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AI for reporting. Decisions from numbers you trust.

Weekly numbers straight from your systems, with what changed explained and one owner action named.

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An example weekly brief: visits, open requests, overdue invoices, next action, sources, and a approve and share step.

Three industries, one playbook.

One firm, three industries. Each gets a priced plan, a working system, and a log of everything it did.

Financial services

Onboarding, reconciliation, wire releases, and advisor operations, built for compliance review from day one: every action logged, each tool limited to its own data.

Private equity

Put AI to work across portfolio companies without adding headcount: an assessment for each company, ranked by what each workflow is worth, and one team that builds and runs it.

Digital assets

Deposits explained from on-chain activity, partner research with the sources attached, and payment review notes prepared before the decision.

In your industry.

  1. Financial services

    An RIA's weekly practice numbers built from the CRM and custodian exports, each figure sourced.

  2. Private equity

    A portfolio KPI pack kept current across six companies, reviewed by the operating partner.

    Watch the private equity demo

  3. Digital assets

    A treasury team's weekly view of deposits, fees, and holds by entity, with every difference explained.

The jobs it takes off your plate.

  1. 01

    Build the weekly report from the source

    The report builds itself, with each number linked to its records.

    Today: Someone spends Friday copying numbers from four exports into a deck (example).
  2. 02

    Explain what changed

    Each change comes with the records behind it and a short explanation.

    Today: The number moved, and nobody knows why until the Monday meeting.
  3. 03

    Flag exceptions and name the next action

    Exceptions flagged the week they happen, with an owner and a next step.

    Today: Overdue invoices and missed targets surface a month late.

What it looks like in a week.

A week · reporting and insights
  1. Mon

    Weekly brief ready: three measures, what changed, one owner action

    Done
  2. Tue

    Portfolio pack for six companies drafted from the exports

    Drafted
  3. Wed

    Pack waiting on the operating partner's review

    Waiting
  4. Thu

    Overdue invoices up at one company: flagged with the two invoices named

    Flagged
  5. Fri

    Pack approved and shared with the deal team

    Sent
  6. Fri

    Cash forecast updated with this week's collections

    Done

Your AI team for reporting and insights.

  1. Weekly reports

    Builds the weekly numbers from your systems, explains what changed, and names the next action.

    Result · A report you can trust, every Monday

  2. Sales and cash forecasts

    Keeps your sales and cash forecasts current and shows which records moved them.

    Result · Forecasts that update themselves

Plugs into the tools you already use.

  1. Customer list (CRM)

    HubSpot, Salesforce, a spreadsheet

  2. Accounting

    QuickBooks, Xero

  3. Core system and transactions

    Custodian, policy, or loan platform

  4. Website traffic (analytics)

    Google Analytics

How to start.

A one-week Assessment on the report that leaks most, credited in full toward a Build Sprint within 30 days.

  1. 01 · Find it

    AI Assessment

    $1,500one week
  2. 02 · Build it

    AI Build Sprint

    $5,000two weeks · flat

Not sure which step? Get a free opportunity report first.

Other departmentsOperationsFinanceSalesSee all

Before you book a call.

01What does it need access to?

Read access to accounting, CRM, analytics, and the exports you use today. The agent reads and calculates; it does not change a record.

02Does a person approve the report?

Yes. The brief arrives with its sources, and the owner approves or edits it before it is shared.

03How long until it runs?

One week for the Assessment and two weeks for the Build Sprint. The first real brief is reviewed inside the Sprint.

04What happens when a number is wrong?

Every measure links to the records behind it, so a wrong number is traceable in a minute. Disagreements between systems are flagged, never averaged.

05What does it cost?

Prices are published: a $1,500 Assessment, a $5,000 Build Sprint, and AI Operations at $999 a month. The numbers in the examples above are not a quote.

Start with one function. Grow into the organization.

Begin with the job that costs the most each week.

Schedule a callContact us
  • Free first call
  • Start with the job that costs the most
  • Every build plugs into the same playbook

Ground track · wherever our clients operate