Know Your Business Health
Before Problems Find You
UpHelm connects your revenue, marketing, and operations data into a single health score. Anomaly detection catches problems early. AI digests tell you what matters. Max, your operations agent, keeps watch so you don’t have to.
Included with UpGPT Platform. No separate subscription required.
Your Entire Operation in One Dashboard
Max, your AI operations agent, monitors revenue, marketing, and operations metrics 24/7 — surfacing what needs attention before it becomes a problem.
Business Health Score
Weighted scoring across Revenue (40%), Operations (30%), and Marketing (30%). Track trends, spot regression, and know exactly where your business stands at a glance.
Anomaly Detection
Z-score based alerting catches sudden spikes, drops, and sustained trends across all connected metrics. Get notified before a dip becomes a crisis.
Financial Intelligence
MRR, ARR, churn, LTV, CAC, runway — pulled directly from Stripe and Plaid. Blended CAC calculator and content ROI analyzer included.
5 Live Integrations
Stripe, Google Search Console, Google Ads, Meta Ads, and Plaid connected natively. GA4 and HubSpot bridges sync automatically on daily crons.
AI Executive Digests
Weekly CEO digests generated by Claude with key metrics, changes, and recommended actions. Board-ready format, delivered on schedule.
Attribution Pipeline
UTM-to-customer stitching tracks which channels and campaigns drive real revenue. Know your true cost of acquisition across every touchpoint.
How It Works
Connect Your Data
Connect Stripe, Google Ads, GA4, Meta Ads, Plaid, and HubSpot. One-click OAuth for each.
Auto-Score
UpHelm ingests your data and calculates a weighted health score. Anomaly detection starts immediately.
Configure Alerts
Set thresholds for what matters to you. Max monitors 24/7 and alerts when metrics drift outside normal ranges.
Weekly Digests
Every Monday, Max delivers an AI-generated executive summary with key metrics, trends, and recommended actions.
Included with UpGPT Platform
UpHelm is part of the UpGPT platform — no separate subscription. Connect your data and start monitoring immediately.
Platform
Full operations command center included for all UpGPT platform clients.
- Business health score
- 5 native integrations
- Anomaly detection
- Weekly AI digests
- Attribution pipeline
- 7 admin dashboard views
- 3 vertical configurations
- GA4 + HubSpot bridges
UpHelm is included for all UpGPT platform clients. Book a call to get started.
Stop Flying Blind. Start Steering with Data.
Join operations leaders using UpHelm to monitor business health, catch anomalies early, and make data-driven decisions with AI-powered insights.
The Up Product Family
One platform. Your AI agents share context.
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Operations command center — business health scores, anomaly detection, and CEO digests
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UpVault
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Every interaction makes your AI smarter. No manual retraining required.