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We build AI assistants that work with your company’s information. They answer questions, show what changed in your numbers, and draft reports for your team to review.

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Illustrative example
Business assistantWorks with your company’s information
Worked with 3 sources
Operations director

Compare this month’s sales with last month. Show which accounts need attention and prepare a management report.

UsedCRM recordsSales export · Aug to SepAccount notes

September sales were $1.42M, down $90K (6.0%) from August. Three accounts explain more than the full decrease. The management report and supporting workbook are ready for review.

Observed in the dataHarbor Clinics −$58K, Mesa Hardware −$31K, Alder Logistics −$22K.Hospitality grew 4.8%, led by Pinecrest Hotels.
Possible explanations to confirmAccount notes mention a delayed renewal at Harbor Clinics.No recorded note explains the Mesa Hardware or Alder Logistics decrease.
Monthly Business Review.pdfSample preview
Management report · September 2026 · Draft for reviewMonthly Business Review
Executive summary

September revenue was $1.42M, down $90K (6.0%) from August ($1.51M). The decrease is concentrated in three accounts, which together declined $111K. Hospitality was the only segment to grow.

Revenue by segment, $KAugustSeptember
420355
Healthcare
390372
Retail
310325
Hospitality
390368
Logistics
Accounts requiring attention
AccountAugSepChangeOwner
Harbor Clinics$180K$122K−$58KL. Ortega
Mesa Hardware$145K$114K−$31KC. Méndez
Alder Logistics$132K$110K−$22KA. Ruiz
Observed and to be confirmed
  • Observed: these three accounts changed by −$111K, against a total change of −$90K.
  • To confirm: account notes mention a delayed renewal at Harbor Clinics. No explanation is recorded for Mesa Hardware or Alder Logistics.

Illustrative example. Companies, figures, and documents are sample data written for this page.

Built around your business.

Every company has access to the same models. The difference is how the assistant uses your information, fits your workflow, and produces work your team can act on.

  • Your information

    Works with the records, files, and documents you choose, with access defined for each team.

  • Your know-how

    Follows your procedures, criteria, and the way your team makes decisions.

  • Your workflow

    Answers and files arrive where your team already works, in the formats it already uses.

  • Work you can act on

    Reports, workbooks, and checklists your team can review, edit, and use.

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