The platform
Everything a group needs to see clearly and act with confidence
Seven capabilities that work on top of the systems your companies already run: consolidate, analyse, ask, schedule, automate, and keep it all governed.
Group consolidation
A consistent view of performance across subsidiaries, currencies, functions and systems.
- Map each company’s chart of accounts to shared group KPIs
- Convert currencies with the rates your finance team approves
- Drill from a group number to the company, then to the source record
Management consolidation is available out of the box. Statutory consolidation requires the applicable accounting and elimination functionality to be configured and validated.
Executive analytics
Dashboards, drill-down analysis and group-level KPIs, built automatically from your connected data.
- Auto-built dashboards for every connected company and for the group
- Written insights that explain what changed and where to look
- Benchmarks between sister companies on the same KPI definitions
Enterprise AI Copilot
Ask questions about group performance in plain language and get answers that cite the source records.
- Permission-aware: answers only use data the person asking is allowed to see
- Every claim links to the invoice, order or ledger entry behind it
- Choose which connections and subsidiaries to ask
Scheduled intelligence
Board packs, alerts, KPI digests and management reports, delivered by email on the schedule you set.
- Monthly board packs assembled from live data
- Threshold alerts when a KPI moves outside its range
- Weekly digests tailored to each role
Process intelligence & AI agents
Find automation candidates, build workflows and execute approved actions across connected systems.
Answer agents
Read, analyse and report. They never change your data.
Action agents
Create, update and approve entries in the ERP, review-first: a person approves before anything changes.
- Permissions set per agent, with a full audit trail
- Simple looped workflows: for each record where…, do…
- Run on demand, on a schedule, or after each sync
- Approved changes are re-synced immediately
Team & access control
Simple roles, precise access. Each person sees exactly the companies and data sets they are meant to.
- Roles: Owner, Admin and Member
- Access granted per connection and per data set
- Enforced at the data layer, so dashboards, Copilot and agents all respect it
| Can… | Owner | Admin | Member |
|---|---|---|---|
| View granted data sets | |||
| Ask Copilot | |||
| Approve agent actions | Per agent | ||
| Manage connections | No | ||
| Manage people and access | No |
Agent permissions are set per agent, so approval rights can follow the process owner.
Governance & security
Built so a group CIO can say yes. Controls are part of the platform, not a bolt-on.
-
Approvals
Approval thresholds decide when a person must sign off before an agent acts.
-
Audit trail
Every question, answer, proposal, approval and change is recorded.
-
Data residency
Choose where your data is processed and stored to meet regional requirements.
-
Your AI key or ours
Bring your own AI provider key, or use the platform key.
-
Encrypted credentials
Credentials for every connection are stored encrypted.
-
Private cloud
Run as managed SaaS or on dedicated private-cloud infrastructure.
AI agent execution is governed by permissions, approval thresholds and audit trails.
A more capable, agile and autonomous enterprise is within reach.
Request a group intelligence assessment and a tailored pilot proposal.