AI agent for reporting and KPI tracking
Your numbers finally make sense — one page, two minutes, one call to make.
Who it's for Founders and managers making decisions on gut feel for lack of consolidated numbers.
The data is out there, just scattered across your billing, your CRM, your reviews and your analytics. HelyOs Global deploys an agent that pulls it all together every week into a one-page report you can read in two minutes — variances explained, and the single most useful move highlighted.
Meet Prisme, the agent joining your team
Prisme
Vos chiffres en une page
Workflow en direct
Agrège les sources
Compare aux objectifs
Explique les écarts
Rapport d’une page
Recommande UNE action
What you actually gain
No more chasing numbers across tools
Revenue, leads, reviews, traffic: it all lands in one place, every week, benchmarked against last week and against last year.
Variances get explained, not just noticed
Every notable swing is tied back to a cause found in the data. And a worrying trend gets called out at the top of the report, never buried at the bottom.
One recommended move every week
The report always closes with THE most useful, concrete, numbers-backed recommendation — "follow up the 12 pending quotes: €8,400 on the table."
How we roll it out
01
Picking the right indicators
Together we choose the 5 to 8 numbers that genuinely steer your business, along with your targets.
02
Wiring in the sources
The agent connects to your tools: billing, CRM, analytics, reviews, social media. Numbers always come straight from the source, never from a guess.
03
A report every week
Every Monday, in your inbox or your Slack: the headline of the week, KPIs compared, the explanations, the recommended action.
04
A monthly summary
Once a month: the underlying trends, where you stand against annual targets, three priorities for the month ahead.
Tools & integrations
Frequently asked questions
What happens if one of my data sources goes down?
The agent calls it out plainly ("CRM unreachable this week") instead of quietly estimating a number. Every figure shown is a real, traceable figure — no exceptions.
How is this different from just having a dashboard?
A dashboard just displays; this agent explains and recommends. That's the difference between charts nobody actually looks at and a decision made every single week.
How much does it cost?
Reporting starts with the Starter package at €690. A multi-source dashboard with a monthly wrap-up moves into the Business package, from €1,490.
Ready to make the move?
Describe what you need and get a demo plus a clear plan within 24 hours.