Turn Operational Problems Into Action.
Overstax replaces dashboard sprawl, scattered spreadsheets, and dead Slack threads with one workspace where every cross-functional issue has a name, an accountable owner, a dollar figure, and a verified outcome.
Start with spreadsheets or operational data. Native integrations are being added based on customer demand.
- Connect Data
- Discover Issues
- Measure Impact
- Assign Ownership
- Track Resolution
The Platform
One Platform for Operational Intelligence
Overstax gives executives and operational leaders a centralized view of the issues affecting revenue, productivity, customer experience, risk, and business performance.
Discover Issues
Identify bottlenecks, overdue work, stalled processes, missed service levels, revenue risks, and operational exceptions.
Measure Business Impact
Estimate the financial, time, productivity, and customer impact of each issue.
Assign Accountability
Route issues to the correct person or team with clear ownership, priorities, and deadlines.
Track Resolution
Monitor progress, escalate overdue work, and measure the results after an issue is resolved.
Your systems generate signals.
They do not coordinate action.
Important business signals are scattered across dashboards, spreadsheets, CRM records, support tickets, financial systems, and operational tools. Teams can see the data, but they still struggle to determine what requires attention, what it could cost, who should own it, and what should happen next.
Overstax connects those signals, prioritizes them by impact, and turns insight into accountable execution.
Fragmented Signals
Critical information lives across disconnected systems.
Delayed Decisions
Teams discover problems after they have already affected revenue or operations.
Unclear Ownership
Insights appear in dashboards without a clear person responsible for acting.
Unmeasured Actions
Organizations launch tasks and workflows without knowing whether they changed the outcome.
How it works
Connect. Discover. Resolve.
Three steps that take a scattered signal all the way to a verified outcome — visibility, ownership, and resolution in one loop.
Connect Your Data
Every signal — pipeline, ticket, churn cohort, missed SLA — lands in one workspace. Upload spreadsheets, enter data manually, or connect systems through an API. No signal stranded in a dashboard or a dead Slack thread.
Discover and Prioritize
Overstax surfaces bottlenecks, risks, aging work, and missed service levels, then scores each by its dollar impact — so the most expensive problems rise to the top instead of the loudest ones.
Assign and Resolve
Each issue gets one named, accountable owner, a recommended next step, and a deadline. A checkpoint then verifies the effect against baseline metrics — a closed loop, not just a closed ticket.
Sample Operational Scenario
See how one issue moves from signal to resolution.
Issue Detected
37 customer support cases have exceeded their service target.
Estimated Impact
Potential renewal and customer-satisfaction risk identified.
Owner Assigned
Customer Support Operations
Recommended Action
Review the aging cases, prioritize high-value accounts, and establish recovery deadlines.
Example shown using illustrative data. Actual findings depend on the customer's connected or uploaded data.
Start Focused
Begin with one costly operational problem.
Overstax does not need to analyze your entire company on day one. Start with one repeatable issue, one team, and one measurable outcome.
Aging Sales Opportunities
Identify high-value opportunities that have stalled without a clear next action.
Missed Service Levels
Surface support cases, requests, or work items approaching or exceeding deadlines.
Delayed Approvals
Identify purchase orders, invoices, contracts, or requests waiting too long for approval.
Renewal Risk
Flag customer accounts showing declining activity, unresolved issues, or approaching renewal dates.
Interactive demo
Experience Overstax in action.
See how Overstax brings your operational data together, surfaces the highest-impact issues, and routes each one to the right owner for resolution.
Business outcomes
Outcomes your business can feel.
Overstax isn't about more features — it's about helping your teams focus on the highest-priority work and execute faster.
Reduce context switching
Stop losing time and focus jumping between a dozen tabs — prioritized work lives in one place.
Improve operational visibility
Give leaders a clear, cross-functional view of the issues affecting execution and business health.
Coordinate work across departments
Align sales, finance, support, and operations around the same prioritized workspace.
Identify bottlenecks faster
Surface stalled work, risks, and anomalies across systems before they escalate.
Accelerate execution
Turn signals into action with AI assistance and recommendations for repetitive workflows that may benefit from automation.
Increase accountability
Everyone sees the highest-priority work and who owns the next step.
Operational Impact Calculator
Estimate the potential value hiding in your operations.
Estimate the potential cost of repetitive work, unresolved issues, delays, and operational inefficiencies across your organization.
Tell us about your operation
Drag the sliders to match your business.
Potential annual capacity recovered
$165,600
About $13,800 / month
Potential monthly value
$13,800
Value of time potentially freed up
Hours potentially recovered
3,680h
Per year, across the team
Working days potentially returned
460
8-hour working days
This directional estimate is based on information entered by the user. It does not represent guaranteed savings or results.
See it on your dataTrust & Transparency
Built to be trusted with your data.
Isolated workspace data, an append-only audit trail, and human oversight are built into how Overstax works.
Workspace data isolation
Every record is scoped to your workspace. A query from one organization cannot reach another organization’s data — the boundary is enforced in the database and at every call site.
Role-based access and secure sessions
Five roles gate every privileged action, passwords are hashed, and sessions ride on a hardened, HTTP-only cookie served over TLS.
Append-only audit trail
Every state-changing action writes one row to an audit log that is append-only by construction — records are never edited or deleted after the fact.
Your data is never resold
Workspace data is never sold or shared with third parties, and per-tenant API keys are bound to the issuing organization — they cannot be transferred across workspaces.
Human review of recommendations
People review and approve recommended actions — Overstax surfaces and scores issues, but does not act on its own.
Pricing
Flexible plans that scale with your stack.
Simple, transparent plans for every stage. Explore the full breakdown on our pricing page.
Growth
Starting at
Ideal for growing businesses ready to get ahead of operational issues.
Includes
- Spreadsheet and operational-data imports
- Operational issue discovery
- Business-impact estimation
- Prioritized issue workspace
Business
Starting at
For organizations connecting multiple teams and systems together.
Everything in Growth, plus
- Multiple teams and departments
- Cross-functional issue views
- Custom issue rules and scoring
- Advanced reporting
Enterprise
Large organizations requiring advanced governance, security, and deployment options.
Everything in Business, plus
- Custom data connections
- SSO options
- Advanced audit logging
- Custom governance and permissions
Native integrations and advanced AI capabilities depend on availability and deployment requirements.
Become an Overstax Design Partner.
We are selecting a small number of organizations to help validate Overstax against real operational data. Design Partners receive direct access to the founding team, preferred pilot pricing, and influence over the integrations and capabilities we build next.
Guided setup using one defined operational use case
We help you start focused on a single, measurable operational problem.
Direct access to the Overstax team
Work hand-in-hand with the people building the product and get answers fast.
Preferred pilot pricing
Lock in preferred pricing while we validate Overstax against real data.
Early access to new capabilities
Be first to try new discovery, prioritization, and reporting features.
Influence over the product roadmap
Help decide which integrations and capabilities we build next.
Ready to see Overstax in action?
See how Overstax surfaces your highest-impact operational issues and routes each one to the right owner.
No sign-up required to explore the interactive demo.