Solutions · Executives
One view across departments
Executives can ask across every department's documents. When you do, Admins and Auditors get a notice that you asked, and when. They don't see the question.
Every department at once
Ask one question instead of asking each team for their numbers.
Briefings for the board or the CFO
Ask for five bullets or a variance commentary. Each bullet is cited and the figures are calculated, not paraphrased.
Out as Word, PDF or Excel
Take an answer straight into a memo or a deck.
Read-only on settings
Executives can see users and departments but can't change them. Company-wide reading doesn't come with admin rights.
Typical questions
- “Draft a 5-bullet summary for the CFO on why noninterest expense rose in Q2.”
- “How did revenue by segment change from last year?”
- “Compare operating margin across the last four quarters.”
Try it on your own documents.
Bring a few reports and a question you've had trouble answering. We'll work through it with your files, not ours.