“Your contract-review cycle is 14 days. The median for companies your size is 6. Top quartile is 3.”
Your AI Strategist watches your whole operation and the world around it. It finds the new money you could be making, the money you're currently losing and the trouble coming your way. Then it acts on what it finds, with your hand on the wheel. You set the course and it does the rest.
“Twelve of your best customers have quietly cooled off this quarter, and three look ready to leave. That's about $48k a month walking out the door. I've drafted a win-back plan for your review.”
From your own data · caught early · dollar-ranked · in time to act
The strategic layer above your AI Employees: it sees what's coming, what's leaking, and how you compare, then acts on it.
Reporting tools report what already happened. Your AI Strategist sees what's happening now: the steps, decisions, and people behind every number, so you can change the outcome before it hits your bottom line.
AI Employees can do all the work. Your AI Strategist sits above them, watching your whole operation and the world around it, putting a dollar figure on what it finds, and bringing you the fix to approve. You stay in control: it recommends, you decide, it executes. Together they form an autonomous workforce that doesn't just run itself. It pulls ahead.
Three vantage points no one inside your company has at once: your own operation in motion, the outside world bearing down on it, and how the best in your field run the same work.
The work in flight, watched in real time: the deals drifting toward a bad ending, the cash leaking out of your processes, the bottlenecks forming weeks out. No one inside can watch it all.
It reads the public signals that move your business and maps them onto the exact processes they hit: news, regulators, competitors, and the health of your vendors.
See what the top performers in your field do differently, and what the gap is costing you. No consultant or report can show you this.
Requires opt-in, per process. When you take part, your process data is contributed in secure, anonymized, aggregated form, and in return your AI Strategist can see how your business compares with your peers. Your information is never shown to anyone on its own, results appear only once enough businesses in your cohort take part to keep everyone anonymous, and you can opt out at any time.
Your own operation, the outside world, and your peers.
Everything your AI Strategist watches ladders up to one of the three things a CFO cares about: more revenue, lower cost, or cash and risk under control. And because it knows what the best already achieve, the number is real, not a guess.
Capture revenue you're already leaving on the table, and save the deals about to slip away.
See the fully loaded cost of every process, then cut the waste hiding inside.
Unlock trapped cash, and close the control gaps that turn into expensive surprises.
Your AI Strategist shows you the difference between your process and the top performers' (the two or three things they do that you don't), puts a dollar figure on the gap, and gives you one button to adopt it. Then it re-measures next cycle to prove the gap actually closed.
Requires opt-in, per process. When you take part, your process data is contributed in secure, anonymized, aggregated form, and in return your AI Strategist can see how your business compares with your peers. Your information is never shown to anyone on its own, results appear only once enough businesses in your cohort take part to keep everyone anonymous, and you can opt out at any time.
Everything most systems show you is a post-mortem. Your AI Strategist learns the signature of every bad outcome from your own history (the churned accounts, the blown SLAs, the deals that died), then scores every open item against those patterns and flags the ones drifting toward a bad ending, in time to intervene.
Your AI Strategist puts a real, loaded cost on every process run (labor, AI, delays, rework), then hunts for the money leaking out the back: discounts granted below the approval line, refunds without cause, expired contracts never renewed, SLA penalties, unbilled work.
Executives don't want 40 insights. They want the 3 that matter and the story tying them together. Your AI Strategist reads every open insight, dedupes and correlates them, and writes a short brief in plain language, like a chief of staff who never sleeps.
No single team sees the whole picture: sales sees the news, finance sees the slowing payments, support sees the rising tickets. Your AI Strategist fuses external signals with internal behavior into one churn-risk score, and the play to save the account.
As thousands of companies run the same processes, your AI Strategist doesn't just see who's better. It sees what they actually do that makes them better. It turns those outcomes into living best practices and checks your process against them. Not a textbook written a decade ago: the real thing, updated continuously from what works right now.
Requires opt-in, per process. When you take part, your process data is contributed in secure, anonymized, aggregated form, and in return your AI Strategist can see how your business compares with your peers. Your information is never shown to anyone on its own, results appear only once enough businesses in your cohort take part to keep everyone anonymous, and you can opt out at any time.
Process can be designed one way and actually run another. Your AI Strategist compares the process as designed against how it's truly executed (which steps get skipped, which “rare” exception is now the norm), and shows you the gap between the org chart and reality.
Point your AI Strategist at a process and it audits the design (the steps, the approvals, the data it captures) against a built-in checklist of best practices for that exact kind of work, like a seasoned consultant reviewing your workflow and flagging what's missing.
Your AI Strategist watches for the same person performing two steps that ought to be done by different people (the submitter who also approves, the maker who's also the checker), the genuine conflicts your controls exist to prevent.
A handful of the insights it surfaces, in its own words, each tied to an impact and a recommended next step.
“Your contract-review cycle is 14 days. The median for companies your size is 6. Top quartile is 3.”
“You pay vendors 12 days early and collect from customers 8 days late. Tightening both frees up roughly $2M.”
“Two payments to the same supplier for $14,500 went out three days apart, and the second was caught before it cleared.”
“Half of your qualified leads drop off between Demo and Proposal, and that stage is also your slowest.”
“At the resolution step, a costly refund is chosen 40% of the time when a no-cost fix scores just as well.”
“A named competitor just cut prices on their entry tier. Surfaced the morning it happened, with the source.”
“Market rates for this service are up 11% this year. Your prices haven't moved. Matching the market is worth about $140k a year.”
“A competitor just launched a service you already have the process to deliver, and your customers are asking for it.”
“Your average discount is 14%. Peers your size hold near 6%. Closing half the gap is worth about $90k a year.”
Beyond the deep dives above, your AI Strategist watches dozens of angles at once, and every one of them lands on the same three outcomes: more revenue, lower cost, or cash and risk under control.
Projects volume per process from history so you can staff ahead of the surge and capture the demand, not turn it away.
“Claims volume is trending up ~8% a month, about 1.5 FTE short by Q3.”
Not “X is slow” but “X becomes your #1 constraint in about 3 weeks,” before it caps how much you can deliver and bill.
“Credit-check is taking in 40% more work than it clears, SLA breach in about two weeks.”
Flags the revenue-critical steps that ride on a single person, the dependency that quietly caps how much work you can take on.
“92% of contract reviews run through one person; only one other has ever done one.”
Ranks every manual step by volume × time × cost × feasibility into a dollarized automation roadmap.
“Automating three data-entry steps would save ~1,200 hours and ~$90K a year.”
Finds the hidden upstream driver of downstream cost and delay: “procurement delays predict 80% of delivery slips.”
“Vendors that score poorly at onboarding run 31% longer PO cycle times.”
Puts a fully loaded cost on every process run and surfaces the variants quietly costing several times the norm.
“One onboarding path costs about 3× the others to reach the same outcome.”
Predicts cash dips from in-flight approvals and your historical approval-to-payment lag.
“Three large approvals land the week payroll runs, a cash dip about three weeks out.”
Financial distress, sanctions, and lawsuits for vendors in your POs, plus the alternates already in your system.
“A sole-source vendor's deliveries slip the same week news breaks of a plant fire.”
Watches for new rules in your industry and maps them onto the exact processes they affect.
“A rule effective in 90 days needs a consent timestamp your intake doesn't capture.”
The moment your AI Strategist sees something that needs to happen, it brings you the fix ready to go: adopt the structure that closed the gap for top performers, launch a remediation process, deploy an AI Employee, alert the right person, or tighten a control. You approve, it executes, then it re-measures to prove the number moved. Nothing touches your processes without your say-so, and every action is logged, attributed, and reversible. A report can only flag the problem; the fix lives in a step, a decision, or a handoff, and ProcessPlan is the only thing standing there to pull the lever, with your hand on it. That's the difference between a dashboard and a strategist.