Your data, one source of truth.
How we pull data from every system you run, layer in AI, and ship it back out as dashboards, decks, and decisions. The answer to “how do you get all my data into one place?”
The problem
A finance team at scale runs across a dozen disconnected systems. The CEO asks “what's our runway?” and the answer takes a week. The cap table sits in one place, the cash flow in another, the renewals in a third. That's the gap we close.
QuickBooks
NetSuite
Plaid
HubSpot
Salesforce
Rippling
Gusto
Stripe
Shopify
Slack
Email · PDF
+ 5 more
How we move it through
A private AI layer that lives inside your environment.
Direct API pulls in, AI agents trained on your documents, dashboards and decks out. No data leaves your tenant; you keep the keys.
→ Data sources
↻ AI LAYER
→ What you see
ERP & Accounting
QuickBooks · NetSuite · Sage
Banking & Payments
Plaid · Stripe · Ramp · Mercury
CRM & Sales
HubSpot · Salesforce · Pipedrive
HRIS & Payroll
Rippling · Gusto · Workday · BambooHR
Comms & Docs
Slack · Email · Drive · PDF
E-comm & Channel
Shopify · Amazon · BigCommerce
Private · Your tenant
783 AI
Reasoning on your data
CEO Dashboard
P&L · runway · KPIs in one pane
Board Decks
Auto-assembled · review-only
Variance Reports
AI-written narrative · monthly close
Investor Updates
Drafted · IR cadence on rails
AI Chat · CFO
Ask anything · grounded in your data
Anomaly Alerts
Spend · margin · vendor · cash
What the AI layer actually does
Not magic, not a black box. Four named steps — auditable — each with a clear input, transform, and output. You can inspect any one of them at any time.
// 01
Ingest
Direct API + secure pulls into your private AI layer. No data leaves your environment.
// 02
Normalize
Unify schemas, reconcile entities, deduplicate vendors and customers across systems.
// 03
Reason
AI agents trained on your documents · variance writing, anomaly detection, scenario math.
// 04
Distribute
Push to dashboards, decks, email, Slack · or answer ad-hoc in chat.
Ask anything · grounded in your data
Once the data's flowing, you talk to it. Plain language in — cited answers out. Every response shows which systems it pulled from, so nothing is a black box.
783 AI · CFO Chat
Private · your tenant
What's our runway as of today?
11.2 months at current burn. Cash on hand $2.15M (Plaid · Apr 24). Trailing 90-day net burn ~$192K/mo, weighted toward March + April marketing overage. May forecast is lower (~$165K) — Scheels PO pulls forward + Salesforce push covers most. Comfortable through Q1 2027 base case.
Why did marketing run over in April?
+$47K over a $124K budget · two unmatched POs. Altitude Creative $18K (Apr 12 email campaign), WestCoast Influencers $13K. Remaining $16K is approved spend running heavier than budget. Apr 12 email drove a 14% conversion — the spend produced ROI, but neither vendor had an approved PO before invoice. Flagged for PO-policy review.
Which renewals are at risk this quarter?
Three accounts to watch. Wexler · $480K ACV · MSA expired Apr 1, currently on expired terms — 60-day renegotiation window opens May 30. Hartwell · $58K · 90+ days AR. Peak Supply · $41K · 90+ days. Wexler is the urgent one; queued draft outreach in your inbox.
Highest-leverage automation to ship next?
Commission calculation · 6h → 12m per payroll cycle. 12 reps on tiered plans with quarterly clawbacks. Estimated payback in 3 cycles. Note: the bank-rec automation we shipped in Q1 has 0.2 FTE residual capacity — redeploy that into this build to compress timeline.
From day 0 to live
Same cadence we run for every AI engagement. Scope locks at week two, builds ship in 4–8 weeks, then we tune and extend as you grow into it.
Phase 01
Scope
2 weeks
Two-week embed inside your back office. Audit workflows, data, and tools. Deliver a build proposal with scope, timeline, and ROI — locked at the end of the sprint.
Phase 02
Build
4–8 weeks
Custom integrations into your existing stack. A private AI layer trained on your documents. We work inside your environment; credentials go in your vault, not ours.
Phase 03
Ship, Maintain, Upgrade
Ongoing
Deploy within weeks. Maintain the system as your data changes; upgrade with new workflows and adjacent functions as the business evolves. An AI Implementation Partner retainer keeps it improving in lockstep with the company.
Scope Sprint · 2 weeks · $5K
See it on your stack.
Credits forward toward the build.
Start a scope sprint