Monitor
Agents watch thresholds across every module — churn risk, margin drift, failed logins, overdue invoices — continuously, not on a report schedule.
Every agent runs on the unified data core, inside your permissions, with a human in the loop wherever it matters.
Agents watch thresholds across every module — churn risk, margin drift, failed logins, overdue invoices — continuously, not on a report schedule.
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.
When something crosses a line, the right person gets it with the evidence attached, not a dashboard link to go dig through.
Approved playbooks execute across connected systems and write back — with every step recorded in the audit trail.
One board-ready view of revenue, runway, headcount and risk — refreshed hourly, not quarterly.
A close that reconciles itself: ledger, pipeline and spend tied to the same customer record.
Pipeline hygiene enforced by agents, forecast variance flagged before the quarter ends.
Headcount plan, onboarding and attrition risk connected to the work each team ships.
Posture, access reviews and incidents reported next to the business they protect.
Vendors, projects and supply mapped to margin, with bottlenecks surfaced automatically.
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.
Their own dashboard: the agents working their queue, what shipped today, and anything they submitted that is waiting on sign-off.
Everything their department touches — pipeline, spend, tickets, risk — with the evidence behind every number.
Sets the approval rules and holds the final say. Every high-impact action lands in one queue with the rule that caught it.
Agent proposes
An action is drafted with the full context attached.
Rule check
Department, action type, amount and risk flags are matched in priority order.
Auto-run or approve
Low-risk runs immediately. High-impact waits for a workspace admin.
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.
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.