Leadership
Daily business brief across systems
Each morning, AI pulls yesterday's sales, cash, jobs and support figures from your systems into one short brief that flags what needs a decision.
Automation
Leadership · Company assistant
"Ask your data" KPI assistant
AI KPI assistant that answers questions about your data
Ask questions like 'Which product lines lost margin last quarter?' in Slack or Teams and get an answer from your own data, with the working shown.
01 today
The problem
Most managers have a question for the data every week, but only one or two people know how to get the answer out of the reports. Requests queue up, private spreadsheets multiply, and two people quote two different revenue figures in the same meeting.
02 the run
What the AI does
- Step 1: Connects to your reporting sources, such as your accounting system, CRM, data warehouse or Power BI datasets, with read-only access.
- Step 2: Works from agreed definitions for terms like revenue, active customer and gross margin, written down once with your finance lead.
- Step 3: Turns a plain-English question into a query, runs it and replies with the figure, a short explanation and a simple chart.
- Step 4: Shows the filters and date range it used, so anyone can see how the answer was built.
- Step 5: Says when it cannot answer reliably and passes the question to your data owner instead of guessing.
- Step 6: Follows existing permissions, so people only see figures their role already allows.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
Your finance or data lead approves the metric definitions before launch and reviews flagged questions each week. Any figure headed for the board, a lender or a client is checked by that person before it goes out.
04 after
What changes
Managers get answers without waiting in the reporting queue, and the whole business works from one set of definitions. Your analyst spends time on the harder questions instead of re-running the same report.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
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Agent
Tell us how your business runs. We'll tell you where AI fits.
A free 30-minute call. You talk, we ask questions, and you leave with a few concrete ideas — or an honest answer that AI isn't the right fix yet.
Working with teams in the United States, United Kingdom and Australia.