--- title: All Modules description: Heritage Holding is an operator led private investment firm located in Boston. Heritage invests entrepreneurial capital in small US businesses. --- [Skip to content](https://www.heritage-holding.com/jc-sapien-test#main-content) [![heritage-holding-logo](https://www.heritage-holding.com/hubfs/HeritageHolding_Hatch/logos/heritage-holding-logo.svg "heritage-holding-logo")](https://www.heritage-holding.com/?hsLang=en) [![heritage-holding-logo](https://www.heritage-holding.com/hubfs/HeritageHolding_Hatch/logos/heritage-holding-logo.svg "heritage-holding-logo")](https://www.heritage-holding.com/?hsLang=en) - [Investment Criteria](https://www.heritage-holding.com/our-criteria) - [Portfolio](https://www.heritage-holding.com/companies) - [Team](https://www.heritage-holding.com/team) - [Open Roles](https://jobs.ashbyhq.com/heritage-holding) - Focus Industries - [Commercial HVAC](https://www.heritage-holding.com/sectors/hvac) - [Data Center Services](https://www.heritage-holding.com/sectors/data-centers) - [Disaster Restoration](https://www.heritage-holding.com/sectors/disaster-restoration) - [Engineering Services](https://www.heritage-holding.com/sectors/engineering-services) - [Fencing Contractors](https://www.heritage-holding.com/sectors/fencing-services) - [Fractional CFO](https://www.heritage-holding.com/sectors/fractional-cfos) - [Hydrovac Services](https://www.heritage-holding.com/sectors/hydrovac-services) - [Internet Service Providers](https://www.heritage-holding.com/sectors/internet-service-providers) - [Managed Service Providers](https://www.heritage-holding.com/sectors/managed-service-providers) - [Pest Control](https://www.heritage-holding.com/pest-control) - [Power Services](https://www.heritage-holding.com/sectors/power-services) - [Remote Patient Monitoring](https://www.heritage-holding.com/remote-patient-monitoring-heritage-holding) - [Wealth Management](https://www.heritage-holding.com/sectors/wealth-management) - [Contact](https://www.heritage-holding.com/contact-us) - [Newsletter](https://subscribe.heritage-holding.com/profile) - [Heritage Search Partners](https://www.heritage-holding.com/heritage-search-partners) - [Investor Login](https://services.dataexchange.fiscloudservices.com/LogOn/4343991?redirectUrl=%2FDocument%2F4343991) [Investor Login](https://services.dataexchange.fiscloudservices.com/LogOn/4343991?redirectUrl=%2FDocument%2F4343991) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. Fortune 1000 Customers Signed up People Hired ### + Bolt-On acquisitions for our Partners ERP Implementations ![](https://www.heritage-holding.com/hs-fs/hubfs/image-png-1.png?width=103&height=51&name=image-png-1.png) Product          Use Cases        Blog          Careers [Book a Demo](https://www.giantfocal.com/) # Your profit engine, driven by agentic analytics Sapien connects directly to ERPs, databases, spreadsheets, and more to enable finance + operating teams to explain what changed, why, and what to do next. Save hundreds of hours and uncover growth levers in minutes, not weeks. Sounds like magic? See it on your own data within minutes: [Book a Demo](https://www.giantfocal.com/) ### Hear it straight from our customers ##### “We skipped a rung on the tech growth curve. Sapien has clearly helped us take a very different look at how we evaluate the business.” ![doug](https://www.heritage-holding.com/hs-fs/hubfs/JC%20Test/doug.jpeg?width=41&height=41&name=doug.jpeg)Doug Poppin SVP, &Pizza ##### “It enables us to get more granular with the data and better understand the drivers of better profitability for our business.” ![doug](https://www.heritage-holding.com/hs-fs/hubfs/JC%20Test/doug.jpeg?width=41&height=41&name=doug.jpeg)Doug Poppin SVP, &Pizza ##### “We skipped a rung on the tech growth curve. Sapien has clearly helped us take a very different look at how we evaluate the business.” ![doug](https://www.heritage-holding.com/hs-fs/hubfs/JC%20Test/doug.jpeg?width=41&height=41&name=doug.jpeg)Doug Poppin SVP, &Pizza ##### “We skipped a rung on the tech growth curve. Sapien has clearly helped us take a very different look at how we evaluate the business.” ![doug](https://www.heritage-holding.com/hs-fs/hubfs/JC%20Test/doug.jpeg?width=41&height=41&name=doug.jpeg)Doug Poppin SVP, &Pizza ## How finance and operations teams uncover opportunities with Sapien in minutes ![](https://www.heritage-holding.com/hs-fs/hubfs/image-png.png?width=900&height=95&name=image-png.png) ![sapien_flow](https://www.heritage-holding.com/hubfs/JC%20Test/sapien_flow.jpg) # Meet your intelligence layer for financial analytics ### Improve your workflows with precision and depth Custom AI agents that replicate your existing finance processes. Gross margin analysis, management reporting, 10Qs, flux, and more. Built for precision and to match or improve how your team already works. ![sapien_image_1](https://www.heritage-holding.com/hubfs/JC%20Test/sapien_image_1.jpg) ### Improve your workflows with precision and depth Custom AI agents that replicate your existing finance processes. Gross margin analysis, management reporting, 10Qs, flux, and more. Built for precision and to match or improve how your team already works. ![sapien_image_1](https://www.heritage-holding.com/hubfs/JC%20Test/sapien_image_1.jpg) ### Improve your workflows with precision and depth Custom AI agents that replicate your existing finance processes. Gross margin analysis, management reporting, 10Qs, flux, and more. Built for precision and to match or improve how your team already works. ![sapien_image_1](https://www.heritage-holding.com/hubfs/JC%20Test/sapien_image_1.jpg) ## A single, living model of your company. Sapien leverages AI agents to rapidly adapt to any company, from mid-markets to the Fortune 500, by building a deep understanding of data, business logic, and preference. This enables rapid onboarding, continuous use case expansion, and precise control over a system that continuously learns and improves while minimizing IT bottlenecks. No 9-month implementations. No consultants. Just rapid, tailor-fit value. ## ![fourup_1](https://www.heritage-holding.com/hs-fs/hubfs/JC%20Test/fourup_1.webp?width=540&height=540&name=fourup_1.webp) ### Knows what matters to you, with control ## ![fourup_2](https://www.heritage-holding.com/hubfs/JC%20Test/fourup_2.svg) ### Understands complex tables, columns, and links ## ![fourup_3](https://www.heritage-holding.com/hubfs/JC%20Test/fourup_3.svg) ### Learns your unique business logic in plain English ## ![fourup_4](https://www.heritage-holding.com/hubfs/JC%20Test/fourup_4.svg) ### Always-on, proactive insight as data refreshes # Built for the real economy ![icon1](https://www.heritage-holding.com/hubfs/JC%20Test/icon1.svg) ### Manufacturing Unlock real-time insights into granular operational drivers. ![icon2](https://www.heritage-holding.com/hubfs/JC%20Test/icon2.svg) ### Retail Unify inventory and fulfillment: cut stockouts and lift margins. ![icon1](https://www.heritage-holding.com/hubfs/JC%20Test/icon1.svg) ### Manufacturing Unlock real-time insights into granular operational drivers. ![icon1](https://www.heritage-holding.com/hubfs/JC%20Test/icon1.svg) ### Manufacturing Unlock real-time insights into granular operational drivers. ![carlex](https://www.heritage-holding.com/hubfs/JC%20Test/carlex.avif) ## ![carlex_logo](https://www.heritage-holding.com/hubfs/JC%20Test/carlex_logo.svg) ## How Carlex Unlocked Hidden Profit Potential with Sapien Carlex partnered with Sapien to eliminate manual reporting, unify data across plants, and uncover margin opportunities hidden in production and cost variance data. # $12m Uncovered # $12m Uncovered # Sound like magic? See it on your own data. Plug Sapien straight into your systems of record and see immediate ROI across manual processes, ad hoc questions, and deeper analyses that uniquely move the needle for your business. [Book a Demo](https://www.giantfocal.com/) [![heritage-holding-footer-image](https://www.heritage-holding.com/hubfs/HeritageHolding_Hatch/logos/heritage-holding-footer-image.svg)](https://48587091.hs-sites.com/?hs_preview=exYbbAcI-184962343269&hsLang=en) - [Investment Criteria](https://www.heritage-holding.com/our-criteria) - [Portfolio](https://www.heritage-holding.com/companies) - [Team](https://www.heritage-holding.com/team) - [Contact](https://www.heritage-holding.com/contact-us) 2026 @ Heritage Holding - [Privacy Policy](https://www.heritage-holding.com/?hsLang=en)