Consultants & advisors

Delivers a one-page pre-meeting brief — objective, attendees, agenda, talking points, objections with responses, risk questions, prior commitments quoted verbatim, and the primary ask.

Moves: Briefs delivered before the meeting

Generates a strong proposal draft with a phased approach, investment framing, and value case. Runs a gap interview for missing inputs rather than inventing them, and reuses high-rated prior proposals for voice.

Moves: Time from discovery to first proposal draft

Turns an RFP into a compliant response — compliance matrix, best prior answers adapted per requirement, honest not-met flags with mitigations, bid/no-bid recommendation, and a submission checklist.

Moves: Requirement coverage

Turns a deck or proposal into a presenter's talk track — per-section narrative at a chosen register, transitions, anticipated questions with answers, and a time budget. Introduces no claims absent from the source.

Moves: Presentation prep time saved

Produces board-ready, fully cited account intelligence dossiers — profile, financials, segments, IT-spend estimate, tech stack, strategic initiatives, leadership rolodex, sourcing footprint, competitors, and opportunity areas. Supports Top Consultant Mode narrative output.

Moves: Time to a cited, board-ready dossier

Assembles dossier, signals, buying centre, incumbents, and whitespace into one living account plan with next actions and owners, carrying provenance forward and surfacing contradictions.

Moves: Account-plan completeness

Parses invoices, performs deterministic three-way matching, classifies discrepancies, runs duplicate and fraud checks including vendor bank-change verification, and prepares payment proposals for human approval. Never pays.

Moves: Duplicate-payment detection recall

Computes aging, scores payment risk, drafts policy-compliant dunning sequences, detects disputes and excludes them automatically, reconciles receipts, and reports DSO trend. No threats or legal assertions.

Moves: Days sales outstanding

The rep's command centre — performance view, evidence-based introspection on what to work on, activity tracker, conversational activity entry, and approval-gated sync to the system of record. All metrics computed in code.

Moves: CRM data completeness

Identifies incumbent vendors and SIs inside an account, estimates footprint by evidence class, and frames sourced, fair displacement angles.

Moves: Sourced competitive claims

Builds targeted, de-duplicated, suppression-aware contact lists with enrichment, persona segmentation, and a per-contact outreach angle grounded in evidence.

Moves: List usability

Leadership view — leaderboard with exposed methodology, team metrics, at-risk deals, coaching priorities, weekly focus, and forecast commentary. Normalised for territory and tenure where configured.

Moves: Forecast accuracy

Computes per-engagement margin, utilisation, burn against the SOW baseline, and revenue leakage with evidence, feeding comparables back to estimation and proof points to case studies. Never rendered client-facing.

Moves: Revenue leakage identified

Builds the effort estimate and margin model behind a proposal — workstreams, role/effort matrix, rate-card pricing, scenarios, and comparables from historical actuals. All arithmetic runs in the deterministic sandbox.

Moves: Estimate accuracy

Builds rule checklists with jurisdiction and effective date, flags gaps, summarises regulatory changes, and assembles documentation. Explicitly not legal or tax advice; abstains where jurisdiction is unclear.

Moves: Cited checklist coverage

Assembles and tracks operating budgets from historicals and drivers, with scenario templates, an assumptions log, and a variance-ready workbook. Every figure traces to a ledger source or a stated assumption.

Moves: Budget build cycle time

Driver-based and statistical forecasts with scenarios, sensitivity, confidence bands, and backtest error reported on every run. Never presents a point estimate without a band.

Moves: Forecast accuracy

Computes actual-vs-plan variances with materiality thresholds, attributes drivers (price/volume/mix/timing/one-off), and drafts commentary with ledger citations on every line.

Moves: Material variance explained

Suggests transaction classifications with rationale, detects duplicates and anomalies deterministically, proposes journal entries, and supports reconciliation. Cannot post — no posting capability exists in code.

Moves: Classification precision

Provides industry context, benchmarks (always with definition and date), trends, and implications to back proposals and advisory work. Never reproduces paywalled content.

Moves: Benchmark completeness

Records or ingests a meeting, transcribes and diarizes, produces structured notes with sales signals (stage evidence, competitor mentions, objections, commitments), drafts the follow-up, updates the thread document, and proposes CRM updates.

Moves: Action-item recall

Orchestrates the close checklist with owners, dependencies, and chasing; identifies reconciling items; assembles schedules; drafts statement narratives. Never marks a task complete on a human's behalf.

Moves: Days to close

Surfaces next best actions per opportunity from staleness, unmet stage criteria, unkept commitments, and stakeholder gaps, and maintains a personal daily and weekly to-do list with one-click agent execution.

Moves: Recommended-action completion

Maps decision makers, influencers, and reporting lines; labels buying roles; finds coverage gaps and warm paths to power. Inferred relationships are always labelled as inferred.

Moves: Buying-committee coverage

Runs personalised multi-channel first-touch outreach with sequence management, reply classification, and meeting booking. Voice outreach requires mandatory AI disclosure and a jurisdiction allowlist.

Moves: Reply rate

Analyses any uploaded document (RFP, contract, MSA, prior proposal, analyst report) and extracts requirements, obligations, dates, risks, and gaps with page-anchored citations, linked into the live account context.

Moves: Requirement / obligation recall

Monitors owned accounts for buying signals — leadership changes, funding, M&A, hiring spikes, earnings commentary, tech changes — scores materiality and alerts only when it matters.

Moves: Alert precision

Drafts a Statement of Work with deliverables, acceptance criteria, a mandatory out-of-scope section, assumptions, dependencies, change control, and flagged risky clauses. Always routed to human and legal review.

Moves: Time to a legal-ready SOW draft

Cross-references account initiatives against the offering catalog and proposes prioritised plays with ROI framing, where every value figure is an estimate tied to stated assumptions.

Moves: Qualified plays actioned

Consolidates cash position, produces a 13-week rolling forecast and liquidity stress scenarios, and alerts on thresholds with the computed value stated. No fund movement capability.

Moves: 13-week cash forecast accuracy