Frequently asked questions

No — YieldSentinel starts with a CSV or Excel export from your existing system. No integration, no API keys, no IT project required. Export a file from the system you already use and open it. That is the entire setup.

No. All analysis runs locally in your browser using a built-in analytics engine. Your file is never uploaded to any server — not ours, not anyone else’s. This is an architectural constraint, not a policy. See Trust & Security for the full technical breakdown.

YieldSentinel automatically recognises common naming conventions across major ERP and accounting systems — QuickBooks, SAP, NetSuite, Xero, Sage, Shopify, and others. After open it shows a data quality indicator so you can see exactly what was mapped before the analysis runs.

Any system that can export CSV or Excel. Confirmed compatible systems include SAP Business One, NetSuite, Epicor, SYSPRO, Acumatica, Business Central, Sage, QuickBooks, Xero, Shopify, and any ERP or accounting system with an export function.

Directional operational diagnostics based on the data you upload — not audited financials. The findings are estimates based on your actual exports and are designed to surface where to look first, not to replace your accounting records. Most users find the direction and order-of-magnitude accurate enough to prioritise action.

After 7 days, paid modules require a Starter ($179/month) or Finance ($299/month) subscription. The Yield Loss module remains free with usage limits. Your saved analysis results are preserved regardless of plan. You can upgrade directly in the app — no sales call required.

Yes — the Advisor Plan at $699/month is built specifically for ERP consultants, fractional CFOs, and operations advisors. It includes a multi-client workspace, white-label PDF outputs (Profit Recovery Brief with your firm’s name), and a portfolio dashboard. See the Advisor Plan page for full detail.

Companies with a mature BI team and a clean, integrated data warehouse who already have custom dashboards covering yield, inventory, and margin. Pure service businesses with no physical goods or inventory. Enterprises requiring real-time ERP integration or live database connections.