Leadership and data · Live demo
Ask your business data by voice
Executives call a number, ask a question about the group and get the answer from the finance, sales and project systems.
Talk to Max at Brackenfield Advisory
Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
Want one like this for your business? Book a call with Sam
The problem
Getting a simple number, like last month's billing by division or the biggest overdue account, means logging into three systems or waiting for finance to run a report. Decisions wait for the answer.
How it works
- Connects to your Command Centre, accounting, CRM and project systems
- Answers questions asked in plain words, by phone or in the browser
- Only answers from the data each person is allowed to see
- Says where each number came from, and when a figure is still preliminary
- Emails a follow-up table when the answer is too long to hear
What it connects to
- Owen (chief executive)How much did the group invoice last month, and how does that compare to the month before?
- AgentLast month the group invoiced 7.84 million dollars, up from 7.21 million the month before. Consulting drove most of the rise. That's from NetSuite, and the October close is still open.
- Owen (chief executive)Who's our biggest overdue account?
- AgentEastmere Health Partners, with 186,400 dollars 62 days past due. Want me to email you the full aged receivables list?
- Owen (chief executive)Yes please.
- AgentSent. It's sorted by days overdue, with Kim Sutton's notes against each one.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Work logging by voice
Consultants call in after client work and talk. The agent writes the timesheet, expenses and follow-ups into your systems.
Board pack questions, answered from the numbers
Board members ask about the board pack by voice or chat and get answers from the pack and the ledger behind it, with the page reference.
CRM updates by voice after client meetings
Directors and account managers call after a client meeting and talk it through. The agent updates the opportunity, contacts and next steps in the CRM.
Want this agent in your business?
Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.
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