you already use. If a tool is holding you back we'll say so, but it's your call.

Is my data safe?

Your data stays in accounts you own. Each connection gets only the access it needs, and you own all the code we write.

We use Microsoft. Or Google. Does it matter?

No. We work with Microsoft 365, Google Workspace and businesses that use a mix of both.

How long does it take?

Most projects go live in 2 to 6 weeks. Larger platforms are delivered in phases, so you see value early.

Do you work with businesses outside the big cities?

Yes. We work with businesses anywhere in Australia, mostly remotely, with video calls at every stage.

Do you replace our IT provider?

No. They keep your devices and network running. We work alongside them on data, apps and AI.

Your tools don't talk. We fix that, then put AI to work.