Use Cases

Pick your function.
See what changes.

Every business function gets its own apps, its own AI agent, and cross-platform workflows that no siloed SaaS stack can deliver.

From pipeline guesswork to revenue intelligence

Replace Salesforce + HubSpot + Clari + DocuSign with a single revenue platform. DealAgent adds autonomous pipeline intelligence on top.

40% fasterDeal cycle time with automated follow-ups
95%+ accuracyForecast precision from cross-system signals
4→1 toolsSalesforce + HubSpot + Clari + DocuSign consolidated

Use cases

Platform Consolidation

CRM + Sales Stack Consolidation

Replace Salesforce, HubSpot, Clari, and DocuSign with OwnCRM + OwnSign + OwnBI — one platform, one data model, no integration tax.

  • Manage contacts, accounts, and deals in one place
  • Track pipeline stages without manual data entry
  • Generate proposals and route contracts for signature
  • View win/loss analytics without exporting to BI tools
  • Attribute leads to marketing campaigns natively

OwnCRMOwnMAPOwnSignOwnBIOwnCentral

One login for the entire sales team. No sync failures, no duplicate records, no per-seat surprises.

Agent Workflow

Lead-to-Cash Automation

DealAgent monitors every deal across CRM and finance, auto-executing follow-ups and surfacing pipeline risk that no human dashboard catches.

  • Capture inbound leads and score by intent automatically
  • Nudge reps on stale deals before they go cold
  • Route contracts for signature at the right deal stage
  • Generate invoices and track payment on close
  • Maintain full audit trail from first touch to cash
OwnCRMOwnBooksOwnSignOwnMAPDealAgent CRM + Books

OwnMAPOwnCRMDealAgentOwnSignOwnBooksOwnCentral

Zero-touch pipeline from lead capture to cash collection with complete audit trail.

Agent Workflow

Revenue Intelligence for the Board

Cross-functional deal insights that combine CRM signals with payment history and marketing attribution — impossible when these live in separate tools.

  • Detect pipeline risk signals across sales and finance
  • Correlate deal engagement with payment history
  • Surface forecast anomalies and trend breaks
  • Generate board-ready revenue snapshots on demand
OwnCRMOwnBooksOwnBIDealAgent CRM + Books

DealAgentOwnBooksOwnCRMOwnBIOwnCentral

Board-ready revenue forecast built from live data across sales, finance, and marketing.

Automation

Quote-to-Contract Workflow

Automate the entire quoting and contract lifecycle — pricing, approvals, legal review, and e-signature — without switching between tools.

  • Generate quotes from CRM deal data automatically
  • Route non-standard pricing for manager approval
  • Track contract versions and redlines in one place
  • Execute e-signatures with full legal audit trail
  • Trigger invoicing on contract execution

OwnCRMOwnSignOwnBooksOwnCentral

Quote to signed contract in hours, not weeks. Every version tracked, every approval logged.

Agent Workflow

Renewal & Expansion Intelligence

DealAgent identifies renewal risks and expansion opportunities by correlating usage, support tickets, and payment health — before the renewal date arrives.

  • Flag accounts with declining engagement before renewal
  • Identify upsell opportunities from usage patterns
  • Correlate support ticket volume with churn risk
  • Auto-generate renewal proposals with updated pricing
  • Alert CSMs and AEs to at-risk accounts proactively
OwnCRMOwnDeskOwnBooksOwnSignDealAgent CRM + Books

DealAgentOwnCRMOwnDeskOwnBooksOwnSignOwnCentral

Renewals never sneak up. At-risk accounts flagged weeks in advance with full context.

From administrative overhead to strategic workforce operations

Replace Workday + BambooHR + Greenhouse + Calendly with one HR platform. HireAgent adds autonomous screening and onboarding on top.

70% fasterTime-to-hire with automated screening and scheduling
100% compliantHiring documentation and labour law adherence
3→1 toolsWorkday + BambooHR + Greenhouse consolidated

Use cases

Platform Consolidation

HR Platform Consolidation

Replace Workday, BambooHR, Greenhouse, and Calendly with OwnHRMS + OwnMeet + OwnTasks — attendance, leave, payroll, recruiting, and onboarding under one roof.

  • Manage employee directory, leave, and attendance centrally
  • Run payroll from the same system that tracks attendance
  • Schedule interviews without third-party calendar tools
  • Generate onboarding checklists per role automatically
  • Route offer letters and NDAs for signature in-platform

OwnHRMSOwnMeetOwnTasksOwnSignOwnCentral

One system for the entire employee lifecycle. No more syncing Workday to BambooHR to Greenhouse.

Agent Workflow

AI-Assisted Hire-to-Onboard

HireAgent screens candidates, coordinates panels, generates offers, and triggers onboarding — the entire talent pipeline orchestrated end-to-end.

  • Screen and rank candidates against role requirements
  • Coordinate multi-round interview panels automatically
  • Compile panel feedback into structured evaluations
  • Generate and route offer letters for approval
  • Trigger IT provisioning and onboarding tasks on acceptance
  • Verify employment compliance requirements
OwnHRMSOwnMeetOwnSignOwnTasksOwnComplyHireAgent HRMS + Compliance

OwnHRMSHireAgentOwnMeetHireAgentOwnSignOwnTasksOwnComplyOwnCentral

Requisition-to-productive in days, not weeks. Every hiring decision documented and auditable.

Automation

Workforce Intelligence & Planning

Predict hiring needs from real attrition data, tenure patterns, and department metrics — all from live operational data, not quarterly surveys.

  • Surface attrition patterns before they become crises
  • Forecast hiring needs by department and role
  • Track workforce cost trends against revenue
  • Identify flight-risk employees from engagement signals
OwnHRMSOwnBIHireAgent HRMS + Compliance

OwnHRMSHireAgentOwnBIOwnCentral

Proactive headcount planning based on real attrition signals, not gut feeling.

Platform Consolidation

Employee Self-Service Portal

Employees manage leave, expenses, payslips, and IT requests from one portal — no more navigating five different HR and IT tools.

  • Apply for leave and check balances without emailing HR
  • Submit expense claims and track reimbursement status
  • Download payslips and tax documents on demand
  • Raise IT support tickets from the same portal
  • Access company policies and SOPs in one place

OwnHRMSOwnExpenseOwnITSMOwnWikiOwnCentral

One portal for every employee need. HR, IT, and finance self-service in a single login.

Automation

Performance & Growth Cycles

Run performance reviews, goal tracking, and development plans connected to real project data — not disconnected annual rituals.

  • Set and track OKRs tied to actual project deliverables
  • Run 360-degree review cycles on a configurable cadence
  • Generate performance summaries from task completion data
  • Create development plans linked to skill gaps
  • Document review outcomes for compliance and audit

OwnTasksOwnHRMSOwnWikiOwnCentral

Performance reviews grounded in real work data, not recency bias and self-assessments.

From reconciliation headaches to autonomous financial operations

Replace SAP + NetSuite + Concur + Brex with one financial stack. SpendAgent adds autonomous policy enforcement and reconciliation on top.

98% auto-matchedThree-way PO-receipt-invoice matching
Real-time closeFinancial visibility instead of month-end scramble
5→1 toolsSAP + NetSuite + Concur + Brex + QuickBooks consolidated

Use cases

Platform Consolidation

Finance Stack Consolidation

Replace SAP Concur, Brex, NetSuite, and QuickBooks with OwnBooks + OwnERP + OwnExpense — ledger, procurement, expenses, and reporting on one platform.

  • Run general ledger, AR/AP, and multi-currency accounting
  • Manage procurement, POs, and vendor directory centrally
  • Process employee expenses, corporate cards, and travel
  • Generate financial statements without month-end exports
  • View cash flow dashboards from live ledger data

OwnBooksOwnERPOwnExpenseOwnBIOwnCentral

One financial platform. No reconciliation between SAP, NetSuite, and Concur. Every dollar traced.

Agent Workflow

Autonomous Procure-to-Pay

SpendAgent validates purchase orders, matches invoices, flags anomalies, and enforces budget thresholds — three-way matching runs itself.

  • Validate purchase requisitions against budget and policy
  • Flag duplicate or anomalous purchase orders
  • Route approvals to authorised signers automatically
  • Three-way match PO, goods receipt, and invoice
  • Schedule payment disbursement on match confirmation
  • Maintain full procurement audit trail
OwnERPOwnBooksOwnExpenseOwnSignOwnComplySpendAgent ERP + Expense + Books

OwnERPSpendAgentOwnSignOwnERPSpendAgentOwnBooksOwnCentral

Requisition to payment with zero manual matching, policy-enforced at every step.

Automation

Continuous Financial Close

Real-time financial visibility — reconciliation, compliance checks, and reporting happen every day, not in a month-end scramble.

  • Reconcile transactions automatically as they occur
  • Flag discrepancies before month-end
  • Update financial dashboards in real-time
  • Validate against regulatory requirements continuously
  • Generate audit-ready financial snapshots on demand
OwnBooksOwnBIOwnComplySpendAgent ERP + Expense + Books

OwnBooksSpendAgentOwnBIOwnComplyOwnCentral

Every day is close day. Financial position available in real-time, not after month-end.

Platform Consolidation

Expense & Travel Management

Employees submit expenses, book travel, and get reimbursed through one system — with policy enforcement built in, not bolted on.

  • Capture receipts via mobile scan with auto-extraction
  • Enforce expense policies at submission time, not after
  • Issue corporate cards with real-time spend controls
  • Book travel within policy without third-party tools
  • Process reimbursements directly through payroll

OwnExpenseOwnBooksOwnHRMSOwnCentral

Expenses submitted, approved, and reimbursed without leaving the platform. Policy violations caught at the door.

Automation

Budget Planning & Variance Analysis

Build budgets from live operational data and track variance in real-time — no more spreadsheet-based budgeting with two-week-old numbers.

  • Build department budgets from historical spend data
  • Track actual vs. budget variance in real-time
  • Alert department heads when spend approaches thresholds
  • Forecast cash flow from committed POs and receivables
  • Generate board-ready budget reports on demand
OwnBooksOwnERPOwnBISpendAgent ERP + Expense + Books

OwnBooksOwnERPSpendAgentOwnBIOwnCentral

Budget variance visible in real-time. Overspend caught this week, not next quarter.

From reactive firefighting to autonomous service delivery

Replace ServiceNow + Jira + Snowflake + HashiCorp Vault with one ops platform. SupportAgent adds contextual ticket resolution on top.

60% fasterMean time to resolution with contextual AI triage
Zero credentialExposure with governed secret injection
4→1 toolsServiceNow + Jira + Snowflake + HashiCorp consolidated

Use cases

Platform Consolidation

IT Toolchain Consolidation

Replace ServiceNow, Jira, Snowflake, and HashiCorp Vault with OwnITSM + OwnTasks + OwnData + OwnVault — service management, data, and secrets in one stack.

  • Manage incidents, problems, and changes with integrated CMDB
  • Run sprint planning and ops kanban without a separate tool
  • Query a federated data warehouse without Snowflake licensing
  • Govern secrets and credentials without HashiCorp overhead
  • Build workflow automations that connect all IT services

OwnITSMOwnTasksOwnDataOwnVaultOwnCentral

One platform for IT ops. No more stitching ServiceNow tickets to Jira sprints to Snowflake queries.

Agent Workflow

AI-Assisted Incident Resolution

SupportAgent triages tickets with full organisational context — searching CMDB, wiki runbooks, and past incidents to resolve in minutes, not hours.

  • Auto-categorise and prioritise incoming tickets
  • Search CMDB and wiki for related incidents and runbooks
  • Provide secure access to impacted systems for resolution
  • Execute known runbooks or escalate with full context
  • Update knowledge base with new resolution patterns
OwnITSMOwnVaultOwnWikiSupportAgent ITSM + Wiki

OwnITSMSupportAgentOwnVaultSupportAgentOwnITSMOwnCentral

Mean time to resolution drops from hours to minutes with AI-assisted, context-rich resolution.

Automation

Governed Infrastructure Automation

Provisioning, credential injection, and change management flow through governed pipelines with complete audit trail — no manual access, no credential exposure.

  • Trigger provisioning workflows from approved templates
  • Inject credentials securely without human access
  • Sync monitoring data to observability stack automatically
  • Auto-create change records for every infrastructure action
  • Maintain immutable audit trail for compliance

OwnFlowOwnVaultOwnETLOwnITSMOwnCentral

Zero-touch infrastructure operations with complete audit trail and credential governance.

Platform Consolidation

Data Platform Consolidation

Replace Snowflake + dbt + Fivetran with OwnData + OwnETL — federated warehouse, semantic layer, pipelines, and lineage without the per-query pricing.

  • Query federated data sources through a unified SQL console
  • Build semantic models without a separate dbt project
  • Track column-level lineage across all data assets
  • Run data pipelines with built-in monitoring and alerting
  • Catalog data assets for discovery and governance

OwnDataOwnETLOwnBIOwnCentral

One data platform. No per-query pricing, no dbt project maintenance, no Fivetran connector fees.

Automation

Employee IT Onboarding & Offboarding

Automate the IT side of employee lifecycle — provision accounts, assign devices, grant access on hire; revoke everything on exit. Zero manual steps.

  • Provision email, chat, and tool access on Day 1
  • Assign devices and track IT asset inventory
  • Grant role-based access to systems automatically
  • Revoke all access within minutes of offboarding trigger
  • Generate compliance report of access changes

OwnHRMSOwnFlowOwnVaultOwnITSMOwnCentral

New hires productive on Day 1. Departing employees fully de-provisioned in minutes, not days.

From channel silos to unified growth intelligence

Replace HubSpot Marketing + SEMrush + Hootsuite + Tableau with one growth platform. DealAgent connects marketing spend directly to closed revenue.

Full-funnelAttribution from first touch to closed revenue
3x fasterContent-to-pipeline with data-driven prioritisation
4→1 toolsHubSpot + SEMrush + Hootsuite + Tableau consolidated

Use cases

Platform Consolidation

Marketing Stack Consolidation

Replace HubSpot Marketing, SEMrush, Hootsuite, and Tableau with OwnMAP + OwnSEO + OwnSocial + OwnBI — campaigns, SEO, social, and analytics on one platform.

  • Build multi-channel campaigns with journey automation
  • Track search rankings and content performance natively
  • Publish and schedule social content without Hootsuite
  • Measure campaign ROI from shared funnel data
  • Score and route leads to sales automatically

OwnMAPOwnSEOOwnSocialOwnBIOwnCentral

One marketing platform. No more exporting CSVs between HubSpot, SEMrush, and Hootsuite to measure ROI.

Agent Workflow

Campaign-to-Revenue Attribution

DealAgent connects every marketing dollar to closed revenue — full-funnel attribution from first touch through pipeline to payment, without stitching data from five tools.

  • Attribute pipeline to specific campaigns and channels
  • Qualify inbound leads and score by purchase intent
  • Trace marketing spend to closed-won revenue
  • Identify highest-ROI channels for budget reallocation
  • Generate campaign performance reports for leadership

OwnMAPOwnSEOOwnSocialDealAgentOwnCRMOwnBIOwnCentral

Every marketing dollar traced from campaign launch to closed revenue. No attribution gaps.

Automation

Data-Driven Content Strategy

Content decisions driven by real pipeline data — SEO gaps, social engagement, and conversion rates feed one intelligence layer instead of scattered dashboards.

  • Identify content gaps from search ranking opportunities
  • Correlate content topics with pipeline generation
  • Prioritise content calendar by revenue potential
  • Track engagement and sentiment across social channels

OwnSEOOwnSocialOwnBIOwnCentral

Content strategy driven by real pipeline data, not vanity metrics.

Automation

Lead Nurture & Scoring Automation

Multi-touch nurture sequences that adapt based on engagement, with lead scores fed by CRM and marketing signals — no manual list management.

  • Enroll leads in nurture sequences based on behaviour
  • Adjust scoring in real-time from email, web, and social signals
  • Hand off sales-ready leads to CRM with full context
  • Re-engage cold leads automatically based on trigger events
  • Measure nurture sequence effectiveness by conversion rate

OwnMAPOwnSEOOwnCRMOwnCentral

Leads nurtured and scored from real engagement data. Sales only sees leads ready to buy.

Automation

Social Listening & Brand Intelligence

Monitor brand mentions, competitor activity, and industry sentiment across social channels — feeding insights back into campaign and content strategy.

  • Track brand mentions and sentiment in real-time
  • Monitor competitor campaigns and positioning changes
  • Surface trending topics relevant to your audience
  • Feed social signals into lead scoring and campaign targeting
  • Alert the team to potential PR issues early

OwnSocialOwnBIOwnChatOwnCentral

Brand intelligence from real social data. PR issues caught early, competitor moves tracked continuously.

From ticket queues to proactive customer intelligence

Replace Zendesk + Intercom + Gainsight + Calendly with one customer platform. SupportAgent adds full-context resolution and proactive escalation on top.

50% fasterFirst response with AI-drafted contextual replies
Zero repeatQuestions with full interaction history at every touchpoint
4→1 toolsZendesk + Intercom + Gainsight + Calendly consolidated

Use cases

Platform Consolidation

Support Stack Consolidation

Replace Zendesk, Intercom, Gainsight, and Calendly with OwnDesk + OwnChat + OwnMeet + OwnCRM — ticketing, messaging, calls, and account health under one roof.

  • Manage tickets across email, chat, and phone in one inbox
  • Coordinate internal escalations without switching to Slack
  • Schedule and record customer calls with auto-transcription
  • Track account health scores from unified interaction data
  • View complete customer interaction history in one place

OwnDeskOwnChatOwnMeetOwnCRMOwnCentral

One platform for customer success. No more switching between Zendesk, Intercom, and Gainsight for a single customer view.

Agent Workflow

AI-Powered Customer 360 Resolution

SupportAgent resolves tickets with the full picture — account history, payment status, SLA terms, and every past interaction — drafting context-aware responses automatically.

  • Pull full account context on ticket open automatically
  • Check payment status and billing history alongside ticket
  • Draft personalised responses from interaction history
  • Update account health score after every interaction
  • Log resolution in customer knowledge graph
OwnDeskOwnCRMOwnBooksSupportAgent Desk + CRM

OwnDeskSupportAgentSupportAgentOwnCRMOwnCentral

Every customer interaction informed by every system. No 'let me check on that' moments.

Agent Workflow

Proactive Escalation & SLA Protection

SLA breach risks detected and escalated before the customer notices — automatic alert routing, call scheduling, and escalation pattern tracking.

  • Detect SLA breach risk on open tickets in real-time
  • Check account tier and contract terms for escalation policy
  • Alert responsible team with full context bundle
  • Auto-schedule customer call if escalation threshold hit
  • Track escalation patterns for service improvement
OwnDeskOwnChatOwnMeetSupportAgent Desk + CRM

OwnDeskSupportAgentOwnChatOwnMeetOwnCentral

Problems escalated before they become complaints. SLA breaches prevented, not apologised for.

Automation

Customer Health Scoring & Churn Prevention

Aggregate signals from support, billing, usage, and engagement into a real-time health score — flagging churn risk before it shows up in renewal conversations.

  • Compute health scores from multi-system signals
  • Flag declining engagement trends by account
  • Correlate support volume spikes with churn risk
  • Alert CSMs to at-risk accounts with actionable context
  • Track health score trends over customer lifecycle

OwnCRMOwnDeskOwnBooksOwnBIOwnCentral

Churn risk visible months in advance. CSMs intervene with data, not guesswork.

Platform Consolidation

Knowledge Base & Self-Service

Build a customer-facing knowledge base from internal wiki content, resolution patterns, and FAQ data — reducing ticket volume by enabling self-service.

  • Publish help articles from internal wiki content
  • Surface relevant articles to customers before they submit tickets
  • Track which articles deflect the most tickets
  • Identify content gaps from unresolved ticket patterns
  • Keep knowledge base in sync with product changes

OwnWikiOwnDeskOwnBIOwnCentral

Customers find answers before filing tickets. Support volume drops, satisfaction rises.

From audit panic to continuous compliance

Replace Vanta + DocuSign + 1Password + Confluence with one governance platform. ComplianceAgent adds autonomous evidence collection and gap detection on top.

Always readyContinuous compliance, not quarterly scrambles
6 frameworksMapped simultaneously with unified control library
4→1 toolsVanta + DocuSign + 1Password + Confluence consolidated

Use cases

Platform Consolidation

GRC Stack Consolidation

Replace Vanta, DocuSign, 1Password, and Confluence with OwnComply + OwnSign + OwnVault + OwnWiki — controls, contracts, secrets, and policies on one platform.

  • Manage control library and evidence tracking centrally
  • Run contract lifecycle and legal e-signatures natively
  • Govern secrets and credentials with access audit
  • Host policies, SOPs, and procedures without Confluence
  • Generate compliance reports from unified data

OwnComplyOwnSignOwnVaultOwnWikiOwnCentral

One governance platform. No more stitching Vanta exports to DocuSign records to Confluence policies.

Agent Workflow

Continuous Audit Readiness

ComplianceAgent maps controls across GDPR, DPDP, SOC 2, and HIPAA simultaneously — collecting evidence from all 21 modules automatically, not in quarterly scrambles.

  • Map organisational controls to multiple regulatory frameworks
  • Collect evidence from all 21 modules automatically
  • Track control effectiveness and identify gaps
  • Route attestation documents for sign-off
  • Generate audit packages with immutable hash-chain trail
OwnComplyOwnSignComplianceAgent All Modules

ComplianceAgentComplianceAgentOwnComplyOwnSignOwnCentral

Auditor arrives? Click export. Every control documented, every evidence timestamped.

Agent Workflow

Regulatory Change Response

New regulation? ComplianceAgent assesses impact against your existing controls, identifies gaps, generates remediation tasks, and updates affected policies — in hours, not months.

  • Detect and ingest new regulatory requirements
  • Map impact to existing control library
  • Identify compliance gaps and missing controls
  • Generate remediation tasks with ownership and deadlines
  • Update affected policies and procedures automatically
OwnComplyOwnWikiComplianceAgent All Modules

ComplianceAgentOwnComplyComplianceAgentOwnWikiOwnCentral

Regulatory changes become operational tasks, not existential crises.

Automation

Contract Lifecycle Management

Manage every contract from drafting through negotiation, execution, and renewal — with version tracking, approval workflows, and automated obligation monitoring.

  • Draft contracts from approved templates
  • Track versions and redlines through negotiation
  • Route for legal review and multi-party signature
  • Monitor contractual obligations and deadlines
  • Alert on upcoming renewals and expiration dates

OwnSignOwnComplyOwnTasksOwnCentral

Every contract tracked from draft to expiry. No missed obligations, no lost versions.

Agent Workflow

Data Privacy & Access Governance

Enforce data privacy policies across all 21 modules — track who accesses what, when, and why, with automated access reviews and breach detection.

  • Enforce role-based access policies across all modules
  • Run periodic access reviews automatically
  • Detect anomalous access patterns and potential breaches
  • Generate data processing activity records for GDPR/DPDP
  • Track consent and data subject requests end-to-end
OwnVaultOwnComplyComplianceAgent All Modules

OwnVaultComplianceAgentOwnComplyOwnCentral

Data privacy enforced by architecture, not by policy documents. Every access logged, every anomaly flagged.

From dashboard fatigue to real-time business intelligence

Replace Tableau + Snowflake + scattered department dashboards with one executive intelligence layer. Every question has a real-time answer — no ETL lag, no conflicting numbers.

Single sourceOf truth across every department
Real-timeBusiness intelligence, not batch reports
Zero knowledge lossWhen employees transition or leave

Use cases

Platform Consolidation

Executive Dashboard Consolidation

Replace Tableau, Snowflake, and department-specific dashboards with OwnBI + OwnData — one executive view from one data source, updated in real-time.

  • View revenue, cash, headcount, and ops metrics in one dashboard
  • Drill down from company-level to department-level data
  • Eliminate conflicting numbers between departments
  • Access real-time data without waiting for ETL batch jobs
  • Share live dashboards with board members securely

OwnCRMOwnBooksOwnHRMSOwnERPOwnBIOwnCentral

One dashboard. Every department. Real-time. No conflicting numbers between finance and sales.

Agent Workflow

AI-Generated Board Materials

DealAgent, SpendAgent, and ComplianceAgent each generate their domain summary — OwnBI compiles into board-ready materials from live data, not two-week-old spreadsheets.

  • Generate pipeline and revenue forecast for board deck
  • Report budget adherence and procurement health
  • Summarise risk posture and compliance status
  • Compile board-ready visualisations from live data
  • Deliver unified executive intelligence package on demand
OwnBIOwnDataDealAgent CRM + BooksSpendAgent ERP + BooksComplianceAgent All Modules

DealAgentSpendAgentComplianceAgentOwnBIOwnCentral

Board materials built from live truth, not two-week-old aggregations.

Automation

Institutional Knowledge Preservation

When employees leave, their knowledge stays. Deals, meeting transcripts, wiki decisions, and workflows live in the knowledge graph — new hires ramp in days, not quarters.

  • Preserve deal context and relationship history on turnover
  • Capture decision rationale in searchable wiki
  • Transcribe and index every meeting automatically
  • Generate contextual briefings for new hires
  • Connect people, decisions, and outcomes in knowledge graph

OwnCRMOwnWikiOwnMeetOwnDataOwnCentral

New hire ramp time drops from quarters to days. Institutional knowledge never walks out the door.

Agent Workflow

Cross-Functional Anomaly Detection

Surface anomalies that only appear when you can see across departments — revenue dips correlated with support spikes, procurement anomalies aligned with vendor changes.

  • Detect revenue anomalies correlated with support volume
  • Flag procurement spikes aligned with vendor changes
  • Surface workforce cost trends against revenue trajectory
  • Identify operational bottlenecks from cross-functional data
  • Alert leadership to emerging issues before they escalate
OwnBIOwnDataDealAgent CRM + BooksSpendAgent ERP + Books

DealAgentSpendAgentOwnDataOwnBIOwnCentral

Problems that hide in departmental silos become visible when every system shares one brain.

Automation

M&A Due Diligence & Integration

During acquisitions, quickly assess the target's operational health and plan system integration — with full data visibility instead of months of discovery.

  • Assess target company operational metrics quickly
  • Plan system integration from unified architecture
  • Migrate acquired company data into existing modules
  • Standardise processes across merged entities
  • Track integration milestones and synergy realisation

OwnBIOwnDataOwnTasksOwnFlowOwnCentral

Acquisitions integrated in weeks, not years. One platform absorbs new entities without tool sprawl.

See it live with your use case.

Pick your function. We'll walk through the workflows on a live system. 45 minutes.

Book a walkthrough →