Ask the firm a question.
Get a document back.
Answers in plain language from live firm data, and composes the board pack — dashboards, models and decks — on request.
Generate a deck on the financial year in review, for leadership.
What I put in the deck
- ✓ Title slide with period and generation date
- ✓ KPI slide from the closed ledger
- ✓ Monthly billed against collected
- ✓ Project table with collections and outstanding
- ✓ Utilization and capacity, with the gaps called out
Every figure traces to the entry it came from. Nothing was estimated.
Read from the live record
- 4,180 approved time entries · Jan–Dec
- 112 invoices · $2.36M billed, $2.23M collected
- 37 engagements · budgets, actuals and bookings
The problem
Why this goes wrong today.
- 01 The question outlives the answer
By the time the analysis is finished, the decision it was meant to inform has been made without it.
- 02 Analysts rebuild the same views
The same four exports, the same pivot, every month, for a report that is out of date the day it is circulated.
- 03 An unsourced number is not evidence
A figure that cannot be traced back to an entry cannot be defended in the room where it matters.
How it works
What it actually does.
- 01 Ask in plain English What is my outstanding A/R. Who is under-utilized right now. Which engagements are trending below target.
- 02 Answered from live data Not a static report built last month. The answer reflects the firm as it stands when you ask.
- 03 Compose, not just answer Dashboards, rollups and models are assembled on request and kept, so a good question becomes a permanent view.
- 04 Leave as a document Export the result as an editable deck or workbook for the partner meeting.
A question becomes a document
Ask for the quarter’s practice-area performance and watch the dashboard compose itself from live widgets — then leave as a deck.
Which practice areas are trending below target this quarter?
Inputs and outputs
What it reads, and what it does.
- Every module in the platform, under your permissions
- Client, practice-area and firm-level rollups
- Saved dashboards and report definitions
- Performance against each target
- Where every number comes from
- What is trending off plan
- Composes the view and keeps it
- Exports the deck
- Says what it cannot answer
Questions it cannot answer from your data, said plainly. It would rather tell you what it does not know than produce a confident number with nothing behind it.
Next step
See it run against one of your live engagements.
Bring an engagement that worried you. We will show you where the margin went, and the week Octayne would have told you.