AI layer

Agents that do the work between the dashboards.

Every agent runs on the unified data core, inside your permissions, with a human in the loop wherever it matters.

Monitor

Agents watch thresholds across every module — churn risk, margin drift, failed logins, overdue invoices — continuously, not on a report schedule.

Draft

The follow-up email, the variance note, the vendor chase, the offer letter — written with the full context of your data core, ready for you to send.

Escalate

When something crosses a line, the right person gets it with the evidence attached, not a dashboard link to go dig through.

Act

Approved playbooks execute across connected systems and write back — with every step recorded in the audit trail.

By role

Everyone on the leadership team, on the same page.

CEO

One board-ready view of revenue, runway, headcount and risk — refreshed hourly, not quarterly.

CFO

A close that reconciles itself: ledger, pipeline and spend tied to the same customer record.

CRO

Pipeline hygiene enforced by agents, forecast variance flagged before the quarter ends.

CHRO

Headcount plan, onboarding and attrition risk connected to the work each team ships.

CISO

Posture, access reviews and incidents reported next to the business they protect.

COO

Vendors, projects and supply mapped to margin, with bottlenecks surfaced automatically.

Every member

Every member gets their own dashboard — and nothing risky runs without approval.

Each person signs in to a workspace built around their role: their department, their agents, their pending approvals. What agents are allowed to do on their own is set by rules you write.

Operator

Their own dashboard: the agents working their queue, what shipped today, and anything they submitted that is waiting on sign-off.

  • Personal agent feed
  • Submit actions for routing
  • Track their own approvals
Department owner

Everything their department touches — pipeline, spend, tickets, risk — with the evidence behind every number.

  • Department view
  • Team activity
  • Escalations with context
Workspace admin

Sets the approval rules and holds the final say. Every high-impact action lands in one queue with the rule that caught it.

  • Write approval rules
  • Approve or reject
  • Full decision history
Approval routing
  1. 01

    Agent proposes

    An action is drafted with the full context attached.

  2. 02

    Rule check

    Department, action type, amount and risk flags are matched in priority order.

  3. 03

    Auto-run or approve

    Low-risk runs immediately. High-impact waits for a workspace admin.

  4. 04

    Logged

    Who decided, when, and why — kept for audit.

Examples you can set: spend over $10,000 needs approval, any external email needs approval, customer data exports need approval, destructive system changes are blocked outright.

Early access

Run your company from one screen.

We onboard a limited number of teams each month. Drop your work email and we'll send a private walkthrough plus your early-access invite.

Invitations sent in waves. No spam, ever.

  • Work email only
  • Guided walkthrough
  • Invitations in waves