AGENTIC FINANCIAL ANALYST FOR SMB CFOs
On-demand automated analysis of your ERP, CRM, and finance data
Margin Growing 2x Faster Than Budget
Q3 EBITDA at risk. COGS up 12%, revenue flat.
View details →The Finance team has been notified with key insights and recommendations.
Hi CFO,
Q3 EBITDA is at risk due to COGS increasing 12% while revenue is flat. We recommend reviewing pricing and supplier costs.
BVA Summary YTD
| Actuals | Forecast | Variance | Var % | |
|---|---|---|---|---|
| Sales | $270M | $260M | $10M | 3.8% |
| COGS | $150M | $130M | $20M | 15.4% |
| Gross Profit | $120M | $130M | ($10M) | -7.7% |
| Op. Expenses | $60M | $55M | $5M | 9.1% |
| EBITDA | $60M | $75M | ($15M) | -20.0% |
Three on-demand agents that work directly with your ERP, CRM and finance data, surfacing the answers your team would otherwise spend days assembling.
Ask about cash, margins, runway, and revenue movement in plain language. Datawyse pulls the right tables, reconciles the numbers, and returns a transparent report with source references.
Continuously scan ERP, CRM, and finance data for anomalies, trend shifts, and hidden variance so your team can move before issues become board-slide surprises.
Spot vendors, teams, and categories that are technically within budget but unnecessary, out of policy, or quietly eroding margins every month.
How it works
CFOs want to know onboarding is not a 6-month implementation. No IT project. No data warehouse. No implementation consultant.
45 min with your software admin. We handle the API setup.
INTEGRATIONS
Connect Datawyse to any AI system, ERP, or data source bringing live data, business logic, and accuracy to every interaction.
FAQ
Everything you need to know before booking a pilot. Reach out any time; we read every message.
Limited design-partner spots remaining. Book a 30-minute pilot call and we will walk through your data and the first reports we would ship.