Since 2021

Energy monitoring that keeps up with your floor

Everything insurance brokers need to keep energy monitoring on schedule, on budget and on record.

No card required · median response 64 ms

Trusted by teams at

Prism Partners Halo Systems Nimbus Partners Alder Group Vertex & Co
170sites live
69%less admin time
98%on-time completion
2 wksto first rollout

Capabilities

One place for the whole workflow

No modules to buy separately, no consultants required to change a form.

Approval chains

Multi-step sign-off with delegation, deadlines and a full paper trail.

SSO and SCIM

SAML, OIDC and directory sync on every plan, not just the enterprise tier.

Cost tracking

Attribute every hour and every part to the job that consumed it.

Custom workflows

Drag fields into place and the forms, permissions and reports follow.

Role-based access

Granular permissions down to the individual field, mapped from your identity provider.

Exception alerts

Thresholds you set, delivered to the channel your team already watches.

How it works

A rollout your team will not dread

  1. Connect your data

    Import from CSV or connect an existing system in an afternoon.

  2. Model your process

    Describe the way you already work; no rewriting your process to fit the tool.

  3. Roll out to the team

    Invite the team, set permissions from your directory and go live.

  4. Measure and tune

    Dashboards show where time actually goes, so the next change is an easy call.

“Our audit went from a two-week scramble to an afternoon and an export.”

Service Lead, Onyx Logistics

FAQ

Questions we get a lot

How is it priced?

Per active user, billed monthly or annually. No setup fee and no per-record charges.

Do you offer on-premise?

Self-hosted deployments are available on the Scale plan and above.

How long does onboarding take?

Most teams are running on live data inside two weeks; larger rollouts are staged site by site.

Can we keep our existing ERP?

Yes. Latticely is designed to sit alongside what you already run and syncs both ways.

What happens to our data if we leave?

You can export everything, at any time, in open formats. No exit fee, no lock-in.

Let us show you a real rollout

A 20-minute walkthrough with someone who has run this in production. No slide deck.

Talk to sales