From nothing to an answer in ten minutes.
No install, no card, nothing technical. You'll need the login for one system your business runs on, like your store or your accounting, and ten minutes to talk. That's the whole foundation; everything after this builds on it.
Sign up and say what the business is
Your website is enough. It reads it and sets everything up around what you actually do: what you sell, who buys, the systems it can probably see.
Check what it found
A short list of what it thinks it knows. Fix anything wrong. Each line you keep becomes a fact it will never ask you again.
Talk for a few minutes
Out loud or typed. One question at a time about how the money comes in, who runs what, and which numbers you don't trust. Watch the context fill in beside the conversation. Stop whenever you like.
Connect a source
Paste a key for Shopify, Stripe or QuickBooks, or link your own Postgres. The first pull of history is free, however big. It lands while you watch.
Ask a question
Plain words. You get the number, the table it came from, and the SQL folded underneath. If it isn't sure what you mean by a word, it asks, and your answer becomes a definition.
Hand it to your agent, if you have one
Optional, and most people skip it at first. Claude, Cursor or any agent gets the same data through one address, with everything it does logged. Make a key on the Agents screen, then:
pip install overscore ovs connect https://app.overscore.tech --key ovs_...
It gets better the more you use it.
The first answer is good. The hundredth is better, because by then it knows what your words mean, which numbers you trust, and what happened in the months in between. Three habits make that happen faster:
Answer the cards
When a number moves or it isn't sure, it asks one question in the inbox. A one-line reply becomes something it knows for good.
Correct it out loud
If an answer is wrong, say why. "Net revenue is after refunds." The correction is kept, and it never makes that mistake again.
Build one thing a week
A dashboard, a worklist, a report someone actually reads. Each one adds definitions and context that every later answer uses.