That's why your environment is exposed, your reporting takes hours, and leadership is making calls on conflicting information.
We fix the systems underneath so your infrastructure holds up, your data tells the truth, and your team moves with clarity. Then we stay, and keep it that way.
Book a Security Assessment Book a Visibility AuditMost firms specialize in one layer: security, infrastructure, or reporting. We operate across all three, because in real environments, they're not separate problems.
Public-facing RDP. Shared admin accounts. No segmentation. No audit trail. If that sounds familiar, your environment is exposed. We replace insecure access with architecture that holds up to auditors, regulators, and attackers.
See the Security PracticeWhen every department reports different numbers, leadership loses trust and decisions stall. We connect your systems (CRM, ERP, accounting) into a single source of truth so reporting is reliable, fast, and actionable.
See the Data PracticeYour infrastructure stops being a liability and becomes defensible. Your data stops contradicting itself and starts driving decisions. Your team stops managing workarounds and starts operating with clarity.
Most clients see meaningful improvement within weeks, not months.
Replaced public RDP/SMB access with FortiGate SSL-VPN and Entra SSO/MFA. Built audit-grade logging with 365-day retention. Contained an active compromise mid-engagement and delivered incident reports to a State's Attorney's Office.
Finance, ops, and sales each maintained separate spreadsheets. Monthly reporting took days and triggered reconciliation disputes. We unified CRM, ERP, and accounting data into a single reporting layer with drill-down from summary to transaction level.
"Path Insights built Tejanos LLC a complete business operating system, and it shows in every detail. Path Insights didn't hand us a generic template, they adapted the exact framework of their own company runs on and rebuilt it specifically for a generator installation contractor: decision logs, operating rules, security protections, documentation, all of it working together. Before building anything, they ran a full diagnostic on how we actually operate, then delivered a comprehensive system built from those answers, and kept refining it after delivery too, catching things we hadn't even flagged. The attention to detail was on another level. Every file, every rule, every safeguard was thought through, and it's clear the hours went in to get it right, not just to get it done. This wasn't a quick turnaround job. Path Insights went well beyond what we paid for, and our business is better organized because of it. Highly recommend Path Insights to any owner who wants a real system built around how their business actually works."
"Great team, very different than many other developing companies. Having worked with many developers in the past, I can say these guys not only know their stuff, but will take the time to actually work through and plan through whatever solution you're trying to build. Also, nothing is impossible for these guys. They're always looking for a solution, instead of telling you that it can't be done."
"They do more than build software. They listen, solve problems, and create tools that actually make the customer’s job easier. I highly recommend Path Insights LLC to any company looking to improve data visibility, reporting, and decision making."
"After outlining the task that needed to be done, they didn't stop helping me till 100% satisfied. Evan after we hit some snags"
"Path Insights is helping us fix our numbers and systems so we can finally trust our costs and stop losing money on projects."
Whether it's security exposure or reporting chaos, it starts with a conversation.
Book a Security Assessment Book a Visibility AuditMost companies don't know they're vulnerable until something breaks, or someone gets in. Public-facing RDP. Shared admin accounts. No segmentation. No audit trail. By the time you find out, the damage is done.
We replace insecure access patterns with architecture built to withstand scrutiny from auditors, regulators, and attackers.
Enterprise-grade firewalls, SSL-VPN, and per-office access isolation. Every connection authenticated, encrypted, and logged.
Microsoft Entra ID with SAML SSO and MFA enforced from Day 1. Group-based authorization so the right people access the right systems, and nobody else.
Dedicated VPCs, trust/untrust segmentation, and routing policies that put your firewall at the control point. GCP, Azure, or AWS, architected to be defensible.
Containment, evidence preservation, blast-radius assessment, and clean rebuild. Forensic-grade isolation and legally defensible reporting under operational pressure. When you need a fast, defensible call, our Security Safety Gate returns a clear GO / NO-GO before you act.
Business Email Compromise is the highest-dollar attack on small firms. We enforce SPF, DKIM, and DMARC, close MFA gaps, monitor for malicious mailbox rules, and install the out-of-band payment-verification control that stops wire fraud.
Audit-grade reports for legal counsel, regulators, and law enforcement, plus CJIS-aligned and CMMC Level 2 (NIST 800-171) readiness: gap assessment, System Security Plan, and POA&M built to be submitted, not just filed.
Real-time dashboards covering VPN events, authentication, policy hits, admin actions, and threat detection. 365-day retention. Board-ready traceability.
Office-by-office deployment with real workflow validation at each stage. No big-bang migrations. Controlled, phased delivery that keeps your team productive.
A compliant environment only stays defensible if someone is watching it. We run the monitoring, review access quarterly, and keep the documentation regulator-ready, on a flat monthly retainer.
Before: Multiple Windows servers on GCP with public RDP/SMB exposure. Shared admin credentials. No segmentation or logging. Organization handles sealed juvenile court records under regulatory scrutiny.
What we did: Deployed FortiGate SSL-VPN with Entra SSO/MFA and per-office isolation. Built audit-grade logging into Google Cloud with 365-day retention. Discovered and contained an active compromise mid-engagement. Executed forensic server recovery. Produced legally defensible reports for a State's Attorney's Office. Rolled out across four offices.
Most clients see meaningful security improvements within weeks of engagement, not months.
Find out where your exposure is before someone else does.
Book a Security AssessmentFinance reports one margin. Ops reports another. Sales has a forecast nobody believes. Decisions slow down, workarounds multiply, and the gap between what your business is doing and what leadership can see keeps widening.
We resolve that by connecting your systems into a single data layer, so every report, dashboard, and decision pulls from the same truth.
This isn't a reporting problem. It's a trust problem. And it compounds every quarter.
Your systems weren't designed to work together. That's why your numbers don't match. We bridge CRMs, ERPs, accounting platforms, and operational tools into a single data layer. No more manual exports, no more reconciliation fire drills.
NetSuite, QuickBooks, Dynamics 365 Business Central: configuration, saved searches, custom reports, workflow automation, and month-end support. Delivered by people who have been the super user inside ERP implementations, not just the vendor.
We build the data models and refresh pipelines behind your dashboards so the numbers leadership sees are accurate, current, and drill-down ready. Margin visibility, exception flags, board-ready summaries in one click, not one week.
AI agents for reporting, document processing, and operational workflows: the same AI operating system we run our own firm on. Built on Anthropic's Claude, as a member of the Claude for Startups program. Installed with discipline, not hype.
Bad data usually means bad process. We audit where manual handoffs introduce errors and redesign them with automation. Fewer people touching the data means fewer mistakes and faster decisions.
Before we build anything, we clean what's there. Duplicate records, mismatched fields, orphaned data, reconciled so your reporting reflects reality from day one.
For organizations that have outgrown spreadsheets and patchwork reporting, we design data foundations that support reliable analytics as the business grows, not systems that break under the weight of another quarter's data.
Before: Finance, ops, and sales each maintained separate spreadsheets. Monthly reporting took days and always triggered reconciliation disputes. Leadership couldn't approve budgets with confidence.
Before: Operations had no real-time visibility into stock exposure, open PO dependencies, or consumption patterns. Purchase timing was reactive. Stockouts and overcommitments were recurring problems.
Most clients see meaningful reporting improvements within weeks of engagement, not months.
Find out what's holding your reporting and decisions back.
Book a Visibility Audit