Pillar 04 · Operations & Reporting AI
AI dashboards and operations agents that pull data from across your business, summarise what changed, flag what matters, and recommend what to do. Built on your existing stack. You read insights, not pivot tables.
Two Modes
A unified view of your business, updated daily. Sales pipeline, finance, ops, marketing, customer health — pulled from every system into one source of truth. Not a screenshot. Live.
Background AI that watches your data, flags exceptions, and takes routine actions. "Deal hasn't been touched in 14 days" → automatic nudge. "Inventory below threshold" → order draft generated.
Most clients run both. See which fits your business →
What We Typically Build
Every Monday at 8am, a 1-page AI-written summary of what changed and what needs attention.
Every deal, every stage, every flag, refreshed live. Visibility into where deals get stuck.
Cashflow, AR, AP, MRR, drift from forecast. Pulls from Xero, MYOB, QuickBooks, Stripe.
Watches usage, NPS, support tickets, predicts churn. Pings the right person before customers leave.
Flags spikes, drops, and unusual patterns before you'd notice. Spam attempts. Unusual refunds. Cost drift.
Jobs, capacity, on-time rate, customer SLA breach alerts. For teams running real operations.
Want a specific kind of report or alert that's not on this list? Tell us →
Ops & Reporting FAQ
Will this replace my BI tool?
+Probably not. We extend whatever you have. If you're using a brittle tool that's blocking the work, we'll tell you.
What about data privacy?
+Hosted on your infrastructure where it matters. New Zealand data residency available. We sign DPAs without negotiation.
How fresh is the data?
+Most dashboards refresh hourly. Critical alerts run on real-time webhooks.
Can it do forecasting?
+Light forecasting yes (cashflow, pipeline, capacity). Heavy ML forecasting we'll partner with a specialist if your data warrants it.
Free Ops Audit
We'll map what reports you're currently building manually and what AI could do instead. Written plan, yours to keep.