Product 01 · Data Analysis Agent

An agent for the question your dashboard can’t answer.

Connect approved company data, ask questions conversationally, follow the investigation, and turn the answer into a chart, table, report, or download with evidence the team can review.

Working product Configured around the operating context, systems, and controls of each engagement.

Data Analysis AgentConnected · 8 sources
Why did net revenue fall in the West last month?

Answer · sources attached

Returns and lower order volume explain 82% of the variance.
−12.4% Net revenue4 Sources9 Evidence rows
ordersreturnsregion_targetsView logic ↗

The queue behind the dashboard

Your next question should not wait for another analytics ticket.

Static answers

Dashboards answer yesterday’s questions.

They are useful for known measures, but novel questions still create queues, exports, and one-off analysis.

Scattered context

The answer lives across systems.

Commercial, financial, operational, and customer data rarely arrive with the same structure or terminology.

Generic AI

A fluent answer can still be wrong.

Without approved joins, calculations, definitions, and source context, a model can produce confidence without business truth.

Working product foundation

The core analysis loop already works.

The Data Analysis Agent connects multiple structured and relevant company sources, joins information automatically or through controlled mappings, and follows an investigation through useful follow-up questions.

It can turn the answer into a chart, table, report, or download while keeping source context and analytical choices visible for review.

What exists today

Working product. Fitted implementation.

Working product
Conversational analysis, multiple sources, cross-source joins, charts, tables, reports, downloads, evidence references, permissions, guidance, and connection options.

Client fit
Approved sources, terminology, definitions, calculations, questions, user access, validation cases, outputs, and decision workflows.

Additional software
Proprietary connectors, data pipelines, new interfaces, recurring analysis, workflow actions, application integrations, and supporting applications.

Applied to your industry

Start with a problem the team already recognizes.

Each profile begins with an industry question, shows the sources the agent would examine, and follows the analysis to a human decision. Every demonstration uses clearly disclosed synthetic composite data.

What the agent needs

Connect the data. Follow the answer. Check the evidence.

01

Connected context

Bring approved sources together with the joins, terminology, calculations, permissions, and instructions that shape a useful answer.

  • Multiple business sources
  • Automatic or controlled joins
  • Business definitions and guidance
02

Analytical conversation

Ask a question in natural language, examine the response, and continue the investigation without rebuilding a dashboard.

  • Questions and follow-ups
  • Charts and tables
  • Reports and downloads
03

Visible evidence

Design the experience so users can see which sources, definitions, and decisions support the response instead of accepting a mystery answer.

  • Source references
  • Reviewable logic
  • Validation against known answers

From question to operating use

Prove the answers. Then prove the value.

01

Define the intended result

Choose the recurring questions and users, record the current time and effort, and agree which operating or commercial measure should improve.

Aim
02

Catalog sources and access

Agree what data is in scope, how it is accessed, which users may work with it, and where the system of record remains authoritative.

Connect
03

Establish business meaning

Agree joins, measures, terminology, calculations, exclusions, guidance, and the outputs the team actually uses.

Define
04

Validate against known answers

Test an agreed question set, review failure modes, and make uncertainty and source evidence visible.

Verify
05

Measure and expand

Track use, time to answer, reporting effort, resolution time, or another agreed measure; add sources, actions, or applications only where the result supports it.

Improve

Bring us one job worth improving

Show us where the work slows down. We’ll design a practical first agent implementation.

Discuss a first implementation