On-demand automated analysis of your ERP, CRM, and finance data
Integrations & Data Sources
Margin Growing 2x Faster Than Budget
Q3 EBITDA at risk. COGS up 12%, revenue flat.
View details →The Finance team has been notified.
Every month this continues, is margin silently leaving through gaps nobody noticed, revenue opportunities delayed for weeks or even missed, and growth stalled waiting on an answer that should have taken minutes, not days.
Three specialized AI agents that give your finance team the analytical horsepower of a large enterprise. Scale your team's capacity, without scaling your headcount.
Scenario plans, variance deep-dives, cash flow re-forecasts. Ask in plain English, get a full analysis back before the meeting ends. Every output shows the agent's complete thought process and the Excel-equivalent formulas behind every number, so you can verify it.
Cash flow, P&L, pipeline, and custom reports; compiled, formatted, and delivered with zero manual effort. If your gross margin dips, or a cost line spikes unexpectedly, ask the report directly why it happened and get the root cause without leaving the page.
Receivables, payables, gross profit, expenses continuously checked against your thresholds, targets, and business goals. The moment something drifts off track or an unnecessary spend slips through, you know about it before it.
How it works
45 min with your software admin. We handle the API setup.
INTEGRATIONS
Connect your ERP, CRM, and data stack in under 48 hours.
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.