Solutions / Deep custom
Decisions made on this week’s numbers, not last quarter’s.
An agent that joins your financials to market research and outside data, and writes a weekly brief the way an analyst would: what changed, why, and what to look at.
The loop
How it works
From a standing question to a sourced brief
Seven steps, from the first event to the result. Choose a step to read what happens in plain words, how it is built, and what keeps it right.
Step 1 of 7
A brief is due
In plain words
On the morning you chose, it starts on the questions you care about: how the margin is moving, what competitors are charging, which tenders are open.
Safeguard It researches only the questions you set. A new standing question or a new source needs your yes before it is added.
Under the hood
The questions are agreed with you and written down, and each one names the sources it may use and the period it covers. The run is designed to start on your schedule, and a one-off question goes through the same steps. Each run carries an id, so if a connection drops and the run is retried, it carries on where it stopped instead of pulling everything twice or sending two briefs.
It pulls your numbers
In plain words
It collects the week’s figures from your accounting, your CRM and the spreadsheets your team keeps, without changing any of them.
Safeguard Its access to Sage, your CRM and your spreadsheets is read-only. It cannot change a single figure in them.
Under the hood
Read-only connections pull the period’s figures from Sage, your CRM and the spreadsheets you named. Each pull is saved as a dated snapshot, so this brief can be compared with last week’s and re-checked months later. Terms such as sales or margin are defined once with you, so every brief counts them the same way. A sheet with missing months or renamed columns is flagged rather than read as zero.
Works with
- Sage
- Your CRM
- Spreadsheets
It researches the market
In plain words
It reads the outside world for you: competitor prices, new tenders, rule changes and news in your industry, from a list of sources you agreed.
Safeguard A fact must come from a source it read in this run. A claim with no saved passage behind it is cut from the draft.
Under the hood
The agent searches only the sources on your list: named competitor websites, tender portals, government and industry publications, and news on the topics you set. Each page it uses is saved with its address and the date it was read, and the passages it relies on are stored word for word, so any claim can be checked against the exact text. A page it cannot open is noted and left out, and it does not work around paywalls or logins.
Works with
- Public data sources
It drafts the brief
In plain words
It writes a short brief the way an analyst would: what changed this week, the likely reasons, and what deserves your attention. Each point says where it came from.
Safeguard A sentence without a source does not reach you. What it inferred is labelled as inferred, never stated as fact.
Under the hood
The language model drafts in a fixed shape: what changed, why it may have changed, and what to look at. Every sentence that states a fact carries a link to its snapshot or source passage. Each point is labelled found (read directly from a source) or inferred (the agent’s reading of several facts together), and an inference must list the facts it rests on. Figures are filled in from the data by code, not typed by the model.
It checks every figure
In plain words
Before you see it, a second pass checks the brief: are the sums right, does each source say what the brief claims, and do any two sources disagree.
Safeguard When two sources disagree, the brief shows both figures. It never quietly picks one.
Under the hood
A separate checking pass reruns every calculation from the saved snapshots and compares each claim with the passage it cites. Where two sources disagree, such as sales in your CRM against invoiced sales in Sage, or two different prices for one competitor, both figures are shown side by side with the likely reason. A claim that fails the check goes back to be rewritten or cut, and what was cut is listed for you.
Claim fails the check: goes back to step 04, It drafts the brief.
You approve the brief
In plain words
You read the draft before anyone else. Approve it, correct it, strike a point, or ask it to dig deeper into something that caught your eye.
Safeguard The brief goes to no one but you until you approve it. You set who receives it, and the agent cannot add a name to that list.
Under the hood
The draft reaches the person you named, usually you, with the open items first: figures that disagree, sources it could not open, inferences with thin support. You can edit, strike a claim or ask a follow-up, which runs through the same sourcing and checks. Only the approved version is sent. Edits that keep repeating are folded into the written brief with you, so the next one starts closer to how you want it.
Dig deeper: goes back to step 03, It researches the market.
The brief is sent
In plain words
The approved brief reaches your inbox and the people you chose, sources attached. You can reply with a question and get an answer that shows its sources too.
Safeguard Answers to follow-up questions obey the brief’s rule: each fact shows its source, or the agent says it does not know.
Under the hood
The approved brief is emailed to your list with the sources attached and the snapshots linked, and every brief is kept, so trends can be read across weeks and an old claim can be traced back. Your follow-up questions by reply are answered from the same snapshots and sources under the same rule: sourced, or not said. The next run starts on the schedule you set and opens with what changed since this one.
Works with
What it knows
Your figures from Sage, your CRM and the spreadsheets you name, read on your schedule, and the public sources you approved: competitor sites, tender portals, official publications and news. What the language model remembers is never used as a source.
What it may do on its own
Pull and snapshot your figures, read the approved sources, draft the brief, check it, and answer your follow-up questions. Every connection to your own systems is read-only.
What waits for your yes
Every brief before it goes to anyone but you, any change to who receives it, any new question or source, and the call on any figure where two sources disagree.
How we test it
Before the first live brief it is run on past weeks where you already know what happened, and a person checks every claim against its source. The test set includes traps on purpose: a missing month, two systems that disagree, a news story that contradicts your figures. The first briefs are draft only.
What we measure
Once it is live, these are tracked and reviewed with you.
- Briefs approved without changes
- Figures flagged where sources disagreed
- Follow-up questions asked and answered
What you get
- Connections to your financial and sales data
- Scheduled research on the topics you set
- A weekly written brief with sources
- Questions answered from your own data
Works with
- Sage
- Spreadsheets
- Your CRM
- Public data sources
Who it is for
Owners and managers who make decisions on instinct because the reporting takes too long.
Built to order. We scope it with you on a call, price it before any work starts, and run it in draft mode until you trust it.
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