AI Intelligence — Your AI Data Analyst
Ask your business data a question and get a table or chart back.
Your AI data analyst. Ask in plain language, and get answers built from your real records, shown as tables, charts and figures you can copy or download.
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- 14
- Business data types
- Read-only
- Query access
- Text · KPI · Table · Chart
- Answer formats
AI Intelligence
The Problem It Solves
Most business questions are simple, and most answers still take a request to someone with report access. People wait, or guess, or export data into files that are out of date by the time they are read.
Reports on request
Even simple questions wait for someone to build a report.
Data in many places
Answering one question may need clients, projects, invoices and timesheets from different tools.
Exports that go stale
Spreadsheets pulled for a meeting are out of date within days.
Wider access than intended
Sharing a report often means sharing more than the reader should see.
AI that makes things up
General AI tools can state figures with confidence that do not come from your data.
Sensitive fields exposed
Giving a tool access to data risks revealing fields that should stay private.
Without it, and with it
The same everyday work, before and after.
Without it
A question becomes a report request.
With it
Anyone with access asks in plain language and gets a table, chart, figure or list.
Without it
A general AI tool may invent the figures.
With it
The model names the query and the columns; the values come from the results themselves.
Without it
Reports carry whatever the exporter included.
With it
Every question is checked against the products in your plan and the person's own permissions before it runs.
Without it
Sensitive fields travel with the data.
With it
Fields marked sensitive are never offered to the AI or shown in answers.
What it does
AI Intelligence lets anyone with access ask questions about the business without writing a report request. The AI turns the question into a structured, read-only query against your data, the system validates and runs it, and the answer is assembled from the real results. The model never invents the figures: it chooses what to ask for and how to present it.
It covers 14 kinds of business data across delivery, HR, sales, finance and procurement, and it is never looser than the product that owns the data. A person only gets answers about what they could already open.
Primary purpose
Give every manager an AI analyst that answers from live company data and respects access rules.
Product tour
A preview of the interface with sample data. Select a screen, then hover or tap the markers.
Sample data. Real answers show only what you are allowed to see.
Create your own automated workspace
Register your company and set up AI Intelligence with the rest of the platform: one sign-in, shared roles and automations that connect your work.
Key features
What you can do with it, day to day.
Plain-language questions
Ask follow-ups in the same conversation, and reopen past conversations from the sidebar.
Answers from real data
Tables, charts (bar, line, pie, area), headline figures and lists are built from query results, not generated text.
14 business data types
Clients, projects, project team members, tasks, timesheets, employees, departments, leave requests, leads, invoices, payment receipts, expenses, vendors and purchase orders.
Copy and download
Copy a table or download it as CSV, with spreadsheet formula injection guarded.
Example questions
The sidebar suggests questions based on what you can actually query.
Your access applies
Each question is checked against the products in your plan and your own permissions before it runs.
AI capabilities
What the AI does in and around this product — concretely.
Natural-language analytics
The AI plans one or more structured queries with a fixed shape. Each plan is validated against what you are allowed to read, then run read-only with a time limit and a row cap.
Answers grounded in results
The model names the query and the columns to show. The values in tables, charts and figures come from the results themselves.
Sensitive fields stay out
Fields marked sensitive are never offered to the AI or shown in answers.
Automation & workflows
How work moves from start to finish without hand-offs and re-typing.
From question to answer
What happens when you press Send.
- 1
Your question and the data you may read are checked
- 2
The AI plans a structured read-only query
- 3
The query is checked, then run read-only with safe time and size limits
- 4
The answer is built from the real results and saved to your conversation
Activity you can audit
Questions are recorded as workspace events.
- 1
Each question is recorded as a workspace event
- 2
The event appears in the company audit log
- 3
An automation can react to it like any other event
Use cases
Real tasks, real roles.
Delivery health
Which projects have logged more hours than planned this quarter, and who logged them?
Sales follow-up
How many leads came in this month, by status? Show the trend as a chart.
Finance check
Which invoices are unpaid, grouped by customer, largest first?
People planning
Who has pending leave next week, by department?
Spend review
Show purchase orders and expenses by vendor for this month.
Supported business scenarios
- A manager who wants a number without waiting for a report
- A finance lead reviewing unpaid invoices by customer
- A delivery head checking hours against plan
- An HR lead checking leave and headcount by department
Benefits & business outcome
What changes for your business.
Decisions that used to wait for an analyst take a question. Everyone sees only their own slice of the data.
No report queue
Managers get numbers when they ask, without raising a ticket.
Trustworthy figures
Answers come from your records, and the query behind each one can be checked.
Safe to roll out
Access follows the owning product's rules, so it does not widen who can see what.
One place for every area
Sales, delivery, HR, finance and procurement are queried the same way.
Who it's for
Managers, finance and HR leads, project heads and founders who want answers from company data in plain language, without learning a reporting tool.
Departments
- Management
- Finance
- Human Resources
- Delivery
- Sales
Typical users
- Founder
- Department Head
- Finance Lead
- Project Manager
Works with
The other products and integration points it connects to.
Frequently asked questions
No. It sees only the data types included in your plan and permitted for the person asking, and sensitive fields are never offered. Access to the AI Intelligence product itself decides who can open it, but never what data a question may touch.
Request a demo
Ready to put AI Intelligence to work?
Create your company workspace, or ask for a walkthrough with your own scenarios.
- Each company's data is kept separate from every other company's.
- One sign-in and one role model across every product.
- AI and automations that work across the products.