A finance and commercial director that reads every system you run — and briefs you each morning.
Two AI executives on one data layer: the commercial director forecasts revenue from the pipeline, the finance director turns that forecast into a 13-week cash plan. Both read your ERP, CRM, mailboxes, telephony, bank feed and marketplaces directly — no manual entry, no new system for the team to learn.
Interface generated in code · figures illustrative
What it removes
Reports age faster than decisions
An analyst pulls exports, merges spreadsheets and misses a column. By the time the deck is ready the numbers describe a company that no longer exists.
Sales and finance never meet
Pipeline tools cannot see the cash; accounting tools cannot see the pipeline. The one forecast an owner actually needs requires both.
Discounts leak below the price list
A rep approves their own discount, the document is posted, and the deviation dissolves into the monthly total.
Customers churn quietly
Seven in ten buy once and disappear. Nobody notices, because nobody is watching the interval between orders.
Inside the engagement
Read-only connectors
ERP or accounting system, CRM, mailboxes, telephony, bank and marketplace feeds — synced nightly into one warehouse. Your systems are never written to.
One version of the truth
Revenue, margin, cash, receivables, inventory and conversations reconciled under agreed rules and checked against your own reporting.
Cash calendar, 13 weeks
Expected inflows, committed payments and shipment schedule on one scale — a shortfall becomes visible six weeks before it happens.
Price discipline
Every shipment is checked against the live price list and discount matrix; deviations surface the day the document is posted.
Customer segmentation
Champions, growing, fading, dormant and one-off accounts derived from actual buying behaviour — with a daily list of who to call back.
Morning briefing
A short written summary in Slack, Teams or Telegram — what moved, why, and what it requires today. Ask follow-up questions in plain language.
From access to outcome
Connect
Read-only accounts, structure mapping, control totals reconciled with your own reports.
Model
Metric definitions agreed with your finance lead, then encoded once so numbers cannot diverge.
Automate
Briefings, alerts and call-back lists scheduled; roles and permissions set per team.
Operate
We tune formulas and scenarios against real usage for 30 days after launch.
Scope and price
Indicative starting points. The number is fixed after the assessment, and it does not move afterwards.
One system plus one channel, up to three users. For companies from €10M revenue.
- one ERP or accounting connector
- five management views
- two AI scenarios
- briefings and web console
- 30 days of tuning included
Both directors across the group, every internal source and outbound actions.
- up to three entities
- ERP, CRM, email, telephony, bank, marketplaces
- 13-week cash calendar
- price discipline and quoting
- reactivation lists with outreach
- monthly review with the studio
Deployed inside your infrastructure with models running on your own hardware.
- on-premise deployment
- local language models
- market and tender signals
- scenarios built to your policies
- SLA and a named engineer
What happens week by week
Data audit
read-only access to a copy
structure discovery
five findings in euros
go / no-go
Connect
accounts and channels
data map
control totals reconciled
metric definitions
Views
nightly sync
five management views
first console
sign-off by finance
Launch
AI scenarios live
alerts and roles
team training
30 days of tuning
Asked before
every start
An owner opens one message in the morning instead of five dashboards — and the number in it is defensible down to the source document.
Our ERP is heavily customised.
Does our data leave the company?
We already have BI.
Start with the assessment
Free, and yours to keep. We look at your own data or site, show what we found, and only then talk about scope.