Artificial intelligence
AI data analyst for managers
An AI data analyst lets you ask your sales, invoicing and operations data questions in everyday language, such as "which products sold least this quarter at the Porto shop?", and get the answer as figures and charts. It is for managers and business owners whose data sits in an ERP, invoicing software or spreadsheets, but who have no data team. Decisions rest on current numbers, and the usual reports arrive in your inbox on their own.
The data is there, the answers aren't
Almost every business holds enough data to answer the questions that matter: what sells best, which customers have stopped buying, where margin is slipping away. The problem is getting to it. The data sits in the ERP, the invoicing software and three spreadsheets, and every report needs someone who can export, cross-reference and build charts. With an AI data analyst, a manager types the question and gets the answer, without waiting for month-end.
Figures you can check
The figures don't come from the AI's memory. It understands the question, turns it into a query on your data, and the database does the calculation. Every answer shows the query used, the period and the sources, in language you can follow. The tool identifies itself as an AI, as the AI Act requires, and a person always makes the decision.
Reports and alerts nobody has to build
Questions that come up every week become automatic reports: sales by shop, margin by product family, late orders. They land in your inbox on the day and at the time you choose.
When your data isn't connected yet
If your data lives in systems that don't talk to each other, the first step is linking them through integrations and APIs. If processes still run on spreadsheets, a custom management platform organises data as it comes in. And if you'd rather decide where to invest first, IT and digital strategy helps set priorities. The stages of the work are set out in how we work.
What you get
- Connection to your ERP, invoicing software, CRM, online store or spreadsheets
- Questions in English or Portuguese, answered with figures, tables and charts
- A note on how each figure was calculated and which data it came from
- Automatic weekly or monthly reports sent by e-mail
- Alerts when a metric moves outside its usual range, such as sales or stock
- Read-only access and per-user permissions, so data can't be changed
Best for
- SME managers with no data analyst or BI team
- Businesses with several shops, warehouses or sites that want to compare results
- Owners who spend month-end building reports in Excel
- Sales teams who need up-to-date figures before every meeting
Typical features and modules
Communication & leads
- SMS & e-mail notifications
Integrations & automation
- ERP / invoicing connection
- Spreadsheet import/export
- CRM connection
AI add-ons
- AI transparency & logging
Compliance & security
- Security hardening
Hosting, e-mail & maintenance
- Admin training
- Monthly maintenance
How we deliver it
A conversation about the decisions you make and the questions you can't answer today
Mapping your data sources and checking the quality of what's in them
Preparing a data model that uses your business's own names and rules
Testing with real questions, checking answers against reports you already trust
Launch with a short training session and the automatic reports set up
Frequently asked questions
Can the AI make up numbers?
The figures aren't written by the AI. It turns your question into a query on your data, and the database does the maths. Every answer shows how it was calculated so you can check it. If a question is ambiguous, the tool asks for clarification rather than guessing.
Which systems can you connect?
ERPs and invoicing software such as PHC, Primavera or Sage, CRMs, online stores and spreadsheets, among others. We check what each system can export or be queried for before we start.
Do users know the answers come from an AI?
Yes. Since 2 August 2026, the EU AI Act requires people to be told when they are interacting with an AI system. The tool identifies itself as one, and every answer shows the query and data behind it so a person can verify it.
What if our data is messy?
That's the norm, which is why we start by checking data quality. We fix duplicate names, inconsistent categories and empty fields where we can, and tell you what's left out. An answer is only as good as the data behind it.
How much does it cost?
Every project is quoted by hand from your requirements, so pricing is on request. The AI usage cost depends on the number of questions and reports, and we explain it in the proposal. Request a quote
Shall we talk about your project?
Tell us what you have in mind and what you want to achieve.