Ask Your Business Anything, In Plain English
An AI analyst that sits on top of your Xero, POS, and spreadsheets, answers questions in plain English, and sends you the numbers that matter before you ask.
Sound Familiar?
The same problems come up again and again in New Zealand small businesses.
The data exists, the answers do not
Xero, the POS, the job system, and half a dozen spreadsheets all hold pieces of the truth. Getting one clear answer means an evening of exports and formulas.
You find out about problems at year end
The unprofitable service line, the customer who quietly stopped ordering, the creeping cost: your accountant spots them months later, when the money is already gone.
Gut feel is doing the work of numbers
Pricing, hiring, and buying decisions get made on instinct because the numbers are too hard to reach. Instinct is good; instinct with numbers is better.
Dashboards you paid for and never open
Traditional BI tools assume someone has time to build charts and stare at them. Nobody in a small business does.
What the AI Agent Does
Built around your business, not a one-size-fits-all product.
Answers questions in plain English
"How did March compare to last March?" "Which customers are slipping?" "What is my real margin on installs?" Ask in a chat, get an answer with the numbers behind it.
Sends the numbers before you ask
A short weekly email with the handful of figures you actually care about: sales, cash position, jobs in the pipeline, anything unusual.
Watches for the quiet problems
Margin drift, a customer whose orders are shrinking, expenses growing faster than revenue: the agent flags trends while they are still cheap to fix.
Joins the dots across your systems
Xero plus your POS, job management, or spreadsheets, combined into answers no single system could give you.
How It Works
A steady, low-risk path from first chat to an agent you trust.
- 1
Discovery call
A free 30-minute chat about the decisions you make, the questions you wish you could answer, and where your data lives.
- 2
Connect and clean
We connect your systems read-only and sort out the naming and coding quirks so the answers are trustworthy.
- 3
Your questions, answered
We tune the agent on the questions you actually ask, and set up your weekly numbers email. You verify the answers against reality before relying on them.
- 4
Ongoing care
New systems connected as you add them, new questions taught, and the weekly report evolving with the business.
A hospitality group in Wellington with a cafe and two food trucks
Sales lived in the POS, costs in Xero, rosters in a spreadsheet. The owner knew total revenue but could not say which site, day, or menu item actually made money without hours of manual work.
All three sources feed one AI analyst. The owner asks questions from a phone ("how did the trucks do at the weekend versus the cafe?") and gets a Monday morning email with site-by-site margins and anything unusual flagged.
Within two months the numbers showed one truck's midweek pitch was losing money and Saturday cafe hours were understaffed against demand. Fixing both paid for the system several times over.
Illustrative example based on typical results. Your numbers depend on your business, which is exactly what the discovery call works out.
What It Costs
Honest, indicative numbers so you can decide whether the conversation is worth having. No pressure, no hidden extras.
- Discovery and data source review
- Read-only connections to your systems
- Data cleanup so answers are trustworthy
- Plain-English query agent plus weekly report
- First month of answer verification with you
Covers hosting, monitoring, AI usage, updates when your business changes, and a real person to call when you need one.
What moves the price:- Number and messiness of data sources
- Depth of analysis (simple reporting versus margin and trend work)
- Whether staff across the business get access
Indicative ranges, excluding GST. Data quality drives the setup effort, and the discovery call will give you an honest read before any commitment.
Common Questions
Can't Copilot in Excel do this?
Copilot analyses the spreadsheet you open, when you open it. It does not join Xero to your POS and job system, watch your margins week after week, or email you when a trend turns. The value is in the connected, always-on view of the whole business, which is exactly what a one-document assistant cannot give you.
Is my financial data safe?
Connections are read-only, credentials stay in accounts you own, and we use commercial AI services that do not train on your data. We are a New Zealand company and will put our privacy and security commitments in writing.
How do I know the answers are right?
Every answer shows the figures it was built from, and the first month includes a verification period where we check outputs against your known numbers. If the underlying data is unreliable, we tell you that too, because fixing it is half the value.
My data is a mess. Is that a problem?
It is normal. Almost every SME's data is messier than they would like, and cleanup is built into the setup. Messy sources mostly affect setup cost, not feasibility.
How is this different from the reports in Xero?
Xero reports on what is inside Xero, in accounting language. This combines Xero with your sales, jobs, and operational data, and answers in the language you actually think in: jobs, customers, sites, and products rather than account codes.
Ready to Put AI Agents to Work?
Tell us about your business and we'll show you how AI agents can save you time, money, and headaches.
Get in Touch
Phone
+64 204 105 1820What We Can Help With
Our Promise
We believe great technology should be accessible to everyone, not just the tech-savvy: