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 — the spec sheet
- Time to go live
- 5 to 10 working days
- Starting price
- €4,170
- Included in this price: Email agent · Integration with a closed tool · Dedicated dashboard
- For ongoing supervision afterwards: from €149/month.
- See the full price list
What it takes in
- your management tool or your accounting system
- the indicators you actually look at
- the thresholds beyond which you want to be warned
What it produces
- a one-page review, quantified and readable without a table
- an alert as soon as an indicator leaves its range
- an investor summary that reads in thirty seconds
One run, step by step
Received — revenue, margin and cash aggregated over the month
Understood — comparison made against the previous three months
Acted — watch point isolated: customer payment terms are stretching
Delivered — review delivered on one page, plain reading attached
A representative example of a typical deployment. Volumes and names are illustrative; the sequence of steps is the one the agent actually runs.
In one sentence
Prisme — AI agent for reporting and KPI tracking. An agent deployed by HelyOs Global. Takes in: your management tool or your accounting system, the indicators you actually look at, the thresholds beyond which you want to be warned. Produces: a one-page review, quantified and readable without a table, an alert as soon as an indicator leaves its range, an investor summary that reads in thirty seconds. Live in 5 to 10 working days, priced at €4,170. Playable demo, no account needed, at helyosglobal.com/agents-ia/agent-reporting.
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?
Our AI agents are listed from €1,990 on the Pricing page. The exact price depends on the number of connected sources and the complexity of the metrics, and is set after a short scoping call — quotes are free. Monthly agent monitoring is optional at €199/month.
Ready to make the move?
Describe what you need and get a demo plus a clear plan within 24 hours.