AI agents for reporting and business intelligence
Reporting is the work most likely to be described as automated and least likely to actually be. Agents can produce the narrative, not just the chart.
What breaks today
Dashboards answer what happened. Leadership asks why, and someone spends two days finding out.
Board decks are assembled by hand from four systems and three spreadsheets, every quarter, under time pressure.
Definitions drift. Two teams report the same metric differently and nobody notices until it matters.
Competitor and market monitoring is done when there is time, which means it is done after the fact.
The agent team we deploy
Each agent does one job well. The AI Manager routes the work between them and loads the right context from your company brain on every task.
Rollup agent
Pulls metrics from source systems on schedule, applies your definitions, and reconciles differences between systems before anyone sees a number.
Narrative agent
Writes the commentary: what moved, by how much, against plan and against last period, with the likely drivers named and sourced.
Briefing agent
Produces the executive brief for a specific meeting and audience, cut to the decisions on the agenda.
Monitoring agent
Tracks competitor announcements, pricing changes, and market signals, and reports only what crosses your relevance threshold.
What goes into the company brain
The company brain is the grounded knowledge layer the agents read from. It runs on open infrastructure that you own outright.
- Canonical metric definitions, so one number means one thing across the company.
- Plan, forecast, and prior period baselines.
- Audience context: what the board asked last quarter and what is still open.
- Known data caveats, so the narrative flags them instead of hiding them.
How output gets scored
The AI Judge reviews work before it leaves the system. The Improvement Manager turns every rejection into a rule or a test.
- Every number in a generated report traces back to a query against a source system.
- The judge rejects any claim of causation the data does not support, and downgrades it to correlation or a flagged hypothesis.
- Reports carry a freshness stamp and a list of any source that failed to update.
How the rollout runs
- Start with one recurring report that already has an owner and a deadline.
- Run the agent version alongside the manual version for two cycles and compare.
- Retire the manual version only when the owner signs off, not when the system says it is ready.
Everything starts with the two-week AI-First Scan. From there, a single agent pilot runs $15,000 to build with $2,500 per month to operate. Full pricing is on the pricing page.
You keep your existing CRM, ERP, email, and ticketing. We build the agent layer on top of them, and we run it. See how a Cloudify agent system works for the full architecture, or browse the other workflow categories.
Bring us one painful workflow. We'll make it AI-first.
Two-week AI-First Scan. A ranked opportunity map. A deployed system your team does not have to babysit.