AI agents & automation
The morning brief waiting for you before your coffee
Your numbers exist — scattered across accounting, the CRM, the bank and three spreadsheets. The reporting agent gathers them every morning, compares them to yesterday and last month, and delivers a brief you read in two minutes: what is fine, what is drifting, what needs a decision.
The problem it removes
- 01
Compiling the monthly report costs someone a full day — and it is already stale when it circulates.
- 02
Every tool has its own dashboard; nobody has the overall view.
- 03
Drifts surface at month-end close, when it is too late to correct.
How it works
- 1
Connected to your sources
Accounting, CRM, bank, e-commerce, spreadsheets: the agent reads your existing tools, read-only. Your numbers stay with you.
- 2
Automatic perspective
A number alone says nothing. The agent compares to yesterday, to the same period last year, to your target — and qualifies the gap: normal, watch, act.
- 3
Brief where you actually read
Email, WhatsApp, Slack: the brief lands every morning where you really read. Three lines when all is well, a deep-dive when something drifts.
Typical results
2 min
to read the morning brief, full picture included
1 d → 0
human time per reporting cycle
D-30 → D-1
drift detection: as it happens, not at close
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
How is this different from a dashboard?+
A dashboard waits for you to come and read it; the agent comes to you, and it prioritises. It does not show 40 charts: it says “everything normal except these two points” — the triage is what saves time, not the display.
Do my numbers leave for a third party?+
No: the agent runs inside your systems, reads your tools read-only, and your data is never used to train third-party models. For stricter requirements, on-prem hosting is available.
Can the tracked indicators be customised?+
That is literally step one: during the diagnostic we define together the 5 to 10 indicators that actually drive your business, their alert thresholds, and the brief cadence. The rest stays out of your reading.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnostic