VisualFlow Group
We build and run the operating systems of traditional industries.
Data, AI and capital for engineering, construction and the companies that run the real economy.
- $263Min annual client operations managed on VisualFlow infrastructure
- 3divisions: Advise, Software, Capital
- 2023the year VisualFlow was founded
- 7people on the team
Most companies in traditional industries run on data spread across ten tools, reports that arrive late, and decisions made on instinct. We exist to change that, one industry at a time.
Our businesses
One group. Three divisions.
Analytics and Cloud each have their own website. Holdings lives here.
VisualFlow Analytics
Advisory that ends in software you use.
We learn how a company really runs, connect the tools it already uses, and build the internal tools, reporting and AI it needs.
Explore VisualFlow Analytics
VisualFlow Cloud
One private platform for data, AI and software.
One private environment where a company's data, AI and custom software live together, plugged into the tools teams already use, with a kit for each industry. Products include Ava for clinics and med spas.
Explore VisualFlow Cloud
VisualFlow Holdings
The group's capital arm.
Mandate: investments in data and AI companies and acquisitions of established service businesses. Owners and partners: contact us.
Explore VisualFlow Holdings01 VisualFlow Analytics
Advisory that ends in software you actually use.
We start inside the business, not inside a tool. We sit with the people who do the work, agree on one way of working, and then build.
Platforms we work with and integrate
SAP
Oracle
Workday
Sage
QuickBooks
Microsoft Azure
Amazon Web Services
Google Cloud
Snowflake
Databricks
BigQuery
PostgreSQL
Autodesk
Salesforce
HubSpot
monday.com
And the other ERP, accounting, CRM, project management and data tools a company already uses.
- 01
Advisory and data leadership
A senior partner at the leadership table on data, software and AI.
- Priorities and a roadmap leadership can fund
- One way of working across teams and offices
- Clear ownership of every number that matters
- 02
Data infrastructure
ERP, accounting, CRM, project and field tools connected into one source of truth.
- Connectors to the tools already in use
- One data model the whole company shares
- Reporting leaders trust, without the month-end chase
- 03
Internal apps and automation
The spreadsheets and manual steps replaced with software built around how you work.
- Apps for estimating, scheduling, billing and approvals
- Automated reports, alerts and hand-offs
- Live in days, on data that is already connected
- 04
AI on company data
AI that reads, extracts, sorts, finds and acts, only within the rules you set.
- Reads contracts, invoices and reports at any volume
- Answers questions from your own files and data
- Every change written to an audit log
02 VisualFlow Cloud
The platform every build runs on.
Everything we build for a company runs in its own private environment, so it keeps working, and keeps improving, long after launch.
Industry kits
- Engineering
- Construction
- Architecture
- Clinics and med spas, with Ava
And many more industries.
- 01
Data from every tool in one place
Connected and kept current, so every report starts from the same numbers.
- Accounting, ERP, CRM and field tools
- Refreshed automatically
- Export on request
- 02
Dashboards and internal apps in days
Because the data is already connected, new tools take days instead of months.
- A library of proven building blocks
- One login for every app your team uses
- Changes shipped without disrupting work
- 03
AI private to each company
AI working on the company's own live data, inside its own environment.
- Its own database and file storage
- Access checked on every request
- Every change written to an audit log
- 04
A kit for each industry
Ready-made software for the way each industry runs.
- Engineering, construction and architecture
- Clinics and med spas, with Ava
- More industries next
Why a group
Five steps, one loop.
Advise, Software and Capital belong together. Each step feeds the next, and every company Holdings owns runs on VisualFlow Cloud.
- 1
Advise
Advisory work pays today and teaches us each industry.
- 2
Library
Every build leaves reusable software in our Library.
- 3
Cloud
The Library becomes Cloud industry kits that run many companies: recurring revenue.
- 4
Industry depth
Running the numbers layer for an industry builds trust and relationships.
- 5
Holdings
That cash and trust power Holdings, and every company Holdings owns runs on Cloud.
Industries
The industries that run the real economy.
Engineering
Utilization, project profitability, billing and backlog in one live picture.
Visit VisualFlow Cloud for engineering
Construction and specialty contractors
Jobs, crews and cash flow tracked without the spreadsheet chase.
Learn more
Healthcare clinics and med spas
Every call answered and booked, front desk and follow-up on one system.
Visit Ava for clinics and med spas
Hospitality
Bookings, staffing and margins read from one source instead of five.
Learn more
Real estate
Properties, leases and cash flow in one view the whole team trusts.
Learn more
Home services
Dispatch, booking and job profitability in one place.
Learn more
Logistics and 3PL
Orders, inventory and carrier costs reconciled without manual exports.
Learn more
Insurance
Claims, policies and reporting connected, with documents read and sorted by AI.
Learn more
Manufacturing and aerospace
Production, quality and cost data connected from the floor to the office.
Learn more
How we work
Understand, connect, build, run.
Nothing the team uses today is switched off. Each step builds on the one before.
- 01
Understand
We map the processes and agree on one way of working before anything is built.
- 02
Connect
We centralize data from the tools already in use: spreadsheets, ERP, CRM, accounting.
- 03
Build
Internal apps and automations replace the spreadsheets; reporting comes together in one place.
- 04
Run
VisualFlow Cloud keeps it all running, with AI on top of live data.
Proof
Over $263M in annual client operations managed on VisualFlow infrastructure.
- About 10 hours a weekof reporting time cut for a professional services firm.
- Days, not monthsto build internal tools for an engineering firm.
- One placefor all of a firm's data, on infrastructure built and run by VisualFlow.
Our approach
How we think about building a group.
Built to stay with the industries we serve for decades, not to exit them.
- 01
A long-term orientation
We build to stay with an industry for decades, not to exit it. Every decision is weighed on that horizon.
- 02
Operational depth first
We earn the right to build software by understanding how a company actually runs, process by process.
- 03
Private by design
Each company's data lives in its own environment. Client data is never shared with or used by Holdings.
- 04
Patient ownership
When we acquire a business, we keep its people and its name, and invest in how it runs.
Founder
William Beck
Founder and CEO, VisualFlow Group
William Beck is the founder and CEO of VisualFlow Group, a data, AI and capital group that started in engineering and construction and works with companies across Canada and the US.
Meet William BeckVisualFlow Holdings · Capital
Long-term owners for good businesses in the industries we know.
VisualFlow Holdings is the group's capital arm. Mandate: investments in data and AI companies and acquisitions of established service businesses. Owners and partners: contact us.
- 01
Continuity
Your name, your people and your customers stay. We are not here to rebrand or restructure.
- 02
Discretion
Every conversation is confidential, from the first call to the last signature.
- 03
A real operating partner
Data, software and AI from day one, built by the team that builds it for our clients.
Thinking about the future of your company?
If you own a business and are thinking about succession or a sale, we'd welcome a confidential conversation.
VisualFlow Holdings operates separately from our client work. Client data is never shared with or used by Holdings.
Get in touch
Who we'd like to hear from.
Companies
Let's look at your numbers together in a 25-minute call.
Book a 25-minute callInvestors and partners
If you invest in, operate or advise businesses in our industries, we'd like to meet.
Get in touchBusiness owners
Thinking about succession or a sale. Always confidential.
Start a confidential conversationCareers
Exceptional people in software, data, operations and sales.
Send us a note