Product
HatTrick
Operating workflows for small-business teams working across finance, marketing, and compliance.
HatTrick helps small-business teams turn scattered finance, marketing, and compliance signals into clearer operating decisions.
Small businesses rarely struggle because one dashboard is missing. They struggle because the important signals live in different places: accounting records, customer behavior, campaign history, filings, agreements, inboxes, notes, and the judgment of people close to the work.
HatTrick is shaped around that operating reality. The goal is to help teams see what changed, understand why it matters, and move toward the next useful action without separating advice from the records behind it.
What It Helps With
Use case
Connect accounting records, invoices, statements, and planning assumptions so teams can reason about cash, margin, and priorities with less guesswork.
Use case
Relate customer motion, local context, campaigns, and segments so teams can decide where attention and spend should go next.
Use case
Keep obligations, filings, renewals, policies, and evidence connected so routine work does not become a last-minute scramble.
Operating Shape
- Turn messy records into reviewable signals.
- Keep recommendations tied to the source context that produced them.
- Give teams procedures they can follow and room to adapt when customers need judgment.
- Make recurring work easier to inspect, compare, and improve over time.
Where It Fits
HatTrick sits near Curate Labs research on managerial finance, market facets, decision science, and information extraction. It is product work for operators who need software to support judgment, not replace it.