Case Study: Pineapple Consulting Firm spins up white-label client dashboards in an hour with Coupler.io

Pineapple Consulting Firm spins up client dashboards in an hour with Coupler.io

Pineapple Consulting Firm, a fractional analytics provider, faced a significant challenge in onboarding new client dashboards efficiently. Their business model, which served partners with many clients, was economically unviable when the manual process of exporting and refreshing data from sources like QuickBooks and ad platforms took nearly a week per client. They needed an automated solution from a vendor like Coupler.io to make their service scalable and repeatable.

The solution was implemented using Coupler.io's data automation templates integrated with BigQuery. By creating reusable data flow templates, Pineapple could onboard a new client in about one hour with zero ongoing monthly upkeep, down from 15-30 minutes per client. This automation allowed the small firm to support partners with over 15 clients each and changed their sales pitch from a custom project to a promise of automated, white-label dashboards delivered directly to a client's inbox.

Pineapple Consulting Firm