Analyst AI agent — built, trained on your brand, and managed
An analyst agent that pulls your numbers out of the tools they're scattered across and gives you one plain-English readout every week — what moved, what to watch.
What it does
Turns scattered data into one weekly readout.
Connects to the tools your numbers already live in and writes a plain-English summary — what went up, what went down, and the one or two things worth your attention. Output: a Monday report you can read in three minutes, not a dashboard you have to interpret.
Answers a question without you opening a spreadsheet.
Ask “how did last month's leads compare to the month before?” in Slack and get the number, the comparison, and a one-line read on it. Output: a direct answer with the context, on demand.
Flags anomalies before you'd notice them.
Watches your core metrics and pings you when something moves outside its normal range — a spike in refunds, a drop in signups — with a plain note on what changed. Output: an early heads-up instead of a nasty surprise at month-end.
Builds the recurring reports you keep rebuilding by hand.
Sets up the month-end or board-ready summaries you assemble manually today, on a schedule, in a consistent format. Output: the report you dread, produced for you and waiting.
Before / after
Illustrative example — not a client result.
Before: Your numbers live in five different tools, and “checking how the business is doing” means an hour of exporting and eyeballing spreadsheets that you rarely find the time for. You mostly run on gut.
After: Every Monday there's a short readout in plain English — what moved last week, what's trending, and the one thing to keep an eye on. When a number looks off mid-week, you get a note before it becomes a problem. You run on the numbers again without living in a spreadsheet.
How it’s built and managed
Design: we define which metrics matter, where they live, and what a useful readout looks like for you. Build: we connect the agent to your tools, train it on how you think about the business, and test its reports against reality. Live in 2–3 weeks, often faster: the weekly readout starts landing. Managed: we run it — adding metrics as your questions change and keeping the connections healthy. Reports pass an Editor-in-Chief review for clarity before they reach you. Data access is scoped and read-only where it should be; you stay in control of what it can see. (How we handle your data.)
FAQ
- Which tools can it pull from?
- The common ones your numbers live in — we confirm your specific stack on the planning call and connect what's feasible.
- Is it just a dashboard?
- No — a dashboard makes you do the reading. This agent writes the interpretation: what moved and what to do about it.
- Can I ask it one-off questions?
- Yes, in Slack, like you'd ask a teammate. It answers with the number and the context.
- Is my financial data safe with it?
- Access is scoped to what the role needs, read-only where appropriate, with human review. (Is my data safe?)