AI agents that watch the reports so you don't have to
A copilot you can ask anything, and a dozen agents running on schedules — late jobs, thin margins, aging AR, expiring certs — raising their hands with the fix attached.
ASK IN ENGLISH, GET AN ANSWER WITH A PLAN
'Which jobs will miss their promise date this week and why?' The copilot answers from live data: WO-5014 is blocked by a machine conflict, WO-5027 waits on material arriving Tuesday — and offers to reslot the first and draft the customer note. Context includes your role, so it never shows anyone data they couldn't open themselves.
AGENTS ON SCHEDULES
The late-job sentinel runs at 6 AM. The margin guard checks every quote against the floor. The collections agent drafts reminders as invoices age and tracks lien deadlines. The cert watcher tells HR about expiring H2S cards. Each one is a report you used to run — now it runs itself and only speaks when something's wrong.
FORECASTING THAT BUYS MATERIAL
The forecast agent reads demand — 2" valves pacing 1,240/year — and drafts the raw-material buy plan against lead times and reorder points. Planning meetings start from a draft instead of a blank sheet.
SUGGESTIONS, NOT AUTOPILOT
Agents propose; humans approve. The reslotted schedule, the collection call, the insert-change interval — each lands as a reviewable action with its reasoning shown. Trust is earned one accepted suggestion at a time.
Explore the module → · 60-second video walkthroughs →
See it on your data. Bring one real job — a quote, a traveler, and the invoice — and watch it flow end to end in a 30-minute live demo.