Monthly Board Report

For CFO, Board

AI builds the board deck from multiple systems, then explains what changed this month.

Manual reconciliation that took days becomes one request that explains what changed and why.

QBR Sales Dashboard

For CRO, VP Sales

AI keeps a live QBR dashboard from CRM and ERP, so it is always current instead of rebuilt each quarter.

“Call this account today” becomes a specific, ranked working list your team can act on daily, not a feeling.

Account Risk Radar

For CRO, Customer Success

AI ranks accounts by open pipeline, then flags the ones also carrying overdue AR or urgent support tickets.

“Call this account today” becomes a specific, ranked working list your team can act on daily, not a feeling.

Sales Performance True-Up

For CRO, FP&A

AI spots the sales-to-plan gap, works out whether it is mix, discounting or a real miss, then proposes the fix as a new plan version to approve.

Plan corrections arrive with the diagnosis attached, and your active plan is never overwritten.

Weekly Pipeline Digest

For VP Sales, Sales Ops

AI catches deals that quietly slipped or lost their champion, even when the pipeline total looks fine.

A healthy-looking pipeline can hide enterprise deals stalled for 30+ days. The digest surfaces them before the forecast call, with the activity that explains why.

Marketing Attribution

For CMO, Marketing Ops

AI ties campaign spend to closed-won revenue, then shifts budget away from what isn’t converting.

You can reallocate budget while a campaign is still running, not after the quarter is over.

Bank Reconciliation

For Controller, Accounting

AI reads a raw bank file, matches transactions to the ledger, and prepares clean journal entries.

A raw bank file becomes ready-to-review journal entries, including large reclasses like a $340K sweep. Anything ambiguous is held for a person to decide.

Burden Rate True-Up

For CFO, FP&a

AI checks the plan’s burden rate against actual employer tax and benefits cost per person.

Your plan stops running on one blended assumption. AI proposes a true-up grounded in what payroll actually costs.

13-Week Cash Flow

For CFO, Treasury

AI builds a rolling 13-week cash flow forecast from actuals and commitments across systems.

Treasury gets a weekly cash view that a monthly, summarized plan was never built to hold.

Fulfillment Promise Status

For COO, Supply Chain

AI checks ERP, CRM, carrier and supplier data together to flag the shipping promises at risk this week.

Each system sees only one piece of an order. Together they show which promised ship dates are slipping, and which vendor or carrier is behind it.