Heartbeat OS Book a walkthrough
T · Tech

The platform underneath.

Every company runs on the same three things: data, workflows and people. In most companies all three are fragmented — data in dashboards nobody trusts, workflows buried in spreadsheets and SaaS sprawl, teams in silos.

Heartbeat is one base under all of it. We call it a Business OS.

Ready on day one, hardened with every engagement, and priced as an annual subscription banded by users and data scope.

  • Identity
  • Permissions
  • Hierarchy
  • Metric layer
  • Dashboards
  • Discussion
  • Planning
  • Connectors
  • Audit
Why a platform at all

A rack for everything you build

Forward-deployed people and AI services produce a lot: metric definitions, dashboards, integrations, planning models, internal apps. The only question that matters afterwards is what holds them.

The same modules twice: piled on the floor, and mounted on a rack with room to grow Off the rack On the rack
The same work, twice. On the left it is a pile; on the right it is inventory — mounted on shared rails, with room for what comes next.

Off the rack, work becomes junk

Every build sits on the floor. It works the week it ships; a year later nobody can find it, nobody owns it, and the only way to keep it running is to keep paying for labour. That is the treadmill every services relationship ends up on.

On the rack, work becomes inventory

Each build slots into the same rails — one identity, one permission model, one hierarchy, one metric layer, one audit trail. It is findable, maintained and reusable, and the next build starts from what the last one proved.

The rails are the product

What you subscribe to is the rack, not the modules on it. It is deliberately boring, and it is the reason the second year costs less than the first instead of more.

Why we call it an operating system

A computer's OS hands every program the same identity, permissions, storage and drivers, so no program has to invent them. A Business OS does that for the systems a company runs on — which is why the word is operating system rather than platform.

The platform is what turns work you paid for into an asset you own — rather than a bill that comes back every year.

What it's made of

Three organs, one system

Most tools give you one of these and leave you to wire the rest. A business operating system needs all three, on one set of definitions.

The nervous system

It senses

Real-time numbers from every function, on definitions the whole company has agreed — so what you feel in the business is what the system shows.

The decision engine

It decides

Discussion, share-outs and planning sit on the numbers themselves, so the argument and the decision live where the evidence is.

The execution muscle

It acts

The workflows and internal apps your teams work in, built on the same base — so a decision becomes an action item, not a follow-up email.

Modern enterprises don't lack data. They lack execution coherence — and that isn't a tooling problem.

The nervous system

The metric layer

A single, governed catalogue of what your company measures and what each measure means. Not a glossary in a wiki — the layer your dashboards, plans and agents all compute from.

One definition

Each metric has one formula, written down and enforced in code. When the answer changes, it ships to every chart at the same moment.

One owner

Every metric carries a name. Definitions with owners get maintained; definitions without owners drift back into five versions.

Full lineage

Every number traces back to the source system and the rows it came from. “Where did this figure come from?” gets an answer, not a shrug.

Versioned

Definitions change as the business changes. History stays — so last quarter's board pack still means what it meant when it was presented.

Composable

Metrics are equations, so they build on each other: a branch number rolls into an area number, a funnel step into a conversion rate, a cost line into unit economics. Small systems become the big one.

Define a metric once, then compose it. That is the whole trick — every layer above this one inherits the agreement.

On top of it

Three views, one truth

Summaries

The trend at a glance

Key metric trends against prior periods and against plan. What leadership opens Monday morning.

Scorecards

The numbers in full

Time-series tables by day, week, month, quarter and year — the working surface for reviews, replacing the hand-built deck.

Drill-downs

The last mile

Every figure opens downward through your hierarchy, with ranked lists at each level, so the outlier surfaces itself.

Your org chart is in the platform

The hierarchy is a first-class object, not a filter someone remembers to apply. Every metric drills through it and every permission follows it, so each level sees its own truth and nothing it shouldn't.

  • National
  • Zone
  • Region
  • Area
  • Branch
  • Field

Every function, one base

Each function gets its own view — its metrics, its drill-downs, its cadence — computed from the same definitions. The CXO summary, the functional deep-dive and the investor update are the same numbers at different altitudes, not three reconciliations.

  • CXOs
  • Product
  • Engineering
  • Sales
  • Marketing
  • Operations
  • People
  • Finance & FP&A
  • Legal
  • Investors
The decision engine

Where the argument happens

A chart in a BI tool ends the conversation by starting it somewhere else — in Slack, in email, in a meeting nobody minuted. Heartbeat keeps the discussion attached to the number.

Discussion on the metric

Comment on a figure, tag a colleague, reference another metric inline. The thread lives with the number, so next quarter you can read why it moved and who said so.

Share-outs

Reviews and updates published from the live numbers instead of re-typed into a deck — the same figures, on your cadence, without an analyst in the loop.

Action items with owners

A decision becomes a to-do attached to the metric it was about, with a name and a date. Follow-up stops depending on someone's memory.

A dashboard can't argue back. An operating system can hold the argument, the decision and the follow-up in one place.

Planning on the same definitions

Forecasting usually happens in a spreadsheet that has quietly redefined half the metrics. Here the plan is built on the layer the actuals come from, so plan-versus-actual is arithmetic rather than argument.

Business model

The company's operating model as a live object — drivers, assumptions and unit economics, not a static workbook.

P&L

Current and projected, shareable as a summary without anyone re-keying figures.

Cashflows

Liquidity and runway, tracked against the same actuals leadership reviews.

Projections

Forecasts that move as performance moves, instead of ageing from the day they were built.

Scenarios

Model the what-ifs — a slower funnel, a faster hiring plan, a collections shock — and compare them side by side.

The execution muscle

Apps that reuse the foundations

The internal tools every company ends up building — operating reviews, ticketing, work-logs, OKRs, hiring pipelines, sales-ops trackers — are normally four separate projects that each rebuild the same plumbing.

Nothing gets rebuilt

Identity, permissions, hierarchy, integrations and analytics already exist on the base. A new internal tool inherits them instead of re-implementing them badly.

Extensible

The system grows as the business does — a new function, a new geography, a new line of business is configuration, not a replatform.

Composable

Modules can be recombined without rebuilding: the same metric layer feeds a review, a dashboard and an app, so the tools your teams use and the numbers leadership reads never drift apart.

Automation over the repetitive

Scheduled reports, alerts on thresholds, and the mundane follow-ups a person shouldn't be doing by hand.

Instead of assembling a company out of fragmented SaaS, you run it on one base you can extend.

The apps companies ask for first — each built on the base, in a phase, not bought as a separate product:

  • Operating reviews
  • Ticket management
  • Worklog
  • OKRs & goals
  • Headcount & hiring
  • ESOP tracker
  • NPS
  • SaaS tool manager
Intelligence

AI that answers from your definitions

Ask in plain language — what moved, where, why, what to do next — and get an answer computed from the governed metric layer, with the lineage to check it. Defined use cases, defined guardrails.

An AI is only as good as the definitions underneath it. Point one at five versions of the truth and it will confidently pick the wrong one.

Connected

Reads from what you already run

Heartbeat sits on top of your systems of record; it doesn't replace them. Pipes are built and verified per engagement against your actual schemas — not claimed by the hundred.

  • Core systems
  • ERP
  • CRM
  • HRMS
  • Ticketing
  • Databases
  • Spreadsheets

Role-based access

Permissions follow the hierarchy, so a branch manager, a zonal head and the board each see their own scope of the same governed numbers.

Audited

Access and changes are logged — who saw what, who changed a definition, and when.

Inside your constraints

We work with your IT and security teams on access and where data sits, rather than around them. Lending stacks are where we've gone deepest so far.

Where it earns its keep

What companies switch on first

Nobody buys a platform. They buy the first thing it fixes — and then the second, on the same base.

Visibility

Real-time visibility

One current view across the organisation, drillable to the last unit, instead of a month-old deck.

Operations

Operations tracker

Progress across every team on shared definitions, so nobody grades their own homework.

People

Employee pulse

Engagement and satisfaction measured on a cadence, next to the performance numbers they explain.

Planning

Scenario planning

Model and compare possibilities on live actuals — before the quarter decides for you.

Goals

OKR & goal tracking

Objectives wired to the metrics that move them, so progress is read, not reported.

Benchmarks

KPI benchmarking

Compare like with like — branch against branch, region against region — and find the gap that's worth closing.

Hiring

Headcount planning

Roles and hiring planned against the plan, with attrition and vacancies in the same picture.

Board

Investor updates

Structured updates generated from the numbers leadership already trusts.

Fundraise

Fundraise readiness

Diligence-ready at any moment, because the data room reads from the live layer.

Where the line sits

Ready on day one, shaped per company

Worth being exact about, because most platform pages aren't: the base is what every company shares, and the last mile is always yours.

In the box

The base platform

Identity and permissions, hierarchy, the metric layer, summaries, scorecards and drill-downs, discussion and action items, connector framework, audit. This is the annual subscription.

Shaped in a phase

Your layer on top

Your metric definitions, your hierarchy, your integrations, your planning models, your agent use cases, and the internal apps above — built with AI Services on this base, never from scratch.

Which is why the platform gets better for everyone: what one engagement proves is common hardens back into the base.

See it on your numbers

Bring one metric your teams disagree on — we'll show you what settling it looks like, live in the platform.